I am currently a part of the management team on Morgan Stanley’s PWM team out of the flagship office. I began my career as a Financial Representative at Fidelity Investments in November of 2016. At Fidelity, I assisted Fidelity clients with service needs, as well as understanding and analyzing ...more

I am currently a part of the management team on Morgan Stanley’s PWM team out of the flagship office. I began my career as a Financial Representative at Fidelity Investments in November of 2016. At Fidelity, I assisted Fidelity clients with service needs, as well as understanding and analyzing their financial situation to provide unique and customized solutions to help them achieve financial freedom. I then moved to Hightower Advisors after I completed the CFA charter and took on a hybrid role as a portfolio manager and financial planner. I graduated with a Bachelor of Science degree in Mathematical Business & Statistics from Wake Forrest University, where I was part of a top 10 Division 1 Tennis team. My leadership roles while at Wake included President of the Wake Forest Student Athlete Advisory Council (SAAC) and Wake Forest representative of the ACC SAAC. I have my Series 7/63 & Life & Health Licenses.less