BK StaffordSVP, Senior Wealth Advisor

Year joined Wellington Shields:

2011

Current:

BK takes a largely conservative approach to investing. She believes in a diversified portfolio with an emphasis on dividends, investing for the long term and growth at a reasonable price. She likes to get to know her clients well; know their tolerance for risk, financial needs both now and anticipated in the future and the kinds of investments that make them most comfortable. She then tailors a portfolio around that knowledge, updating it as economic conditions, regulations, laws, styles and client needs and goals evolve.

Previous Experience/Career Highlights:

BK joined Wellington Shields in 2011. She began her investment career at Melhado, Flynn & Associates, working there for many years before joining its short-lived successor firm, National Securities Corp. With the move to Wellington Shields, she has found a collegial group of like-minded professionals who are passionate about investing, freely share ideas and work together harmoniously.

Education and Certifications:

  • Susquehanna University, BA
  • Drew University, MA
  • FINRA Licenses: Series 7, 63, 65    

Other Interests and/or Affiliations:

BK enjoys traveling, art, history, nature and cooking. She is on the Board of the Warren Land Trust in Connecticut, and Treasurer of her Brooklyn co-op. Colleagues envy her one-stop-to-the-office subway commute!


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