A defining theme throughout my career has been a passion for helping my clients simplify their financial lives, so they can spend more time enjoying the wealth they’ve worked so hard to achieve. At The Ehrlich Wallace Group at Morgan Stanley, we do this through the development of a comprehensive wealth management strategy that is tailored to your specific needs. We focus on what is most important to you and provide the skills, strategies and resources needed to make informed, confident decisions about your life, your family and your finances. From a young age, I always wanted to work in a profession that could make a meaningful difference in the quality of people’s lives. Over the course of my 30-year career, I’ve had the unique opportunity to see the financial services industry through different lenses. I worked at a boutique firm focused on fixed income, a regional broker-dealer, and one of the country’s largest financial institutions before joining the Morgan Stanley family in 2011. These diverse experiences have all given me a wide range of economic and wealth management skills that I continue to share with my clients today. I have been very fortunate to work at a firm that values the same attributes I do: loyalty, treating clients and colleagues like family, and the pursuit of excellence. I bring these same qualities to my life outside of the office, enjoying my family and travelling to new places. I love meeting new people, exploring new cultures and trying new foods.
