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For the last two decades, Ive focused on long-term wealth management for high net worth individuals and their families, as well as their respective trusts, estates, foundations, endowments and pension plans. I seek to provide clear financial advice and guidance. I am a CERTIFIED FINANCIAL PLANNER (CFP) and Family Wealth Advisor at Morgan Stanley. I provide comprehensive financial planning to those who are changing locations and jobs, planning for their retirements, entering into marriages or who are going through divorces, as well as those who have suffered the loss of a loved one. An extremely effective communicator, my goal is to engage with you frequently about matters that are top of mind in your life. Recently, I coined the term "ExpenCity" which focuses on financial planning for those living in expensive cities. My advice and direction comes not just from market knowledge, thought leadership, and experience, but from listening to you and your specific needs. NMLS# 1576026