Managing Director / Wealth Advisor
Current• The Gale Group at Morgan Stanley, one of the leading wealth advisory firms• Over a decade of experience in working as primary advisory to wealthy families, individuals and not for profit institutions• Working collaboratively with CPA, Estate Planning attorneys and other trusted advisorsNMLS#:1268210© 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.htmlFor more information on the designation(s) listed above, go to https://advisor.morganstanley.com/the-gale-group