Johnpaul Morales

Executive Director, Financial Advisor @Morgan Stanley

Mystic, CT, US
EMAILS
j••••••••@morganstanley.com
MOBILE NUMBERS
+18•••••••21

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WORK HISTORY

Oct 2022 — Present

Executive Director, Financial Advisor @Morgan Stanley

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Mystic, CT, US

Corporate Retirement Director, Executive Director, Financial AdvisorSecurities Agent: MS, NH, NJ, NM, NV, NY, PA, RI, SC, TN, TX, UT, VA, VT, WA, MD, NC, NE, MA, KY, HI, FL, DC, CT, CO, CA, AZ, AR; BM/Supervisor; General Securities Representative; Investment Advisor Representative\"© 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 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 investment 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. Designations and/or awards are not indicative of a Financial Advisor\'s past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/the-sartori-morales-group. The information or content is for US residents only and subject to the following disclosures: Stanley Smith Barney LLC offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please visit us at or consult with your Financial Advisor to understand these differences.NMLS#: 174505

EDUCATION

N/A

University of New Haven

Bachelor's degree

N/A

Dean College

Associate's degree

SKILLS

BankingMutual FundsPortfolio ManagementLoansFinancial PlanningMortgage LendingStrategic PlanningReal EstateAsset ManagementRetirement PlanningRetirementBusiness AnalysisPensionsCreditLeadershipInvestment PropertiesWealth ManagementInvestment PlanningManagementFinancial ServicesAccountingFinance401kCorporate Retirement PlansFinancial AnalysisSecuritiesPublic SpeakingCustomer ServiceSeries 7Investments

ABOUT JOHNPAUL MORALES

JohnPaul Morales has over 25 years of experience in the financial industry. Prior to…

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