Andrea Steinacker

First Vice President, Financial Advisor, Financial Planning Specialist, Investment Management Specialist

Contact Me
Andrea Steinacker

MY MISSION STATEMENT

Excellence in helping clients like you with your personalized investment and financial strategies

My Story and Services

Welcome

My goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.

Services Include

  • UGMA/UTMA
  • Wealth Management
  • 401(k) Rollovers
  • 529 Plans
  • Annuities
  • Asset Management
  • Business Planning
  • Cash Management
  • Certificates of Deposit
  • Corporate Pension Funds
  • Corporate Retirement Plans
  • Defined Contribution Plans
  • Estate Planning Strategies
  • Fixed Income
  • Lending Products
  • LGBT Planning Services
  • Philanthropic Services
  • Planning for Education Funding
  • Planning for Special Needs Individuals
  • Professional Portfolio Management
  • Qualified Plans
  • Qualified Retirement Plans
  • Structured Products
  • Taft-Hartley Plans
  • Trust Accounts

Securities Agent: CA, CO, FL, GA, MD, MN, MO, NC, NJ, NY, OR, PA, SC, TN, TX, VA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

NMLS#: 1274684


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Individualized Portfolio Management

My 4 Step Process


PM Process Top.jpg
ESTABLISH FINANCIAL OBJECTIVES
  • Work with you to establish a realistic set of objectives based on:
    • Your financial goals
    • Time horizon
    • Liquidity needs
    • Tolerance to volatility and risk
DEFINE INVESTMENT
STRATEGY

  • Develop an investment strategy designed to help produce optimal portfolio performance
  • Seek to generate the highest return potential consistent with the strategy’s level of risk
EVALUATE AND SELECT
INVESTMENTS

  • Leverage the global resources of Morgan Stanley to select investments to implement your personal strategy
ONGOING REVIEW
PROCESS

  • Monitor your portfolio to track its performance relative to your stated objectives
  • Modify the portfolio on a discretionary basis as your needs and circumstances change over time



Professional Portfolio Management

pm1.jpgPERSONALIZED PORTFOLIOS

Your Portfolio Manager will use his/her discretion to identify an investment strategy tailored to meet your needs.                

pm2.jpg

COMPREHENSIVE COMMUNICATIONS

Throughout your relationship, you’ll have direct access to the investment professional managing your portfolio.

pm3.jpg CLIENT FOCUS

Each account can be individually customized to meet your requirements for growth, income or preservation of capital within your risk constraints.

pm4.jpgASSET-BASED FEE

Fees for the program are based on your account’s asset level, not on the number of transactions performed in a given time period.



The individuals mentioned as the Portfolio Management Team are Financial Advisors with Morgan Stanley participating in the Morgan Stanley Portfolio Management program. The Portfolio Management program is an investment advisory program in which the client’s Financial Advisor invests the client’s assets on a discretionary basis in a range of securities.  The Portfolio Management program is described in the applicable Morgan Stanley ADV Part 2, available at www.morganstanley.com/ADV or from your Financial Advisor.

Experience & Education

Experience & Education

Date

Life, Variable Annuity & Long-Term Care Insurance License

 
Investment Management Consultant  
Financial Planning Specialist Designation  
Series 65 - Investment Advisory Agent Jul 9, 1992
Series 3 - National Commodities Futures Jul 30, 1984
Series 63 - Securities Agent Jul 2, 1984
Series 7 - General Securities Representative Jun 16, 1984

Morgan Stanley
First Vice President, Financial Advisor
Investment Mangement Specialist, Portfolio Manager, Financial Planning Specialist
Miami, FL

Apr. 15, 1984 - Present

University of Miami
Bacheor of Education
Coral Gables, FL

1970 - 1974

 


Associations

Associations

  • Guardian Ad Litern
    11th Judicial Circuit
    Miami, FL
  • K.A.P.O.W. (Kids and the Power of Work)
    Miami, FL
  • Kidside
    Miami, FL
  • Habitat for Humanity
    Miami, FL

Client Service Team

Client Service Team

Susan 'Sue' Murphy

Registered Associate


(305) 376-8502
susan.murphy@morganstanley.com

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing

Family

Creating customized financial strategies for the challenges that today's families face.

  • Estate Planning
  • 529 Plans / Education Planning
  • Long Term Care Insurance
  • Trust Services and Accounting

Retirement

Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Annuities

Philanthropy

Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing

More From Morgan Stanley

Ready to start a conversation? Contact Andrea Steinacker today.

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