Tristan Odell

About Tristan Odell

I am Tristan O’Dell, a Client Service Associate at Morgan Stanley Wealth Management in Purchase, NY, where I support a team of Financial Advisors in delivering comprehensive financial planning, portfolio construction, and ongoing client service to high-net-worth individuals and families.In my role, I coordinate trade processing, assist in portfolio reviews, manage account onboarding and maintenance, and help ensure operational accuracy across client accounts. Working closely with advisors and internal teams, I have developed a strong understanding of capital markets, asset allocation strategy, and the importance of precision, compliance, and responsiveness in client relationships.I graduated from the University of Connecticut School of Business with a degree in Finance and a minor in Professional Sales Leadership. My academic foundation, combined with hands-on experience in wealth management, has strengthened my interest in investment strategy, market structure, and long-term portfolio growth.In addition to my work in finance, I am the founder of O’Dell Landscaping & Home Maintenance, a business I established in 2017. Building and scaling this company has reinforced my entrepreneurial mindset, client relationship skills, and ability to execute consistently under pressure.I am passionate about financial markets, disciplined execution, and continuous learning. I am always open to connecting with professionals across wealth management, institutional trading, and investment strategy

Experience

1. Client Service Associate

   Morgan Stanley

   Jan 2026 — Present · Purchase, NY, US

Education

• University of Connecticut

  Bachelor of Science - BS, Finance