THE LAGORCE GROUP AT MORGAN STANLEY SENIOR VICE PRESIDENT, BRANCH MANAGER, SENIOR PORTFOLIO MANAGEMENT DIRECTOR FINANCIAL ADVISOR
As senior vice president, and branch manager with Morgan Stanley in Miami Beach, Mijanou M. Spurdle focuses on financial planning and asset allocation management. With a high touch approach, she and her team work closely with their clients and have scheduled monthly calls, quarterly performance reviews, and annual updates to their financial plan. “It’s important to understand our clients’ circumstances thoroughly and adapt our plan as they change,” she says. “Financial planning is the first step and it drives the investment process. A comprehensive plan is our guideline before we start to make investment recommendations.”
As a Morgan Stanley designated Family Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ professional, Spurdle handles everything from estate planning strategies to professional portfolio management, retirement planning and liabilities management. “By building a dynamic asset allocation strategy consistent with investment needs, I help families and individuals develop and sustain customized plans using my experience and the resources of Morgan Stanley.”
For Spurdle, a dynamic woman is someone who adapts, learns and improves as her family, community and career evolves. She embodies this dynamism as a trustee on the board at The Williston Northampton School and treasurer for the Women’s Golf Association at LaGorce Country Club, while also being a wife, mother and owner of a rescue Labrador Retriever. She’s also completed several marathons and enjoys boating, golfing, running and traveling.
At work, Spurdle is inspired most by here sense of camaraderie with both her clients and her team. She says, “I love working together to help build successful financial outcomes.”
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial 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. The strategies and/or investments discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. Morgan 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.
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