Erik Montalvo

Financial Advisor at Morgan Stanley

Role: Financial Advisor at Morgan Stanley
Location: Lancaster, PA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Erik Montalvo

I’m a fully licensed financial advisor focused on helping individuals and families build…

Experience

Financial Advisor
Morgan Stanley
May 2023 — Present · Lancaster, PA, US

Education

Penn State University
Bachelor's in Finance, Finance
2016 — 2017

Skills

Financial Services
Strategic Planning
Series 7
Client-Focused
Wealth Management
Retirement Planning
Money Management
Series 6
Leadership
Loans
Series 63
Strategic Financial Planning
Financial Planning
Series 66
Customer Service
Financial Analysis
Banking
Mutual Funds
Fixed Annuities
Financial Planners
Life Insurance
Finance

Contact information

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Work email
•••••@morganstanley.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Morgan Stanley

Financial Services · 10K employees · 1585 Broadway, New York, NY, 10036, US

Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success. As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders. Social Media Disclosures: mgstn.ly/SocialDisclosure

morganstanley.com

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About Erik Montalvo

Experience

Financial Advisor

Education

Penn State University

Skills

Find verified contacts for anyone on LinkedIn