Viji Kumarasamy, M.B.A.

As your family’s financial advisor, I help review all aspects of your financial life to identify strategies and help to eliminate blind spots. An avid enthusiast of Les Mills gym workouts, I apply what I practice in physical wellness with the financial wellness of my clients: passion, discipline, endurance, patience, and stamina. That philosophy, coupled with the world class resources at Morgan Stanley, allows me to help my clients accomplish their financial goals.

After earning an MBA from St. Edward’s University, and while I was working at another firm, I earned the Series 7 securities registration so I could focus on helping others map a path to their financial future.

I grew up watching my father, a physician, nurture not only his patients but also his residents, as he was part of the medical faculty. He was a wonderful teacher as well as a doctor. I also observed and learned about business from my maternal grandfather. He founded a company in 1939 which today is the largest private group of companies in Sri Lanka.

Born in the island of Sri Lanka, I came to the US in 1972 as a child, as my father was invited to join the medical hospital and faculty at the University of North Carolina. A few years later, my parents and I became citizens. After living in Chapel Hill, NC, Richmond, VA, Austin, TX and Danbury, CT, I felt a strong connection with Texas; and adopted it wholeheartedly. I have called San Antonio home since 1998 when I joined Smith Barney. Smith Barney was the legacy firm that became Morgan Stanley.

For my own wellness and dreams, I love to travel, attempt culinary creations at home, and attend live music/theater events. I enjoy collecting and tasting new wines, which is one of the reasons I’m passionate about physical fitness.

I am eternally grateful for the values I inherited from my ancestors. My family and I are count our abundant blessings and the comfort of our fur babies.