AFCEA NOVA Breakfast Seminar: Financial Fitness

Financial Fitness: Help Yourself and Help Others

Please join us for WIN’s October 28th breakfast to hear our panelists discuss “Financial Fitness-Taking Care of Yourself and Taking Care of Others". Sue van der Linden, First Vice President, Wealth Advisor at Morgan Stanley Wealth Management and invited speaker, Brett Machtig will cover an array of financial topics such as college, tax and long-term care planning as well as what to look for in a financial advisor. Our panel members will field questions about what to do during rocky markets and how to recognize if you are on track with your financial plan.

Speaker and Presenter Information

Ms. Sue S. van der Linden
First Vice President, Wealth Advisor, Morgan Stanley

Ms. van der Linden has worked in the financial services industry for over a decade, all with the Global Wealth Management Group of Morgan Stanley. Her wealth management philosophy is grounded in cash flow needs, asset allocation, and strategic diversification. Hers is an exclusive practice, focusing on a relatively small group of high net worth clients for whom she provides extensive financial planning and asset management services.

She holds a BA from the University of Virginia, and an MBA in economics from The George Washington University. She also holds a variety of professional designations and certificates including:

Certified Financial Planner, College for Financial Planning, Denver CO
Chartered Financial Consultant, The American College, Bryn Mawr PA
Estate Planning Consultant, The American College, Bryn Mawr PA
Retirement Planning Specialist, Morgan Stanley, New York NY
Rule 144 Specialist, Morgan Stanley, New York NY
Wealth Management Certificate, IMCA, Denver CO
Certified Investment Management Analyst, IMCA, Denver CO
Certified Private Wealth Advisor, IMCA, Denver CO
Morgan Stanley Senior Consultant, The Wharton School, University of Pennsylvania
Wealth Advisor, Morgan Stanley, New York NY
Senior Portfolio Manager, Morgan Stanley, New York NY
Certified Wealth Strategist, Cannon Financial Institute, Atlanta GA
Accredited Investment Fiduciary, fi360, Philadelphia PA

She has served on the board of the National Capital Area Chapter of the ALS (Lou Gehrig’s Disease) Association, and the Montgomery County Chapter of the American Cancer Society’s Legacy and Planned Giving Committee. She currently serves on the Development Committee for Inova Fairfax Hospital for Children, and is a parent ambassador for the Sheridan School. She lives with her husband, a curator at the National Air and Space Museum, and their daughter in Washington, DC.