Spencer Broderick
Registered Client Service Associate @ Morgan Stanley Wealth Management
- Role
- Registered Client Service Associate at Morgan Stanley
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
About Spencer Broderick
Results driven young finance professional.
Experience
Registered Client Service Associate
Feb 2025 — Present · Tampa, FL, US
As a CSA at Morgan Stanley, I support Financial Advisors by placing trades, managing client accounts, ensuring regulatory compliance, and delivering high-quality client service. Responsible for handling client inquiries and transactions, assisting with financial plans and reports, and helping to strengthen client relationships. Maintaining strong organizational skills with a client-focused, ethical approach in a changing financial environment.
Education
Mt. Everett Regional High school
High School Diploma
University of Tampa
Bachelor of Science - BS, Finance and Financial Management Services
2021 — 2024
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.