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Investment Adviser Representative
5401 S Kirkman Rd, Ste 310 Orlando, FL 32819
7700 North Kendall Dr, Ste 607 Miami, FL 33156
Monday through Friday: 9:00 AM to 5:00 PM
Evenings and Saturdays: by appointments only.
Helping suddenly single women gain clarity and boost their financial confidence in this new chapter of their lives.
Areas of Focus
As a fiduciary Investment Adviser Representative, I strive to help suddenly single women with wealth management, retirement planning, social security strategies, estate planning, tax planning, Medicare planning, and lifetime income planning. I do all of this with a 5 steps to retirement success process.
My clients come to me when they want answer to these questions:
✔ How do I invest for my future?
✔How do I replace my loved one's income?
✔Am I still on track for retirement?
✔Will I have to downsize?
✔Will I be able to pay for my children's college education?
The landscape has changed for pre-retirees and my clients are tired of putting all of their energy into:
😧Figuring out if they should use the money to pay debts or invest it
😧Worrying about whether the stock market crashes or not
😧Trying to understand Social Security and Medicare
😧Trying to reduce their tax burden
😧Worrying about inflation
Within just a few months of working with me my clients are frequently able to:
🎯 Sleep better at night knowing their finances are in order
🎯 Feel confident that they will not run out of money in retirement
🎯 Feel they have gained control over their money
🎯 Know that they have a legacy plan in place
🎯Feel confident that they are prepared to weather future storms
How can I come alongside you and help you with all your financial matters? You have a career or business and a family. Yet you spend a lot of time wondering if you have taken all the right financial steps. That’s where I come into play.
I am here to bring clarity if you:
🕯 Are stuck in analysis paralysis due to fear of making a rash decision that you might later regret.
🕯Are ready to be at ease and stop second guessing your decisions
Are you ready for a financial fresh start? Let's talk!
Interests & Community Participation
- Supreme Scholars Foundation
- Royal Fund Management (2013-Present) Investment Adviser Representative
- MetLife Resources (2005-2013) Financial Advisor Rep.
- ICMA Retirement Corporation (2001-2005) Retirement Plans Specialist
- Morgan Stanley (1999-2001) Financial Advisor
- Primerica Financial Services (1992-1997) Sales Rep. to Regional Manager
Bachelor of Arts in Psychology from Florida International University, Cum Laude.
The content contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Past performance is not a guarantee of future results and clients should not assume that future performance will be comparable to past performance.
Our Form ADV Part 2A firm disclosure document is available for review. View Form ADV Part 2A, call or email to request a copy. This document contains detailed information about Royal Fund Management, LLC and the services provided.