Charline Burgess
Charline Burgess is the Senior Wealth Education Specialist in Morgan Stanley’s Family Governance & Wealth Education unit within Family Office Resources. In this role, she develops, coordinates and curates financial education programs, and teaches those programs to the Firm’s UHNW clients and their next generation. She has a passion for education, and has over sixteen years of experience in education instruction, curriculum and content development for a variety of platforms. Prior to joining Morgan Stanley, Charline was a professional educator and has also worked for an education consulting firm where she focused on teacher professional development. She has been a Morgan Stanley employee since 2000, having joined the Firm in the Institutional Equities Division before becoming a Financial Advisor, then working as a Training Specialist in the Training Group and as the Branch Administrator in a Washington, D.C. branch and joined the Family Office Resources team in 2018.
