Blake Stanley
Financial Advisor at Morgan Stanley
- Role
- Financial Advisor at Morgan Stanley
- Location
- Greensboro, NC, US
- LinkedIn followers
- 500 followers
About Blake Stanley
The Osborn-Berrier Group at Morgan Stanley* is an experienced team of financial professionals who serves as advisors to affluent investors helping them build and manage a comprehensive wealth management plan. The plan involves all aspects of their financial affairs – investments, insurance, credit, estate planning, legacy planning- as well as coordinating the work of other professionals such as accountants, attorneys, and portfolio managers. The Osborn-Berrier Group’s training, knowledge and experience teamed with Morgan Stanley’s vast resources allow us to address the changing requirements of every stage of your financial life. Specialties: Wealth Management, Education Funding, Retirement Planning, Strategic Financial Planning, Portfolio Management, Investments, Financial Analysis, Estate Planning Strategies, Asset Management, Alternative Investments, Long Term Care, Life Insurance NMLS# 12•••98
Experience
Financial Advisor
Sep 2010 — Present · Winston-Salem, NC
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. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any trading strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. The information or content is for US residents only and subject to the following terms: 12•••98CA Insurance License #: 015509
Education
North Carolina State University
B.S
2001 — 2005
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