As part of the Clearwater Group at Morgan Stanley, I provide comprehensive wealth planning strategies for your life and legacy. We serve clients in more than 25 states throughout the US, and utilize our team arrangement and firm resources to work closely with you to develop a tailored plan to help you achieve your life goals. Working with such a close team will ensure you benefit from the highest levels of service. Our team includes a Chartered Financial Analyst (CFA) as our portfolio manager, plus three other financial advisors* with former experience in banking, accounting and business management. Our goal is to be your trusted advisor for all your financial needs whether you need a financial or retirement plan, a 401(k) rollover, or estate planning strategies. Your success is our success. For more information, please visit our website. 