Session Topic: Breaking the Mold: Leadership as the Only Woman in the Room
Day
Tuesday
Start Time
3:00 PM
Length
50
Location
CH 111
Finance
Presenter(s)
Lindsey
Rickards
Private Wealth Advisor
Morgan Stanley Private Wealth Management
https://www.linkedin.com/in/lindseyrickards/
No
Lindsey Rickards, Private Wealth Advisor, joined Morgan Stanley in 2019 and became a member of The CWS Group in 2021. Lindsey develops highly customized financial plans, performs cash flow analyses and risk evaluations, leads team strategy and business development. She had previously served as a PWM Business Service Manager and PWM Registered Associate in Morgan Stanley Private Wealth Management’s Washington D.C. office.
Lindsey received a Bachelor’s degree in Business Administration from UNC Wilmington, and went on to graduate Magna Cum Laude from American University with a Master’s of Science degree in International Relations and Business. Lindsey is a CERTIFIED FINANCIAL PLANNER® and Certified Divorce Financial Analyst®.
Lindsey is a member of the Game Changers Network Board for First Tee- Greater Baltimore chapter and the Young Professionals Board for The Ulman Foundation. In her free time, Lindsey enjoys playing golf, writing and producing songs, and taking her French bulldogs, Ellie and Olive, to the park.
Morgan Stanley Smith Barney LLC offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you.
Please visit us at http://www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences.
The use of the CDFA® designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® in the U.S.
Morgan Stanley Private Wealth Management, a division of Morgan Stanley Smith Barney LLC. Member SIPC. CRC 4978368 11/25