Rick Barton
Executive Director - Alternative Investments Director - Financial Advisor - Morgan Stanley
- Role
- Executive Director - Wealth Management, Financial Advisor at Morgan Stanley
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
About Rick Barton
The Legacy Circle Group at Morgan Stanley works with a select group of families to help develop and monitor a comprehensive financial roadmap. Our clients are individuals to us, each uniquely important. We work with those who take seriously the building, preserving, and distribution of their wealth; often coordinating with the advisors handling other aspects of our clients’ financial lives. By working together we are able to handle an increased level of complexity and strive to provide a higher level of service. Investing is a long-term process, not a series of short-term events. Our team works to build and maintain a long-term relationship with our clients that reaches beyond any single transaction. We recognize and help address the complex issues raised by significant wealth:*Preservation of assets *Liquidity concerns and risk management, both for personal and for business needs *Business services, including retirement plans, executive financial services and stock plan services *Strategies for retirement and education funding *Charitable and philanthropic pursuits *Wealth transference and estate planning strategies
Experience
Executive Director - Wealth Management, Financial Advisor
Aug 2010 — Present · Plano, TX, US
Education
University of California, San Diego
BS
1973 — 1978
Southern Methodist University
MBA
1982 — 1984
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