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David Weidner Email & Phone Number

Financial Advisor, Family Wealth Advisor at Morgan Stanley at Morgan Stanley
Location: Greater Tampa Bay Area, United States 3 work roles 1 school
1 work email found @morganstanley.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Work email d****@morganstanley.com
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Current company
Role
Financial Advisor, Family Wealth Advisor at Morgan Stanley
Location
Greater Tampa Bay Area, United States
Company size

Who is David Weidner? Overview

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Quick answer

David Weidner is listed as Financial Advisor, Family Wealth Advisor at Morgan Stanley at Morgan Stanley, a with 501 employees, based in Greater Tampa Bay Area, United States. AeroLeads shows a work email signal at morganstanley.com and a matched LinkedIn profile for David Weidner.

David Weidner previously worked as Family Wealth Advisor at Morgan Stanley and CFO and CEO at C-Suite Executive. David Weidner holds Masters Of Business Adminstration, Finance from University Of Pittsburgh Katz Graduate School Of Business.

Company email context

Email format at Morgan Stanley

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{first}.{last}@morganstanley.com
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AeroLeads found 1 current-domain work email signal for David Weidner. Compare company email patterns before reaching out.

Profile bio

About David Weidner

My StoryI’ve always enjoyed working hard & getting results - I'm inspired by hearing the feedback & appreciation from those I serveThis started when I was our neighborhood’s morning paperboy - I loved hearing my customers tell me how reliable I was - When I became a CPA, Partner at Deloitte, I had many opportunities to work hard for my clients – I loved getting their feedback on how this contributed to their prosperity - When I served as a healthcare corporate CFO, I focused on the financial complexities of the healthcare industry; a focus that qualifies me to serve other professionals in the healthcare fieldI'm creating those same experiences for my clients here at Morgan Stanley - I help my clients plan for their needs & wants, craft a sound strategy & provide a vigilant focus on achieving their goalsMy ProcessMy process is simple – I focus on what’s important to you & develop a plan to fit - This interaction results in investment solutions, tailored uniquely for youI use a Personal Financial Organizer to document what we’re working on - The PFO analyzes every aspect of your financial situation & tracks our progressWho I AmI benefit from the caring of our family. My wife, Linda, & I have what once were our two children, now each with children. I enjoy playing golf, often with Linda, and staying fit, jogging & swimming. As an English major undergrad, I still enjoy readingI serve on the Boards of Cristo Rey Tampa High School and the Florida Hospital Tampa Foundation Would you be open to get together or for a phone call to learn what’s important to you, to see how I can help you & how we may work together?NMLS# 1672130https://fa.morganstanley.com/david.weidner/

Listed skills include Leadership, Debt And Equity Financing, Team Building, Communication Of Strategies And Execution, and 35 others.

Current workplace

David Weidner's current company

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Morgan Stanley
Morgan Stanley
Financial Advisor, Family Wealth Advisor at Morgan Stanley
New York City
Employees
501
AeroLeads page
3 roles

David Weidner work experience

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

Family Wealth Advisor

Current

New York, Ny, Us

Thank you for reading my profile - I hope you find my profile and my Morgan Stanley (MS) website helpful - I'd welcome the opportunity to get together & see how we may fit I'm a part of a team, the Cater Westshore Group at Morgan Stanley - The talents of our team and the resources of MS are leveraged for your benefithttps://fa.morganstanley.com/carterwestshoregroupI started as a CPA, Partner, Deloitte, Pittsburgh, joined a client, AmerisourceBergen, was relocated to Tampa to serve as CFO, then CEO of its Tampa-based subsidiaries, with the sale of these subsidiaries, I then served as CFO for other CFL healthcare services companies, also since sold - These career experiences as a CPA (non-practicing at Morgan Stanley) & a corporate CFO are contributing to my client service at Morgan Stanley, serving my clients as their primary financial advisor, particularly serving other professionals in the healthcare field.©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.html\NMLS#: 1672130

Nov 2015 - Present

Cfo And Ceo

C-Suite Executive

I was fortunate to serve as the C-Suite executive, principally as the CFO, also as the CEO, for several well-established and respected health care services and pharmaceutical companies - My successes and accomplishments at those companies were largely a tribute to the great teams and support that were the hallmark of these great companies - I learned much about people, leadership, business and finance from the mentors who tutored me in my responsibilities - Hopefully I contributed equally to their requirements of me, while sponsoring the growth and development of the individuals who teamed with me to do our best on behalf of our employer - What I learned most in these roles is that knowing what to do, or how to do it, is always helpful, of course, however, not as helpful as being a contributing part of the team and the organization that believes in each other and works together to support the roles we each have in growing the mission of the company - My personal and professional thanks to all who helped me to do my best with and for them

Jan 1997 - Aug 2015

Partner, Lead Client Service, Healthcare Practice Regional Leader

Worldwide, Oo

I cut my teeth as a CPA - If you know that profession, you know it's all about accountability, integrity and discipline, with a few hours of work at its heart - As a CPA, you learn many technical competencies, very helpful to a finance career, you also learn about many different businesses and how finance is the language of business - More importantly, you learn about yourself in service to others, you learn how to listen and learn from others, you learn the importance of others in their expectations and requirements of you and you develop the attributes and skills that enable you to earn the trust of others - It's a finance and technical profession, built on personal relationships and communications, like all else in business and life, a thankful, peopled experience

Jan 1984 - Dec 1996
Team & coworkers

Colleagues at Morgan Stanley

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

1 education record

David Weidner education

  • University Of Pittsburgh Katz Graduate School Of Business
    University Of Pittsburgh Katz Graduate School Of Business
    Finance
FAQ

Frequently asked questions about David Weidner

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

What company does David Weidner work for?

David Weidner works for Morgan Stanley.

What is David Weidner's role at Morgan Stanley?

David Weidner is listed as Financial Advisor, Family Wealth Advisor at Morgan Stanley at Morgan Stanley.

What is David Weidner's email address?

AeroLeads has found 1 work email signal at @morganstanley.com for David Weidner at Morgan Stanley.

Where is David Weidner based?

David Weidner is based in Greater Tampa Bay Area, United States while working with Morgan Stanley.

What companies has David Weidner worked for?

David Weidner has worked for Morgan Stanley, C-Suite Executive, and Deloitte.

Who are David Weidner's colleagues at Morgan Stanley?

David Weidner's colleagues at Morgan Stanley include Amy Wong, Balazs Kertesz, Kun Qian, Linda Le, and Shannon Crawford Kelleher.

How can I contact David Weidner?

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

What schools did David Weidner attend?

David Weidner holds Masters Of Business Adminstration, Finance from University Of Pittsburgh Katz Graduate School Of Business.

What skills is David Weidner known for?

David Weidner is listed with skills including Leadership, Debt And Equity Financing, Team Building, Communication Of Strategies And Execution, Business Relationship Management, Executive Management, Corporate Finance, and Financial Controls And Reimbursement.

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