25 Oct Janine Millensifer
Located in Morgan Stanley’s global headquarters in New York City, our team conceives, designs, implements, and monitors wealth management plans for a select group of high-net worth individuals, their families, Private Foundations, and generational trusts.
Why did you choose this particular business/industry?
With a psychology and financial background, I’m passionate about helping people achieve their ideal standards of living. I’m inspired to go above and beyond for clients everyday.I ‘m a part of a community of Women in Finance. That means as a professional and business partner, I view the world particularly the financial world, differently. I listen, understand and connect. I imagine, plan and then act. My vision is to create value having a purpose driven approach to managing wealth and financial planning.
Who is your ideal client?
High Net Worth and Ultra High Net Worth Individuals and Families($2MM+), Family Offices, Private Foundations, Business Owners
What would your clients say about you?
I am extremely dedicated in using active listening and empathy to foster valuable relationships and in helping clients accomplish their goals.
What do you love about your life?
Each day is brand new day to start with a clean slate and use my knowledge to help people.
Why did you join NAWBO?
I joined NAWBO to meet like-minded entrepreneurial women for personal and business connections. I’m excited to learn and grow together through sharing successes and failures and potentially helping each other expand our business practices.