Ana Munro, CPWA®, CFP®
Senior Vice President, Wealth Advisor, Portfolio Management Director
Professional Bio
Ana Munro is a devoted Financial Advisor, Planner, and Strategist serving ultra‑high‑net‑worth individuals and family offices. As Senior Vice President and National Strategic Partner at Morgan Stanley, she guides families through the complexities of wealth with clarity, confidence, and purpose.
With nearly two decades of experience, Ana blends timeless financial principles with innovative strategies. She believes true wealth lies in living fully and intentionally, and her mission is to return clients their most precious asset—time—so they can focus on purpose, passions, and loved ones.
Ana collaborates with families to address financial, personal, and generational nuances often overlooked. She draws on a network of elite specialists in investment management, estate planning, philanthropy, and family governance, tailoring solutions to each client’s vision.
Passionate about meaningful connections, Ana builds relationships grounded in loyalty, empathy, and respect—bringing the same care to clients as she does to her own family. A recognized keynote speaker, coach, and thought leader, she has appeared on platforms such as Chief, From Now to Next, and Woman 2 Woman, and mentors future financial professionals at Florida Gulf Coast University.
A champion of women’s leadership and empowerment, Ana serves on the boards of Women Enabled Enterprises and the Women’s Foundation of Collier County. She is a founding member of Chief and actively supports philanthropy and financial education through organizations like Collier Literacy, offering pro bono planning to underserved communities.
Academically, Ana earned a summa cum laude bachelor’s degree in finance and an MBA in Finance from Florida Gulf Coast University. She is a Certified Financial Planner® Professional and has completed Level I of the CFA® Program, reflecting her commitment to investment management and fiduciary responsibility.
With nearly two decades of experience, Ana blends timeless financial principles with innovative strategies. She believes true wealth lies in living fully and intentionally, and her mission is to return clients their most precious asset—time—so they can focus on purpose, passions, and loved ones.
Ana collaborates with families to address financial, personal, and generational nuances often overlooked. She draws on a network of elite specialists in investment management, estate planning, philanthropy, and family governance, tailoring solutions to each client’s vision.
Passionate about meaningful connections, Ana builds relationships grounded in loyalty, empathy, and respect—bringing the same care to clients as she does to her own family. A recognized keynote speaker, coach, and thought leader, she has appeared on platforms such as Chief, From Now to Next, and Woman 2 Woman, and mentors future financial professionals at Florida Gulf Coast University.
A champion of women’s leadership and empowerment, Ana serves on the boards of Women Enabled Enterprises and the Women’s Foundation of Collier County. She is a founding member of Chief and actively supports philanthropy and financial education through organizations like Collier Literacy, offering pro bono planning to underserved communities.
Academically, Ana earned a summa cum laude bachelor’s degree in finance and an MBA in Finance from Florida Gulf Coast University. She is a Certified Financial Planner® Professional and has completed Level I of the CFA® Program, reflecting her commitment to investment management and fiduciary responsibility.
LCF Alumni Lifetime