OUR MISSION STATEMENT
Our mission to engage, educate and elevate women when it comes to their finances
Our mission to engage, educate and elevate women when it comes to their finances
When Morgan joined Cindy’s practice, they quickly became known as “the mother-daughter duo from Morgan Stanley.” With Morgan’s efforts & social media savvy, they began meeting & engaging with women across all generations, from millennials to retirees. Through these interactions, they discovered a common theme – whether it was the knowledge to understand their investments or the confidence to make financial decisions – something was missing for women in their financial lives. To fill this need, they have developed new programs designed to financially empower women across generations. They envision a world where every woman feels confident in her ability to smart financial decisions!
We work with achieving women who embrace their careers and lead full, active lives. They have multiple plates in the air and often feel overwhelmed, causing important priorities to fall through the cracks. We find it is their finances that do not get the attention they deserve and this weighs heavily on the minds of women.
Are you wondering…
How do I organize my finances?
Will I be able to maintain my lifestyle when I retire?
Am I doing everything I should to build and protect my money?
We help relieve the stress of managing your finances while keeping you a part of the process.
Whether you’re embarking on your career or planning to retire, starting a family or looking to fund your grandchildren’s education, seeking to address health care needs or transfer the family business to the next generation, you need a financial plan. We work with our clients to create the roadmap to their future, adapting to changing circumstances over time, helping them achieve—and protect—their goals.
Money Mavens: Figuring Out Your Finances in Your 20's & 30's
Feeling overwhelmed when it comes to managing your money? Between work, family, friends, working out, volunteering & everything else we do, sometimes financial matters can start to slip between the cracks. The Newman Group at Morgan Stanley - the mother daughter duo from Morgan Stanley - is here to help you get on track. Join us for an evening of wine, conversation & financial tips designed especially for millennial women!
Tuesday, March 21, 2017 at 6:30PM // Morgan Stanley, 31 West 52nd St, 23rd Floor
A special Money Mavens presented to the creative women professionals at Damsels in Design!
Monday, March 20, 2017 at 6:30PM
Morgan Stanley, 31 West 52nd St, 23rd Floor, NY, NY 10019
A special Money Mavens presented at the Lady Project Summit!
Saturday, March 25, 2017 at 1:30PM
Veterans Memorial Auditorium, Providence, Rhode Island
Cindy Newman, Senior Vice President – Wealth Management, works with achieving women who lead full, active lives and often find their finances don’t get the attention they deserve. Throughout her career, Cindy has reached thousands of women by leading workshops and seminars for organizations ranging from trade associations & social groups to Fortune 500 companies. Cindy served on the Monmouth University Planned Giving Council Advisory Board & was a Trustee of Big Brothers Big Sisters of Monmouth County. She currently serves as a mentor in the college bound program for the Monmouth County Boys & Girls Club. Cindy is a graduate of Cedar Crest College, Allentown, PA with a Bachelor of Arts in Management and a minor in Accounting, where she served on the Board of Trustees.
Securities Agent: CA, CT, FL, IL, MA, MD, NC, NJ, NY, PA, SC, TX, VA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
Morgan joined the Newman Group in 2012 after beginning her career in international development, bringing with her a social conscience and global awareness. Morgan’s role on the team is investment management and marketing. She created the Achieving Women Seminar Program, a turnkey program designed to spread the message of women’s empowerment through financial education. Morgan earned her Bachelor of Arts degree in Economics with minors in Mathematics and International Politics from Bucknell University in Lewisburg, PA. She is a member of the Omicron Delta Epsilon International Economic Honor Society and is Series 7, 66, and Life & Health Insurance licensed. She is the President of the NYC Chi Omega Alumnae Chapter and a member of the Crossfit Hell’s Kitchen Competition Team & the Junior Committee of the Alzheimer’s Association.
Securities Agent: CA, CT, FL, IL, MA, MD, NC, NJ, NY, PA, SC, TX, VA; General Securities Representative; Investment Advisor Representative
Your Budget & Net Worth Worksheet
On the Markets
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Creating customized financial strategies for the challenges that today's families face.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.
This unique program offers qualifying clients a compelling collection of special offers and experiences, Morgan Stanley insights, and philanthropic ideas.
With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .
*Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC
* Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
CRC 1369093 12/15