Mohammed Salim

Private Wealth Advisor at Morgan Stanley | The Manhattan Group

Role
Private Wealth Advisor at Morgan Stanley
Location
New York, NY, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Mohammed Salim

Mohammed is a Private Wealth Advisor and a member of The Manhattan Group at Morgan Stanley. His central concentration is collaborating with business owners of private enterprises to cultivate a sophisticated investment strategy and address areas of optimization surrounding trust and estate, liquidity planning, tax management strategies, and philanthropy. His experience working with C-Suite level executives provides him with the expertise and sophistication required when building out intricate financial plans for individuals with complex planning needs.

Experience

  1. Private Wealth Advisor

    Morgan Stanley

    Nov 2022 — Present · New York, NY, US

    2023 Morgan Stanley Private Wealth Management, a division of 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 Facebook 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: Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third‐party corporate trustee.

Education

  • Baruch College

    Bachelor's Degree

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Mohammed Salim — Private Wealth Advisor at Morgan Stanley in New York, NY, US | Unifers