Verified recordFinancial Services

Andrew Meyer

Financial Advisor at Morgan Stanley

Based in Detroit, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Detroit

Industry

Financial Services

Company size

100K

Contact information

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Email

1 credit

a•••••••@morganstanley.com

Phone

5 credits

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Background

About Andrew Meyer

I am a Financial Advisor and founding member of The Harbor Shores Group at Morgan Stanley, I have been providing customized advice, investment strategies and wealth management services to financially successful individuals, multi-generational families and small business owners in Bloomfield Hills and the surrounding areas for the past 12 years. With a passion for comprehensive wealth planning, I have dedicated my career to delivering objective advice through exceptional “high touch” client service to the individuals and families I proudly serve. After earning my B.A. degree in Finance from Michigan State University, I became a Financial Advisor at Hantz Financial Group, a regional financial firm, where I concentrated on helping clients build and activate their retirement plans. Two years later, I joined J.P. Morgan Chase. It was here where I expanded my experience and knowledge in private banking and lending services. In 2013, I moved to Morgan Stanley, where I could leverage the firm’s global resources, technology and “open architecture” platform. I take pride in my ability to put advanced financial planning concepts into action and effectively communicate these concepts to clients. I work diligently to simplify and demystify the investment and planning process by understanding my clients’ goals and values. Most importantly, I enjoy creating long-term relationships with my clients to help them simplify their lives, so they may pursue their passions and enjoy the wealth they have created.

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