Mark Hartman
Senior Vice President - Wealth Management - Financial Advisor at Morgan Stanley
Based in Seattle, United States
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Seniority
Vp
Department
Finance & Accounting
Location
Seattle
Industry
Financial Services
Company size
100K
Contact information
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m•••••••@morganstanley.com
Phone
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Background
About Mark Hartman
As a CERTIFIED FINANCIAL PLANNER™ my role is to work with clients to develop a path to help achieve their goals. This relationship driven approach begins with a comprehensive financial analysis including retirement planning, education funding, estate planning strategies, insurance needs, asset allocation and debt management. The result is a continuously monitored strategic plan and customized portfolios that reflect a client’s lifestyle, cash management needs, risk tolerance and family aspirations. Focus areas include; • Financial Planning • Estate Planning Strategies • Lending Solutions • Retirement Planning • Portfolio Management • Cash Management • Insurance Needs • 529 Plans
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