Keith C. Langworthy

About Keith C. Langworthy

As a Vice President, Portfolio Manager and Financial Advisor, I provide a wide range of services to a diverse group of clients, such as high-net-worth individuals, multigenerational families, C-suite executives, doctors, attorneys and non-profits. I have spent over four decades in business and more than 12 years at Morgan Stanley. I focus mainly on financial, retirement and estate planning and wealth management strategies. I also advise clients on their liabilities, risk and insurance as well as align their accounts with their legal and accounting documents. While not a tax advisor, I have a solid understanding of taxes. During my career, I have worked in corporate finance and private equity and served as a senior executive. I consider myself first and foremost an economist. I graduated with a Bachelor’s degree in Finance and Economics, with honors, and received a Master’s degree in Marketing, both from New York University. Given my long tenure at Morgan Stanley, I am highly adept at leveraging the firm’s global capabilities and vast resources to my clients’ benefit. Moreover, I have established many strong relationships within the firm, which enable me to accomplish tasks for my clients in a timely and effective manner. I treasure spending time with my lovely wife of 40 years, my two children and four beautiful grandchildren. I bike 100 miles a week. I enjoy winter sports, such as snowboarding and skiing and. The family spends the summer on Long Beach Island. We love boating and water sports. When time permits, we also enjoy traveling. Keith can be reached at 90••••••40 and at k••••••••@morganstanley.com 20••••22 - Five Star Wealth Manager Award Source: fivestarprofessional.com (Awarded 20••••22) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.

Experience

1. Vice President Portfolio Manager Financial Advisor

   Morgan Stanley

   Jan 2010 — Present · Short Hills, NJ, US

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Education

• New York University - Leonard N. Stern School of Business

  MBA

  1978 — 1981

• New York University - Leonard N. Stern School of Business

  BS in Finance

  1974 — 1981