The average [American] investor faces an uncertain economy and more options for saving and investing than ever before. It’s easy to feel overwhelmed or confused, unless you find a way to understand the big picture.As a CFP® professional, I diligently work to help bring clarity to your finances by developing a customized financial strategy for saving and investing, so in times of economic uncertainty you never lose sight of the big picture. CFP® professionals must:• Complete Extensive Training Requirements,• Meet Rigorous Ethical Standards, and • Make Recommendations In Your Best Interest.In Addition to my commitment as a CFP® professional, I am also a certified Portfolio Manager and Portfolio Management Director at Morgan Stanley. While some Financial Advisers rely on third party asset managers for their client’s investments, Portfolio Management gives me the authority to manage investment strategies on a discretionary basis. This provides me the opportunity to create customized investment strategies that have more flexibility, such as tax loss harvesting. With help from Morgan Stanley’s world class research, I currently run several of these “in-house” discretionary investment strategies.Understanding that no investor wants an average set of options or to make a decision from uncertainty, I work with you one-on-one to understand your short and long-term life goals. From here I outline the steps required to implement the financial decisions and strategies necessary to help you to achieve your goals. To ensure that you stay on track, I continue to monitor your savings and investment strategies as well as regularly communicate the adjustment(s) and/or informed decision(s) that are in your best interest. In short, through my professional experiences and resources, here at Morgan Stanley, I aim to eliminate confusion and keep you focused on your big picture – enjoying life and reaching your goals.
Listed skills include Financial Services and Services.
