Morgan Brasier
- Role
- Private Wealth Associate at AllianceBernstein
- Location
- Nashville, TN, US
- LinkedIn followers
- 500 followers
Experience
Private Wealth Associate
May 2022 — Present
Partners with Financial Advisors to provide unparalleled client service and anticipate client needs • Services over one thousand client relationships and fields client inquiries relating to tax information, portfolio performance, economic outlook, account allocation adjustments, and cash needs • Executes portfolio analysis, account creation and maintenance, and client meeting preparation • Proactively communicates with clients via phone and email regarding status updates and queries • Collaborates with team members to ensure market sensitive tasks such as trade submission are completed in a timely manner • Coordinates with internal teams to action client requests and ensure exceptional client outcomes
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.