Christine Carona Financial Advisor at Morgan Stanley

Christine Carona Financial Advisor at Morgan Stanley “Sudden wealth” typically comes from a legal settlement, sale of a business or a significant life event such as divorce or loss of a loved one. NMLS #1771336

Experience and research show it can be a double-edged sword, where relief over receipt of funds may be accompanied by anxiety about the new financial responsibility. My team and I will help you through the decision-making process in an effort to help ensure that your new wealth is a source of security, not regret. I’ve seen many people deal with sudden wealth and I feel enriched by helping them fa

ce a host of difficult decisions: How can the money take care of my family? How can I make it last? What are the tax and regulatory implications? Does it affect my health care or Social Security status? Who will care for my family when I am no longer able to? Along with a group of associated professionals, my team and I help clients make thoughtful, strategic short- and long-term plans that serve their goals. We are committed to treating our clients with compassion, respect and care.

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53 State Street
Boston, MA
02109

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+16175893244

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