Paula Michaels
- Role
- First Vice President, Portfolio Management Director, Financial Advisor at Morgan Stanley
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
About Paula Michaels
As your Financial Advisor, I can help you define and strive to meet your goals by…
Experience
First Vice President, Portfolio Management Director, Financial Advisor
Dec 1997 — Present
For me, working with my clients means more than just providing investment advice. It means helping them create and maintain the financial independence we all crave. It means striving to ensure they have the means to purse what most important to you. Each client has unique goals, values, and circumstances that determine the strategies I develop on their behalf. My consultative process begins with an in-depth discussion of your current finances and future objectives. We\'ll discuss issues you might have overlooked that can have a significant impact on your ability to retire as planned. Finally, we\'ll determine how we can adjust your investment strategy as necessary to accommodate changing conditions and help you meet any unforeseen expenses and income demands that may arise during retirement. © 2022 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms:
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