Ira Greenspan

About Ira Greenspan

As a wealth management professional with prior experience working with veterans in both the public and private sectors, I offer a diverse set of skills, knowledge and insights for the families, nonprofit organizations and corporations I proudly serve. I am also a longstanding member of Morgan Stanley, having been part of the firm’s history since 1997. This tenure has given me the opportunity to build deep relationships with the firm’s senior leaders and enjoy immediate access to the firm’s global resources. At The Greenspan Group at Morgan Stanley, we are a dedicated advisory team who knows what it takes to achieve results. We focus on what is most important to you and provide a full spectrum of personalized strategies and solutions that are tailored to help you achieve your goals, so you may live your life to its fullest. The relationships we cultivate emphasize highly personalized service and a commitment to ongoing communication. We are proud of the experience we provide each client and welcome the opportunity to deliver this same level of excellence to you and your family. I am very fortunate to work at a firm that values the same attributes I do: loyalty, doing the right thing by always using good judgement, making ethical and informed decisions, and the pursuit of excellence. I bring these same qualities to my life outside of the office. A former Brotherhood President at Temple Beth Ami, I remain an active congregant. Outside of the office, I enjoy spending time with my family, running, photography and watching movies. How to connect with Ira: Email: I••••••••@morganstanley.com Phone: 301 | 96•••40 Website: https://advisor.morganstanley.com/the-greenspan-group

Experience

1. Senior Vice President, Financial Advisor

   Morgan Stanley

   Jul 1997 — Present · Washington, DC, US

   Growing up in a household dedicated to serving others, I attended The American University in Washington, D.C, where I earned my B.A. degree in Political Science and Master’s in Public Administration.I spent the earlier part of my career working with veterans in both the public and private sectors. I served under the Chairmanship of G.V. “Sonny” Montgomery (D-MS) and Bob Stump (R-AZ) in the U.S. House of Representatives and was actively involved in the Veterans Affairs Committee and Subcommittee on Benefits. As the founding partner and senior advisor at The Greenspan Group, I bring my knowledge, experience and sense of duty to the wide range of clients I proudly serve. I am responsible for the communication and management of all client relationships, and believe my extensive financial experience enables me to help clients achieve their retirement and legacy goals and protect their assets against risk through estate and insurance strategies, including long-term care. ©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. Statements and messages are for US residents only and subject to the following terms: Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.For more information on the designation(s) listed above, go to 12•••85CA Insurance License #: Insurance #0M96432

Education

• American University

  MPA, Public Administration

  1994 — 1996

• American University

  Bachelor of Arts, Political Science

  1987 — 1991