I have been working as a financial advisor in the investment industry since 1990. Prior to starting my own investment firm in June of 2001, I worked at Morgan Stanley as an Associate Vice President. My duties included managing client portfolios, assisting the Taxable Fixed Income Department as branch coordinator and supervising new investment advisors. At my current firm, DNB Financial Services, Inc., I focus on working with divorced, single, widowed and high net-worth women.
Our company is built on a solid foundation of excellent client service and in-depth market knowledge.
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Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.