With more than 35 years of experience, I have a long history of meeting the needs of individuals and families who have accumulated a higher level of wealth. I also work closely with business and community leaders who seek sustainable ways to align their investments with their values. I am an Investing with Impact Director at Morgan Stanley, a designation that was developed to recognize Financial Advisors who are peer leaders in delivering holistic portfolio management for clients incorporating sustainable investing. As a CERTIFIED FINANCIAL PLANNER(tm) and Certified Private Wealth Advisor, I enjoy educating clients and helping them achieve new levels of success. I listen intently to their stories and help bring simplicity to their lives. Most importantly, I focus on helping them understand the intricate details of their wealth, so we can build a tailored plan to navigate the challenges of todays financial markets and help enhance the quality of their lives. I am fortunate to work at a firm that shares my values: acting with integrity, putting clients interests first, leveraging different perspectives to gain new insight, committing to diversity and inclusion, and giving back. I have served as a board member for many organizations over the years: Smuin Ballet, Golden Gate University, the Regional Parks Foundation, Prytanean Alumnae, and the San Francisco Chapter of the Financial Planning Association. In my down time, I enjoy adventure travel. I have climbed Mt. Kilimanjaro, traversed the Salkantay Pass to get to Machu Picchu, hiked throughout England and cycled through Holland, Belgium, Spain and Italy. For more information, please visit our website at https://advisor.morganstanley.com/the-catalyst-group-SF or call me at: 1 (415) 955-1549.