Douglas Bean
Senior Vice President, Financial Advisor at Morgan Stanley
Based in Portland, United States
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Seniority
Vp
Department
Finance & Accounting
Location
Portland
Industry
Financial Services
Company size
100K
Contact information
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d•••••••@morganstanley.com
Phone
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Background
About Douglas Bean
A veteran in the financial services industry since 1987, Doug builds customized wealth management plans for a select group of individuals, families and executives. He holds several professional designations which include the Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), Family Wealth Advisor, and is a Portfolio Manager (PM). Doug has spent his entire career with Morgan Stanley and helps his clients through many phases of their financial lives, while striving to deliver a high level of personalized service. A native of Massachusetts, Doug graduated from Boston University with a B.S. Degree in Business Administration, with a concentration in Finance. While at Boston University, he played forward for the basketball team and was co-captain his senior year. He and his wife, Denise, have two children, Kathryn and Philip. Active in his community, Doug is on the Board of Directors for the Boston University Athletic Council. In his spare time, he enjoys woodworking, cycling, exercising and coaching youth basketball. Questions? Give me a call.800-735-5811 ext 8945
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