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Experts
Ana Munro Senior Vice President, Financial Advisor
Ana Munro has a balanced 16-year career in the financial industry and is currently a Senior Vice President at Morgan Stanley. Her approach to wealth management merges the traditional value of grit with proactive modern ideas. Ana views her true role as a people connector by giving personalized attention to her clients, who become like family. Ana elevates her client experience by assembling the right team and Morgan Stanley resources as she strives for better results and exceptional service.
Ana is a champion of women’s leadership and empowerment. Following her passion, she has earned a seat on the Board of Directors at Women Enabled Enterprises. She is also a founding member at Chief, a private organization for women executive leaders. Additionally, Ana is a member of Morgan Stanley’s Diversity and Inclusion Council and a mentor to young professionals.
Ana earned a bachelor's degree in finance, graduating summa cum laude, and an M.B.A. with concentration in Finance from Florida Gulf Coast University. She is also a Certified Financial Planner™️ Professional, adhering to one of the financial industry’s most stringent codes of ethics. In addition, Ana has completed Level I of the CFA®️ Program in 2019. In 2020, Ana received the BISA (Bank Insurance and Securities Association) Rising Star award for her outstanding and inclusive work ethic. In 2023, Ana has received the distinguished Five Star Wealth Manager award*. Given her background and experience, Ana has been a guest in many podcasts and has been the keynote speaker in multiple events on various wealth planning subjects.
As a strong supporter of financial literacy, one of Ana’s favorite quotes is “An investment in knowledge pays the best interest" by Benjamin Franklin. Ana is active in 8 organizations that promote education. She also provides pro-bono financial planning to less fortunate individuals. Additionally, Ana has been recognized as African Women’s Rights Advocate by Women Enabled Enterprises.
Hosts
Ann Payne Independent Director and Audit Partner
Ann Payne is a strategic partner and qualified financial expert with over 30 years of general management experience providing professional services to domestic and international public and private corporations in the healthcare, leisure, and transportation sectors for PricewaterhouseCoopers LLP.
As a leader and active CPA, Ann brings strong expertise in auditing and accounting, including IPOs, equity and debt financings, and mergers and acquisitions. In addition, she has experience as an independent director on the boards of publicly traded companies (NYSE and NASDAQ).
About this event
Ana Munro has teamed up with Athena Alliance to organize a series of in-person networking events that focus on the topic of Women and Wealth, where like-minded Athena members can gather, connect, and learn from Ana's expert advice on money, investment, and overall wealth management.
The first chapter of this series will be hosted at Ann Payne's Club Room in South Florida and promises to offer an intimate setting for attendees. Ana will cover a range of topics, including financial planning for unexpected expenses, rising care costs, handling difficult circumstances like divorce or loss of a loved one, legacy and philanthropy, and more. The group will choose the topic of most interest, and Ana will share her knowledge and insights with the attendees.
The event will be free of cost, as both Ana and Ann are generously offering the venue, drinks, and appetizers for the attendees. However, since we have a limited number of guests, we request that you RSVP to secure your spot.
Location: Ft. Lauderdale, FL - Exact location details will be sent after you RSVP.
There will be a sign-in sheet to register and name tags to favor networking. If you have further questions, please get in touch with Gaby at [email protected]
Wed, Sep 27 @ 2:00pm PT (2.5 hrs)
IN-PERSON
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