My Profile

Honors & Recognitions

  • Janney's Masters Club
  • Director's Council
  • Federated President's Club
  • Premier Producers Guild
  • Million Dollar Round Table
  • Golden Scale Council
  • Oppenheimer Funds' President Council
  • Planco's Captain's Club
  • Putnam Investment's Board of Governors
  • Pimco Advisory Council

 

Education & Licensing

  • Accredited Wealth Management Advisor sm (AWMA)
    College for Financial Planning
    The Wharton Business School
  • Certified Divorce Financial AnalystTM(DFA)
    Institute for Certified Divorce Financial Analyst
  • Registered Instructor for "Women and Investing"
    Long Island University
  • Life & Variable Annuity Insurance Licensed
    GA, AL, & FL

 

Services

  • Financial Planning
  • Retirement Planning
  • Insurance Planning
  • Education Planning
  • Mutual Funds
  • Equities
  • Tax Free & Taxable Bonds
  • Annuities
  • Stock Options
  • Trust Services