Svp, Portfolio Manager Director, Equity Plan Specialist, Financial Advisor, Family Wealth Advisor
CurrentAs Portfolio Manager Director, Cindy focuses on investment management, guiding clients on the growth and preservation of their assets. She helps them optimize the growth of their assets, while managing risk. Her process begins by understanding each client’s personal situation. This information serves as the foundation for the development and implementation of a tailored financial roadmap, which can be easily adapted to respond to personal or market changes over time.NMLS#: 1394598© 2022 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. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlThe use of the CDFA™ designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA™ designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field. Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.