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Dan Lima, Cfp®, Qpfc Email & Phone Number

Financial Planning Specialist, Financial Advisor at Morgan Stanley
Location: Providence County, Rhode Island, United States 1 work role
1 work email found @williams.edu LinkedIn matched
✓ Verified Jun 2026 3 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email d****@williams.edu
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Financial Planning Specialist, Financial Advisor
Location
Providence County, Rhode Island, United States
Company size

Who is Dan Lima, Cfp®, Qpfc? Overview

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Quick answer

Dan Lima, Cfp®, Qpfc is listed as Financial Planning Specialist, Financial Advisor at Morgan Stanley, a company with 94640 employees, based in Providence County, Rhode Island, United States. AeroLeads shows a work email signal at williams.edu and a matched LinkedIn profile for Dan Lima, Cfp®, Qpfc.

Company email context

Email format at Morgan Stanley

This section adds company-level context without repeating Dan Lima, Cfp®, Qpfc's masked contact details.

*@williams.edu
68% confidence

AeroLeads found 1 current-domain work email signal for Dan Lima, Cfp®, Qpfc. Compare company email patterns before reaching out.

Profile bio

About Dan Lima, Cfp®, Qpfc

I help individuals and families:- Develop a comprehensive plan for retirement-…

Listed skills include Arrow, Market, Audio Conferencing, Community, and 73 others.

Current workplace

Dan Lima, Cfp®, Qpfc's current company

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

Morgan Stanley
Morgan Stanley
Financial Planning Specialist, Financial Advisor
Rhode Island, United States
Employees
94640
AeroLeads page
1 role

Dan Lima, Cfp®, Qpfc work experience

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

  • Morgan Stanley
    Financial Planning Specialist, Financial Advisor
    Rhode Island, United States
Team & coworkers

Colleagues at Morgan Stanley

Other employees you can reach at morganstanley.com. View company contacts for 94640 employees →

FAQ

Frequently asked questions about Dan Lima, Cfp®, Qpfc

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

What company does Dan Lima, Cfp®, Qpfc work for?

Dan Lima, Cfp®, Qpfc works for Morgan Stanley.

What is Dan Lima, Cfp®, Qpfc's role at Morgan Stanley?

Dan Lima, Cfp®, Qpfc is listed as Financial Planning Specialist, Financial Advisor at Morgan Stanley.

What is Dan Lima, Cfp®, Qpfc's email address?

AeroLeads has found 1 work email signal at @williams.edu for Dan Lima, Cfp®, Qpfc at Morgan Stanley.

Where is Dan Lima, Cfp®, Qpfc based?

Dan Lima, Cfp®, Qpfc is based in Providence County, Rhode Island, United States while working with Morgan Stanley.

What companies has Dan Lima, Cfp®, Qpfc worked for?

Dan Lima, Cfp®, Qpfc has worked for Morgan Stanley.

Who are Dan Lima, Cfp®, Qpfc's colleagues at Morgan Stanley?

Dan Lima, Cfp®, Qpfc's colleagues at Morgan Stanley include Vincent Mangiere-Geller, Howard Hwa, Nikeeta Singh, Ishani Chakravorty - Psm I , Safe® 5 Scrum Master (Ssm), and Juan Gaztelu.

How can I contact Dan Lima, Cfp®, Qpfc?

You can use AeroLeads to view verified contact signals for Dan Lima, Cfp®, Qpfc at Morgan Stanley, including work email, phone, and LinkedIn data when available.

What skills is Dan Lima, Cfp®, Qpfc known for?

Dan Lima, Cfp®, Qpfc is listed with skills including Arrow, Market, Audio Conferencing, Community, National Honor Society, Students, Competitive Analysis, and Finance.

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