Angie has over 16 years of experience working with wealthy families. She was formerly with Morgan Stanley where her role included the construction and implementation of complex financial plans, and the overseeing of client service for the practice. Angie previously worked at Historic Preservation Boston. Angie is a Certified Financial Planner™ professional and graduated St. Lawrence University, Cum Laude, with a B.S. in Psychology, and a minor in Economics.