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Daniel J. Welch Cfp®, Cima® Email & Phone Number

Executive Director, Senior Investment Management Consultant, Investing with Impact Director, Financial Advisor at Morgan Stanley at Morgan Stanley
Location: Washington Dc-Baltimore Area, United States 6 work roles 2 schools
1 work email found @morganstanley.com 1 phone found area 202 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 1 phone

Work email d****@morganstanley.com
Direct phone (202) ***-****
LinkedIn Profile matched
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Current company
Role
Executive Director, Senior Investment Management Consultant, Investing with Impact Director, Financial Advisor at Morgan Stanley
Location
Washington Dc-Baltimore Area, United States
Company size

Who is Daniel J. Welch Cfp®, Cima®? Overview

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Quick answer

Daniel J. Welch Cfp®, Cima® is listed as Executive Director, Senior Investment Management Consultant, Investing with Impact Director, Financial Advisor at Morgan Stanley at Morgan Stanley, a with 78669 employees, based in Washington Dc-Baltimore Area, United States. AeroLeads shows a work email signal at morganstanley.com, phone signal with area code 202, and a matched LinkedIn profile for Daniel J. Welch Cfp®, Cima®.

Daniel J. Welch Cfp®, Cima® previously worked as Executive Director, Financial Advisor at Morgan Stanley and Senior Vice President at Morgan Stanley. Daniel J. Welch Cfp®, Cima® holds Bachelor'S Degree, Magna Cum Laude, Finance from The George Washington University.

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 J. Welch Cfp®, Cima®. Compare company email patterns before reaching out.

Profile bio

About Daniel J. Welch Cfp®, Cima®

Daniel J. Welch Cfp®, Cima® is a Executive Director, Senior Investment Management Consultant, Investing with Impact Director, Financial Advisor at Morgan Stanley at Morgan Stanley.

Current workplace

Daniel J. Welch Cfp®, Cima®'s current company

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Morgan Stanley
Morgan Stanley
Executive Director, Senior Investment Management Consultant, Investing with Impact Director, Financial Advisor at Morgan Stanley
new york, new york, united states
Employees
78669
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6 roles · 26 years

Daniel J. Welch Cfp®, Cima® work experience

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Executive Director, Financial Advisor

Current

Washington, District Of Columbia, United States

©2023 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 trading 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. For important information about any registrations, designation(s) please see: https://advisor.morganstanley.com/daniel.welch. The information or content is for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html.The investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.Asset allocation does not guarantee a profit or protect against a loss in a declining financial market.The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.NMLS#: 1270057

Jan 2023 - Present
Team & coworkers

Colleagues at Morgan Stanley

Other employees you can reach at morganstanley.com. View company contacts for 78669 employees →

2 education records

Daniel J. Welch Cfp®, Cima® education

Bachelor'S Degree, Magna Cum Laude, Finance

The George Washington University

Magna Cum Laude

Education record

Boston Latin School
FAQ

Frequently asked questions about Daniel J. Welch Cfp®, Cima®

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

What company does Daniel J. Welch Cfp®, Cima® work for?

Daniel J. Welch Cfp®, Cima® works for Morgan Stanley.

What is Daniel J. Welch Cfp®, Cima®'s role at Morgan Stanley?

Daniel J. Welch Cfp®, Cima® is listed as Executive Director, Senior Investment Management Consultant, Investing with Impact Director, Financial Advisor at Morgan Stanley at Morgan Stanley.

What is Daniel J. Welch Cfp®, Cima®'s email address?

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

What is Daniel J. Welch Cfp®, Cima®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 202 for Daniel J. Welch Cfp®, Cima® at Morgan Stanley.

Where is Daniel J. Welch Cfp®, Cima® based?

Daniel J. Welch Cfp®, Cima® is based in Washington Dc-Baltimore Area, United States while working with Morgan Stanley.

What companies has Daniel J. Welch Cfp®, Cima® worked for?

Daniel J. Welch Cfp®, Cima® has worked for Morgan Stanley.

Who are Daniel J. Welch Cfp®, Cima®'s colleagues at Morgan Stanley?

Daniel J. Welch Cfp®, Cima®'s colleagues at Morgan Stanley include Joe Aucello, Tyler Jones, Anurag Bal, Gursimran Singh, and Cassie Gieselman.

How can I contact Daniel J. Welch Cfp®, Cima®?

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

What schools did Daniel J. Welch Cfp®, Cima® attend?

Daniel J. Welch Cfp®, Cima® holds Bachelor'S Degree, Magna Cum Laude, Finance from The George Washington University.

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