I have been working as a financial advisor in the investment industry since 1990. Prior to starting my own investment firm in June of 2001, I worked at Morgan Stanley as an Associate Vice President. My duties included managing client portfolios, assisting the Taxable Fixed Income Department as branch coordinator and supervising new investment advisors. At my current firm, DNB Financial Services, Inc., I focus on working with divorced, single, widowed and high net-worth women.
I am in the business of helping my clients meet all their financial challenges. I do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial success.
My approach can help you invest conservatively, reduce your exposure to taxes, meet your insurance needs and provides a plan to successfully transfer your wealth to your children and grandchildren.
I have been quoted in the Wall Street Journal, the Baltimore Business Journal, and USA Today. I have also conducted several investment seminars at companies such as McCormick and Company, Sweetheart Cup, University of Maryland, The National Security Agency and the FBI.
If you think I can be of help to you, or someone you know, please contact me at firstname.lastname@example.org, or call me at 410-486-7915.