Roxanne Grise
Vice President, Financial Advisor @Morgan Stanley
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WORK HISTORY
Vice President, Financial Advisor @Morgan Stanley
Short Hills, NJ, US
Experience. Drive. Insight. Whether you’re a business owner, executive, or athlete, we put these essential ingredients to work for you. After all, it’s easy to overlook the critical questions you need to ask in order to realize the future you envision. Questions like: what do you want to get out of life, and how does money play a part? what purpose does your money serve? Our team can help you answer those tough questions. With more than 19 years of financial services experience, I focus on maintaining effective client relationships, portfolio management, and customizing financial plans. I am Series 7, 9, 31, and 66 licensed. ©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: CA Ins Lic 41•••73 NMLS# 21•••76
EDUCATION
Boston University
Bachelor of Science, Communications
Wagner College
MBA, Business Adminstration
ABOUT ROXANNE GRISE
Roxanne Grise, a Sports and Entertainment Director at Morgan Stanley and Financial Planning Specialist, is here to help you make intelligent decisions about your financial future. Dedicated to delivering highly personalized service and attentive care, Roxanne has extensive experience working closely with clients during all aspects of the financial planning process. She cultivates relationships, resolves inquiries, and guides clients through financial plans, risk reports, and investment strategies. An integral member of the team, Roxanne monitors plans, tracks progress, and anticipates needs. Diligent and detail-oriented, she keeps clients informed, supported, and on track with their larger financial goals every step of the way.
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