Charline Burgess is the Senior Wealth Education Specialist in Morgan Stanley’s Family Governance & Wealth Education unit. In this role, she develops, coordinates, curates and teaches financial education programs for Financial Advisors and their clients. She has a passion for education, and has considerable 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 Technology Training Group and as the Branch Administrator in a Washington, D.C. branch.

Committed to local community involvement, Charline is currently a docent at the Stabler-Leadbeater Apothecary Museum in Alexandria, VA, and actively volunteers with the Junior League of Washington, the Washington School for Girls, the Capitol Area Food Bank and BikeMS.

Charline graduated from the University of Florida with a Master of Education degree and a B.A. in English with a double minor in Education and Environmental Studies. Charline has presented at both national and state level education conferences. Charline currently holds her FINRA Series 7, 63 and 65 securities licenses.