As the senior partner of SoundView Wealth Management at Morgan Stanley, I have provided financial advice to high net worth individuals and families, as well as private businesses, public companies and non-profit organizations for over three decades. Following a 28 year career at Merrill Lynch, I joined Morgan Stanley in 2008, where I continue to work with clients to help them define and strive to meet their goals, by delivering a vast array of resources to them in a way that is most appropriate for how they invest and what they want to achieve. Working together to develop a long term and flexible plan to preserve and grow wealth, my clients have access to some of the world's most seasoned and respected investment professionals and a full spectrum of investment choices and financial advisory services. A keen student of economic and market trends, my client presentations are infused with references to broad economic themes and what they mean for the investor in the context of meeting their long term goals, as well as common sense explanations of company fundamentals and the building of suitable investment portfolios to help maximize growth while protecting wealth. Professionally, I am committed to sharing my knowledge and experience as a member of Morgan Stanley's Financial Advisors Advisory Council. 