Cassandra (CJ) Waitkunas
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Executive Summary
Cassandra (CJ) Waitkunas is a highly experienced wealth management professional with 16.5 years of work experience. She specializes in wealth management strategies, risk management strategies, risk analysis, and college education planning. Based in the United States, Cassandra has a strong background in helping individuals and families navigate life transitions such as divorce, loss of a spouse, selling a business, retiring, sudden wealth, or taking over family finances. She follows a goals-based wealth management approach and is backed by global resources and capabilities of Morgan Stanley. Cassandra's goal is to provide the Ultimate Client Experience.
Contact Information
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Morgan Stanley Wealth Management
vice president | financial advisor with the legacy wealth management group at morgan stanley
vice president | financial advisor with the legacy wealth management group at morgan stanley
Professional Background
Personal Interests
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