James Funk, Cfp®, Cpwa®
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James Funk, Cfp®, Cpwa® Email & Phone Number

First Vice President, Financial Advisor, Wealth Advisor at Morgan Stanley at Morgan Stanley
Location: Miami-Fort Lauderdale Area, United States, United States 2 work roles 3 schools
1 work email found @morganstanley.com 1 phone found area 212 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 1 phone

Work email j****@morganstanley.com
Direct phone (212) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Morgan Stanley
Role
First Vice President, Financial Advisor, Wealth Advisor at Morgan Stanley
Location
Miami-Fort Lauderdale Area, United States, United States
Company size
94640 employees

Who is James Funk, Cfp®, Cpwa®? Overview

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Quick answer

James Funk, Cfp®, Cpwa® is listed as First Vice President, Financial Advisor, Wealth Advisor at Morgan Stanley at Morgan Stanley, a company with 94640 employees, based in Miami-Fort Lauderdale Area, United States, United States. AeroLeads shows a work email signal at morganstanley.com, phone signal with area code 212, and a matched LinkedIn profile for James Funk, Cfp®, Cpwa®.

James Funk, Cfp®, Cpwa® previously worked as First Vice President, Financial Advisor, Wealth Advisor at Morgan Stanley. James Funk, Cfp®, Cpwa® holds Bs, Finance from University Of Central Florida.

Company email context

Email format at Morgan Stanley

This section adds company-level context without repeating James Funk, Cfp®, Cpwa®'s masked contact details.

*@morganstanley.com
71% confidence

AeroLeads found 1 current-domain work email signal for James Funk, Cfp®, Cpwa®. Compare company email patterns before reaching out.

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Profile bio

About James Funk, Cfp®, Cpwa®

My goal is to thoroughly understand your financial needs and then align the resources to help you meet these goals. I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is individually tailored as your own and helps you meet your needs.NMLS#1290472

Current workplace

James Funk, Cfp®, Cpwa®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Morgan Stanley
Morgan Stanley
First Vice President, Financial Advisor, Wealth Advisor at Morgan Stanley
Florida, United States
Website
morganstanley.com
Employees
94640
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Company profile
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2 roles · 26 years

James Funk, Cfp®, Cpwa® work experience

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

First Vice President, Financial Advisor, Wealth Advisor

Current
Morgan Stanley

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.

2000 - Present ~26 yrs 5 mos
Team & coworkers

Colleagues at Morgan Stanley

Other employees you can reach at morganstanley.com. View company contacts for 94640 employees →

LW Luke White Luke White Colleague at Morgan StanleyNew York, New York, United States, United States View → EM Eric Mallory Eric Mallory Colleague at Morgan StanleyPleasant Hill, California, United States, United States View → CR Chelsea Rexing Chelsea Rexing Colleague at Morgan StanleyHaubstadt, Indiana, United States, United States View → BS Bhuvana Sai Reddy Komaragunta Bhuvana Sai Reddy Komaragunta Colleague at Morgan StanleyEdinburgh, Scotland, United Kingdom, United Kingdom View → NR Narayan Ramakrishnan Narayan Ramakrishnan Colleague at Morgan StanleySingapore, Singapore View → PV Patrick Valenti Patrick Valenti Colleague at Morgan StanleyNew York City Metropolitan Area, United States, United States View → EA Eleni Apostolatos Eleni Apostolatos Colleague at Morgan StanleyNew York, New York, United States, United States View → JG Jennifer Golec Jennifer Golec Colleague at Morgan StanleyNew York City Metropolitan Area, United States View → SC Siu Chung Chan Siu Chung Chan Colleague at Morgan StanleyHong Kong, Hong Kong SAR, Hong Kong View → CD Casey Dearth Casey Dearth Colleague at Morgan StanleyGreater Philadelphia, United States View →
3 education records

James Funk, Cfp®, Cpwa® education

Bs, Finance

University Of Central Florida

Aa, Business Administraion

Broward College

Education record

American Heritage School
FAQ

Frequently asked questions about James Funk, Cfp®, Cpwa®

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

What company does James Funk, Cfp®, Cpwa® work for?

James Funk, Cfp®, Cpwa® works for Morgan Stanley.

What is James Funk, Cfp®, Cpwa®'s role at Morgan Stanley?

James Funk, Cfp®, Cpwa® is listed as First Vice President, Financial Advisor, Wealth Advisor at Morgan Stanley at Morgan Stanley.

What is James Funk, Cfp®, Cpwa®'s email address?

AeroLeads has found 1 work email signal at @morganstanley.com for James Funk, Cfp®, Cpwa® at Morgan Stanley.

What is James Funk, Cfp®, Cpwa®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 212 for James Funk, Cfp®, Cpwa® at Morgan Stanley.

Where is James Funk, Cfp®, Cpwa® based?

James Funk, Cfp®, Cpwa® is based in Miami-Fort Lauderdale Area, United States, United States while working with Morgan Stanley.

What companies has James Funk, Cfp®, Cpwa® worked for?

James Funk, Cfp®, Cpwa® has worked for Morgan Stanley.

Who are James Funk, Cfp®, Cpwa®'s colleagues at Morgan Stanley?

James Funk, Cfp®, Cpwa®'s colleagues at Morgan Stanley include Luke White, Eric Mallory, Chelsea Rexing, Bhuvana Sai Reddy Komaragunta, and Narayan Ramakrishnan.

How can I contact James Funk, Cfp®, Cpwa®?

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

What schools did James Funk, Cfp®, Cpwa® attend?

James Funk, Cfp®, Cpwa® holds Bs, Finance from University Of Central Florida.

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