I am an Executive Director of Investments and Private Client Advisor with J.P. Morgan Wealth Management. As a Private Client Advisor, I help clients and their families plan and invest toward their goals.
I have over 15 years of experience in financial services. I joined J.P. Morgan in 2007. I hold the required FINRA Series 7,66 and life & health insurance licenses.
I am located in Plymouth Michigan
I can help with your many financial needs, including :
• Creating a strategy toward your financial goals
• Checking in on your investment portfolio
• Planning for retirement on your terms
•... Read More
I am an Executive Director of Investments and Private Client Advisor with J.P. Morgan Wealth Management. As a Private Client Advisor, I help clients and their families plan and invest toward their goals.
I have over 15 years of experience in financial services. I joined J.P. Morgan in 2007. I hold the required FINRA Series 7,66 and life & health insurance licenses.
I am located in Plymouth Michigan
I can help with your many financial needs, including :
• Creating a strategy toward your financial goals
• Checking in on your investment portfolio
• Planning for retirement on your terms
• Diversifying your portfolio
• Identifying investment opportunities and staying up to date on market movements Read Less