Stuart Gertman
First Vice President Financial Advisor at Morgan Stanley
Based in Cleveland, United States
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Seniority
Vp
Department
Finance & Accounting
Location
Cleveland
Industry
Financial Services
Company size
100K
Contact information
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s•••••••@morganstanley.com
Phone
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Background
About Stuart Gertman
As a Financial Advisor, I start by understanding my client's financial objectives, situation and risk tolerance, and then create strategies to help them achieve their goals. My partner and I provide business owners, physicians, corporate executives and families with customized, creative plans seeking to minimize risk and maximize wealth. Areas of Focus: fixed income investing, asset allocation, cash management Team Skills: retirement planning, pension/401(k) plans, tax planning strategies, insurance, institutional and individual portfolio risk management, liability analysis, cash management, fixed income investment, financial planning, asset allocation management
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