The Plunkett Group at Morgan Stanley
Week 3: May 13 – May 19
The Casually Cool Award
What do you like to do for fun?
For fun, I don’t always do one thing. I just “do.” I have a problem with sitting still for too long, and always feel like I need to be active. And being a people person, I love being around people, so if I can be active with others that’s where I’m having the most fun. I spend a lot of time at my gym, Gem City Crossfit, where the community is almost more of the reason I go than the actual workout. In the summer I play a lot of golf, in a league with the same group of guys or at an outing with a different group each time. My family has a home on Norris Lake in Tennessee where we spend many weekends throughout the year spending time with family as well as the community of neighbors that we have down there. As long as there’s good people and good conversation, I’m having fun.
Week 2: May 6 – May 12
The Workplace Image Award
What do you find most rewarding about your job?
Finances and money, particularly investing and planning for retirement, can be daunting for most people. Every day my goal is to simplify the complicated. And most days my clients are very appreciative. Going to sleep at night knowing that I’ve done my best for each person and that they are comfortable with their own financial situation makes my job very rewarding. When a client calls to thank me or I’m able to quickly solve a complicated issue for them, I get a sense that I’m doing exactly what I was meant to do in life. I absolutely love my job, and I don’t think many people today can say that, which is rewarding in and of itself.
Week 1: April 24 – May 5
The First Impressions Award
What made you decide to pursue your current career or vocation?
I’ve always been interested in investing and the stock market, because growing up I saw my father have such a passion for it. As I continued through my education and thought about what I wanted to do, I knew that I wanted to have the kind of work life balance he did so I could be there for my family when I needed to. I also like the idea that my effort directly correlates to outcome. This career path gave me that opportunity- I don’t have a boss. It’s a blessing and a curse- while no one telling me what to do is a positive, it is also a negative, in that I have to be a self-starter and manage my day, which has always been my personality. As I got into it, as much as l got into it for the love of the investing side, the fact that on a daily basis I am helping people reach goals and take care of what can be a very confusing part of their life makes what I do very satisfying. It’s not all sunshine and roses but any job where you get to go in to work and help people is a great one.