Senior Vice President-Financial Adviser, Morgan Stanley
My path to this career: I started in telecom investment banking and noticed there was a lack of personal planning for the unfamiliar complexities that accompany significant wealth.
Why it’s a fabulous gig: I love empowering others to be the best they can be, and helping others create and “feel” financial freedom is incredibly rewarding. My kids see that you can have a career that you love and also be fully present for them.
What to do with your money: Take inventory of what you have, be diligent about saving, find a wealth adviser to guide you, and write down your financial, personal and professional goals. This creates mental space for opportunities and challenges that come your way.
With Tim, Matthew and Collin, 8, and Cassidy, 6