With more than 25 years of experience in the financial services industry, Poonum helps clients weave various pieces of their financial life into a cohesive wealth management plan that incorporates their values, beliefs, and goals. She is especially adept at assisting clients in handling difficult life transitions and initiating productive conversations about family wealth.
Having earned her Family Wealth Advisor designation from Morgan Stanley’s Institute of Family Wealth Management, Poonum possesses the sensitivity and skills needed to work closely with families and individuals. She is able to understand her clients’ circumstances and not just their finances. She focuses on both their individual and collective goals and how they may impact one another and addresses their unique wealth management requirements.
Prior to joining Morgan Stanley in 2010, Poonum was a Financial Advisor at LPL Financial. She earned her Bachelor’s degree in Business Administration with a concentration in Finance from Pacific Lutheran University.
Services Include
- Professional Portfolio Management
- Divorce Financial Analysis
- Financial Planning
- Retirement Planning
- Sustainable Investing
Securities Agent: HI, ME, WI, MT, CO, WA, OR, GA, FL, IN, VT, AL, VA, NY, ID, DC, WY, UT, AK, NV, MD, AZ, TX, OH, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 1295595