Ahmed Khan

About Ahmed Khan

Ahmed joined Morgan Stanley in 2021. Prior to Morgan Stanley, Ahmed has had a successful career in the financial services industry since 2005 working as a Financial Advisor with various firms such as Citi, JPMorgan and E*TRADE. Ahmed holds the FINRA Series 7 licenses (General Securities Representative) along with Series 63 (Uniform State), Series 65 (Investment Advisory Agent), and Life Insurance.Prior to the start of a career in financial services, Ahmed attended Columbia University and obtained a Bachelor’s of Science in Engineering Management & Systems. Throughout the years, I have provided financial advice to our clients that consist of individuals, families and organizations on a regular basis seeking efficient and optimal allocation of wealth and preservation. My approach begins with incorporating your overall financial picture from the onset of any established relationship. Using different types of solutions according to each client’s needs, I present a subset of options for these tailored recommendations. This process includes a financial plan along with periodic monitoring and updates. I help clients manage their financials and portfolio’s to have confidence in ideas and recommendations at any stage in their lives or market cycles. In his spare time, Ahmed is involved in the community as a board member for Valence College Preparatory School. He also coaches youth basketball at St Joan of Arc. He also enjoys hiking, traveling and spending time with his wife, Monica and children, Adriana, Sebastian, and Carlos.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 or consult with your Financial Advisor to understand these differences.

Experience

1. Financial Advisor

   Morgan Stanley

   Jan 2021 — Present · Garden City, NY, US

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Education

• Phillips Academy

  High School

  1994 — 1998

• Columbia University

  Bachelor’s Degree, Engineering Management & Systems

  1998 — 2002

Skills

• Financial Planning
• Financial Analysis
• Finance
• 401k
• Retirement Planning
• Wealth Management
• 529 Plans
• Portfolio Management
• Loans
• Leadership
• Investments
• Customer Service
• Management
• Financial Services
• Banking
• Mutual Funds
• Risk Management