Michael Bowden

Vice President - Financial Advisor at Morgan Stanley

Role
Financial Advisor at Morgan Stanley
Location
Baltimore City County, MD, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Michael Bowden

As a Financial Advisor at Morgan Stanley, I have knowledge in complex issues related to investment and retirement planning. I develop personalized strategies to help ensure my clients are making the most of the resources they have. I am experienced in working with retirees, senior executives, and federal government employees. Financial planning is the foundation of my process. Your life will inevitably change and as a result, so should your financial goals/plan. If you would like to schedule a brief conversation/assessment of your financial circumstances, please email me at M••••••••@morganstanley.com or call at 44••••••06. Areas of focus:• Retirement portfolio construction• IRA Rollovers• Rule 144 stock transactions• Thrift Savings Plan

Experience

  1. Financial Advisor

    Morgan Stanley

    Mar 2017 — Present · Columbia, MD, US

    I develop and implement personalized investment/retirement pans to help my clients realize their financial goals. I primarily work with retirees, executives, and federal government employees in areas of:• Retirement portfolio construction• IRA Rollovers• Rule 144 stock transactions• Thrift Savings Plan©2025 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC reserves the right, under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal advice. MSSB Financial Advisors may only transact business, provide individualized responses, or render personalized investment advice for compensation in states where they are registered or excluded or exempted from registration https://brokercheck.finra.org/. Designations or awards are not indicative of a Financial Advisor\'s past or future performance, and no fee is paid in exchange for such. The information on this profile does not provide personalized investment advice and is not an offer to buy or sell any security, open a particular account, or to engage in any investment strategy. All content is for US residents only and subject to the following terms: 12•••40

Education

  • St. Mary's College of Maryland

    Bachelor's Degree, Political Science and Government

    2007 — 2011

  • Long Reach High School

    High School, General Studies

    2003 — 2007

Skills

  • Powerpoint
  • Portfolio Management
  • Retirement Planning
  • Finance
  • Financial Services
  • Wealth Management
  • Financial Planning
  • Investment Strategies
  • Nonprofits
  • Risk Management

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Michael Bowden — Financial Advisor at Morgan Stanley in Baltimore City County, MD, US | Unifers