Mia Werner

Wealth Planner

Mia Werner is a Wealth Planner and Financial Planner at Corient, having joined the firm in September 2023. Previously, Mia served as a Wealth Management Associate and Registered Associate at Morgan Stanley from January 2022 to September 2023, focusing on financial planning. Prior experience includes an editorial role at The Beacon from January 2020 to December 2021, where responsibilities included story pitching and article writing, and an internship at D.A. Davidson Companies in summer 2021, which involved client relationship building and financial analysis. Mia holds a Bachelor of Arts degree in Environmental Ethics and Policy from the University of Portland, completed in 2021.

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