Being a Financial Advisor is all about building relationships with clients. By learning more about you and your needs, I am able to offer more personalized advice and service. Please read below to learn more about me.
Cindy has been a Financial Advisor with Morgan Stanley Smith Barney since 1982 focusing on financial planning for corporations and individual investors. Cindy began her career on Wall Street in 1978 with Oppenheimer & Company. As a recipient of Smith Barney’s President’s Council Award, Cindy has been recognized for her exemplary client service. As a Senior Vice President of Wealth Management, Cindy advises corporations in establishing and maintaining retirement plans. Cindy served on the Monmouth University Planned Giving Council Advisory Board and was a Trustee of Big Brothers Big Sisters of Monmouth County and currently serves on the Community Development Committee. Cindy is a guest instructor for PACE, a non profit program that seeks to educate high school aged minority students in Science and Math. Cindy is a graduate of Cedar Crest College, Allentown, PA with a Bachelor of Arts in Management and a minor in Accounting. Cindy is married, with three girls, and lives in Holmdel, N.J. with her husband Brad.