David Rascoe Email & Phone Number

San Diego, California, United States

San Diego

It’s extremely important to me that you understand the entire investment process. The process that I recommend is disciplined and systematic, and is goal focused, not product focused. As a Morgan Stanley Family Wealth Advisor, I have many years of knowledge and experience to provide your family with wealth management strategies that put your family’s collective values and goals first© 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 LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlFor more information on the ranking methodology for the award(s) listed, go tohttp://www.morganstanleyfa.com/david.rascoe. Neither Morgan Stanley nor any of its Financial Advisors paid a fee in exchange for the rating(s).

San Diego

I concentrated on retirement planning because it has a broader focus than just providing you with investment advice. It means helping you maintain the financial independence you’ve worked your whole life to achieve. It means striving to ensure you have the means to pursue what’s most important to you. And it means understanding you as someone whose unique goals, values, visions and circumstances determine the strategies I recommend on your behalf.

I developed and began offering local retirement planning educational workshops to successful individuals, families, executives and business owners.

During my first years in the financial services industry, I learned the importance of providing excellent client relations. I believe that every client deserves to expect exceptional service while also receiving the very best available investment advice.