Cole Henderson Email & Phone Number

Helps guide people through difficult transitional moments of their life striving to help them make better decisions that can have a long term and meaningful impact on their lives and helps prevent them from making poor decisions that could have a long term negative impact.Holds several industry and firm recognized designations, including the Certified Financial Planner™. In addition, a Senior Portfolio Manager, Senior Investment Management Consultant, and Chartered Retirement Planning Counselor.Our vision at The Liberty Group at Morgan Stanley is to help grow, preserve, and simplify our clients financial life so that they may spend more of their time enjoying those things in their lives that matter the most to them. By working closely with people in a formal discovery process we are able to help customize strategies tailored to meet people's specific needs. We seek to build long-term relationships with people based upon shared values of understanding, trust, communication and decision making. We seek to accomplish this by focusing on our core principles of process, advice and service.Areas of focus:Portfolio ManagementFinancial PlanningRetirement PlanningEstate Planning Strategies