Mark Mohtashemi

Experience

1. Vice President, Financial Advisor

   Morgan Stanley

   Apr 2011 — Present · New York, NY, US

   Mark Mohtashemi is a Certified Financial Planner™ and former practicing attorney offering smart, unbiased guidance to help align your finances with your priorities.Mark’s typical clients are professionals with the following characteristics:• Works long hours • Struggles to achieve work-life balance due to competing priorities• Wants to delegate financial planning and investment management to a credentialed, experienced advisor • May have restrictions on investments that are permitted by their employer• May be skeptical of financial advisors• Holds investable assets between and $50 million• Is not interested in just “beating the market” but, rather, wants to get on-track to help achieve life goals while limiting the amount of risk taken in order to do soIf this sounds like your life, let’s talk and we can mutually decide if it makes sense to work together. Schedule time with me here - https://meetings.morganstanleyclientserv.com/landing.html?fa=5765ad9b23ee5d7cc0d34f6d7a43f992 ©2024 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: insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney\'s licensed insurance agency affiliates.For more information on the designation(s) listed above, go to: https://advisor.morganstanley.com/mark.mohtashemiNMLS#: 12•••13