Born and raised in North Carolina, I currently live in the Bay Area with my husband and our two boys. I earned a Bachelor of Science degree in economics from UNC Charlotte. Additionally, I hold the Certified Financial PlannerTM professional certification; Series 7 and 66 licenses; and life, health and variable insurance licenses.
As vice president, financial planning director at Morgan Stanley, I leverage my expertise to support our financial advisors in delivering the full firm to clients while providing best-in-class advice. Previously, I spent nearly seven years as a financial advisor at Morgan Stanley and UBS. Before transitioning to financial services, I served as a sales manager at Nordstrom for nearly seven years, leading teams of up to 80 employees.
I enjoy studying public and private collaborations to achieve positive socio-economic and environmental outcomes. Moreover, I’m fascinated by the role capital markets play in catalyzing change. Consequently, my research interests are focused on ESG and impact investing for the future. As the mother of a child with autism, I’m passionate about supporting differently abled individuals to access resources and education to live their best lives.