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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r•••••••@morganstanley.com
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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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