Kevin Baker

Executive Director | Financial Advisor at Morgan Stanley

Role
Executive Director Financial Advisor at Morgan Stanley
Location
Seattle, WA, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Kevin Baker

Kevin Baker is an Executive Director and Financial Advisor with Morgan Stanley Wealth…

Experience

  1. Executive Director Financial Advisor

    Morgan Stanley

    May 2021 — Present · Seattle, WA, US

    2022 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: ID# 22•••30

Education

  • University of Notre Dame

    MBA, Master of Business Administration and Management

    2001 — 2003

  • The University of Toledo

    Bachelor of Arts - BA, Communication, General

    1994 — 1996

Skills

  • Series 7
  • Asset Allocation
  • Investments
  • Series 63
  • Securities
  • Mergers & Acquisitions
  • Asset Management
  • Wealth Management
  • Investment Strategies
  • Alternative Investments
  • Private Equity
  • Hedge Funds
  • Portfolio Management
  • Equities
  • Strategic Financial Planning
  • Strategic Planning
  • Investment Management
  • Financial Modeling

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Kevin Baker — Executive Director Financial Advisor at Morgan Stanley in Seattle, WA, US | Unifers