Thomas Lindia
Branch Manager, Financial Planning Specialist, Financial Advisor, Executive Director at Morgan Stanley
- Role
- Branch Manager, Senior Vice President, Financial Advisor at Morgan Stanley
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Thomas Lindia
My core belief is that clients who understand the value of financial planning and…
Experience
Branch Manager, Senior Vice President, Financial Advisor
Jan 2011 — Present · 55 Cascade Lane, DE
I help high net worth individuals manage, preserve and efficiently distribute their wealth. Continuing to educate clients and prospective clients along with ongoing communication is essential in building my practice.© 2023 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 LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.Life Insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC\'s licensed insurance agency affiliates.Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC.Asset allocation does not guarantee a profit or protect against a loss in a declining financial market.The investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor\'s individual circumstances and objectives.
Education
University of Delaware
Bachelors, Psychology
1995 — 1999
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