Jeffrey Trapnell

About Jeffrey Trapnell

Our team works primarily with officers and executives of publicly traded companies assisting them with the intricacies of their equity compensation plans. We employ asset allocation strategies tailored to each client with asset preservation being our primary focus. Areas of Focus: Rule 144 Transactions; Pre-set Diversification Plans (Rule 10b5-1); Stock Options and Asset Management.

Experience

1. Senior VP Executive Financial Services Director Senior Investment Mgmt Consultant Financial Advisor

   Morgan Stanley

   Dec 1995 — Present · Atlanta, GE

   2023 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: investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor\'s individual circumstances and objectives.Asset Allocation and diversification do not guarantee a profit or protect against a loss in a declining financial market.

Education

• The University of Georgia

  B.B.A.

  1989 — 1994