AeroLeads people directory · profile

Andy Roe Email & Phone Number

Financial Advisor at Morgan Stanley
Location: Greater Madison Area, United States 3 work roles 1 school
1 work email found @morganstanley.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email a****@morganstanley.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Morgan Stanley
Role
Financial Advisor
Location
Greater Madison Area, United States

Who is Andy Roe? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Andy Roe is listed as Financial Advisor at Morgan Stanley, based in Greater Madison Area, United States. AeroLeads shows a work email signal at morganstanley.com and a matched LinkedIn profile for Andy Roe.

Andy Roe previously worked as Department Manager at Laacke & Joys and Outpost Director at Camp Manito-Wish Ymca. Andy Roe holds Bachelor Of Arts (Ba), Economics from Colorado College.

Company email context

Email format at Morgan Stanley

This section adds company-level context without repeating Andy Roe's masked contact details.

{first}.{last}@morganstanley.com
86% confidence

AeroLeads found 1 current-domain work email signal for Andy Roe. Compare company email patterns before reaching out.

Profile bio

About Andy Roe

Wealth planning means more than providing clients with investment advice. It means helping them maintain the financial independence they've worked their whole lives to achieve. It means striving to ensure they have the means to pursue what's most important to them. It also means understanding them as people with unique goals, values and circumstances that help determine the strategies developed on their behalf. Working with a diverse client base, Andy helps complex families organize their affairs, document their goals and implement strategies that can help them to reach those goals more effectively. The planning process begins by listening to the client to discern their most pressing financial concerns and help prioritize their goals. Andy believes in working collaboratively with his clients and their other professional advisors to help bring clarity to their financial picture. Whether the goals are estate and tax planning strategies, retirement planning, risk management, charitable giving, business succession planning or liability management, he seeks to achieve the right balance of risk and return for his clients.

Current workplace

Andy Roe's current company

Company context helps verify the profile and gives searchers a useful next step.

Morgan Stanley
Morgan Stanley
Financial Advisor
3 roles

Andy Roe work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Current
Morgan Stanley

Madison, Wisconsin Area

"©2024 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy. MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/the-lakeland-group. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html"NMLS#: 1261907

Mar 2010 - Present

Department Manager

Laacke & Joys

I managed the Ski and Snowboard departments and the Camping and Paddlesports departments at Laacke & Joys in Mequon.

Nov 2008 - Mar 2010

Outpost Director

Camp Manito-Wish Ymca

I managed the Outpost Program at Camp Manito-wish. My responsibilities included logistical planning for over 30 wilderness expeditions, 200+ participants and supervising 35+ staff.

Jan 2008 - Aug 2008
1 education record

Andy Roe education

  • Colorado College
    Colorado College
    Economics
FAQ

Frequently asked questions about Andy Roe

Quick answers generated from the profile data available on this page.

What company does Andy Roe work for?

Andy Roe works for Morgan Stanley.

What is Andy Roe's role at Morgan Stanley?

Andy Roe is listed as Financial Advisor at Morgan Stanley.

What is Andy Roe's email address?

AeroLeads has found 1 work email signal at @morganstanley.com for Andy Roe at Morgan Stanley.

Where is Andy Roe based?

Andy Roe is based in Greater Madison Area, United States while working with Morgan Stanley.

What companies has Andy Roe worked for?

Andy Roe has worked for Morgan Stanley, Laacke & Joys, and Camp Manito-Wish Ymca.

How can I contact Andy Roe?

You can use AeroLeads to view verified contact signals for Andy Roe at Morgan Stanley, including work email, phone, and LinkedIn data when available.

What schools did Andy Roe attend?

Andy Roe holds Bachelor Of Arts (Ba), Economics from Colorado College.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Andy Roe you were looking for.

View similar profiles