Having been a female wealth manager for more than 30 years, I am happy to say that it has been an extremely rewarding career. I was able to take my training (PhD) in Emotional Disturbances in Children (emphasis in psychology) and use it in combination with my more quantitative skills. Now, as part of the Morgan Stanley Wealth Management family, I look forward to continuing to serve the needs of high net worth (HNW) and Ultra High Net Worth (UHNW) clients and to managing the complexities of their wealth events. I strive to grow and protect wealth according to each clients unique needs, temperament and time horizon. I utilize financial, retirement, philanthropic, tax and estate planning to meet those goals. Each client receives a carefully constructed, custom portfolio that often includes innovative, cost-efficient strategies. I am expert in portfolio construction, and I offer ongoing monitoring, rebalancing, and systematic reviews of investment goals. Wealth Management, Portfolio Construction, Charitable Pursuits, Education Funding, Estate Planning, Financial Planning, Alternative Investments, Insurance and Annuities, Retirement Planning 