My career in financial services began with 20+ years of experience in the banking industry. I joined Morgan Stanley in 2015 to place a focus on client relationship management. Cash and liquidity is vital, yet transactional. I desired to have a staying impact on my clientele by providing solutions for their financial priorities. I am dedicated to helping my clients navigate their financial plans with ease. This means guiding each person through complex financial strategies that exist to help accumulate, preserve and transfer wealth. My role is to steer my clients through the unprecedented economic environments as it relates to their unique circumstances. I build each of my client relationships on the foundations of understanding, integrity and trust. I enjoy helping make things easy for my clients and maintaining the uppermost level of service for them. My clients include: - Business owners with complex tax and estate planning considerations - Medical professionals - Executives - Working women - Pre-retirees - Retirees You can reach me at: 813-818-1720 carissa.barney@morganstanley.com 