Senior Vice President, Financial Advisor, Senior Portfolio Management Director
CurrentAs a partner in The Ferguson Smith Cohen Group, I am among the seasoned Financial Advisors who understand that wealth management is about far more than the numbers on your account statement. It’s about finding solutions to help address your financial goals, so you can afford the lifestyle you want to live, and support the people, causes and institutions that enrich your life.While we pride ourselves on being able to address every aspect of our clients’ financial lives, we are first and foremost a team of deeply experienced, hands-on investment professionals. Combining our own analysis with an extensive body of research from Morgan Stanley and beyond, we develop active portfolio management strategies based on our opinions of the overall markets, sectors and individual securities and funds.Disclosures: ©2024 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.htmlNMLS # 1372318