Renee joined Morgan Stanley as a Financial Advisor after successful careers as a corporate and investment management attorney, entrepreneur and educational consultant.  She brings her skills and experience from these fields to the financial services industry with passion, commitment, and the highest level of service to her clients.  Renee holds a bachelor’s degree in Economics from McGill University and a Juris Doctor degree from Columbia University School of Law.  

Renee concentrates on identifying financial solutions for high net worth individuals, small businesses and not for profit corporations by employing a wealth management consulting process.  At initial meetings with new clients, she gains a comprehensive understanding of their unique goals and objectives.  Renee then leverages Morgan Stanley’s vast resources to develop portfolio strategies that seek to grow and preserve her clients’ net worth in conjunction with their specific goals, risk tolerance, and time horizon.  

In addition to providing traditional wealth management services, due to personal circumstances, Renee also focuses on Special Needs Financial Planning.  Planning for the future of an individual with special needs requires professional guidance that incorporates strategies aimed at protecting assets, providing additional income and preventing potential loss of government benefits.

Renee lives in Short Hills, NJ with her husband Cyro and their two daughters.  She enjoys baking/chocolate making, gardening and working with local charitable organizations.

Firm Description

Services:

• Financial Planning
• Retirement Planning
• Planning for Special Needs Individuals
• Wealth Management
• Wealth Management & Divorce
• 401(k) Rollovers
• Education Planning
• LGBT Planning Services
• Corporate Retirement Plans
• Corporate 529 Plans
• Structured Settlement Annuities
• Estate Planning

Hours

Cost