Skip to content

Virtual: Financial Planning in a Pandemic

Event Details

Date/Time:
Tue, August 25, 2020
06:00PM - 07:00PM
Venue:
Zoom Virtual Conference (link provided upon registration)
Registration Period:
07/09/2020-08/24/2020
Price:
Free for all Stanford alumni, friends, and family
Contact:
Seepan Parseghian '07

The COVID-19 pandemic has thrust the economy and personal finances into uncertain times. The Stanford Club of Houston is honored to present Malia Morales, ’05, a Private Wealth Advisor and Senior Vice President of wealth management at Merrill Lynch, who will assess current market conditions and provide timely guidance regarding financial planning during a pandemic. With over 15 years of investment experience, Malia has been designated as a Senior Portfolio Manager within Merrill Lynch's Personal Investment Advisory program and leads the business development efforts for Tactical Associates. She has been a featured guest speaker at investment symposiums hosted by Forbes, Barron’s, Standard & Poor’s, Dow Jones, and State Street Global Advisors.  She was also named to Forbes “America’s Top Next-Generation Wealth Advisors,” “America’s Top Women Advisors,” “America’s Best-in-State Wealth Advisors,” and Working Mothers Magazine’s “Top Wealth Advisor Moms” List in 2017-2019.

Event Activities

Virtual: Financial Planning in a Pandemic
Tuesday, August 25, 2020 @ 6:00 PM

Event Links

Event 32949