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Senior Portfolio Manager/Vice President/ Financial Advisor at Morgan Stanley

Please enjoy this fantastic article written by my colleague and teammate, Beth Punzi, where she discusses the four lessons she has learned from 18 years of working with financially successful clients. There are many myths about money and achieving wealth. The formula for wealth may not be as thrilling as most people tend to believe, but what is exciting is that the steps to wealth are accessible to all of us. https://lnkd.in/ejW8wzmq

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advisor.morganstanley.com

Patrick Finan

Co-Founder @ Fizzure (Stealth Startup)

6mo

Great read! Thx for sharing.

Laurel Cameron

Board President Redondo Beach Rotary Foundation at ROTARY CLUB OF REDONDO BEACH COMMUNITY FOUNDATION

6mo

Well said Beth! There are plenty of opportunities and missteps along the path, but perseverance towards your goal is critical. So glad you're part of our amazing team!

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Frank Beyer

Principal at Altius Learning

6mo

Thanks Beth. Well done.

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Marc A. Maiorella

Award-Winning Financial Sales Professional, With Deep Expertise In Wholesaling & Sales Management

6mo

Wonderful article!

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Jack Maroney

Real Estate Agent at Prominent Properties Sotheby's International Realty

6mo

Thanks Beth !

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