Private Wealth Advisor And Family Wealth Director
CurrentAlyssa joined Morgan Stanley in 2014, after receiving her BA in Finance from the Foster School of Business at the University of Washington. As a Family Wealth Director for Morgan Stanley, Alyssa is among a select group of less than 4% of Morgan Stanley Financial Advisors as of February 2021 who have demonstrated professional knowledge and experience in a range of specialties including estate planning, alternative investments, control and restricted securities, lending solutions, hedging and monetization, and business succession planning. Alyssa is also a 2020 and 2021 member of the Firm’s Pacesetter’s Club**, a global recognition program for Financial Advisors who, early in their career, have demonstrated the highest professional standards and first class client service.Alyssa supports the team by focusing on Portfolio Management operations and compliance, client relationship management, securities trading and managed account coordination. Alyssa also manages the team’s financial planning process, generating wealth planning data and materials.**Morgan Stanley Wealth Management Pacesetter’s Club members must meet a number of criteria including performance, conduct and compliance standards, revenue, length of experience and assets under supervision. Club membership is no guarantee of future performance.NMLS # 1951661Visit our Team's website for more information: https://advisor.morganstanley.com/the-almo-lipman-drew-group
