Experience

Fortis Lux Financial

• United States
• Financial Services
• 1 - 100 Employee

• Financial Advisor

  • May 2019 - Oct 2019

  Greater New York City Area



New York Life Insurance Company

• Financial Advisor

  • Apr 2018 - May 2019

  420 Lexington Ave, New York, NY 10170 Many people think that developing financial strategies to reach their goals is a very daunting task. And, in most cases, they don’t move forward because they are uncertain as to what the next steps should be for them. I work with my clients to breakdown and customize their financial strategy into small manageable tasks and point out the key next steps to keep them moving forward toward financial security and prosperity. Some of the areas I can provide assistance… Show more Many people think that developing financial strategies to reach their goals is a very daunting task. And, in most cases, they don’t move forward because they are uncertain as to what the next steps should be for them. I work with my clients to breakdown and customize their financial strategy into small manageable tasks and point out the key next steps to keep them moving forward toward financial security and prosperity. Some of the areas I can provide assistance include: - Wealth Accumulation and Retirement Planning - Risk Management - Estate Planning and Wealth Preservation Strategies - Financial Planning and Asset management Strategies For my business clients, I can help with: - Executive Benefit and Deferred Compensation Plans - Employee Financial Planning and Seminars - Business Succession Planning - Employee Benefit Plans, Pension and 401(k) implementation Above all, I am committed to building long-term relationships with my clients. As time goes by, my clients can count on me to be there to help them deal with the inevitable changes that are a part of life and to make sure that they stay on track to meet their financial objectives. Show less



AXA Advisors, LLC

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Oct 2015 - Apr 2018