Financial well being is something we all need, but what it means for each of us is unique. I take a personal approach to your financial health by taking the time to understand the things you value and the goals that matter to you. This allows me to tailor your financial strategy to fit your needs and objectives. We will work closely with your CPA and estate planning attorney to develop a comprehensive approach to your finances that will give you the confidence to live life your way because ultimately, that is the goal.
Born and raised in south Florida and having lived in Florida for most of my life, this is where I call home. I enjoy golfing, being outdoors and spending time in Delray Beach where I live with my wife, Zarnash. We have two pets and we love traveling.
I am committed to providing the financial guidance you deserve along with my Client Service Associate, Perri Hazan. We are dedicated to delivering the exceptional service you come to expect from us at Morgan Stanley.
Experience, intellectual capital and dedicated personal service to help you meet your life goals
General Information |
| Firm Start Year: | 1922 | |
| Insurance License#: | W489183 |
| States Licensed in: | FL, MA, GA, NJ, OR, OH, WA, CT, TX, SC, NV, NC, IL, HI, CA, MI, NY, PA, DC |
| Work with the following types of clients: | Non-Profit Organizations, Individual Investors, Investment Clubs, Businesses |
| Advisory Services Provided: | 401K Rollovers, Wealth Management, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Financial Advice & Consulting, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Retirement Planning |
Services |
| Investment Types: | Mutual Funds, Options & Futures, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Commodities, Insurance, Annuities, Stocks, Bonds, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Video Conference, Phone, Our Office, Email |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Annuity, Life, Variable Annuity, Variable Life, Long Term Care, Disability |
Firm Information |
| Advisor's Number of Clients: | 150 |
| Advisor's Number of Managed Clients: | 100 |
| Advisor's Number of Planning Clients: | 150 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $250,000 |
| Compensation Methods: | Based on Assets, Commissions |
| Fee % Based on Assets: | 1.25% |
Education |
| Bachelor of Arts | University of Central Florida
- Orlando, Florida 08/2006-12/2010 |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures https://www.wiseradvisor.com/disclosure/1890507/wiseradvisor-morgan-stanley-detailed-disclosure.html |
Registered Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
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