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I Believe the Only Unique Product I Can Provide Is Myself, My Insights, Timeliness and Exceptional Service
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Title: Senior Vice President – Investments |
The mission of my financial practice is to facilitate a sense of security for every client and their family around the many issues of wealth management.
In more than 27 years as a financial advisor, I have amassed educational and real-world experience one can only obtain by advising families through ever-changing financial environments.
I endeavor to help families fund educations, create retirements and reduce taxes.* I believe it is important to communicate and distill today’s information overload into meaningful discussions around personalized investment plans. In times of uncertainty, it is my goal to address the situation and help diminish concerns. Over time it is my desire to help individuals and families pursue their specific financial goals and manage their wealth.
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Areas of Focus
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Advisor selection is not reflective of individual client satisfaction or future performance. Please see below for important information on the scope of the award and the Five Star selection process. Wells Fargo Advisors, LLC, Member SIPC. [Car#0111-1414 Jan 11 2011]. Investment and Insurance Products:
| NOT FDIC-Insured | NO Bank Guarantee | May Lose Value |
Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in Southwest Florida (includes Collier and Lee counties in the state of Florida) to gather wealth manager nominations. Self nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2012 Five Star Wealth Managers to be no more than 7% of the approximately 4,000 wealth managers in the area. 590 award candidates in Southwest Florida were considered for the award, of which 164 were named 2012 Five Star Wealth Managers.
• Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Gulfshore Life.
• Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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