Since 1987, Valerie's practice has been built on the foundation of personal relationships, and the ultimate goal of seeking to do what is best for each client. Her experience and knowledge of the financial markets along with the vast resources of Morgan Stanley are focused on her ultimate goal of providing a personalized, comprehensive wealth management strategy for each client. Valerie and her team seek to deliver world-class service and diligently work to uncover strategies to coordinate and connect the many aspects of a client's financial life. Her recommendations are driven by access to highly acclaimed investment research, refined analytic tools and focus on the thorough understanding of each client's unique situation. The Dugan Group at Morgan Stanley helps clients navigate the financial markets and stay on course seeking to ultimately achieve their goals and objectives. Valerie has served many clients for more than 30 years, including high-net-worth families, business owners, senior corporate executives, physicians, and pre- and post- retirees. From 2017-2021, she had the honor of being selected as one of Forbes Magazine's "Top Women Wealth Advisors", as well as Working Mother Magazine's "Top Wealth Advisor Moms." Valerie was also selected as one of Forbes Magazine's "Best in State" Wealth Advisors from 2018-2021. Please feel free to contact Valerie anytime by email or telephone at valerie.b.dugan@morganstanley.com, 800-248-4499 or 860-275-0779. Areas of Focus: Comprehensive wealth management which encompasses many aspects of financial planning including retirement, education, insurance and estate planning strategies. Investment portfolio design and management. 401(k) and corporate retirement plans. 