I am one of the founding members of the Papaleo McCleery Group at Morgan Stanley, a financial advisory team with more than 50 years* of combined experience providing comprehensive wealth management advice and services to individuals, families and institutions of substantial wealth. As a Financial Advisor and Portfolio Manager, I help manage assets for our teams diverse clientele and identify unique opportunities to match clients individual portfolios. A Chartered Retirement Planning Counselor, I work with clients to help them navigate through the stages of moving to, through and beyond retirement. My advanced professional designations attest to my broad knowledge base and ability to coordinate efforts between my clients attorneys and CPAs. Similar to a family office, we focus on integrating advice across several areas including investments, retirement and pension plans, education funding, and legacy and philanthropic issues. We work extensively with our clients attorneys and CPAs to help ensure the financial strategies we put into place are aligned with tax and estate planning considerations. Our team is skilled at making strategic market decisions while applying financial planning considerations to the overall strategy. I am an effective communicator, focusing on building long-term client relationships by providing advice and direction that comes not just from market experience and knowledge, but from actively listening to my clients. It is of utmost importance to me that my clients understand and are comfortable with the investments and their inherent risks that are made on their behalf. *Please see my team website, https://fa.morganstanley.com/papaleo.mccleery/ for details about the members, their functional titles and their individual years of experience. 