Specialties and Types of Clients Served
• Divorced or widowed
• Working professionals approaching retirement years
• Post retirement couples or individuals
• Individuals with complex estates
Certifications & Licenses:
B.S. degree in Business Administration / Fiduciary / Series 7, 24, 63, annual Entitlement User Accounts Certification / Firm Element and Connecticut Insurance Continuing Education, NAIC, CID
States where licensed: CT, FL, GA, MA, MD, NC, SC
“We understand that women have specific needs as they face life’s challenges. As caretakers, mothers, daughters—and often head of their households, they are becoming increasingly responsible for their family’s financial needs.”
An Integrated Consultative Approach. Our approach to Wealth Management spans the full continuum of issues that affect your financial health. From investments, to retirement, estate planning and tax implications, we take the time to fully understand your needs and translate that knowledge into an action plan tailored to your goals. As your life changes and new circumstances arise, we’ll be there to guide you along the way.
Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory Services offered through Financial Vision Advisory Services, LLC. Financial Vision Advisory Services, LLC and Securities America are separate entities.
This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
Broker: Securities America, Inc.
Term: 12/13/2022 - 12/31/2024