Audrey Snell
Financial Advisor at Morgan Stanley
Based in Boca Raton, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Boca Raton
Industry
Financial Services
Company size
100K
Contact information
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a•••••••@morganstanley.com
Phone
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Background
About Audrey Snell
I help individuals, business owners and families plan and achieve their financial goals throughout their lifetimes. I am a Certified Financial Planner (CFP®) as well as a financial advisor and provide holistic planning including estate planning, retirement services and investments, educational planning, insurance, annuities. I am a former equity portfolio manager for a mutual fund family and have experience in constructing and monitoring portfolios of investments for my clients, thereby enabling them to get on a path to achieve their financial goals. I hold series 7, and 63 FINRA licenses and have over 20 years of experience in portfolio construction and management.
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