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DETAILS
General Info
Experience and Background As an Edward Jones financial advisor, I am committed to taking the time to understand what's most important to you. We then use our established process to develop a personalized strategy to help you reach your goals. I am dedicated to partnering together throughout your life to keep you on track. Equally important is the relationship we build and the satisfaction I get from seeing you fulfill your individual vision. I will work closely with your CPA, estate attorney and other professionals in making sure we continue to meet your financial needs. If you are a business owner, running the business can leave you with little time to plan for your financial future and your family's security. Together, we can help you make sure that your personal finances are in order. I began my journey in the financial services industry at St. John's University, where I graduated with a degree in finance while working for a money manager in New York City. Shortly afterwards, I earned my FINRA Series 7 registration. In 2010, I graduated from the Securities Industry Institute at the Wharton School of the University of Pennsylvania. I hold an Accredited Asset Management Specialist (AAMS) designation to better serve my clients. Locally, I enjoy serving as an ambassador to the Upper Tampa Bay Chamber of Commerce in Oldsmar and fundraising activities. I am also a member of the North Tampa Bar Association as an affiliate member. Born and raised in New York, I relocated to Westchase in 2005. I am a proud mother to three wonderful children, Michael, Michelle and Daniel, and a German shepherd, Luke. What makes me happiest is spending quality time with family, friends and clients. Let's talk! Contact me to discuss your financial needs and goals.
Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Social Links
Categories
Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Securities, Investments, Stock & Bond Brokers
Services/Products
  • Estate Planning
  • Diversification
  • Market Analysis
  • Chartered Life Underwriters
  • Financial Analysis
  • Institutional Investors
  • Commodity Trading Consultants & Advisors
  • Equity Investments
  • Financial Management
  • Bond Rating
  • Bonding
  • Investment Banking
  • IRA Rollovers
  • Securities Brokers
  • Investment Managers
  • Discount Brokerage
  • Advisors
  • Retirement Planning
  • Financial Consultants
  • Business Start-Up Planning
  • Finance Lessors
  • Stock Investments
  • Insurance Planning
  • Brokerage Services
  • Business Planning
  • Investment Research
  • Financial Education Workshops
  • Inheritance Planning
  • Family Financial Planning
  • Asset Management
  • Charitable Trusts
  • Stocks & Bonds
  • Money Market Accounts
  • Investments
  • Bonds
  • Mutual Funds
  • Municipal Securities
  • Funds Investment
  • Individual Retirement Accounts
  • International Securities
  • Investment Management
  • Roth Individual Retirement Accounts
  • Options
  • SEP Individual Retirement Accounts
  • Annuities
  • Stock & Bond Broker
  • Government Bonds
  • Financial Advisor
  • Stocks
  • Money Market Funds
  • Load Funds
  • Index Funds
Data provided by one or more of the following: DexYP, Data Axle, Yext.