Charline Burgess is the Senior Wealth Education Specialist in Morgan Stanley’s Family Governance & Wealth Education unit within Family Office Resources. In this role, she develops, coordinates, curates and teaches financial education programs for Financial Advisors and their clients. She has a passion for education and has considerable experience in education instruction, curriculum and content development for a variety of platforms. Charline currently holds her FINRA Series 7, 63 and 65 securities licenses.
Prior to joining Morgan Stanley, Charline was a professional educator and has also worked for an education consulting firm where she focused on teacher professional development. She has been a Morgan Stanley employee since 2000, having joined the firm in the Institutional Equities Division before becoming a Financial Advisor, then working as a Training Specialist in the Technology Training Group and as the Branch Administrator in a Washington, D.C., branch.
Website: ms.com/wealth-education-series | LinkedIn: www.linkedin.com/in/charlineburgess
