I began my second career in the financial services industry in 1994, after graduating a Doctor of Optometry in 1976 and practicing Optometry for 18 years in NY. I worked for the last 16 years at Raymond James Financial Services before becoming a partner at our new firm Capital Wealth Alliance, LLC.
Using my experience as a Doctor, I have found you need to know your client, as a complete person, as opposed to just knowing a few facts and figures about them. A client is not just a number you talk to a few times a year, but a person you interact with on a continual basis as the markets and their life change constantly. Developing long term relationships along with educating my clients is my ultimate goal.
My investment philosophy can be summed up in three words…”I Manage Risk”. Risk is the most important concept in investing and must be managed at all times. And for those who want to know what I do with my free time, I work out almost every day, have a black belt in karate, race my cars when I can, and as my wife of 43 years tells it, anything else I can do to get myself into trouble.