Thank you for listening to the Counting on Her podcast!
In today's episode, we feature our guest Allie Stea, an Institutional Client Relationship Specialist with Morgan Stanley.
She discusses the perspective from her experience as a younger planner in her previous years and her take on investing and her approach to risk.
Savvy generations getting acquainted with the full spectrum of finances and she is now enjoying her role working with individuals and families that have $150 million or more in assets.
In this episode, she discusses how current success dictates future risk tolerance.
Want to know more about Allie Stea?
You can reach her at Alexandra.stea@morganstanley.com.
Thank you for listening!