John Traynor
Financial Planning Director at Morgan Stanley
- Role
- Financial Planning Director at Morgan Stanley
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About John Traynor
Multi-faceted wealth management executive with progressive experience in various areas of wealth management, financial technology, and comprehensive financial planning. Specialized in working with employee retirement plans, executive compensation plans, investments, insurance, charitable giving, trust and estate planning.
Experience
Financial Planning Director
Sep 2025 — Present
Education
College for Financial Planning
CFP® Certification Professional Education Program
Fairfield University
Bachelor of Science (BS), Major: Business Information Systems; Minor: Management; Charles F. Dolan School of Business
Yale School of Management
Wealth Management Theory and Practice: A CPWA® Certification Education Program, Certified Private Wealth Advisor®
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