Tammy Weatherly
Senior Vice President, Insurance Planning Director, Financial Advisor at Morgan Stanley
- Role
- Senior Vice President, Insurance Planning Director, Financial Advisor at Morgan Stanley
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
About Tammy Weatherly
Tammy Cooper is a Senior Vice President and Insurance Planning Director and Financial Planner with MS in the firms Spring Valley branch. She has more than 3 decades of experience in the financial services industry. She has been with MS and predecessor firms since 1992.Tammy focuses on Estate Planning strategies and retirement planning. She has gained valuable experience working with estates and helping Families fully understand the EP process. Tammy also enjoys helping clients navigate the financial issues that arise due to major life changes such as marriage, death, employment and divorce. She also has worked extensively with clients in the social security process and their election of benefits based on their life goals and objectives.
Experience
Senior Vice President, Insurance Planning Director, Financial Advisor
Jan 1996 — Present · Dallas-Fort Worth, TX, US
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Education
Texas A&M University
Master of Business Administration - MBA, Finance and Economics
2024 — 2025
The University of Texas at Dallas
Business, Finance and Economics
1993 — 1998
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