Joelle Hinds, CFP

Financial Advisor

Contact Me
Joelle Hinds, CFP

MY MISSION STATEMENT

I am a Financial Advisor who believes that my role in helping my clients goes beyond investments.

My Story and Services

About Me

Everyone knows people who were unprepared for a major financial event.  Maybe their spouse died unexpectedly.  Maybe they went through a divorce.  Maybe they won the lottery!

These are all situations where guidance is necessary, and that is where I help.  I work with clients to assess the intricacies of their unique situations and to determine the processes and people needed to manage the challenge.

As a Financial Advisor with a focus on financial planning I recognize that there are many factors that contribute to financial decisions, and I work with clients to address these through goal setting and strategic alliances. 

Before joining Morgan Stanley, I worked in various industries for over 20 years gaining experience and a perspective that is invaluable.  I am a proud alumnus of Stevens Institute of Technology (Hoboken, NJ), earning a Bachelor of Engineering degree in 1998.  I am the proud mother of 2 daughters and a son who keep me quite busy.  In my free time I serve as the Financial Secretary for the Jack and Jill of Dallas Chapter.  I am also an avid athlete who is always up for a new challenge!

Services Include

  • Wealth Management
  • Divorce Financial Analysis
  • Financial Planning
  • Retirement Planning
  • Long Term Care Insurance
  • Life Insurance
  • Planning for Education Funding

Securities Agent: CA, GA, IL, NJ, NY, SC, TX; General Securities Representative; Investment Advisor Representative

NMLS#: 1776059


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

Working With You

Working With You

Good communication is integral to successful client relationships. The objectives that I have with working with each of my clients are to:

  1. Identify your financial goals and prioritize,
  2. Review and analyze your personal financial situation,
  3. Make recommendations for your financial plan,
  4. Work with you to implement the plan, and
  5. Monitor the plan in accordance with the original implementation

I look forward to working WITH you!

Location

Location

  • 7500 Dallas Parkway Suite 500
  • Plano, TX 75024


    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

    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

    Ready to start a conversation? Contact Joelle Hinds, CFP today.

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    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.

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    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

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