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.
Services Include
  • Wealth Management1
  • Asset Management2
  • Business Planning3
  • Estate Planning Strategies4
  • Financial Planning5
  • Planning for Education Funding6
Securities Agent: CA, CO, DC, FL, GA, IL, MA, MD, NC, NY, OH, SC, SD, VA, VT, WV; Investment Advisor Representative; General Securities Representative; Managed Futures
NMLS#: 1255437
CA Insurance License #: 0G76059
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

    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.
      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)

      Client Service Team

      • Jill Fernicola - Registered Client Service Associate
      • Jessica McAllister - Registered Client Service Associate

      Location

      1775 I Street NW
      Suite 200
      Washington, DC 20006
      US
      Direct:
      (202) 862-7529(202) 862-7529
      Toll Free:
      (800) 745-2451(800) 745-2451
      Fax:
      (202) 654-5676(202) 654-5676
      From My Desk

      How to Teach Your Kids About Money


      Investment and Market Perspectives

      On the Markets

      Family

      Creating customized financial strategies for the challenges that today's families face.
      • Estate Planning Strategies
      • 529 Plans / Education Savings Planning
      • Long Term Care Insurance
      • Special Needs Planning
      • Trust Services
      Financial Transition: A Guide for Women

      Financial Transition: A Guide for Women

      Here's how to take control of your finances if a death or divorce leaves you holding the reins.

      Mosaic

      Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
      The 2019 Wanderlust List

      The 2019 Wanderlust List

      The world awaits your next adventure. Start here.

      Investing

      Working closely with you to guide your wealth and investments through the most challenging market cycles.
      • Asset Management
      • Wealth Planning
      • Traditional Investments
      • Alternative Investments
      • Impact Investing
      Five Smart Strategies to Use a Bonus or Raise

      Five Smart Strategies to Use a Bonus or Raise

      Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

      Retirement

      Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
      • 401(k) Rollovers
      • IRA Plans
      • Retirement Income Strategies
      • Retirement Plan Participants
      • Annuities
      The Simple Six-Step Retirement Checkup

      The Simple Six-Step Retirement Checkup

      Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

      Philanthropy

      Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
      • Endowments
      • Foundations
      • Donor Advised Funds
      • Impact Investing
      A New Roadmap for Mission Alignment

      A New Roadmap for Mission Alignment

      Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

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      Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
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      Ready to start a conversation? Contact Sue van der Linden today.
      Market Information Delayed 20 Minutes
      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.

      1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

      5Morgan Stanley 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 consult with your Financial Advisor to understand these differences.

      6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

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