Marc Meran
Vice President | Senior Portfolio Manager Financial Advisor at Morgan Stanley
- Role
- Vice President Financial Advisor at Morgan Stanley
- Location
- West Palm Beach, FL, US
- LinkedIn followers
- 500 followers
About Marc Meran
Named to the 2026 Forbes Best-In-State Wealth Management Teams Ranking Source:…
Experience
Vice President Financial Advisor
Jan 2021 — Present · Boca Raton, FL, US
m••••••••@morganstanley.com56••••••28https://advisor.morganstanley.com/the-meran-groupNMLS#: 521331CA Insurance License #0I80181©2023 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. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any trading strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. The information or content is for US residents only and subject to the following terms:
Education
University of Pennsylvania
Bachelor's degree
1999 — 2003
Skills
- Capital Markets
- Estate Planning Strategies
- Investment Planning
- Investments
- Valuation
- Securities
- Financial Strategizing
- Insurance
- Financial Analysis
- Asset Allocation
- Mutual Funds
- Fixed Income
- Retirement Planning
- Strategic Investment Planning
- Equities
- Investment Strategies
- Alternative Investments
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