Patrick Curtis
Vice President, Portfolio Manager, Financial Advisor at Morgan Stanley
Based in Boston, United States
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Seniority
Vp
Department
Finance & Accounting
Location
Boston
Industry
Financial Services
Company size
100K
Contact information
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p•••••••@morganstanley.com
Phone
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Background
About Patrick Curtis
The Curtis Group at Morgan Stanley: We believe seeking to achieve important financial goals starts with a comprehensive wealth strategy. We will help you define what is most important to you and then formulate the strategies that aim to be suited for your needs, whether you are looking to focus on wealth accumulation, income planning, solidifying your retirement plan or devising a distribution approach that helps meet your lifestyle and legacy goals. Areas of focus: Portfolio Management Wealth Management Financial Planning Asset Management Estate Planning Strategies Retirement Planning NMLS#: 1282623
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