Verified recordFinancial Services

Benjamin Wierwill

Executive Director, Portfolio Management Director, Financial Advisor at Morgan Stanley

Based in Madison, United States

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Seniority

Director

Department

Finance & Accounting

Location

Madison

Industry

Financial Services

Company size

100K

Contact information

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Email

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b•••••••@morganstanley.com

Phone

5 credits

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Background

About Benjamin Wierwill

Ben is a CERTIFIED FINANCIAL PLANNER™ professional. He has been with The Forward Group at Morgan Stanley since 2006. The Forward Group advises individuals, families, and small business owners on investment strategies including: actively managed investment portfolio's, tax-free municipal bonds, alternative investments, lending solutions, as well as retirement and estate planning strategies. By leveraging our firm's worldwide resources we strive to take the mystery and time out of the planning and consulting process to provide industry leading solutions for our clients. For additional information please visit our team website below. Experience: Ben holds the following licenses: Series 7, 66, 31, Life and Health Insurance. NMLS# 1994040

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