Family Wealth Advisor
CurrentThank you for reading my profile - I hope you find my profile and my Morgan Stanley (MS) website helpful - I'd welcome the opportunity to get together & see how we may fit I'm a part of a team, the Cater Westshore Group at Morgan Stanley - The talents of our team and the resources of MS are leveraged for your benefithttps://fa.morganstanley.com/carterwestshoregroupI started as a CPA, Partner, Deloitte, Pittsburgh, joined a client, AmerisourceBergen, was relocated to Tampa to serve as CFO, then CEO of its Tampa-based subsidiaries, with the sale of these subsidiaries, I then served as CFO for other CFL healthcare services companies, also since sold - These career experiences as a CPA (non-practicing at Morgan Stanley) & a corporate CFO are contributing to my client service at Morgan Stanley, serving my clients as their primary financial advisor, particularly serving other professionals in the healthcare field.©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. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html\NMLS#: 1672130