Vincent Plessel
Private Wealth Management Registered Client Service Associate
- Role
- Private Wealth Management Registered Client Sevice Associate at Morgan Stanley
- Location
- Rutherford, NJ, US
- LinkedIn followers
- 500 followers
About Vincent Plessel
Vincent Plessel is a Registered Private Wealth Client Service Associate. He has a deep knowledge of Morgan Stanley\'s internal systems, having previously been part of the firm’s Virtual Engagement Associate (VEA) Program. During his time in the VEA program, Vincent supported 15+ Wealth Management Teams, helping them implement client engagement strategies, optimize data analytics, and leverage modern wealth management tools to enhance practice management.He is registered with FINRA Series 7, 63, and 65 as of 2022.In July 2024, Vincent successfully passed the rigorous CFP® Exam, a key credential that demonstrates his knowledge across a broad range of financial planning disciplines, including retirement, tax, estate, and insurance planning. This accomplishment highlights his commitment to comprehensive financial planning and positions him to deliver a higher level of service and advice to clients.In his current role, Vincent collaborates closely with team members to assist in financial planning, daily portfolio management, money movement and oversee the team\'s business strategy, ensuring that client communication and operations run smoothly.Prior to joining Morgan Stanley, Vincent earned a Master of Business Administration (MBA) from Bloomsburg University, where he also worked as a graduate assistant for the College of Business. During his undergrad studies, Vincent had broad exposure to leading Orientation for Bloomsburg University (in person and virtually), Criminal Investigation Internships, Sales Internships, and mentoring business students while working as a liaison with business professionals in his day-to-day. Vincent was actively involved in campus life, participating in Club Soccer and Club Wrestling.He currently resides in Rutherford, New Jersey. Outside of work, Vincent enjoys fitness, cooking, and spending time with family and friends.
Experience
Private Wealth Management Registered Client Sevice Associate
Sep 2024 — Present · New York, NY, US
Education
Commonwealth University-Bloomsburg
Master of Business Administration - MBA, Business Administration and Management, General
2019 — 2021
Commonwealth University-Bloomsburg
Bachelor of Business Administration - BSBA, Business Administration and Management, General
2016 — 2020
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