Daniel Drew
Senior Vice President | International Client Advisor | Senior Portfolio Manager | Financial Advisor at Morgan Stanley
- Role
- Senior Vice President International Client Advisor Senior Portfolio Manager Financial Advisor at Morgan Stanley
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Daniel Drew
Comprehensive Investment & Wealth Management Services for Individual and Corporate Clients. I have developed a loyal client base by striving to stay ahead of markets and delivering a standard-setting level of service. I believe results are generated through hard work, integrity and dedication. Areas of focus: Capital & Bond Markets, Options, Hedging Strategies, Financial Assessment, Investment Advisory and Asset Allocation, Business and access to Cash Management and Lending Solutions. NMLS: 12•••38
Experience
Senior Vice President International Client Advisor Senior Portfolio Manager Financial Advisor
Sep 2011 — Present · Boston, MA, US
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. Statements and messages are for US residents only and subject to the following terms: Asset Allocation does not guarantee a profit or protect against a loss in a declining financial market. The investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor\'s individual circumstances and objectives. Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services. Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NMLS#: 12•••38
Education
Northeastern University
BS, Management
1991 — 1996
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