Scott Monteverde
Financial Advisor I Senior Portfolio Manager I Financial Planning Specialist at Morgan Stanley
- Role
- Financial Advisor at Morgan Stanley
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Scott Monteverde
As a Financial Advisor: I focus on four core areas: listening, portfolio development, financial plan management and continuous review. As a Financial Advisor, it is my job to understand the financial histories and future goals of my clients. These things are at the foundation of every proposal I present to clients, as each one works to provide personally tailored financial strategies. Feedback and communication are key to making sure that the plan seeks to meet your needs. I am committed to providing this attention to detail and a high level of service to my clients.
Experience
Financial Advisor
Jul 2005 — Present · Houston, TX, US
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Education
Louisiana State University and Agricultural and Mechanical College
Finance
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