As a partner of the Munera Group at Morgan Stanley, Im part of a team of highly experienced and deeply committed financial professionals. Our goal is to help successful people address the complex challenges of managing wealth, so they are free to focus on their careers, their families and their life goals. My primary focus is on developing customized allocation strategies. I also spend a considerable amount of time with the younger members of our teams multigenerational clients, helping them define their goals and create investment strategies and financial plans to address them. My partners and I believe that a financial plan is successful only to the extent that it helps you achieve your life goals. Your strategy should support the way you choose to live, and reflect the values that you and your family share. It should cover every aspect of your financial life, so you can focus on what really matters to you: your family, your work and your personal and philanthropic interests. We would welcome an opportunity to learn more about you and your family and discuss how we work to enhance the quality of your life. 