Jonathan Whitman
Financial Advisor, Vice President, Senior Portfolio Manager at Morgan Stanley
Based in Baton Rouge, United States
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Seniority
Other
Department
Other
Location
Baton Rouge
Industry
Financial Services
Company size
100K
Contact information
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j•••••••@morganstanley.com
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Background
About Jonathan Whitman
We focus on helping you engage in a planning process while providing investment advice, resources, and the intellectual capital our team and firm has to offer. Our ultimate goal is to help you manage your wealth more effectively, so you can focus on planning for income you may need throughout retirement. Our wealth management approach focuses on income planning, and then growth perspective that covers a spectrum of customized strategies. We not only help you identify your needs and aspirations, but review various aspects of your financial life, so that we may create a roadmap to seek you financial goals perhaps over several generations. Committed to helping you with income planning, growth, and preservation of your assets, we strive to be your primary resource. Our advice is focused on being timely and unbiased so that we can help you build confidence and make informed decisions for your retirement. NMLS#
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