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Brian Houle Email & Phone Number

Financial Advisor at Morgan Stanley at Morgan Stanley
Location: San Francisco, California, United States 4 work roles 1 school
1 work email found @morganstanley.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

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Work email b****@morganstanley.com
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Current company
Morgan Stanley
Role
Financial Advisor at Morgan Stanley
Location
San Francisco, California, United States
Company size
94640 employees

Who is Brian Houle? Overview

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Brian Houle is listed as Financial Advisor at Morgan Stanley at Morgan Stanley, a with 94640 employees, based in San Francisco, California, United States. AeroLeads shows a work email signal at morganstanley.com and a matched LinkedIn profile for Brian Houle.

Brian Houle previously worked as Financial Advisor at Morgan Stanley and Registered Client Service Associate at Morgan Stanley. Brian Houle holds Bachelor Of Science - Bs, Finance, General from University Of Oregon Lundquist College Of Business.

Company email context

Email format at Morgan Stanley

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{first}.{last}@morganstanley.com
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AeroLeads found 1 current-domain work email signal for Brian Houle. Compare company email patterns before reaching out.

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Profile bio

About Brian Houle

Hello, I'm Brian Houle, a finance professional with a passion for delivering exceptional wealth management solutions. I'm currently a Registered Associate at Morgan Stanley in Menlo Park, CA, where I have had the privilege of being part of the Cornerstone Group Silicon Valley, a private wealth management team recognized as one of Forbes' Top High Net Worth Management Teams in 2022 (#1 in Northern California and #24 in the US).

Listed skills include Series 7, Microsoft Office, Series 66, and Wealth Management.

Current workplace

Brian Houle's current company

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Morgan Stanley
Morgan Stanley
Financial Advisor at Morgan Stanley
San Francisco, CA, US
Website
morganstanley.com
Employees
94640
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4 roles

Brian Houle work experience

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Financial Advisor

Current
Morgan Stanley

New York, Ny, Us

Jun 2024 - Present

Registered Client Service Associate

Morgan Stanley

New York, Ny, Us

-Perform range of investment-related client support for Cornerstone Group Silicon Valley, a private wealth management group that was recognized as one of Forbes’ Top High Net Worth Management Teams for 2022 (#1 in Northern California and #24 in the US) -Create detailed retirement plans for high net-worth clients using LifeView software. Presentfindings directly to clients via a tailored and informative presentation-Research, analyze, and execute orders for alternative investments, including private equity andreal estate funds

Sep 2019 - Jun 2024

Client Services Associate

Morgan Stanley

New York, Ny, Us

-Promoted to CSA supporting Alex Oberle, Senior Vice President, and Financial Advisor of Cornerstone Group Silicon Valley-Developed excellent customer service, organization, and time management skills

Mar 2019 - Sep 2019
Team & coworkers

Colleagues at Morgan Stanley

Other employees you can reach at morganstanley.com. View company contacts for 94640 employees →

PW Pulkit Walia Pulkit Walia Colleague at Morgan StanleyFrankfurt, Hesse, Germany View → SB Srinivas B Srinivas B Colleague at Morgan StanleyBengaluru, Karnataka, India View → EC Eugene Choi Eugene Choi Colleague at Morgan StanleyNew York, United States View → TL Tina Liu Tina Liu Colleague at Morgan StanleyLos Angeles, California, United States View → KS Kapil Sharma Kapil Sharma Colleague at Morgan StanleyThane, Maharashtra, India View → RB Ramsay Bisharah Ramsay Bisharah Colleague at Morgan StanleyDallas-Fort Worth Metroplex, United States View → AB Ashwi Bhansali Ashwi Bhansali Colleague at Morgan StanleyMumbai, Maharashtra, India View → PN Pavella Nancy Pavella Nancy Colleague at Morgan StanleyBengaluru, Karnataka, India View → DP Duc Phan Duc Phan Colleague at Morgan StanleySan Jose, California, United States View → SR Steven R. Miller Steven R. Miller Colleague at Morgan StanleyPalm Beach, Florida, United States View →
1 education record

Brian Houle education

  • University Of Oregon Lundquist College Of Business
    University Of Oregon Lundquist College Of Business
    General
FAQ

Frequently asked questions about Brian Houle

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

What company does Brian Houle work for?

Brian Houle works for Morgan Stanley.

What is Brian Houle's role at Morgan Stanley?

Brian Houle is listed as Financial Advisor at Morgan Stanley at Morgan Stanley.

What is Brian Houle's email address?

AeroLeads has found 1 work email signal at @morganstanley.com for Brian Houle at Morgan Stanley.

Where is Brian Houle based?

Brian Houle is based in San Francisco, California, United States while working with Morgan Stanley.

What companies has Brian Houle worked for?

Brian Houle has worked for Morgan Stanley.

Who are Brian Houle's colleagues at Morgan Stanley?

Brian Houle's colleagues at Morgan Stanley include Pulkit Walia, Srinivas B, Eugene Choi, Tina Liu, and Kapil Sharma.

How can I contact Brian Houle?

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

What schools did Brian Houle attend?

Brian Houle holds Bachelor Of Science - Bs, Finance, General from University Of Oregon Lundquist College Of Business.

What skills is Brian Houle known for?

Brian Houle is listed with skills including Series 7, Microsoft Office, Series 66, and Wealth Management.

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