• Women Financial Advisor Forum

A Story of Perseverance, Confidence and Success

In her own words, Morgan Stanley’s Lindsey Cooksen gets personal and shares her powerful journey to becoming a successful, African American Private Wealth Advisor.

Private Wealth Advisor Lindsey Cooksen and the Novelli Group help top tier investors – mostly executives or post- IPO entrepreneurs – manage substantial wealth.  How does Lindsey handle that pressure and a family with a newborn at home? “At work, we’re serious.  At home, we get silly.” It’s a story of family, faith, drive and flow.

Source: Investment News, “40 Under 40”, December, 2015. The award is based upon a recipient’s application and not upon any qualitative and quantitative criteria relating specifically to one’s position as a Financial Advisor.  As such the award is not representative of any client’s experience nor is it indicative of the Financial Advisor’s future performance. The publication states that it considers four factors in compiling its list: accomplishments to date, contributions to the industry, leadership, and promise.  Neither Morgan Stanley Smith Barney nor any of their Financial Advisors pay a fee to the Houston Business Journal in exchange for the rating.


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