Mark Lundmark
Executive Director Financial Advisor at Morgan Stanley
Based in Saginaw, United States
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Seniority
Director
Department
General Business & Management
Location
Saginaw
Industry
Financial Services
Company size
100K
Contact information
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m•••••••@morganstanley.com
Phone
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Background
About Mark Lundmark
My comprehensive wealth planning process begins with gathering a deep understanding of your goals and objectives. This provides the foundation to in turn design a comprehensive wealth management strategy that can help you preserve and grow your wealth, generate retirement income, manage your taxes and transfer wealth to your heirs. I also work closely with your other trusted advisors-accountants, attorneys and insurance professionals, to help ensure your plan is complete. You also enjoy the vast resources and global reach of Morgan Stanley which aids in the creation and delivery of targeted solutions for our clients.
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