Edgar Romero
Client Associate at Morgan Stanley Private Wealth Management
- Role
- Private Wealth Management Client Associate at Morgan Stanley
- Location
- Miami-Fort Lauderdale, FL, US
- LinkedIn followers
- 500 followers
About Edgar Romero
Currently working at Morgan Stanley Private Wealth Management as a Client Associate in…
Experience
Private Wealth Management Client Associate
Feb 2023 — Present
Morgan Stanley Wealth Management is dedicated to serving the firm\'s most affluent clients, including some of the world\'s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. WM brings the intimacy of a relationship-driven approach combined with the deep resources and opportunities of a world class firm.As a CA, I am responsible for communicating with my clients on a daily basis, coordinating, and executing client service requests as well as financial planning analysis.
Education
Florida Atlantic University
Bachelor of Arts - BA
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