I have been employment with Morgan Stanley in Ormond Beach since 1993 and employed in the Financial Services industry since 1988. I have served our local Morgan Stanley office in many different capacities, such as Branch Operations Manager, Portfolio Associate, and currently as a Financial Advisor & Financial Planning Associate.
My practice's primary focus is on the principals of Holistic Financial Planning, while following a carefully crafted and dedicated Goals Based Planning Process.
I am happily married for nearly 24 years to my husband Rodney and am the proud mother of our daughter, Morgan Taylor. Away from the office, I most enjoy spending quality time with family and friends.