Micah Oleary Kurtz

Role
Associate, Vice President, Financial Advisor at Morgan Stanley
Location
Boston, MA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Micah Oleary Kurtz

Sophisticated wealth management made simple, to help you and your family. Families…

Experience

  1. Associate, Vice President, Financial Advisor

    Morgan Stanley

    Oct 2016 — Present

    Provide comprehensive financial planning. • Develop holistic wealth strategies. ©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: For more information on the designation(s), go to: https://advisor.morganstanley.com/the-gemmell-and-kurtz-group NMLS#: 15•••81

Education

  • Thomas More College of Liberal Arts

    B.A., Political Science

    2007 — 2011

  • Boston University

    CERTIFIED FINANCIAL PLANNER™, Financial Planning and Services

    2015 — 2016

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Micah Oleary Kurtz — Associate, Vice President, Financial Advisor at Morgan Stanley in Boston, MA, US | Unifers