Richard Butler

Portfolio Management Director | First Vice President | Financial Advisor at Morgan Stanley

Role
Senior Portfolio Manager Vice President Financial Advisor at Morgan Stanley at Morgan Stanley
Location
Milwaukee, WI, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Senior Portfolio Manager Vice President Financial Advisor at Morgan Stanley

    Morgan Stanley

    Jul 1999 — Present · Mequon, WI, US

    The Carr Butler Group at Morgan Stanley provides for the needs and circumstances of high net worth individuals and their families, business owners, and foundations. Each client is unique which is why we take the time to make sure your financial plan matches your individual needs. Whether your goal is to enjoy a successful retirement, preserve wealth, transition wealth to future generations, or achieve a different personal goal for your family, we are here to help.Working together to help preserve and grow wealth, you\'ll have access to some of the brightest minds in financial services, a premier trading and execution platform and a full spectrum of investment choices.©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•••95

Education

  • University of Colorado at Boulder - Leeds School of Business

    B.S., Finance

    1976 — 1980

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Richard Butler — Senior Portfolio Manager Vice President Financial Advisor at Morgan Stanley at Morgan Stanley in Milwaukee, WI, US | Unifers