Verified recordFinancial Services

Brenda Perrotti

First Vice President, Financial Advisor at Morgan Stanley

Based in Lancaster County, United States

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Seniority

Vp

Department

Finance & Accounting

Location

Lancaster County

Industry

Financial Services

Company size

100K

Contact information

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Email

1 credit

b•••••••@morganstanley.com

Phone

5 credits

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Background

About Brenda Perrotti

I have over 25 years of experience in the Financial Services Industry. As a Wealth Advisor, I focus on understanding the needs of my clients by carefully listening to their long term goals, values, and lifetime aspirations. I am firmly committed to share my client's vision, earn their trust and work diligently to help them attain the life they desire for themselves and their families. I work to achieve this by concentrating on investment objectives, proper asset allocation, and diversification within each individually designed portfolio. I enjoy educating investors to help them make well informed decisions. I measure my success by the strength and longevity of my client relationships. Skills: Financial Planning Specialist

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