Jill Bracci
Vice President, Financial Advisor at Morgan Stanley
Based in Cincinnati, United States
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Seniority
Vp
Department
Finance & Accounting
Location
Cincinnati
Industry
Financial Services
Company size
100K
Contact information
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j•••••••@morganstanley.com
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Background
About Jill Bracci
CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards, Inc, for more than 29 years. Serving the industry as a professional for more than 36 years and well studied and experienced to advise in the areas of retirement planning, estate planning strategies, life insurance analysis and wealth accumulation utilizing a defined process which includes a written, defined plan. Recently, I am pleased to have rejoined Morgan Stanley in February of 2017. Morgan Stanley purchased Smith Barney in 2009. From November of 2009 until February, 2017, I was an advisor for Merrill Lynch. I served as a Smith Barney financial advisor for 23 years beginning in 1987. From 1981 to 1987, I was a financial consultant for Prudential Bache Securities. Areas of Focus: Retirement Planning Estate Analysis and Planning Strategies College Education Asset Allocation Credit and Liability Management Insurance Review and Long Term Care Planning
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