Pablo Munoz
- Role
- Morgan Stanley
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Pablo Munoz
As a Financial Advisor and Corporate Retirement Director at Morgan Stanley, I specialize…
Experience
Present
Education
Rice University - Susanne M. Glasscock School of Continuing Studies
Certified Financial Planner Certification Education Program, Financial Planning
2016 — 2017
University of Houston System
Bachelor's Degree, Finance
2008 — 2012
Skills
- Employee Benefit and Business Strategies
- Corporate Retirement Plan Management
- Business Retirement Plans
- Intergenerational Wealth Transfer
- Generational Wealth Transfer
- College Education Planning
- Spanish Speaking
- Customized Wealth Strategies
- Financial Education
- Customized Investment Strategies
- Estate Planning Strategies and Wealth Transfer
- Wealth Management and Retirement Planning
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