As a wealth management professional at Morgan Stanley, I am responsible for helping advise high net worth clients in Silicon Valley, CA on how to best navigate the complexities of building, preserving, and transferring wealth. My goal for each client whether an individual, a family, or a small business owner is to establish comprehensive multi-class portfolios with the potential to enhance returns seek to and manage risk. In addition, I help my clients anticipate their future needs in cash flow management, financial planning, retirement, and estate planning strategies. At Morgan Stanley, we focus on providing for many aspects of a clients wealth management needs. My commitment to my clients is to remaining truly dedicated to your needs and keep you on track as your life, and the investment landscape change. When we work together, I assist you in navigating many of your financial complexities on both sides of your balance sheet. You have the ability to drive and shape our relationship, so that it will provide value and meaning to you and your family. Your success is our most important priority. I invite you to contact me to learn more about my values, my commitment, and my personalized approach to wealth management. I would be happy to answer any questions you may have about the services we offer. I have found that those individuals who are best suited to take advantage of my extensive skills include high net worth individuals and families, private businesses, technology executives, and retirees. Skills and Experience: financial planning, wealth management, asset management, charitable pursuits, estate planning strategies, risk management, retirement income, small business, liquidity, portfolio management, and education funding. NMLS #1278955 Connect with me by: Email: Website: Phone: 408|947-3717