Drawing from over four decades of experience in the Financial Services Industry, Success Strategists was established to empower individuals to uncover their true potential, transform challenges into opportunities, and pave the way for self-discovery and personal success.  Our mission is to guide individuals to become the best version of themselves.

​

Cynthia, a former Morgan Stanley Managing Director, brings over 40 years of experience in the Financial Services industry. Her extensive career is marked by notable achievements as she climbed the corporate hierarchy beginning as a Client Service Associate and progressing through roles such as Financial Advisor, Sales Manager, Training Manager, Branch Manager, Complex Manager and Regional Director. Her consistent success lies in her ability to develop and execute business strategies that drive growth and increase market share. Moreover she has demonstrated her capacity to foster the growth and development of  financial advisors, teams, managers, and corporate divisions. Leveraging the wealth of knowledge and experience she amassed during her career, she founded Success Strategists. Her goal is to share her insights and expertise with both emerging and established leaders, helping them overcome the challenges and obstacles they may face.

​