Private Wealth Financial Advisor at
Wells Fargo Advisors
Years of Experience
28 years
Member Since
2025
I believe managing significant wealth means understanding complexities, and our clients are backed by a team dedicated to navigating those challenges with precision.
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Certified Private Wealth Advisor Program
Obtained in 2021
Certified Investment Management Analyst Program
Obtained in 2013
Business Administration
Obtained in 1994
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Member FINRA/SIPC.
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