MORGAN STANLEY-ALIGNED WEALTH MANAGEMENT

Categories

Financial Advisors

About Us

We are a highly credentialed investment team offering comprehensive, boutique, client-focused services, which are backed by the financial and technological assets of a global financial leader.

Rep/Contact Info

Indra Josephs CFP
First Vice President, Financial Advisor
Michael Matthys
Senior Vice President, Family Wealth Director, Financial Advisor
Colleen Rapp
Financial Planning Specialist, FInancial Advisor
Denise Schirmann, CFP
Senior Vice President, Family Wealth Advisor, Financial Advisor
Sheila Smoot
Portfolio Associate
Maria Wojcik-Llamas
Portfolio Associate