David Flores
Financial Advisor with The Manhattan Beach Group at Morgan Stanley
- Role
- Financial Advisor at Morgan Stanley
- Location
- Manhattan Beach, CA, US
- LinkedIn followers
- 500 followers
About David Flores
I’m proud to be part of The Manhattan Beach Group that has over 50 years of combined experience* in simplifying lives through financial planning and investment management. We assist our clients’ families and businesses through various transitions such as, retirement planning, preparing college funds, mortgages, lending solutions, inheritance, and estate planning. Our team’s philosophy is to preserve and grow generational wealth. We do this through a process-driven approach, leveraging Morgan Stanley’s resources to create personalized solutions. This allows our clients more time to focus on what they value most. I am grateful for the opportunity to make a difference in others’ lives, just as others have done for me.Let\'s connect, and find opportunities to grow together!*For more information about individual years of experience please visit our website at: https://advisor.morganstanley.com/the-manhattan-beach-group
Experience
Financial Advisor
Dec 2023 — Present · Manhattan Beach, CA, US
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 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: Insurance Lic.#44•••62NMLS#: 25•••06
Education
Southern New Hampshire University
Business Administration and Management, General
2022 — 2023
University of Colorado Boulder
Business Administration and Management, General
2018 — 2020
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