Christopher Barclay

Christopher Barclay Email and Phone Number

Vice President, Financial Advisor at Morgan Stanley @ Morgan Stanley
New York City
Christopher Barclay's Location
Newport, Rhode Island, United States, United States
Christopher Barclay's Contact Details

Christopher Barclay personal email

n/a

Christopher Barclay phone numbers

About Christopher Barclay

As a Financial Advisor at Morgan Stanley, I am dedicated to helping my clients achieve financial security. Everyone’s financial situation is unique and because of this I will work closely with you to gain a thorough understanding of your wants and needs. I then leverage my experience and Morgan Stanley’s industry leading Investment Research Team to create a financial roadmap to help preserve and grow your wealth. Once a custom plan is in place, I will continue working together with you to navigate life’s challenges, striving to help you reach your goals.NMLS# 1395658Areas of Focus: 401(k) rollovers, retirement and benefit plan services, asset management, college planning, estate planning strategies, equity compensation, annuities, life insurance, and portfolio risk mitigation.

Christopher Barclay's Current Company Details
Morgan Stanley

Morgan Stanley

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Vice President, Financial Advisor at Morgan Stanley
New York City
Website:
morganstanley.com
Employees:
501
Company phone:
(212)761-4000
Christopher Barclay Work Experience Details
  • Morgan Stanley
    Vice President, Financial Advisor
    Morgan Stanley Jul 2013 - Present
    New York, Ny, Us
    Vice President, Financial Advisor at Morgan Stanley.© 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.htmlThe investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
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  • Brown Brothers Harriman
    Senior Client Account Manager
    Brown Brothers Harriman Oct 2011 - Jun 2013
    New York, Ny, Us
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  • Brown Brothers Harriman
    Corporate Actions: Lead Operations Specialist Ii
    Brown Brothers Harriman Feb 2010 - Oct 2011
    New York, Ny, Us
    View
  • Brown Brothers Harriman
    Corporate Actions: Operations Specialist
    Brown Brothers Harriman Feb 2007 - Feb 2010
    New York, Ny, Us
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  • One Communications
    Sales Account Executive
    One Communications Sep 2006 - Feb 2007
    Burlington, Ma, Us
    View

Christopher Barclay Education Details

  • Bryant University
    Bryant University
    Business Management And Marketing
  • Bond University
    Bond University
    And Related Support Services

Frequently Asked Questions about Christopher Barclay

What company does Christopher Barclay work for?

Christopher Barclay works for Morgan Stanley

What is Christopher Barclay's role at the current company?

Christopher Barclay's current role is Vice President, Financial Advisor at Morgan Stanley.

What is Christopher Barclay's email address?

Christopher Barclay's email address is be****@****ast.net

What is Christopher Barclay's direct phone number?

Christopher Barclay's direct phone number is +150878*****

What schools did Christopher Barclay attend?

Christopher Barclay attended Bryant University, Bond University.

What are some of Christopher Barclay's interests?

Christopher Barclay has interest in Boating, Cooking, Medicine, Exercise, Investing, Outdoors, Electronics, Home Improvement, Reading, Crafts.

Who are Christopher Barclay's colleagues?

Christopher Barclay's colleagues are Akaninyene Enefiok Alfred, Arjun Hebbar, Gergely Mathe, Manisha Gupta, Lynn Deng, Tyler Kay, Ashli Morris.

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