As a Private Wealth Advisor, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences.
I've worked in the banking and financial services industry since 2002. I help clients succeed by listening and asking the right questions so that I can understand each client's unique needs and goals. Then, I pull together a team of wealth specialists and together we create a holistic, actionable plan that we execute on, monitor and regularly revisit, ensuring that each client is confident and on track to achieving their financial goals.
I live in Delray Beach, and serve clients in South Florida. I enjoy spending time with family and friends and my Golden Retriever and Havanese-Shih Tzuu. I'm on the Leadership Council of Wistar Institute, a member of Impact 100 of Palm Beach County and a trustee of Jewish Women's Foundation of Palm Beach County. I'm a runner, skier, hiker, boater, paddle boarder, dog lover and former competitive equestrian.
It’s time to close the gender gap on investing and increase the number of savvy female investors. A number of studies continue to indicate women struggle with a lack of confidence when it comes to taking charge of their wealth. These resources are meant to support changing that.
We help our clients build and preserve wealth, so they can live the lives they want while supporting the people and causes they care about. Our approach goes beyond just managing your investments. We work to understand your lifestyle, family, passions and goals and then provide tailored advice and guidance. You’ll have a single point of contact – your Private Wealth Advisor – who’s backed by our experts in areas such as planning, investments, trusts and banking. Together, we’ll create a wealth plan aligned with your needs and priorities.