Nicci Clark - Morgan Stanley

About
^{Nicci Clark - Morgan Stanley}

My passion is helping families plan their legacies through risk analysis and financial planning. The bulk of my practice focuses on retirement planning, wealth preservation and growth, charitable giving strategies and managing inheritance for individuals. My clients can expect regular reviews and the highest quality experience, including access to world class research and investment advice. In addition, I provide boutique 401k planning for businesses and disability asset protection strategies for families who may have a need for specialized planning, whether it's for a child with a disability or for aging parents who may need extra planning.