Financial Advisor
CurrentI joined Morgan Stanley in 2002 as a financial advisor after 18 years at City National Bank as Vice President and Trust Officer. By combining my education and the 32 years of financial services experience, I am able to identify the financial needs of my clients and work with them to help meet their financial goals. I have earned my BBA in Economics and MBA in Management from Marshall University in Huntington, West Virginia. I have successfully obtained my Financial Planning Specialist Designation as well as completed ABA National Trust School. In addition to my education I have also completed Finra Series 7, 63, and 65 licensing and Life, Health, and Variable Annuity Insurance Licensing. Disclaimers: © 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.html NMLS#: 1279344
