Christopher Sherman

Christopher Sherman Email and Phone Number

First Vice President, Financial Advisor at Morgan Stanley Wealth ManagementNMLS#1085087 @ Morgan Stanley
new york, new york, united states
Christopher Sherman's Location
Melbourne, Florida, United States, United States
Christopher Sherman's Contact Details

Christopher Sherman personal email

n/a
About Christopher Sherman

My team designs, implements, and manages customized investment portfolios for high net-worth individuals and businesses. Clients benefit from our planning-based approach, industry experience, firm resources, and unparalleled customer service. Through our Morgan Stanley partners, we deliver one of the most sophisticated and value-based wealth management platforms in the industry.** Opinions and comments expressed by LinkedIn members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or his/her firm.

Christopher Sherman's Current Company Details
Morgan Stanley

Morgan Stanley

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First Vice President, Financial Advisor at Morgan Stanley Wealth ManagementNMLS#1085087
new york, new york, united states
Website:
morganstanley.com
Employees:
78669
Christopher Sherman Work Experience Details
  • Morgan Stanley
    First Vice President, Financial Advisor
    Morgan Stanley Apr 2024 - Present
    United States
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  • Truist Wealth
    Vice President, Financial Advisor At Truist Investment Services, Inc., Truist Wealth
    Truist Wealth Feb 2021 - May 2024
    Brevard County, Florida, United States
    Due to industry regulations, I am unable to accept recommendations and endorsements. TIS will not accept purchase or sale orders via LinkedIn or its messaging system. Truist Investment Services, Inc., member FINRA/SIPC, is a wholly owned non-bank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or recommended by Truist Investment Services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value. Not all products and services are available in all states and financial advisors for Truist Investment Services may only conduct business in states and jurisdictions where they are properly registered. Therefore, a response for information may be delayed. Investors outside of the United States are subject to additional securities and tax regulations within their applicable jurisdictions that are not addressed on this site. For more information please contact your financial advisor. For additional important disclosures, please visit: https://www.truist.com/wealth/tis-disclosure
    View
  • Suntrust Investment Services, Inc.
    Vice President, Investment Adviser Representative, Financial Advisor
    Suntrust Investment Services, Inc. Jun 2014 - Feb 2021
    Brevard County, Fl, United States
    View
  • Wells Fargo Advisors, Llc
    Vice President - Investments, Financial Advisor
    Wells Fargo Advisors, Llc Aug 2010 - Jun 2014
    Brevard County, Fl, United States
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  • Morgan Stanley
    Associate Vice President, Financial Advisor
    Morgan Stanley Aug 2001 - Aug 2010
    Brevard County, Fl, United States
    View
  • Merrill Lynch
    Assistant Vice President, Financial Advisor
    Merrill Lynch Apr 1992 - Aug 2001
    Brevard County, Fl, United States
    View

Christopher Sherman Skills

Wealth Management Retirement Planning Asset Allocation Portfolio Management Investment Advisory Strategic Financial Planning Financial Planning Financial Services Investments Financial Advisory Investment Strategies

Christopher Sherman Education Details

Frequently Asked Questions about Christopher Sherman

What company does Christopher Sherman work for?

Christopher Sherman works for Morgan Stanley

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

Christopher Sherman's current role is First Vice President, Financial Advisor at Morgan Stanley Wealth ManagementNMLS#1085087.

What is Christopher Sherman's email address?

Christopher Sherman's email address is ch****@****ust.com

What schools did Christopher Sherman attend?

Christopher Sherman attended University Of Central Florida - College Of Business Administration, University Of Florida - College Of Business Administration, Brevard Community College.

What skills is Christopher Sherman known for?

Christopher Sherman has skills like Wealth Management, Retirement Planning, Asset Allocation, Portfolio Management, Investment Advisory, Strategic Financial Planning, Financial Planning, Financial Services, Investments, Financial Advisory, Investment Strategies.

Who are Christopher Sherman's colleagues?

Christopher Sherman's colleagues are Adam Abelson, Cfp®, Cepa®, Jacqueline Allen, Pulkit Sharma, Vincent Wang, Vignesh B, Srinivas B, Amy Morgan.

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