Financial Advisor / Owner
Watch City Financial Group
Sole proprietor of financial services company in Waltham with three employeesResponsibilitiesProvide retirement income and retirement planning services for high net worth individuals, small businesses and non-profit organizations Advise clients on financial markets and how to navigate towards achieving their goals Manage relationships with clients, vendors, and advisors Act as mentor to advisors new to the business Work with CPAs and attorneys to provide comprehensive and personalized financial planning.AchievementsJackson National Life Annual Top Producer Award 2006, 2007, 2008, 2009, 2010 & 2011 Jackson National Life Stars Award 2008, 2009, 2010 & 2011.Investors Capital Corporation Pinnacle Club 2007, 2008 & 2009 Investors Capital Advisory Council 2012