Mission Statement: The Cromwell Group at Morgan Stanley is dedicated to providing personal custom-tailored financial plans, investment strategies, providing cash management and lending solutions for individuals, couples, families and small business owners. We pride ourselves on our professionalism, our knowledge of investments and our ability to interact with many different types of investors and to collaborate with other trusted advisors on our clients financial team (e.g. their accountants and lawyers). We create, orchestrate, implement and monitor all of our clients' financial plans annually. Our mission is to create and preserve our clients' wealth, as well as to serve as a sounding board for non-financial family issues. Also, of paramount importance is our attention to detail, as we assist our clients in achieving their short-term, mid-term and longer-term lifetime goals. Utilizing the breadth and depth of Morgan Stanley resources, we strive to prepare each client for a comfortable and realistic retirement and a tax efficient, orderly transfer of their wealth to their heirs. Beginning my career on Wall Street at PaineWebber as an Investment Executive in 1978, I started my financial planning practice in the fall of 1982. The financial planning industry was in its infancy. For the past 35 years, the privilege of working closely with my loyal clients has provided me with both a great deal of wisdom and experience that is used every day in my practice. I still come to work every day with a renewed energy and passion for meeting new prospective clients, as well as working on behalf of my existing ones and their extended families. I can truly say that my long lasting career has been not only financially rewarding, but also been extremely satisfying on a personal level. https://advisor.morganstanley.com/sheila.cromwell 