My Qualifications

Upon joining the Firm in 1987, I have built a strong practice serving the investment needs of my clients. Using Janney's entrepreneurial platform, I am able to design unique strategies toward building the most appropriate portfolio to meet client objectives. More than 25 years later, I still thrive on the dynamics of the financial services industry.

 

Series 7, General Securities

. Series 63, Uniform Combined State Law Exam

. Series 65, Investment Advisor Representative

. Health Insurance 

. Life Insurance 

. Variable and Fixed Annuity products

. Certified Long Term Care Insurance Consultant

 

Education:    
B.A., Connecticut College, New London, CT

Graduate studies at Columbia University, New York, NY