As a Family Wealth Director, I have extensive experience working with ultra high net worth families, and have undergone extensive training. My team has direct access to an extensive range of resources needed to help highly affluent families manage the complex multigenerational challenges of managing significant wealth.Disclosures: © 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*For more information on the designation(s) listed above, go to https://www.morganstanleyfa.com/armorygroup/The investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third‐party corporate trustee.Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank.  Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.NMLS#: 1274605

At Merrill Lynch I played a specialist role within a large wealth management team. I practiced in the areas of tax, trust and estate planning, business succession planning, investment management consulting, income and asset protection, and philanthropic consulting

Tires & Wheels, Inc. was engaged in the import / export and wholesale distribution of commercial and agricultural tires and wheels. I served in various different capacities including sales and marketing, accounting and finance, operations and human resources. The experience I gained in a middle-market business helped me understand both the challenges and opportunities business owners face. My expertise in business succession planning, and developing exit strategies was enhanced by my early role of managing a business.