Ana Munro, Cfp® Email and Phone Number
Ana Munro, Cfp® work email
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Ana Munro, Cfp® personal email
Ana Munro is an accomplished professional in the financial industry with a balanced 16-year career. Currently serving as a Senior Vice President at Morgan Stanley, Ana has honed her wealth management expertise by blending traditional values with proactive modern ideas. Ana is a reliable partner to ultra-high net worth individuals seeking a transformative wealth management experience. Her true passion lies in building meaningful connections with her clients, treating them like family and providing personalized attention. She goes above and beyond to assemble the right team and leverage Morgan Stanley's resources as she strives for better results. Ana is a strong advocate for women's leadership and empowerment. Her dedication to this cause is demonstrated through her roles on the Board of Directors at Women Enabled Enterprises and as a founding member of Chief, an organization that supports women executive leaders. Ana has a well-rounded educational background. She has a bachelor's degree in finance, graduating summa cum laude, and an MBA with a concentration in Finance from Florida Gulf Coast University. As a Certified Financial Planner™ Professional, she adheres to one of the industry's highest ethical standards with her client’s best interests in mind. Ana has also completed Level I of the CFA® Program in 2019. Given her positive and charismatic demeanor, Ana has shared many of her insights as keynote speaker at various events and podcasts, including From Now To Next and Woman 2 Woman. Her authentic character has also been instrumental in her role as mentor to interns and graduating students. Ana's commitment to philanthropy is reflected in her active involvement with organizations that promote education, including Compassion and Charity Navigator. She also reports to the CFP Board pro-bono financial planning services for those less fortunate. Ana has lived in SWFL for 20 years and enjoys spending quality time with her husband and their two sons. Beyond her professional responsibilities, Ana is a world traveler and enjoys learning new languages – so far, The Munro family has mastered Dutch, German, Spanish and Portuguese.
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Board MemberWomen'S Foundation Of Collier CountyNaples, Fl, Us
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Member Board Of DirectorsWomen Enabled Enterprises Apr 2022 - PresentWomen Enabled Enterprises help low income women of color in African countries grow their craft business for self-sufficiency through an entrepreneurship skills building program, access to international markets through our USA online marketplace (ShopConsciously), micro-funding from VC impact investors and ongoing alumni support. -
Senior Vice President, Financial AdvisorMorgan Stanley Aug 2021 - PresentNew York, Ny, Us©2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor.The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any trading strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration.The information or content is for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlAsset allocation does not guarantee a profit or protect against a loss in a declining financial market.Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.For more information on the designation(s), go to: https://advisor.morganstanley.com/ana.munroNMLS#: 434224CA Insurance# 0K05620AR Insurance# 15661642 -
Founding MemberChief Jan 2022 - PresentNew York, Ny, UsChief is a private network designed for the most powerful women executives to strengthen their leadership, magnify their influence, and pave the way to bring others with them. -
Investment Executive, Vice PresidentFifth Third Securities Mar 2009 - Aug 2021Us
Ana Munro, Cfp® Education Details
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Florida Gulf Coast UniversityFinance -
Florida Gulf Coast UniversityFinance
Frequently Asked Questions about Ana Munro, Cfp®
What company does Ana Munro, Cfp® work for?
Ana Munro, Cfp® works for Women's Foundation Of Collier County
What is Ana Munro, Cfp®'s role at the current company?
Ana Munro, Cfp®'s current role is Board Member.
What is Ana Munro, Cfp®'s email address?
Ana Munro, Cfp®'s email address is an****@****ley.com
What schools did Ana Munro, Cfp® attend?
Ana Munro, Cfp® attended Florida Gulf Coast University, Florida Gulf Coast University.
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