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Carl Vail Email & Phone Number

Senior Vice President, Senior Portfolio Management Director, Wealth Management, Financial Advisor at Morgan Stanley at Morgan Stanley

Location: Washington DC-Baltimore Area, United States, United States 1 work role 1 school

2 work emails found @morganstanley.com 2 phones found area 301 LinkedIn matched

4 data sources Profile completeness 86%

Current company

Morgan Stanley

Role

Senior Vice President, Senior Portfolio Management Director, Wealth Management, Financial Advisor at Morgan Stanley

Location

Washington DC-Baltimore Area, United States, United States

Company size

78669 employees

Who is Carl Vail? Overview

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Quick answer

Carl Vail is listed as Senior Vice President, Senior Portfolio Management Director, Wealth Management, Financial Advisor at Morgan Stanley at Morgan Stanley, a company with 78669 employees, based in Washington DC-Baltimore Area, United States, United States. AeroLeads shows a work email signal at morganstanley.com, phone signal with area code 301, and a matched LinkedIn profile for Carl Vail.

Carl Vail previously worked as First Vice President, Wealth Management, Financial Advisor at Morgan Stanley. Carl Vail holds Bachelor Of Science, Business School from University Of Colorado Boulder.

Company email context

Email format at Morgan Stanley

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{first_initial}{last}@morganstanley.com

82% confidence

AeroLeads found 2 current-domain work email signals for Carl Vail. Compare company email patterns before reaching out.

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Profile bio

About Carl Vail

My Mission StatementAs an Advocate for Financial Literacy in Montgomery County, my mission is to educate people of all ages how to be financially literate and successful. I help my clients create a responsible, financial process for sending their children to college and generating enough income to last a lifetime.For over twenty years I've helped my clients define and achieve their financial goals. As a Certified Financial Planner™, CFP®, I have the expertise and continuing training to offer responsible and comprehensive financial advice. As a Portfolio Management Director, I'm specifically qualified to manage my clients’ portfolios because I retain discretion to manage my clients’ portfolios in a distinctive and timely manner.I help my clients answer the three questions they must know the answer to in order to have enough income to last a lifetime.Please connect with me:http://www.morganstanleyFA.com/carl.w.vailOffice Direct: 301-556-2355Office Cell: 301-529-4618Carl.W.Vail@MorganStanley.comMy practice focuses on:Retirement PlanningRetirement IncomeFinancial PlanningCollege FundingSaving for College

Current workplace

Carl Vail's current company

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

Morgan Stanley

Senior Vice President, Senior Portfolio Management Director, Wealth Management, Financial Advisor at Morgan Stanley

new york, new york, united states

Website

morganstanley.com

Employees

78669

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Company profile

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1 role

Carl Vail work experience

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

First Vice President, Wealth Management, Financial Advisor

Morgan Stanley

Jan 1996 - Present - Rockville, Md

Over 25 years of experience in the industry.CERTIFIED FINANCIAL PLANNER™.© 2023 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 LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlFor more information on the designation(s) listed above, go to https://fa.morganstanley.com/carl.w.vail/index.htmI can be reached by phone or emailOffice Direct: 301-556-2355Office Cell: 301-529-4618carl.w.vail@morganstanley.com

Team & coworkers

Colleagues at Morgan Stanley

Other employees you can reach at morganstanley.com. View company contacts for 78669 employees →

AM

Anish Maliackal Colleague at Morgan Stanley Lawrence, New Jersey, United States, United States View → NS

Nithyadevi Selvarajan Colleague at Morgan Stanley United States, United States View → AW

Az Wold Colleague at Morgan Stanley Alexandria, Virginia, United States, United States View → SS

Szilard Sallay Colleague at Morgan Stanley Budapest, Budapest, Hungary, Hungary View → MR

Mark Richanbach Colleague at Morgan Stanley Las Vegas, Nevada, United States, United States View → MM

Matthew Meyers Colleague at Morgan Stanley New York, New York, United States, United States View → AH

Andrew Hill Colleague at Morgan Stanley Houston, Texas, United States, United States View → KR

Karthik Reddy Colleague at Morgan Stanley Montreal, Quebec, Canada, Canada View → PC

Pratik Chaudhari Colleague at Morgan Stanley Mumbai, Maharashtra, India, India View → JB

Jessica B. Ford Colleague at Morgan Stanley Peoria Metropolitan Area, United States View →

1 education record

Carl Vail education

University Of Colorado Boulder

Business School

FAQ

Frequently asked questions about Carl Vail

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

What company does Carl Vail work for?

Carl Vail works for Morgan Stanley.

What is Carl Vail's role at Morgan Stanley?

Carl Vail is listed as Senior Vice President, Senior Portfolio Management Director, Wealth Management, Financial Advisor at Morgan Stanley at Morgan Stanley.

What is Carl Vail's email address?

AeroLeads has found 2 work email signals at @morganstanley.com for Carl Vail at Morgan Stanley.

What is Carl Vail's phone number?

AeroLeads has found 2 phone signal(s) with area code 301 for Carl Vail at Morgan Stanley.

Where is Carl Vail based?

Carl Vail is based in Washington DC-Baltimore Area, United States, United States while working with Morgan Stanley.

What companies has Carl Vail worked for?

Carl Vail has worked for Morgan Stanley.

Who are Carl Vail's colleagues at Morgan Stanley?

Carl Vail's colleagues at Morgan Stanley include Anish Maliackal, Nithyadevi Selvarajan, Az Wold, Szilard Sallay, and Mark Richanbach.

How can I contact Carl Vail?

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

What schools did Carl Vail attend?

Carl Vail holds Bachelor Of Science, Business School from University Of Colorado Boulder.

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