Gary Funderburk

About Gary Funderburk

As one of the industry\'s premier wealth management firms, Morgan Stanley offers customized financial strategies. As a Financial Advisor, I utilize these resources to help clients build, manage, and preserve their wealth. Financial strategies include the firm\'s product and service offerings, as well as, those from third-party providers like insurance companies and mutual fund families. We are supported by a team of internal specialists who aide in delivering what we believe are the best possible services to our clients. Working with a select group of individuals, professionals, and small businesses, I focus on pre and post retirement planning, asset diversification strategies and wealth preservation. I help clients and their families develop and implement coordinating strategies within Morgan Stanley\'s open architecture. This allows me to offer the highest quality, most objective advice while being brand neutral in finding the best solutions for clients\' needs. By utilizing Morgan Stanley\'s Wealth Management platform, I offer a tailored approach to wealth management that involves the development, implementation and periodic review of a complete financial strategy based on individual needs and objectives.

Experience

1. Vice President, Financial Advisor, Senior Portfolio Manager

   Morgan Stanley

   Nov 2008 — Present · Peoria, IL, US

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