Colin Hokanson
Financial Advisor at Morgan Stanley
- Role
- Financial Advisor at Morgan Stanley
- Location
- Hyannis, MA, US
- LinkedIn followers
- 500 followers
Experience
Financial Advisor
Jun 2024 — Present · Hyannis, MA, US
Our mission is to help clients craft a personalized vision of their future, focus on what it means to them and how to seek to maintain the financial independence they have worked hard to achieve. Strategic and customized planning creates the road map to this process, with the end goal to focus on enjoying those things in life that matter most. Using our core principles of process, advice relationship, experience and service, The Boardwalk Group at Morgan Stanley seeks to provide all of our clients with an excellent client experience. We are committed to you and to maintaining the a high standards of integrity.©2024 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 social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service.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 investment 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. Designations and/or awards are not indicative of a Financial Advisor\'s past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/colin.hokanson. The information or content is for US residents only and subject to the following disclosures:
Education
University of Colorado Boulder
Bachelor of Arts (BA), Communication
Skills
- Microsoft Excel
- Powerpoint
- Portfolio Management
- Banking
- Risk Management
- Financial Modeling
- Customer Service
- Investments
- Microsoft Office
- Finance
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