Experience

Universal Financial Consultants

• United States
• Financial Services
• 1 - 100 Employee

• Sr VP

  • Jun 2018 - Present

  Miami/Fort Lauderdale Area



Morgan Stanley

• Senior Vice President, Financial Advisor

  • Jul 2015 - May 2018

  Boca Raton, FL © 2015 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following… Show more © 2015 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html Show less



Gilman and Ciocia Tax & Financial Planning

• Vice President of Investments

  • Feb 1991 - Jul 2015

  Aventura, Clearwater, & Boca Raton, FL