Manuel Loureiro

About Manuel Loureiro

I help my clients achieve their FINANCIAL goals by managing risk as necessary to accomplish those goals. I do this by creating a portfolio that is \"All Weather\" centric while including alternative assets.This ultimately can help them achieve their LIFE goals with as little stress as possible.WHY YOU SHOULD WORK WITH ME:I will listen to you and YOUR priorities. I want to open your eyes to how finance can be exciting and beneficial to you and your loved ones.My mission is to help clients live the best life possible with the resources they have; to have a meaningful and lasting impact on their lives; and to help give them a sense of financial well-being. We advise, guide, and measure progress with discipline, objectivity, tax planning strategies, and transparency. Our process, which includes family wealth education, is designed to provide customized strategies designed to help support lifetime income and legacy goals.CONNECT WITH ME FOR:•Alternative Investment Ideas•Goals-Based Wealth Management•Retirement accumulation and Income Planning Strategies•Philanthropic and/or Legacy Planning Strategies•Family Wealth Education This information is intended for use only by residents of AL, AZ, CA, CT, FL, GA, HI, IA, IL, MA, ME, MI, MO, NC, NH, NJ, NV, NY, OH, OK, PA, RI, SC, UT, VA, VT, WA, WI only Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.

Experience

1. Vice President Senior Portfolio Manager Financial Advisor

   Morgan Stanley

   Oct 2020 — Present

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Skills

• Investments
• Fx Trading
• Currency
• Equity Trading
• Bloomberg
• Financial Markets
• Foreign Exchange
• Fixed Income
• Trading Strategies
• Finance
• Trading
• Stock Trading
• Series 7
• Securities
• Equities
• Mutual Funds