I am dedicated in growing my business through targeted efforts at helping clients with retirement planning, distribution of assets, and wealth management. I work with specialists in all areas of investment and insurance planning as well as tax and estate advisement.
I started working for AXA Advisors in 2013, when I became passionate about helping individuals plan for various financial life events. I currently hold my FINRA Series 7 and 66 licenses, a Life, Accident, and Health Insurance license in the State of New York, the NYS partnership for Long Term Care license, and an IAR designation
I pride myself in using a personalized approach to help my clients design a financial strategy, giving them the information and confidence they need to help make informed decisions regarding their finances.
Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products, including those of AXA Equitable Life Insurance Company and (NY, NY) and MONY Life Insurance Company of America (AZ stock company, administrative office: NY, NY), offered through AXA Network, LLC, which conducts business as AXA Network Insurance Agency of California, LLC in CA, AXA Network Insurance Agency of Utah, LLC in UT, and AXA Network of Puerto Rico, Inc. in PR. Equal Opportunity Employer – M/F/D/V. AXA Advisors, AXA Network, AXA Equitable and MONY America are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this Facebook page does not necessarily indicate that this Financial Professional is able to transact business in your state. AGE-120979 (11/16)(exp.11/18)
My goal is to help my clients develop financial security by creating innovative, reliable, and diversified investment and insurance strategies.