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C.W. (Herndon, VA)

  • 10+ years of experience in administration, customer service, and operations. Since 2020, serves as independent consultant providing administrative, marketing, research, and support services to multiple clients on a project basis.
  • Wealth Advisory Associate at Morgan Stanley (2013-2016), serving over 25 financial advisors as the in-house financial planning expert helping to integrate and provide comprehensive financial planning to their clients. Held Series 7, 66, 31, and Life and Insurance licenses and completed over 250 comprehensive financial plans for high-net-worth clients.
  • Proficient in  Google Suite, social media, MoneyGuidePro, and InfusionSoft.
  • MS in Personal Financial Planning from Texas Tech University and an MBA with a concentration in entrepreneurship and innovation from Temple University. Also pursuing Chartered Financial Consultant designation.

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