Andrew Kozak

Financial Advisor

Role: Senior Financial Advisor - Acquisitions Group at Morgan Stanley
Location: Phoenix, AZ, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Andrew Kozak

As a financial advisor, my aim is to help educate and empower individuals and families to…

Experience

Senior Financial Advisor - Acquisitions Group
Morgan Stanley
Apr 2023 — Present · Phoenix, AZ, US

Education

St. Augustine High School
High School
2004 — 2008
University of Arizona
Bachelor of Science, Business Economics
2008 — 2013

Skills

Estate Planning Strategies
Online Marketing
Marketing Strategy
Crm
Risk Management
Account Management
Long Term Care Planning Strategies
SEO
Startup Development
New Business Development
Insurance Services
Investment Planning
Retirement Planning
Wealth Management
Sales

Contact information

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Work email
•••••@morganstanley.com
Personal email
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Current company

Morgan Stanley

Financial Services · 10K employees · 1585 Broadway, New York, NY, 10036, US

Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success. As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders. Social Media Disclosures: mgstn.ly/SocialDisclosure

morganstanley.com

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About Andrew Kozak

Experience

Senior Financial Advisor - Acquisitions Group

Education

St. Augustine High School

University of Arizona

Skills

Find verified contacts for anyone on LinkedIn