As a Managing Sales Director for Barnum Financial Group in the Elmsford, New York office, I work to identify candidates who want to be a part of a strong, highly motivated financial company. I serve as a coach and mentor to my advisors. With over 9 years in the financial services industry, my recruiting efforts range from seasoned professionals, to talented recent graduates looking to begin their careers in financial services.
My recruiting process gives advisors an in-depth view of Barnum and its resources that can help their business grow. For experienced advisors, I strive to assure them that not only the onboarding process will be efficient, but make sure all needed resources are aligned to create a steady support system with Barnum.
In addition to recruiting efforts, I focus on the utilization of broad capabilities that Barnum offers to deepen client and advisor relationships and support my client achievement efforts. Also serving as a Financial Planner, my practice is built on a foundation of having objective, honest, and precise strategies by providing tools to help clients attain their financial goals.
Areas of Focus:
Recruiting and Advisor Development
Retirement Planning
Income Generation
Savings Strategies
Tax Strategies
Estate Planning
Wealth Management
I am licensed to sell insurance in: CT, FL, NJ, NY. I am licensed to sell securities in: CT, FL, NJ, NY. I am a registered representative of and offer securities, investment advisory services and financial planning through MML Investors Services, LLC. Member SIPC. (www.sipc.org). 565 Taxter Road, Suite 625, Elmsford, NY 10523 (914) 372-2980.