Todd Doolan
Executive Director, Senior Portfolio Management Director, Financial Advisor at Morgan Stanley
Based in Portland, United States
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Seniority
Director
Department
General Business & Management
Location
Portland
Industry
Financial Services
Company size
100K
Contact information
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t•••••••@morganstanley.com
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Background
About Todd Doolan
The Doolan/Eldredge Group at Morgan Stanley manages capital for small business owners, medical professionals, successful families and not-for-profit organizations. It is important to us that our clients have a deep understanding of our wealth management strategy and our commitment to help meet their needs. Our clients look for us to provide candid portfolio management, extensive financial planning and personalized service. The Doolan/Eldredge Group is a small, accessible practice that seeks to leverage the vast array of Morgan Stanley resources which allows us to help deliver customized strategies to each of our clients. Our focus is on asset allocation strategies, fixed income securities, tax management strategies, alternative investments, liquidity planning and estate planning strategies.
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