Sue S. van der Linden

CFP, ChFC, CIMA, CPWA, CWS, Senior Vice President, Wealth Advisor, Senior Investment Management Consultant, Senior Portfolio Management Director

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Sue S. van der Linden

MY MISSION STATEMENT

Helping you prioritize, organize, and simplify your financial life in the complex modern world, so you can focus on things that bring you joy, meaning, and purpose

My Story and Services

My Story

I began riding horses when I was nine years old. It was a way for me to claim my independence, to be slightly daring, and to feel in charge of my life. Through a mixture of boldness and security, I learned to handle something that was many times bigger than me.  Today, I work with my clients to find their personal balance of boldness and security, and refect it in their investment portfolios. I help them create and implement comprehensive plans that reflect their goals, priorities, and passions, as simply as possible.  I am also very comfortable managing global market investments that can seem to have a mind of their own.  Together with my team, we monitor the components of each plan, and provide specific action steps and adjustments in the face of changing and challenging market environments.

Access to Private Banking >

Services Include

  • Wealth Management
  • Asset Management
  • Business Planning
  • Estate Planning Strategies
  • Financial Planning
  • Planning for Education Funding

Securities Agent: CO, DC, FL, GA, IL, MA, MD, NC, NV, NY, OH, SC, VA, VT, WV; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1255437


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

Video

My Video

Working With You

Working With You

At The Linden Group at Morgan Stanley, we practice comprehensive financial planning.  That means helping you prioritize your financial objectives, organize them so they can be properly monitored, and simplify them as much as possible.  This seeks to align your investments with your individual needs and objectives, while keeping things manageable.  To do this, we begin by creating a plan, which includes an emergency fund to provide the liquidity to weather unforeseen market turbulence.  We help you biuld your portfolio with a long, global view, including both international and alternative investments.  We make it personal to you, managing your portfolio on a fully discretionary basis.  And we monitor it closely rebalancing with discipline where and when it is appropriate.

Location

Location

  • 1775 Eye Street NW
  • Suite 200
  • Washington, DC 20006


    Client Service Team

    Client Service Team

    Sue van der Linden

    Senior Vice President


    Securities Agent: CO, DC, FL, GA, IL, MA, MD, NC, NV, NY, OH, SC, VA, VT, WV; General Securities Representative; Investment Advisor Representative; Managed Futures

    Iris Henley

    Senior Client Service Associate


    Jill Fernicola

    Registered Associate


    Associations

    Associations

    • Portfolio Management Institute (PMI)
    • PMI Board of Directors
    • Association of Professional Investment Consultant (APIC)
    • APIC Board of Directors
    • Investment Management Consultants Association (IMCA)
    • DC/Annapolis Diversity Council (chair)

    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

    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

    Mosaic

    Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.

    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

    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 Sue S. van der Linden today.

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