I started my financial services career with Morgan Stanley in the year 2000. As an associate financial advisor with the top corporate services team of the firm, my role encompassed supporting high net worth wealth managers with the acquisition, retention and relationship management of their vast global client base primarily located in Silicon Valley.
In 2002, I took a pioneering role in the financial services industry in Newport Beach, California when traditional retail banking institutions began to merge with Wall Street investment management firms. While at Wells Fargo Investments, my responsibilities included comprehensive financial needs analysis, investment research and portfolio construction through combining traditional banking products with investment management for private clients.
In 2007, I became the senior vice president of JD Mellberg Financial; and would later maintain a dual-role as the managing director of an SEC-registered investment advisory firm. As a key first employee of these firms, I played a primary and very integral role in the significant growth of each company.
As the founder & president of Scottsdale Wealth Advisory LLC, my past experience is in researching, designing and integrating risk management by way of insurance solutions and global market investment management.
I hold a Life & Health Insurance License and I am registered as an investment advisor representative in the State of Arizona, California and Texas. I am also currently enrolled in the College for Financial Planning, and working toward obtaining my Chartered Retirement Planning Counselor (CRPC) professional designation.