Maribeth Bates

Financial Advisor at Morgan Stanley

Role
Financial Advisor at Morgan Stanley
Location
Miami-Fort Lauderdale, FL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

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

  1. Financial Advisor

    Morgan Stanley

    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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