West Palm Beach, FL
25+ years of professional experience, providing private wealth management and advisory services for the affluent and ultra HNW client markets.
I provide Direct Response Financial Copywriting for Publishers, Editors, Marketers in the Financial Publishing market. I am also open to B-to-B projects.
An expert insider on both sides of the financial fence, I know YOUR market, YOUR customers, YOUR subscribers.
Held executive positions with Wilmington Trust, Bank of America Private Wealth Management, and Merrill Lynch. Held NASD Series 7 and 66 licenses. Graduate of Wellesley College with a B.A. in History and Economics.
Member of AWAI and the Professional Writers Alliance. Completed these AWAI courses: Masters Copywriting 3.0, Accelerated Program for 6 Figure Copywriting, Financial Copywriting, Internet Research and Money Making Website Creation.
See LinkedIn profile at
"Master of Wordcraft: The Art of Leveraging the Power of Words into Big Business"