Cheryl is a Managing Director, Senior Portfolio Management Director, Family Wealth Director and Dedicated Equity Plan Specialist at Morgan Stanley. She has been serving clients in Silicon Valley since 1998, and manages an 8 person team dedicated to comprehensive wealth management. Cheryl has been recognized as a top advisor for over a decade, and is quoted in numerous publications including The Wall Street Journal, Forbes Magazine, Barrons, On Wall Street, Financial Times, and Working Mother Magazine. Her awards include being ranked #1 in Forbes 2021 Best-In-State Wealth Advisors within the Northern CA (High Net Worth) category, #2 in Forbes 2021 Top 1,000 Women Wealth Advisors, and #1 in Working Mother Magazines 2020 List of Top Wealth Advisor Mom. She has been included in the Barrons Top 100 Women Advisors from 2014-2020 as well as annually in all of the Forbes America's Top Wealth Advisor Rankings from 2016-2020. Cheryls team uses a customized approach to work closely with their clients, and currently manages over $1.7B in assets (as of 3/1/2021.) With a diligent focus on cutting edge, independent solutions, her areas of focus include: Options, executive compensation, retirement income, divorce planning, liquidity event planning, tax strategies, estate planning and concentrated stock planning. She has a passion for teaching women financial literacy, and is an advocate for helping to empower women to be financially independent. In addition to being a CERTIFIED FINANCIAL PLANNER (CFP) and Chartered Financial Consultant, (ChFC) Cheryl holds the Certified Portfolio Manager (CPM) Designation through Columbia Universitys School of Engineering Masters Program. 