801 Laurel Oak Drive
Naples, FL 34108
I am a Senior Premier Advisor with Truist servicing the Naples and Marco Island Markets. I relocated to Florida from Ireland and offer experience in the Banking Industry since 1993. As a Premier Advisor, I specialize in holistic Financial Planning. My purpose is to help empower individuals and families to achieve their long-term financial goals by providing personalized guidance, comprehensive strategies, and ongoing support tailored to their unique needs and aspirations, while helping to provide an exceptional experience now and into the future.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
When not at work, I enjoy spending quality time with family and friends, enjoying the Florida lifestyle at the beach or walking in the parks.
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.