Tara Tucker

Assistant Vice President | Financial Planning Specialist | Wealth Management Associate at Morgan Stanley

Role: AVP, Wealth Management Associate Financial Planning Specialist at Morgan Stanley
Location: Charlotte, NC, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

AVP, Wealth Management Associate Financial Planning Specialist
Morgan Stanley
Nov 2019 — Present · Bethesda, MD, US

Education

Newtown High School
High School Diploma
2005 — 2009
The George Washington University
Bachelor of Business Administration (BBA), Sport, Event, and Hospitality Management and Minor in Psychology
2009 — 2013

Contact information

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•••••@morganstanley.com
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Current company

Morgan Stanley

Financial Services · 10K employees · 1585 Broadway, New York, NY, 10036, US

Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success. As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders. Social Media Disclosures: mgstn.ly/SocialDisclosure

morganstanley.com

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Experience

AVP, Wealth Management Associate Financial Planning Specialist

Education

Newtown High School

The George Washington University

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