I am a Senior Vice President and Financial Advisor at Morgan Stanley, and co- founder of The Philippi Munro Team. Together with my team, I work diligently with internal and external partners to help individuals, business owners, entrepreneurs and multigenerational families chart their financial journey forward thoughtfully and methodically. More importantly, I do so with my clients best interests in mind by adhering to one of the financial industrys most stringent codes of ethics and standards of conduct. I have worked in financial services for over 15 years. I have a B.S. degree in Finance, graduating summa cum laude, and an M.B.A. with concentration in Finance from Florida Gulf Coast University. I am also a Certified Financial Planner professional and a CFA program participant, with level 1 completed in December of 2019. My areas of focus include womens leadership and empowering women in investing. I have conducted extensive research on womens longevity trends, special concerns, the pursuit of wealth-life balance, and supporting the needs of women investors. Additional areas include: Investment management Asset allocation Retirement planning Multigenerational wealth transfer Hedging concentrated positions Life insurance analysis Long-term care analysis and planning Wealth preservation strategies Risk management I am a strong advocate for financial literacy. One of my favorite quotes is an investment in knowledge pays the best interest" by Benjamin Franklin. In my spare time, I provide pro-bono financial education to families in need and support institutions such as Grace Place for Children and Families, Compassion International, and GirlsWhoInvest.Org (GWI). I have had the pleasure of living in beautiful Southwest Florida for over 18 years, along with my husband Alister and our two sons, Alec and Oliver. Our family enjoys golfing, traveling, learning new cultures and languages as a family, we have mastered Dutch, German, Portuguese, and Spanish so far! Visit my teams website at: https://advisor.morganstanley.com/the-philippi-munro-team 