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Dan Albert Email & Phone Number
First Vice President - Financial Advisor
at
Morgan Stanley
1 work email found
@morganstanley.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
First Vice President - Financial Advisor
Location
San Francisco Bay Area, United States
Who is Dan Albert? Overview
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Quick answer
Dan Albert is listed as First Vice President - Financial Advisor at Morgan Stanley, based in San Francisco Bay Area, United States. AeroLeads shows a work email signal at morganstanley.com and a matched LinkedIn profile for Dan Albert.
Dan Albert previously worked as Director at Mechanics Bank and First VP Investments at Ubs Financial Services, Inc.. Dan Albert holds Ba, Economics from Whittier College.
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 Dan Albert. Compare company email patterns before reaching out.
Profile bio
About Dan Albert
As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together I can help you preserve and grow wealth. You'll have access to some of the world's most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.Investment Consulting. Portfolio design, implementation and monitoring.Financial Planning.Assistance with basic estate planning Strategies.Fiduciary, governance and compensation guidance.
Listed skills include Estate Planning, Portfolio Management, Investments, Financial Risk, and 6 others.
Current workplace
Dan Albert's current company
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7 roles
Dan Albert work experience
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First Vice President - Financial Advisor
Wealth Management.Investment Consulting.Financial Planning.Assistance with Estate Planning Strategies.CA Insurance Lic. # 0B83588 NMLS# 1261985Morgan 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. Statements and messages for US residents only and subject to the following terms; http;//www.ms.com/disclaimers/mssbemail.htmlMorgan Stanley and its Financial Advisors do not provide tax or legal advice. Individuals should seek advice based on their particular circumstances from an independent tax advisor.
Director
Board of DirectorsChairman Compensation CommitteeMember of ALCO and Risk & Governance Committees
Oct 1995 - May 2018
May 1999 - Jun 2011
Private Client Advisor
Montgomery Securities
Financial Advisor
Oct 1997 - May 1999
Nov 1985 - Nov 1995
Vice President
Foreign Exchange and Government Securities TradingFunding and Liablility Management.Portfolio Management
Apr 1973 - Oct 1985
1 education record
Dan Albert education
-
Whittier College
FAQ
Frequently asked questions about Dan Albert
Quick answers generated from the profile data available on this page.
What company does Dan Albert work for?
Dan Albert works for Morgan Stanley.
What is Dan Albert's role at Morgan Stanley?
Dan Albert is listed as First Vice President - Financial Advisor at Morgan Stanley.
What is Dan Albert's email address?
AeroLeads has found 1 work email signal at @morganstanley.com for Dan Albert at Morgan Stanley.
Where is Dan Albert based?
Dan Albert is based in San Francisco Bay Area, United States while working with Morgan Stanley.
What companies has Dan Albert worked for?
Dan Albert has worked for Morgan Stanley, Mechanics Bank, Ubs Financial Services, Inc., Montgomery Securities, and Lehman Brothers.
How can I contact Dan Albert?
You can use AeroLeads to view verified contact signals for Dan Albert at Morgan Stanley, including work email, phone, and LinkedIn data when available.
What schools did Dan Albert attend?
Dan Albert holds Ba, Economics from Whittier College.
What skills is Dan Albert known for?
Dan Albert is listed with skills including Estate Planning, Portfolio Management, Investments, Financial Risk, Funding, Finance, Fixed Income, and Wealth Management.
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