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Awards

  • LPL Director’s Club    2020

  • LPL Director’s Club    2019

  • LPL Director’s Club    2018

  • LPL Director’s Club    2017

  • LPL Director’s Club    2016

  • LPL-Patriots Club- Top 6% of financial advisors in the country (2015)
    *Achievement is based on annual production among LPL advisors only
  • Fidelity-Advisor Council (2015)

  • Vice President Investments-UBS Financial Services

  • UBS assets under Management Award for managing 100,000,000

  • Financial Planning Specialist Designation (2004)


*Achievements are based on annual production amongst peers