I am a partner with the Exeter Wealth Management Group at Morgan Stanley. We are a qualified advisory team who assists high net worth individuals and families as they define goals, establish attainable expectations, and develop purpose for their wealth for current and subsequent generations. Our concentration is with wealth accumulation, preservation, cash flow distribution, and generational wealth transfer. Our group helps develop with families and their other professional advisors in writing an executable and comprehensive wealth management plan. Once developed, we use our vast experience and resources to implement an investment program that helps meet our clients needs without exposure to undue risk. Areas of Focus: Financial Services, Financial Planning, High Net worth clients, Estate Planning Strategies, Charitable Planning, and Executive Services. 