By leveraging over 20 years of wealth management experience, I’ve helped clients identify gaps and create strategies to help them attain their financial goals through a structured and disciplined process. Using Equitable Advisors open architecture, I can provide solutions through numerous carriers and Wealth Managers while maintaining the client’s best interest as my utmost priority.

As a former Equitable Advisors Branch Manager, a position I held for 9 years, I helped Financial Advisors on the development of their practice by providing supervision, education and support. Our team’s engagement with advisors yielded various top level awards at a national level.

I continue to work with associates with different experience levels in case consultation as well as their professional development through mentoring and joint work in order to provide their clients with the benefits, attention to detail and care I provide my own clients.

If you or someone you care for has not established a strategy to understand, clarify and help attain your financial goals or if you already have strategies in place and would like my review, please contact me.

Designations, Experience and Skills:

Equitable Advisors Divisional Vice President 2001-2003

Equitable Advisors Executive Vice President 2003-2012

Board Member PR Life and Disability Insurance Guarantee Association

Attendee AXA Institute Harvard

Fully bilingual Spanish, English