Erin McDonald

Branch Manager @Morgan Stanley

Portsmouth, NH, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Feb 2025 — Present

Branch Manager @Morgan Stanley

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Portsmouth, NH, US

As a Branch Manager, my role is to be a true leader to Financial Advisors - providing the resources and strategic insights they need to help accelerate their success. I focus on fostering a culture of growth, collaboration and excellence, where advisors can work to maximize their potential while helping deliver exceptional service for their clients. From business development and team expansion to navigating the complexities of today\'s wealth management landscape, I am committed to removing obstacles, advocating for advisors, and helping ensure they have what they need to thrive in an evolving industry.©2025 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 trading strategy.Erin McDonald may only transact business in states where she is registered or excluded or exempted from registration [http://brokercheck.finra.org/Search/Search.aspx]. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Erin McDonald is not registered or excluded or exempt from registration. Designations and/or awards are not indicative of Erin McDonald past or future performance. No fee is paid in exchange for any award. The information or content is for US residents only and subject to the following terms:

EDUCATION

2000 — 2001

Siena University

Economics & Accounting

1998 — 2000

University of Delaware

Political Science

ABOUT ERIN MCDONALD

In combination with Morgan Stanley\'s comprehensive platform, my leadership philosophy is centered on relationships, growth, and delivering real value to both Advisors and their clients. I believe in building deep, trust-based relationships - understanding what truly matters to Advisors and providing support to help them achieve their vision. My approach is hands-on and collaborative, helping ensure Advisors have the strategic guidance, operational support, and access to firm resources they need to help elevate their practice. Whether it\'s navigating complex client needs, expanding market opportunities, or leveraging Morgan Stanley\'s differentiated capabilities, I\'m committed to helping Advisors grow with intention and purpose.

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Erin McDonald — Branch Manager at Morgan Stanley in Portsmouth, NH, US | Unifers