Helping you plan and achieve
I am Vice President at Equitable Advisors in Edison, NJ. I provide Financial Advice to individuals and closely held business owners. My services comprise of Asset Management (Advisory Fee and Brokerage), Risk Management (Life, Disability, Annuities, and Long Term Care), Wealth Accumulation (Retirement Planning, Asset Allocation Planning), Distribution Strategies, and Health Insurance.
Through an extensive discussion process, I learn first about the client’s goals and concerns, then provide strategies that coincide with their current financial state while educating them about the strategies recommended. My objective is to formulate a plan that is flexible and that will help prepare and guide my client for achieving their goals.
As a Vice President at Equitable Advisors, my goal is to recruit, train, develop, and retain the best individuals for this business. The types of individuals that succeed at Equitable are those that want to build a business, have a strong work ethic, trustworthy, high morals, and work well with partners.