No matter what age or stage of life you are in, having a financial plan is vital. The thought of preparing a financial plan can be overwhelming and often times people don’t know where to begin. Grace McDaniel will discuss all the complexities of a financial plan and investment management, so you can take charge of your wealth! McDaniel is a Financial Advisor with Morgan Stanley.

Moderator: Grace McDaniel graduated from the University of Dayton with a bachelor’s in finance. During her time at UD, she joined the Davis Center for Portfolio Management as an Equity Analyst and interned at Morgan Stanley. Upon graduation she joined the firm full time as a Financial Advisor.