Tricia Mercalde
Senior Vice President, Financial Advisor at Morgan Stanley|Mercalde Group|Retirement Planning
- Role
- Senior Vice President Financial Advisor the Mercalde Group at Morgan Stanley at Morgan Stanley
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Tricia Mercalde
Working with you, it is my mission along with my team, The Mercalde Group at Morgan Stanley, to provide guidance and help you craft a comprehensive financial plan whose goal is to survive any market environment. We focus on Retirement Planning and we\'re dedicated to helping families achieve a successful retirement. We are a husband and wife team of financial advisors and associates with over 80 years* of combined experience in providing valuable and customized advice to high-net-worth-families. The experience of The Mercalde Group at Morgan Stanley, in collaboration with our client’s additional professional advisors, helps to create a comprehensive personalized financial plan that focuses on growth and wealth preservation for generations to come. Please contact me at 51••••••41 or t••••••••@morganstanley.com
Experience
Senior Vice President Financial Advisor the Mercalde Group at Morgan Stanley
Oct 2018 — Present · Cincinnati, OH, US
2018 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 trading 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://fa.morganstanley.com/mercaldewealthmanagementgroup/ The information or content is for US residents only and subject to the following terms:
Education
Northern Kentucky University
BA
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