Thanh Pham

About Thanh Pham

I practice comprehensive financial planning, helping you with trust services, employee benefit plans, IRAs, insurance planning needs, and your other existing investments. I will help you learn how to seek to save and grow your assets with a focus on a tax management strategies, while using those assets to leverage your wealth to help pursue your immediate goals at the same time. I will help you build and develop a team of professionals whose focus strive to be what is most important to you.

Experience

1. Vice President, Financial Advisor

   Morgan Stanley

   May 2012 — Present · Cincinnati, OH, US

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Education

• Vanderbilt University

  Bachelor of Science (BS)

  2003 — 2007