Suna Yalaz-Angell

About Suna Yalaz-Angell

I strive to serve as a proactive, dedicated Financial Advisor that helps individuals and families plan to achieve their financial goals and retirement needs. I regard my clients as extension of my family. I help guide their decisions that are consistent with their goals, risk tolerances, and concerns.I am a firm believer that a Financial Advisor should act in the client\'s best interest. Together with my partners, I help affluent clients address what I feel are their five biggest concerns: preserving their wealth, managing tax strategies, helping taking care of their heirs, helping to ensure their assets are not unjustly taken and charitable giving.I have been in Wealth Management industry since 2006 and have served a wide variety of clients.I feel successful individuals and families work with me and my team to- Develop and implement a comprehensive wealth management plan to help them reach their financial goals- Make informed decisions in today\'s uncertain political, economic and social environment- Obtain an independent second opinion from a dedicated Financial Advisor in their community.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.NMLS#: 16•••83

Experience

1. Vice President, Financial Advisor

   Morgan Stanley

   May 2023 — Present

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Education

• Bilkent University

  Bachelor's Degree

  2000 — 2004

• University of California, Berkeley

  Diploma Program, International Business

  2005 — 2006

Skills

• Executive Compensation Plans
• Business Exit Strategies
• Customized Investment Strategies
• Estate Planning Services and Wealth Transfer
• Goals Based Weatlh Management