Gregory Watts
Executive Director, Wealth Advisor, Financial Planning Specialist at Morgan Stanley
Based in Hampton Roads, United States
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Seniority
Other
Department
Other
Location
Hampton Roads
Industry
Financial Services
Company size
100K
Contact information
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Background
About Gregory Watts
Greg joined Morgan Stanley in 1981 after receiving a Bachelor of Science degree in Economics from Virginia Tech. He has received the Wealth Advisor designation and is a Chartered Mutual Fund Counselor. As an industry veteran, he brings significant experience and knowledge to the process of helping clients pursue their individual financial goals. He seeks to build long term relationships through his commitment to blending prudent counsel, informed judgment, and thoughtful advice with genuine concern for his clients. His approach is to help clients understand the context of their financial situation, help guide them in setting appropriate financial objectives, and work with them in managing their assets to seek to reach their objectives. I believe modern financial markets are complex and fast-paced, and may require a level of experience beyond the scope of individual investors. For this reason, Greg focuses on leveraging the vast resources of Morgan Stanley to help clients on their financial journey. Taking a comprehensive, collaborative approach means actively providing advice and counsel as appropriate and seeking to make himself available and accessible when needed. Commitment to keeping clients informed, making recommendations, and dedication to providing regular portfolio monitoring are all part of the ongoing financial planning and investment management process. Licensed and registered as both an Investment Adviser Representative and a Registered Representative, Greg is also registered with the New York Stock Exchange and the NASDAQ Stock Market. He has served as the Co-Chairman of the Morgan Stanley Financial Advisor Council and as a member of the Morgan Stanley Technology Council. He is a member of the Morgan Stanley Masters Council, an Associate Member of the Association of Christian Economists, and a member of the Omicron Delta Epsilon International Economics Honor Society. He enjoys hiking, fishing, and shooting sports. He serves as a Regional Board Member with Hope International and is active in his church. Greg and his wife, Helene, have two grown children, two grandchildren and live in Virginia Beach. NMLS#: 1290645
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