Laurie Golden Jeffrey started her career at Drexel Burnham Lambert as a registered securities representative joining an industry with few women. She built her business cold calling potential clients, a process which developed her skill in matching investment strategies to investor needs. Twenty-five years later, Laurie presides over a financial advisory practice serving the needs of a select group of high net worth families, individuals, Trusts, and Foundations. Her full-service wealth management business concentrates on asset management, risk management, and seeks to deliver quantifiable results for her clients. "Ive worked very hard over the years to provide exceptional service to my clients and am keenly aware of the importance of the portfolio review process. I believe my client retention rate speaks to that, as I educate my clients to the importance of portfolio diversification." Lauries business model works to maintain clients accounts by addressing demographic change. Laurie has her bachelors degree from Wells College in Aurora, New York, and a J.D. with a Concentration in Tax from Quinnipiac University School of Law. (Non-practicing at Morgan Stanley) 