Estheris a passionate, knowledgeable and experienced Financial Advisor. She aids her clients in addressing their financial concerns, while helping them develop and sustain a legacy for their loved ones. As a lifelong learner she frequently participates in self-development courses to ensure that her knowledge remains current. Her breadth of understanding and ardor for being of service to others contributes to her high efficacy.
Esther possesses enhanced interpersonal skills and consistently strives to provide excellent service. Her goal is to impart wealth management solutions to families, professional executives and business owners. Together with her team,she assists clients, addressing their biggest concerns in today’s uncertain political, economic and social environment. Her areas of focus include: wealth preservation, risk management, retirement planning, tax management and mitigation, heir succession planning along with wealth transfer planning and charitable giving. For employers and their employees: employee benefits and retention services, estate planning and business continuity strategies.
Using a consultative process to gain a detailed understanding of her clients’ deepest values and goals, she is then able to create customized recommendations. These tailored financial designs address each client’s unique needs and objectives.
Estheris licensed to sell insurance in FL, MD, NJ, NY, SC, TX, VA and securities in NY and NJ. She is also a registered representative, offering securities and investment advisory services through MML Investors Services, LLC, member SIPC(www.sipc.org). Supervisory Office: 420 Lexington Ave. 25th Floor, Suite 2510, New York, NY 10170. (212) 578-0300.