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I started my career with McDonald Investments back in 1999 as a Margin Analyst. A couple of years later I was promoted to Senior Risk Analyst managing the firms high level/priority risk issues. In 2004 I decided to utilize what I learned as an analyst and become a Financial Advisor. One year later, I transferred to Morgan Stanley where I have been since 2005. I'm currently a partner in a Wealth Advisory Team called The Heritage Group at Morgan Stanley. My role in the team is to use my risk analysis experience to help guide the teams clients through bullish and bearish markets. I hold the Series 7, and 66 licenses, as well as life, health and variable insurance licenses.