My wealth management practice focuses on high net worth and ultra high net worth families. I am looking for growth and/or succeeding another advisor and I am not interested in selling. I am a CERTIFIED FINANCIAL PLANNER™ practitioner and I hold the Series 7, Series 66, and Life, Health, and Variable Annuity License. I have 10 years of experience in financial planning and advising on investments. I primarily served clients in central and south Florida and New York City, New York. I am pursuing the CFA designation and I have passed Level 2 of the CFA exam. I plan on sitting for Level 3 in 2020 or later depending on the needs of my clients. I spent time in the United States Marine Corps and am a Purple Heart veteran.