Spencer Staples

Financial Advisor at Morgan Stanley

Role
Financial Advisor at Morgan Stanley
Location
Austin, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Spencer Staples

A Financial Advisor focusing on creating personalized financial strategies to help…

Experience

  1. Financial Advisor

    Morgan Stanley

    Mar 2024 — Present · Austin, TX, US

    NMLS# 26•••61©2024 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 social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service.The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor\'s past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/staples-brewer-group. The information or content is for US residents only and subject to the following disclosures:

Education

  • University of Arizona, Eller College of Management

    Bachelor of Science - BS, Business Administration

    2017

Skills

  • Customer Service
  • Communication
  • Public Speaking
  • Microsoft Excel
  • Event Planning
  • Time Management
  • Leadership
  • Social Networking
  • Teamwork
  • Microsoft Office
  • Sales
  • Sales Management
  • Management

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Spencer Staples — Financial Advisor at Morgan Stanley in Austin, TX, US | Unifers