Matthew Morris
Executive Relationship Manager at Morgan Stanley
- Role
- Executive Services Relationship Manager at Morgan Stanley
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Matthew Morris
Currently at E*Trade by Morgan Stanley, I work with an established book of high net worth, executive-level clients providing a superior level of service and guidance on a range of investment subjects. Primarily, my goal is to educate on the nuances of equity compensation, build strong relationships, and incorporate Morgan Stanley’s wealth management resources when necessary. I am Series 7, 66, and 63 certified and graduated in the Spring of 2016 with a BS in Business Administration, along with a minor in economics from High Point University. I consider my key strengths to be- Great people skills- Adaptability - Empathetic- Goal Oriented
Experience
Executive Services Relationship Manager
Jul 2022 — Present
Education
High Point University
Bachelor of Business Administration (B.B.A.), Business Administration
2012 — 2016
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