• Help guide clients through the financial planning process from start to finish.• Lead ongoing monitoring of financial plans to help ensure clients are on track to meet goals.• Corroborate with the Team to select appropriate goals-based investments for client portfolios.• Focuses on in retirement planning and college planning© 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.htmlFor more information on the designation(s), go to https://advisor.morganstanley.com/the-monument-group

• Collaborated with over 50 Teams and individual Financial Advisors to develop comprehensive financial plans for their client base.• Conducted Zoom and phone interviews with clients and prospective clients to establish goals and financial position.• Analyzed the efficacy and appropriateness of different financial planning strategies for individual clients.• Presented financial plan and Monte Carlo analysis to clients.• Presented relevant financial planning software updates to the McLean branch.

- Assisted in creating retirement and education plans for clients with the use of various financial planning tools such as MoneyGuidePro, Right Capital, & Wealthscape.- Actively participated in client meetings and managed client follow-up and promise keeping.- Gathered and processed financial data from clients to prepare for quarterly, semi-annual, and/or annual meetings.- Coordinated efforts to improve client experience and ensure their needs are being surpassed.

- Fostered public, community, and government relations for Fortune 500 corporations in the Washington Metropolitan area.- Researched and compiled relative media clips for 10 corporate clients to promote awareness of brand and monitor community attitudes toward the respective company.- Drafted and composed informative weekly social media posts for clients on Facebook and Twitter.- Hosted and attended Community Open House events for clients in their respective communities.

- Managed, organized, and assigned over 70 protocols to the Investigations Team, a special project to use available public and private resources to aid in locating participants.- Attained excellent clinical and professional communication skills through weekly phone calls with over 500 jail inmate participants, reviewing/responding to emails daily, and sending status updates bi-weekly to participants.- Administered bi-monthly clinical interviews in the jails and over the phone to participants.- Completed suicide-risk analysis training under the direction of the Head Faculty.- Assisted faculty and graduate students to review & disposition over 500 abstracts relevant to the aims of their research and dissertation projects.

- Slated into position through peer nomination and majority vote of 150 collegiate members.- Exhibited excellent communication, leadership, and management skills in two National Leadership Conferences with other collegiate executive board members.- Communicated and collaborated monthly with Regional Director to discuss implementation of chapter goals, progress, and future plans.- Compiled data on chapter programming for Standards of Excellence Packet and achieved "Chapter of Excellence" award according to the standards of George Mason University's Fraternity and Sorority Life.

- Engaged with and guided nearly 50 new members weekly to instill Fraternity rules, policies, history, and traditions of the organization, including advising on appropriate social media posts.- Directed and mentored two assistants and a cabinet of six members by delegating tasks and fostering leadership potential.- Supervised and implemented planning of five large-scale events per semester to promote growth and connectedness in the organization.