Amanda
Lynn Florea

I will work with you to provide retirement plan solutions aligned with your organization's strategic goals. I will focus on your plan and investment management, and you'll have access to the necessary advice and tools needed to work toward your retirement program's objectives.

As the demands of your family grow and evolve, you are likely to need an advisor who has expanded capabilities and can offer wrap-around holistic solutions for you and your family. See below some of the capabilities we offer here at Morgan Stanley.

I am proud of and thankful for the women that I get to work with every day. Women are a powerful economic force, controlling nearly $11 trillion in assets in the U.S. They also represent almost half of the workforce. Women also face unique financial challenges, and the many roles they play influence the financial obligations they have for themselves and their families.

Helping to understand your equity compensation so you can focus on what matters: moving your company forward.

Particularly in the case of an ultra-high net worth family engaged in a common enterprise, such as running a family business, operating a family office, or simply investing together as a family, it's extremely important to have a sound framework within which to make decisions - in other words, a family governance system.

Tax-efficient investing techniques may help you lower your tax burden and increase your long-term wealth.

Taking steps to minimize the impact of taxes on your retirement portfolio can help you enjoy more of your nest egg.

Whether you want to donate to charity or invest in a loved-one's future, there are tax‐aware ways to make your giving go further.

LifeView is a suite of planning tools that includes goal-specific analysis that we can use with our clients to create a realistic, integrated strategy that incorporates the various aspects of an individual's financial life, including investments and cash management needs.

Portfolio Risk Platform – Powered by Aladdin is a risk management platform that provides comprehensive risk estimation and reporting across a broad range of asset classes and security types. This platform provides both an overview and a detailed view to better enable risk to be effectively monitored and managed.

Track spending habits, categorize expenses and create budgets across your Morgan Stanley and external financial accounts with our Spending and Budgeting Tool. We make it easy for you and your financial advisor to oversee trends in your financial life.

Our clients benefit from access to the intellectual capital of our Global Investment Committee, a group of leading market thinkers uniquely dedicated to providing high-quality, industry-leading investment ideas to Wealth Management clients.

Whether you're a global corporation or a growing start-up, we understand your needs and offer tailored solutions and technology to help meet them.

Morgan Stanley Financial Planning can show you a single, comprehensive snapshot of your finances. I can help you create a wealth plan that's adaptable to the different stages of your life using our award winning tools- Goals Planning System (GPS) and LifeView.

For many, equity in their company is an important piece of their full financial picture and since everyone's situation is unique, I can help create a plan that caters specifically to your needs and goals.

I recognize that clients and their families have unique needs that require dedicated experience and capabilities. My goal is to help simplify your financial life with a combination of cash management and lending solutions designed to complement your investment strategy and support your financial goals.

Your security is my top priority. Morgan Stanley proactively defends our systems and monitors our digital landscapes to anticipate issues before they arise and responds appropriately when they do. The Firm is actively supporting a multitude of layers of security. Read more about the cybersecurity resources used by the firm below.