Previously, I worked at large financial advice firms - Mariner Wealth Advisors, Morgan Stanley, and Crestwood Advisors. I learned a lot at those institutions, but wanted to be more involved with a growing business and that's how I met Davey and joined Pine Harbor.
As a Wealth Management Associate, I focus on building financial plans for clients with Davey, researching investment opportunities, helping clients prepare for meetings, and guiding you along the journey with us.
I earned my Bachelor of Arts in Philosophy from New York University. Also, I am a proud member of ALPFA, Inc - Association of Latino Professionals for America and am fluent in Portuguese and Spanish.