With over 20 years of investing experience, I joined Edward Jones in 2020 to provide client centric, goals-based advice to my adopted community of Harlem.
My goal as an Edward Jones financial advisor is to help meet the needs of my clients across the arc of their lives in a way that is most complete to them and to help achieve my clients' vision of success for their wealth, family and business.
I begin each relationship by seeking to fully understand a client's objectives and then work with them (and their attorney, accountant and other trusted professionals) to develop a personalized strategy using our advice, guidance and advanced tools. Registered and licensed in several states, I can serve clients and their loved ones nationwide.
My wife, Charline, and I are empty nesters, with four adult children and one grandchild.
I obtained a Bachelor of Science in economics from Colorado State University. I currently serve on the board of directors of Mount Morris Park Community Improvement Association, and I am active with Frederick Douglass Boulevard Alliance, Harlem Little League and the Greater Harlem Coalition.
My email address is [email protected], and my office telephone number is (212) 531-8731.
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- New Investors
- Socially Conscious Investing
- Special Needs Financial Considerations
My Personal Interests
- Spending Time with Family
- History and Museums
|Mon||08:00AM - 05:30PM|
|Tue||08:00AM - 05:30PM|
|Wed||08:00AM - 05:30PM|
|Thu||08:00AM - 05:30PM|
|Fri||08:00AM - 05:30PM|
|Sat||By Appointment Only|
- Web Conferencing
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