David Sondergaard Email & Phone Number
@morganstanley.com
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Who is David Sondergaard? Overview
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David Sondergaard is listed as Senior Vice President, Financial Advisor at Morgan Stanley Wealth Management at Morgan Stanley, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at morganstanley.com and a matched LinkedIn profile for David Sondergaard.
David Sondergaard previously worked as Senior Vice President, Financial Advisor CFP at Morgan Stanley. David Sondergaard holds Bachelor'S Degree, Computer Science from University Of Pittsburgh.
Email format at Morgan Stanley
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AeroLeads found 1 current-domain work email signal for David Sondergaard. Compare company email patterns before reaching out.
About David Sondergaard
David began his investment career with Morgan Stanley as a Financial Advisor in 2001. Now a First Vice-President and Senior Portfolio Manager with the firm, David also earned his designation as a Certified Financial Planner™, CFP® Practitioner in 2012.Serving high-net-worth individuals and families, as well as endowments, foundations, family offices, closely-held businesses, and corporate retirement plans, David focuses on developing comprehensive financial plans designed to help his clients through all phases of wealth management; including wealth accumulation, income generation, asset preservation and multi-generational wealth transfer. Firmly committed to the principle ‘put clients first,’ David believes in building long term relationships and strives to deliver exceptional client service. By taking time to listen and objectively assess clients’ needs, risk tolerance and investment objectives, David helps develop a customized investment program for each client.David received his Bachelor’s Degree in Computer Science from the University of Pittsburgh, is a member of the Portfolio Management Institute® (PMI).David lives in Fairfield County, CT with his wife, Karen, and two daughters, Isla James and Luella Joy.
David Sondergaard's current company
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David Sondergaard work experience
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Senior Vice President, Financial Advisor Cfp© 2022 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 important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see http://fa.morganstanley.com/themarkeygroup The information or content is for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html."NMLS#: 175735
David Sondergaard education
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University Of Pittsburgh
Frequently asked questions about David Sondergaard
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What company does David Sondergaard work for?
David Sondergaard works for Morgan Stanley.
What is David Sondergaard's role at Morgan Stanley?
David Sondergaard is listed as Senior Vice President, Financial Advisor at Morgan Stanley Wealth Management at Morgan Stanley.
What is David Sondergaard's email address?
AeroLeads has found 1 work email signal at @morganstanley.com for David Sondergaard at Morgan Stanley.
Where is David Sondergaard based?
David Sondergaard is based in New York City Metropolitan Area, United States, United States while working with Morgan Stanley.
What companies has David Sondergaard worked for?
David Sondergaard has worked for Morgan Stanley.
How can I contact David Sondergaard?
You can use AeroLeads to view verified contact signals for David Sondergaard at Morgan Stanley, including work email, phone, and LinkedIn data when available.
What schools did David Sondergaard attend?
David Sondergaard holds Bachelor'S Degree, Computer Science from University Of Pittsburgh.
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