Elisabeth Andreason:
CLASS OF 1990
Tustin High SchoolClass of 1990
Tustin, CA
Wellesley CollegeClass of 1994
Wellesley, MA
Columbus Tustin Middle SchoolClass of 1986
Tustin, CA
R.E. Jewell Elementary SchoolClass of 1984
Bend, OR
Elisabeth's Story
Life
Well, my career goal was to be a teacher... After a teaching credential program and graduation from Wellesley College in '93, I taught high school in the Boston area for about five years. The kids were wonderful but public school politics left something to be desired. After about eight years in Boston, I moved back to California for a lifestyle and weather change. Before a camping trip in Yosemite, I did a little shopping at a co-op named REI (Recreational Equipment Inc.) and was offered a job. At REI, I was able to apply my teaching skills by educating customers about how to choose and care for their equipment. I got the opportunity to do more teaching as they sent me to be a product trainer for five new store openings. At my own store I offered monthly free clinics for customers on how to use the technical equipment like GPS units, bike repair, custom boot fitting (again, more teaching, do you see a pattern?) After three years, the retail management responsibilities increased and time allowed for customer interaction and teaching decreased. So, I decided I was done with retail management and moved on to something that had been a hobby for most of my life. Now, I am a Financial Advisor at Morgan Stanley Dean Witter and loving it! Once again I get to interact with people and apply my teaching skills. It can't even be compared to teaching high school, but there is incredible reward in teaching people how to build and protect wealth so they can provide for their children's education, their own retirement, and most of all sleep at night. Life is good -- no life is very good. I share a home in Concord, Ca. with the love of my life, Melissa. We have been together since college  about ten years now. I fill my spare time by snowboarding in the winter and mountain biking in the summer. In fact, this will be the 4th year I've raced with a team in "24 Hours of Tahoe." What a race! Last year my t...Expand for more
eam finished 2nd Place, Women's Expert.
College
BA from Wellesley College with a Certificate to Teach HS English in '93
Workplace
I find my work as a Financial Advisor at Morgan Stanley very rewarding. I have had the opportunity to help my clients address the following issues:
Looking for the information and strategies you need to construct a diversified portfolio?
Wondering what to do with your 401(k) rollover?
Need to develop a recovery plan that will work in this market?
Need to consolidate debt?
Do you know if you're saving enough to be able to retire?
Do you fully understand the importance of asset allocation and rebalancing?
Investment philosophy / Professional Approach:
Because the most successful financial plans evolve over time, I'll guide you in reexamining your day-to-day investment activity. I'll help you recognize where your financial plans can be flexible and where they must stay firm.
Where We Start:
First, we talk about your hopes and expectations. Then, by crafting a flexible, yet comprehensive plan, I'll help you:
- Pinpoint your needs and goals.
- Analyze your overall financial situation.
- Identify your timeframes and your tolerance for risk.
- Implement the plan and review your investment performance on an ongoing basis.
I'll show you how to take a disciplined approach to investing. And we'll also discuss the differences in specific investment opportunities -- such as stocks, bonds and mutual funds -- so you can make informed choices that fit with your near- and long-term goals.
Morgan Stanley is world-class financial services provider handling:
401k rollovers
401k program for your employees
SEP, SIMPLE, ROTH & Traditional IRAs
529 College Savings Plans
Personal & Business Interest Bearing Checking Accounts
Business Lines of Credit
Residential Financing, Re-finance, Home Equity Lines
Insurance (Life, Disability, LTC, Annuity)
Comprehensive Financial Planning
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