During my long career in the financial services industry, I have been fortunate to work for some of the finest institutions and with many of the brightest people who helped shape this industry into what it is today. The worldwide marketplace we deal in exemplifies the ever-changing dynamics and challenges we must address daily. My job is to represent the needs and objectives of my clients in that marketplace. To do so effectively, I must understand their goals and the extent of their resources.
Although I have clients spread throughout the country, most live within proximity to my office in Marblehead. They are investors with long-term goals who rely on me to keep them on track. My responsibility is not simply to provide investment guidance, but also to educate, motivate and counsel.
You will find us across the street from William Raveis Real Estate and Marblehead Bank and right next door to Mayflower Cleaners.
