John Routh

Financial Advisor at Morgan Stanley

Role
Financial Advisor at Morgan Stanley
Location
Charleston, SC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About John Routh

John Routh has advised clients on investments for over 25 years. He utilizes his…

Experience

  1. Financial Advisor

    Morgan Stanley

    Mar 2012 — Present

    The foundation of my investment practice is to work closely with my clients to help simplify their financial lives. Through a disciplined multi-step approach, I help build and refine a clear financial plan to identify their goals and expected financial needs. I work closely with Morgan Stanley’s world-class research department to recommend customized portfolios of securities, asset managers and alternative investments.©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.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.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration.The information or content is 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. NMLS#: 12•••19

Education

  • St. Lawrence University

    BA, Economics

    1977 — 1981

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John Routh — Financial Advisor at Morgan Stanley in Charleston, SC, US | Unifers