Anna Sobczyszyn Abraham

About Anna Sobczyszyn Abraham

I am a Financial Advisor with Convirtus Group at Private Wealth Management based in Miami. My team and I are fortunate to work with an exceptional group of individuals. Many of them have built successful businesses and careers, and now rely on us to help them preserve and build their wealth.Since our team’s founding in 1993, our mission is to deliver advice, personalized service, and the vast resources of Morgan Stanley to help our clients reach their life goals. As of 01/31/2025, we manage ~$3.2 billion of assets for a clientele of ultra-high net worth individuals, multi-generational families, C-suite executives, entrepreneurs, and tech co-founders.Within my team, I focus on creating custom financial plans that cover virtually every aspect of our clients’ lives: investment management, risk management strategies, liabilities, estate planning strategies, and even lifestyle management issues. This process is ongoing and evolves as clients’ situations and goals change. I graduated summa cum laude with a bachelor’s degree in finance from the FIU Honors College. Outside of Morgan Stanley, I enjoy participating in philanthropy projects, especially those focused on empowering youth through education and financial literacy courses to help them build a stronger future. In my free time, I enjoy spending time with my husband Andrew, reading books, cooking, and practicing yoga and Pilates.

Experience

1. Financial Advisor, Financial Planning Specialist for Convirtus Group at Morgan Stanley Pwm

   Morgan Stanley

   Dec 2023 — Present · Miami, FL, US

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Education

• Florida International University

  Bachelor’s Degree, Finance