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Winnie was previously First Vice President of Wealth Management, Senior Investment Manager Specialist, and Lead Financial Advisor for the Sun Group at Morgan Stanley Smith Barney. Her exemplary young tam was a premier leader in managing client portfolios and providing professional customized service, Winnie began her investment advisory practice with Salomon Smith Barney where she was awarded their highest honors for success with her membership in the elite Blue Chip Council (2001-2004), Century Council, and President’s Council.