As a Financial Advisor at Edward Jones, I believe it is important
to understand what your goals are before we invest your money. Working as a
team is an integral part of my business and I value working with you, your CPA,
attorney and other professionals. This helps me not only understand what is
important to you but my established process will help identify the most
appropriate financial strategy for you and your family.
For over 35 years, I have given financial advice as either a
Financial Advisor or as a CPA. I am passionate about partnering with my clients
and attaining their financial goals. I earned a Bachelor's Degree from Pace
University in New York City and worked in the Financial Services Industry
throughout my career.
I joined Edward Jones as a Financial Advisor as part of my
commitment to helping individuals achieve their long-term financial goals and
dreams. I am licensed in numerous states for securities and life insurance and
am also pursuing my CFP designation.
I am actively involved in many meaningful organizations, such as
American Heart Association, Federation of Palm Beach County, Jewish Women's
Foundation, Women's Chamber of Commerce, Executive Women of Palm Beach and
Stockings with Care. These organizations fulfill my philanthropic need for
giving back. I am also a proud mother and there is nothing more important to me
than my son and family who reside in New York and South Florida.
a relationship with you is key. My goal is to understand what is important to
you and to partner with you throughout your lifetime to keep you on track.