Kyle MacDonald
Financial Planning Associate at Morgan Stanley
- Role
- Financial Planning Associate at Morgan Stanley
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Kyle MacDonald
As a Planning Virtual Engagement Associate at Morgan Stanley, I work at the heart of…
Experience
Financial Planning Associate
Apr 2025 — Present · Chicago, IL, US
Licensed Associate, providing Morgan Stanley Financial Advisors with dedicated financial planning to support growth. Operating as an extension of the Financial Advisor’s Team, I collaborate with clients and prospects to develop effective goals based on financial plans that strengthen client relationships and improve outcomes.
Education
University of Dayton
Bachelor of Business Administration - BBA, Finance, General
2021 — 2023
St. Norbert College
Bachelor of Business Administration - BBA, Business Administration and Management, General
2019 — 2021
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