Helping clients to reach their financial goals is a lifelong process, so I believe that a positive Advisor/Client relationship is essential. I am committed to high standards of accessibility, responsiveness, and communication to help our clients feel connected and informed. I believe that building and preserving wealth is a process that should start with a focus on the goals and objectives of the
investor. This strategy may include preparing for a secure retirement, education funding, positioning assets in a tax aware strategy, risk management, business succession planning, and/or preparing for the transfer of assets. In addition, as a Certified Divorce Financial Analyst® I work with individuals to educate them on the financial matters of divorce, analyze complicated financial issues, and create realistic post-divorce financial plans. I will work to help increase the chances of arriving at a settlement that can fully address their short and long-term financial needs.
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The use of the CDFA™ designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA™ designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field. For more information on the designation(s), go to https://www.morganstanleyfa.com/scarlet.kelso/
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