Sallie Behnke

Sallie Behnke is a Senior Vice President and Family Wealth Director at Morgan Stanley. She has been a Financial Advisor since 2000 and focuses on working with large families to manage their wealth and all the complexities that go with it. She is a Certified Public Accountant (CPA), non-practicing at Morgan Stanley, and earned her Certified Investment Management Analyst (CIMA) designation after attending the course of study at the Wharton School of Business. Sallie was named one of Forbes' Best-in-State Wealth Advisors for 2018-2021 as well as 2019-2021 Forbes Top Women Wealth Advisors. Sallie was also named to Working Mother Magazine's 2017-2021 Top Wealth Advisor Moms.

Her team, The Behnke Ashmore Group at Morgan Stanley, brings together a dedicated group of professionals with the experience, independence and flexibility to help meet their client's needs. They work with their clients to develop: An integrated investment approach that focuses on optimizing performance while managing risk.

Strategic wealth advisory strategies to help meet the needs of each client including, tax planning and estate planning. A robust family governance framework to help sustain family unity, values and wealth through successive generations. Thoughtful legacy and charitable planning strategies so that each family's beliefs and values match their charitable giving. Read Less