Todd Bosworth

First Vice President - Financial Advisor at Morgan Stanley Wealth Management

Role: First Vice President - Financial Advisor at Morgan Stanley
Location: Eugene, OR, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

First Vice President - Financial Advisor
Morgan Stanley
Feb 2022 — Present · Eugene, OR, US

Education

Hard Knocks
TGB, Life
1976 — 2009

Skills

Fixed Annuities
Wealth Management
Estate Planning
Investments
Retirement
Strategic Financial Planning
Retirement Planning
Event Planning
Portfolio Management
Asset Allocation
Mutual Funds
Life Insurance
Finance
Financial Planning
Social Networking
Social Media
Small Business
Insurance
Strategic Planning
Customer Service
Financial Planners

Contact information

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Work email
•••••@morganstanley.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Morgan Stanley

Financial Services · 10K employees · 1585 Broadway, New York, NY, 10036, US

Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success. As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders. Social Media Disclosures: mgstn.ly/SocialDisclosure

morganstanley.com

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Experience

First Vice President - Financial Advisor

Education

Hard Knocks

Skills

Find verified contacts for anyone on LinkedIn