Charles Tomasheski

Background

About Charles Tomasheski

My name is Charles Tomasheski, and I am a Financial Advisor, Vice President, and Senior Portfolio Manager at Morgan Stanley with more than 44 years of financial services experience. I graduated from Rutgers University with a Bachelor of Arts in Business Administration. I attained the CERTIFIED FINANCIAL PLANNER™ certification in 1998. Prior to joining Morgan Stanley in 2001, I worked at J.B. Hanauer & Co, Prudential Securities, and The GMS Group. Armed with the experience that only 44 years can provide, I have built strong multi-generational client relationships forged by trust, integrity, and honesty. I am committed to providing unparalleled personal service by actively seeking opportunities to go “above and beyond” expectations. I strive for professional growth and personal excellence with a focus on becoming the best that I can be. I bring a visible level of energy and enthusiasm to all activities and interactions. Retirement planning means much more than providing clients with investment advice. It means helping them maintain the financial independence they’ve worked their entire lives to achieve. It means striving to ensure each client has the means to pursue what’s most important to them. And it means understanding them as individuals with unique goals, values, and circumstances that will ultimately determine the strategies I develop on their behalf. My consultative process begins with an in-depth discussion of your current finances and future objectives. I will address issues you might overlook that can significantly impact your ability to retire as planned. Finally, I will determine how I can help you adjust your investment strategy as necessary to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement. NMLS#: 1484513