Cara’s specialties include: 3 Retirement Solutions (IRA’s, 401(k), rollovers, income planning) 3 Family Wealth Planning (advanced estate strategies, 529 plans, special needs) 3 Business Services (succession planning, qualified retirement plans, Key person, buy/sell agreements) (donor-advised funds, foundations, endowments) 3 Tax Advantage Strategies and Life Insurance Solutions 3 Charitable Giving
Why work with Cara? SEASONED AND COMPASSIONATE Cara has helped her clients navigate through the most challenging market conditions over the years, with a hands-on financial strategy and high service standards, she is dedicated to earning your trust. Cara is focused on both preserving and growing wealth, in alignment with your values and lifestyle. ACCESS TO ELITE RESOURCES Through Morgan Stanley’s world class global wealth management capabilities, Cara offers direct access to premier investment platforms, elite market research, and a wide range of traditional and alternative investment opportunities. About Cara Cara earned her B.S. in Business Administration from the University of California, Riverside Personal Financial Planning Certificate from the University of California, Irvine CEPA (Certified Exit Planning Advisor) Designation She holds her General Securities Licenses, Series 7, 66, CA Life Insurance #0F11451, NMLS #2460328, and is licensed in multiple states Cara currently sits on the Board of Art and Creativity for Healing (501(c)(3), a dedicated non-profit serving the local Orange County community. She is also active in her church community and has dedicated her life to serve those in need.
Your Life Goals. Our Global Strength.
Meet Cara M. Paynter CEPA, Senior Vice President Financial Advisor at Morgan Stanley
With over 25 years of wealth management experience, Cara brings a uniquely diverse background, from Private and Business Banking to advising ultra-high net worth individuals across a range of comprehensive financial needs. At Morgan Stanley, she offers customized portfolios and tailored wealth planning strategies to achieve your life’s ambitions.
Start the conversation today Contact Cara M. Paynter CEPA
(949) 365‑5377 (949) 741‑4480
cara.paynter@morganstanley.com
Let’s define your goals, navigate markets, and build your legacy - hand in hand.
28202 Cabot Rd, Suite 500, Laguna Niguel, CA 92677
https://advisor.morganstanley.com/ cara.paynter
Morgan Stanley Smith Barney LLC offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please visit us at http://www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences. Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters. The investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor’s individual circumstances and objectives.
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