Rick Marcatos
Executive Director, Family Wealth Director, Financial Advisor, CERTIFIED FINANCIAL PLANNER™, Senior Portfolio Management Director with The Marcatos Wealth Management Group at Morgan Stanley
- Role
- Executive Director, Financial Advisor at Morgan Stanley
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
About Rick Marcatos
Ask ten advisors about their job description, and chances are you’ll get ten different…
Experience
Executive Director, Financial Advisor
May 2022 — Present · Tampa, FL, US
2023 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 LinkedIn 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: more information on the designation(s), go to:https://advisor.morganstanley.com/the-marcatos-groupNMLS#: 23•••25
Skills
- Wealth Management
- Investment Management - Asset Allocation & Individual Security Selection
- Portfolio Management
- Securities
- Series 7
- Wealth Management - Strategic Financial & Estate Planning
- Series 63
- Strategic Planning
- Series 65
- Retirement Planning
- Equities
- Nyse
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