Carol Ejailat
Financial Advisor| Senior Vice President at Morgan Stanley| Chartered Financial Analyst| Certified Private Wealth Advisor®| Alternative Investments Director | Senior Portfolio Manager | Multilingual
- Role
- Senior Vice President, Wealth Management at Morgan Stanley
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Carol Ejailat
Wondering if you can retire next year? It\'s time to wonder less and wander more.Advice Matters: Take a moment and visit my website on how we can help you craft an investment strategy around your goals.https://advisor.morganstanley.com/carol.ejailatAway from work, I am passionate about travelling and I am constantly scheming about the next travel adventure with my family. I love meeting new people and trying new things, so please say hello and share your adventure with me.NMLS #: 16•••05
Experience
Senior Vice President, Wealth Management
Feb 2017 — Present · Houston, TX, US
My first priority is to know you and what matters most in your life. Working together, we’ll review your concerns, prioritize your goals, and create a strategy to help you achieve the outcomes you desire. I am more than ever concerned about managing risk and making sure you have a realistic plan to help reach your goals. I’ll draw on the world-class research, risk management technology, and a robust investment platform at Morgan Stanley to help ensure all aspects of that strategy are the best fit for your needs.Carol Ejailat has been included as a member of the Pacesetter’s Club since 2022. ©2025 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC reserves the right, under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal advice. MSSB Financial Advisors may only transact business, provide individualized responses, or render personalized investment advice for compensation in states where they are registered or excluded or exempted from registration https://brokercheck.finra.org/. Designations or awards are not indicative of a Financial Advisor\'s past or future performance, and no fee is paid in exchange for such. The information on this profile does not provide personalized investment advice and is not an offer to buy or sell any security, open a particular account, or to engage in any investment strategy. All content is for US residents only and subject to the following terms: 16•••05
Education
National Association of Plan Advisors- NAPA
Qualified Plan Financial Consultant
2023
CFA Institute
Chartered Financial Analyst
Investments & Wealth Institute
Certified Private Wealth Advisor®
University of Jordan
Bachelor of Business Administration (B.B.A.) Honors
Skills
- Interviews
- Efficiency
- Solid Problem Solving
- Customer Service
- Diversity Management
- Teamwork
- Banking
- Risk Management
- Team Management
- Leadership
- Retail Banking
- Cross Selling
- Strong Interpersonal Skills
- Time Management
- Credit Risk
- Superior Work Ethic
- Branch Banking
- Staff Development
- Sales
- Business Development
- Call Centers
- Wealth Management
- Team Leadership
- Financial Analysis
- Employee Engagement
- Business Initiatives
- Credit Analysis
- Portfolio Management
- Relationship Management
- Loans
- Management
- Team Building
- Compliance
- Process Improvement
- Coaching
- Motivation
- Investment Banking
- Credit
- Goal-Driven Leader
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