Alan Jacobson
Financial Advisor, Executive Financial Services Director, Senior Portfolio Manager at Morgan Stanley
Based in New York, United States
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Seniority
Other
Department
Other
Location
New York
Industry
Financial Services
Company size
100K
Contact information
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a•••••••@morganstanley.com
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Background
About Alan Jacobson
I started my career in financial services working as an intern in 1987 for Prudential-Bache Securities. After graduating college I joined Merrill Lynch as a financial advisor eventually forming a team and earning my CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from the American College and later the (CIMA®) Certified Investment Management Analyst® (CIMA®) designation through the Wharton School. Our team joined Smith Barney in 2007 which was acquired by Morgan Stanley shortly afterward. Our team provides comprehensive wealth management services to affluent individuals and their families.
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