CERTIFIED FINANCIAL PLANNER™ Professional

• Feb 2023 - Present

Financial Advisor

• May 2018 - Feb 2023

As a Financial Advisor, I help empower my clients to pursue their professional, personal, and financial goals through customized wealth management solutions. In 2018, I joined the Soter Wealth Management Group at Morgan Stanley and am primarily responsible for looking at a family’s or individual’s entire financial picture to create a comprehensive financial plan and update it as their lives progress. As a CERTIFIED FINANCIAL PLANNER™, I have extensive training in financial planning, estate planning strategies, insurance, investments, taxes, employee benefits, and retirement planning. I work closely with our client’s outside advisors to help ensure their overall wealth management strategy harmonizes with their goals and objectives. NMLS#1775737 © 2022 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service. Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates. For more information on the designation(s) listed, go to https://advisor.morganstanley.com/the-soter-wealth-management-group

Paraplanner

• Dec 2016 - May 2018

As a Paraplanner to a nationally recognized team of five Senior Financial Advisors, my responsibilities range from internally assisting the advisor’s to participating in client meetings. I take pride establishing and implementing processes to promote consistency amongst our growing team and ensure nothing falls through the cracks. I am actively involved in building, strengthening, and maintaining client relationships as well as preparing and presenting holistic financial plans to current and prospective clients. Most recently, I took on the additional role of Assistant Internship Director where I am able to share my education and industry experience with college students to help them better understand the financial planning industry while also appropriately delegating tasks to them throughout the summer program. I am currently looking to further my education and experience by attending national conferences and pursuing additional licenses and certifications.

Financial Planning Intern

• May 2016 - Aug 2016

Observed initial consultations, investment reviews, and retirement planning meetings led by the Senior Financial Advisors. Analyzed investment opportunities and composed summaries for the CIO based on Morningstar data and fund commentaries. Prepared and distributed monthly and quarterly snapshots for existing clients. Gathered client data and compared risk tolerance with current asset allocations to ensure compliant profiles. Observed initial consultations, investment reviews, and retirement planning meetings led by the Senior Financial Advisors. Analyzed investment opportunities and composed summaries for the CIO based on Morningstar data and fund commentaries. Prepared and distributed monthly and quarterly snapshots for existing clients. Gathered client data and compared risk tolerance with current asset allocations to ensure compliant profiles.

Financial Planning Intern

• Aug 2015 - Mar 2016

Evaluated client’s financial situations utilizing Asset-Map and Money Guide Pro financial planning software. Prepared reports for client reviews covering all assets including brokerage accounts, life insurance policies, retirement accounts, annuities, etc.. Tracked managed money returns and compared to alternative investments and indexes. Built compliant files by determining risk tolerances and including accurate client profiles and applications. Opened new accounts and maintained existing ones. Implemented and trained financial professionals on new software and tools.

Registered Investment Advisor Intern

• Jun 2015 - Aug 2015

The Schwab Internship Program is designed to prepare students for entry into RIA firms upon graduation, creating a source of high quality talent for RIA clients. While at Schwab I developed a comprehensive understanding of advisor services, operations, and trading functions in support of RIA firms. I also focused extensively on portfolio consulting and building financial plans. At the close of the program I presented research and ideas about the future of the RIA firm to Schwab senior executives.

Leasing Assistant

• Dec 2013 - Sep 2014

Professional sales representative who created legal contracts and persuasively sold prospects on a unique living experience. Accurately assisted prospects with completing paperwork and leasing documents. Created monthly schedules. Planned weekly marketing events. Professional sales representative who created legal contracts and persuasively sold prospects on a unique living experience. Accurately assisted prospects with completing paperwork and leasing documents. Created monthly schedules. Planned weekly marketing events.

High School Varsity Softball Coach

• Nov 2013 - Jun 2014

Designed game plans to guide athletes through a competitive season. Specialized in improving pitching and hitting aspects of all level high school softball athletes. Organized and lead daily structured practices. Planned and completed weeklong tryouts with 40+ attendees. Designed game plans to guide athletes through a competitive season. Specialized in improving pitching and hitting aspects of all level high school softball athletes. Organized and lead daily structured practices. Planned and completed weeklong tryouts with 40+ attendees.