For over 19 years, Christine has been committed to the financial success of her clients, working primarily with high-net worth individuals and their families. The disciplines offered by her team include:
- Investment Allocation Analysis
- Multi-generational Trust and Estate Planning Strategies
- Charitable Giving
- Cash Management and Lending Solutions
- Life Insurance
- Employee Stock Purchase Pl
ans, Stock Options, Restricted Stock
- Concentrated Stock Positions
- 401(k) Rollovers
- Business Continuation
- Small Business Retirement Planning
NMLS #: 1282578
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Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services. Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates. The investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives. For more information on the designation(s), go to https://advisor.morganstanley.com/christine.ingesson