As an Edward Jones financial advisor, I focus on wealth strategies and portfolio construction for individuals and small business owners in Southern Rhode Island. Through partnering with other professionals, including CPAs and estate planning attorneys, I am able to determine the most appropriate financial strategy for you, your family and/or your business. I can also help with your retirement savings strategy so that you will have more options when you retire.
I use an established process to gain a detailed understanding of my client’s values and goals. I then employ specific financial strategies designed to address each client’s unique needs and goals, and partner with them throughout their lives to keep them on track.
Successful individuals and families work with me to develop and implement a comprehensive wealth strategy to help them reach their financial dreams, make smarter decisions in today’s uncertain political, economic, and social environment, and obtain an independent second opinion from a financial advisor in their community.