Adam Murray
- Role
- Executive Director, Financial Advisor - Wealth Management at Morgan Stanley
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Adam Murray
Adam is a Managing Director and Financial Advisor at Morgan Stanley and the founder of…
Experience
Executive Director, Financial Advisor - Wealth Management
Jan 2011 — Present
A global leader, Morgan Stanley provides access to a wide range of products & services to individuals, businesses & institutions, including brokerage and investment advisory services, financial & wealth planning, lending solutions, cash management, annuities & insurance, retirement planning & trust services. ©2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services. Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates. Morgan Stanley Smith Barney LLC does not accept appointments, nor will it act as a trustee, but it will provide access to trust services through an appropriate third‐party corporate trustee. The investments listed may not be suitable 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. Asset Allocation does not guarantee a profit or protect against a loss in a declining financial market. NMLS#: 12•••00
Education
Yale School of Management
Wealth Management Theory & Practice
2021 — 2022
The Episcopal Academy
High School Diploma
1998 — 2002
Duke University
B.A.
2002 — 2006
Columbia University
Certified Portfolio Manager (CPM®)
2016 — 2017
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