David Rapport
Financial Advisor at Morgan Stanley
Based in Tampa, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Tampa
Industry
Financial Services
Company size
100K
Contact information
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d•••••••@morganstanley.com
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Background
About David Rapport
My team takes a pragmatic approach to defining clients' wealth planning and investment strategies. Through the process of drafting a financial plan, resources are identified, goals set, and action steps defined. An investment strategy tailored to each financial plan is then established. Communication is a key part of this process. We are committed to reviewing and adjusting each client’s financial plan and investment strategy as personal circumstances change and as the financial markets change. With our intellectual capital and the resources of Morgan Stanley, my team can assist with areas of personal and business financial planning as we work to help reach your financial and investment goals. I joined Morgan Stanley in 2011 and have 20+ years of experience in the investment and brokerage industry. I am a CERTIFIED FINANCIAL PLANNER® and hold FINRA Series 3, 4, 7, 24, 31, 53, 63, and 66 licenses as well as the state of Florida Life, Health, and Variable Products Insurance license.
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