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.
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. We work with clients in a collaborative framework to clearly define goals and objectives; then map wealth management plans to navigate toward achievement of stated goals. The combination of a first-class dedicated wealth management team, located within one of the worlds premier financial institutions, provides an unparalleled value proposition for our current and prospective clients. I recently joined my team as a CERTIFIED FINANCIAL PLANNER(TM) and Private Wealth Advisor. I am also a Certified Divorce Financial Analyst.