Christine Beall

WORK HISTORY

ABOUT CHRISTINE BEALL

Christine is Portfolio Manager, Vice President and Financial Advisor with Morgan Stanley. She joined the Wealth Management world in 2012 after several years in education and nonprofits, starting her advising career at Edward Jones and then joining Morgan Stanley in August 2022. She has built her practice around caring for her clients\' financial well-being and putting their best interests first. Christine strives to understand what is most important to her clients, using a disciplined and comprehensive process that starts with listening to their goals, concerns, and values. Christine\'s client relationships are geographically diverse and encompass many generations. She takes pride in creating financial plans that help her clients build and preserve their wealth, as well as enjoy and efficiently transfer their wealth. She is proactive in working with clients\' professional teams including attorneys and accountants, helping to execute on thoughtful action plans tailored to families\' needs. Her experience and the resources of Morgan Stanley ensure that she can provide support and advice on investment management, cash management, retirement planning, insurance, charitable giving and education planning. Christine serves on the Board for Girls on the Run VT, and when not positively impacting her close community in various ways, she loves to travel throughout the country and the world to visit with her clients, friends and family. When in Vermont you can find her exploring the beautiful waterways, mountains and trails of Vermont with her husband Sam, dog Layla and twins Charles and Fielder.