Maribeth Bates
Financial Advisor at Morgan Stanley
- Role
- Financial Advisor at Morgan Stanley
- Location
- Miami-Fort Lauderdale, FL, US
- LinkedIn followers
- 500 followers
About Maribeth Bates
Among the many reasons Maribeth chose to become a Financial Advisor, her greatest desire is to help others. She places her clients at the center of the wealth management process, helping them define their goals and work together to create a financial strategy built around life\'s priorities. Maribeth draws upon the investment insights and the cash management capabilities of Morgan Stanley to track and adjust one\'s strategy. Maribeth joined the Foreman-Cook Group at Morgan Stanley after 15 years of industry experience. She is very involved within the South Florida community, where she lives with her husband, Jason, and daughter. Together they enjoy an active, outdoor lifestyle that the beautiful South Florida climate provides.
Experience
Financial Advisor
Sep 2020 — Present · Fort Lauderdale, FL, US
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. Statements and messages are for US residents only and subject to the following terms: Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services. NMLS#: 19•••94
Education
University of Maryland
Bachelor's Degree
1989 — 1993
University of North Carolina at Chapel Hill
Master's Degree
1994 — 1996
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