With the Virtual Advisor Group of Morgan Stanley Wealth Management, we serve the equity compensation recipients of some of America's most successful firms.We're confident the future of financial advice begins in the workplace for our fellow Americans.Specializing in equity compensation, we craft holistic solutions for clients, providing them with greater clarity about their future success.With less financial anxiety, they're able to bring more innovation to their workplace and bring more security to their families.My top accolades in the role include:• #1 Quarterly performer for 4Q23 across team of 70+ agents with >$50 million in new client assets consolidated for our branch and >175 new client households.• #1 Monthly performer for November 2023 with >$15 million in new client assets consolidated for our branch and >50 new client households.• Set record, across all of Morgan Stanley Wealth Management, in October 2023 for new households in a single month at 75.

Consistently ranked in the top 10-20% of financial advisors quarterly for Net Consolidations, implemented financial plans, Investment Activity, Value-per-call (VPC), and client satisfaction

• Frequently led my cohort on all KPIs including average first interaction resolution efficiency, quality assurance scores, and satisfaction survey responses• New Hire Coach