Logan Atkins

Role: Financial Advisor, Financial Planning Specialist at Morgan Stanley
Location: Dallas, TX, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Logan Atkins

We create tailored, tax-sensitive wealth solutions for our clients. Our team sits…

Experience

Financial Advisor, Financial Planning Specialist
Morgan Stanley
Jun 2023 — Present

Skills

Training
Communication
Qualtrics
Team Leadership
Microsoft Office
Solution Selling
Customer Service
Google Analytics
Strategic Planning
Customer Satisfaction
Account Management
Crm Software
Ibm Spss
Spss
Microsoft Word
Relationship Management
Marketing
Team Building
Teamwork
Cold Calling
Time Management
Finance
Client Services
Banking
Microsoft Excel
Marketing Strategy
Leadership
Social Media
Sales
Business Development
Customer Relationship Management (Crm)
Data Analysis
Microsoft Powerpoint
Public Speaking
Brand Awareness
Client Satisfaction

Contact information

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Work email
•••••@morganstanley.com
Personal email
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Current company

Morgan Stanley

Financial Services · 10K employees · 1585 Broadway, New York, NY, 10036, US

Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success. As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders. Social Media Disclosures: mgstn.ly/SocialDisclosure

morganstanley.com

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About Logan Atkins

Experience

Financial Advisor, Financial Planning Specialist

Skills

Find verified contacts for anyone on LinkedIn