Daniel Montes, Cfp®
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Daniel Montes, Cfp® Email & Phone Number

Financial Advisor at Morgan Stanley
Location: Las Vegas Metropolitan Area, United States 6 work roles 3 schools
1 work email found @morganstanley.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email d****@morganstanley.com
LinkedIn Profile matched
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Current company
Role
Financial Advisor
Location
Las Vegas Metropolitan Area, United States
Company size

Who is Daniel Montes, Cfp®? Overview

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Quick answer

Daniel Montes, Cfp® is listed as Financial Advisor at Morgan Stanley, a with 501 employees, based in Las Vegas Metropolitan Area, United States. AeroLeads shows a work email signal at morganstanley.com and a matched LinkedIn profile for Daniel Montes, Cfp®.

Daniel Montes, Cfp® previously worked as Wealth Advisor Associate at Morgan Stanley and Wealth Strategist at Lpl Financial. Daniel Montes, Cfp® holds Personal Financial Planning, Financial Planning And Services from Ucla.

Company email context

Email format at Morgan Stanley

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*@morganstanley.com
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AeroLeads found 1 current-domain work email signal for Daniel Montes, Cfp®. Compare company email patterns before reaching out.

Profile bio

About Daniel Montes, Cfp®

Daniel Montes, Cfp® is a Financial Advisor at Morgan Stanley.

Current workplace

Daniel Montes, Cfp®'s current company

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Morgan Stanley
Morgan Stanley
Financial Advisor
New York City
Employees
501
AeroLeads page
6 roles

Daniel Montes, Cfp® work experience

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

Financial Advisor

Current

New York, Ny, Us

"©2024 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 social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service.The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/daniel.montes. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html."NMLS #2451942

Apr 2024 - Present

Wealth Advisor Associate

New York, Ny, Us

Dec 2022 - Apr 2024

Wealth Strategist

San Diego, Ca, Us

Jun 2021 - Dec 2022

Client Service Associate/Branch Technology Liaison

Ubs

Zurich, Ch

Sep 2018 - Jun 2021

Intern

Ubs

Zurich, Ch

Jun 2017 - Sep 2018
Team & coworkers

Colleagues at Morgan Stanley

Other employees you can reach at morganstanley.com. View company contacts for 501 employees →

3 education records

Daniel Montes, Cfp® education

Personal Financial Planning, Financial Planning And Services

Ucla

Bachelor Of Science - Bs, Finance

University Of Nevada-Las Vegas

Associate Of Science (A.S.), Criminal Justice/Police Science

Community College Of The Air Force
FAQ

Frequently asked questions about Daniel Montes, Cfp®

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

What company does Daniel Montes, Cfp® work for?

Daniel Montes, Cfp® works for Morgan Stanley.

What is Daniel Montes, Cfp®'s role at Morgan Stanley?

Daniel Montes, Cfp® is listed as Financial Advisor at Morgan Stanley.

What is Daniel Montes, Cfp®'s email address?

AeroLeads has found 1 work email signal at @morganstanley.com for Daniel Montes, Cfp® at Morgan Stanley.

Where is Daniel Montes, Cfp® based?

Daniel Montes, Cfp® is based in Las Vegas Metropolitan Area, United States while working with Morgan Stanley.

What companies has Daniel Montes, Cfp® worked for?

Daniel Montes, Cfp® has worked for Morgan Stanley, Lpl Financial, Ubs, and United States Air Force.

Who are Daniel Montes, Cfp®'s colleagues at Morgan Stanley?

Daniel Montes, Cfp®'s colleagues at Morgan Stanley include Grace P., Ritika Kedia, Bhuvaneshwaran Murugesh, Gaurav Wadhwa, and Walker-Laroche R.

How can I contact Daniel Montes, Cfp®?

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

What schools did Daniel Montes, Cfp® attend?

Daniel Montes, Cfp® holds Personal Financial Planning, Financial Planning And Services from Ucla.

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