Verified recordFinancial Services

Roy Longanecker

Senior Portfolio Manager Financial Advisor Associate Vice President at Morgan Stanley

Based in Washington, United States

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Seniority

Other

Department

Other

Location

Washington

Industry

Financial Services

Company size

100K

Contact information

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Email

1 credit

r•••••••@morganstanley.com

Phone

5 credits

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Background

About Roy Longanecker

I am an Associate Vice President, Senior Portfolio Manager and Financial Advisor with the Tufton Group at Morgan Stanley. I joined Morgan Stanley in 2009 and have over 20 years of experience in the industry. I grew up in a single parent household that saw my mom struggle with planning for retirement. This upbringing helped to create a passion for helping people with similar circumstances. I felt strongly that not only could I help my mom, but that I could provide the right guidance for all people that needed help in reaching their financial goals. With a skillset in Portfolio Management, I provide a Financial Planning based experience with a 4 Step Disciplined Process (1) Discovery (2) Forming your strategy (3) Implementing your plan (4) Measuring your Success. This process allows me to not only build a relationship with my clients, but help them reach their personal goals in a strategic way. In my free time, I am a Foundation Board Member CCBC (Community College of Baltimore County), Freemason and Shriner.

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