James Funk, Cfp®, Cpwa®
AeroLeads people directory · profile

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 2 work roles 3 schools
1 work email found @morganstanley.com 1 phone found area 212 LinkedIn matched
✓ Verified July 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
Company size
94640 employees

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

A concise factual answer block for searchers comparing this professional profile.

Quick answer

James Funk, Cfp®, Cpwa® is listed as First Vice President, Financial Advisor, Wealth Advisor at Morgan Stanley at Morgan Stanley, a with 94640 employees, based in Miami-Fort Lauderdale Area, 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.

View email format View company profile Management contacts
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
AeroLeads page
Company profile
View company profile Email format
2 roles · 27 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 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 investment 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. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/the-350-wealth-management-group. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html."NMLS#: 1290472

2000 - Present ~26 yrs 6 mos
Team & coworkers

Colleagues at Morgan Stanley

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

WE William E. Coffey William E. Coffey Colleague at Morgan StanleyAustin, Texas Metropolitan Area, United States View → JB Jessica Blanco Jessica Blanco Colleague at Morgan StanleyTampa, Florida, United States View → MB Mohaseen B Mohaseen B Colleague at Morgan StanleyAtlanta, Georgia, United States View → SH Sara Henderson-Kemp Sara Henderson-Kemp Colleague at Morgan StanleyLondon, England, United Kingdom View → PN Pavella Nancy Pavella Nancy Colleague at Morgan StanleyBengaluru, Karnataka, India View → MC Mike Clark Mike Clark Colleague at Morgan StanleyColumbus, Ohio, United States View → GS Gabriela Sardi Gabriela Sardi Colleague at Morgan StanleyNew York, United States View → AA Aditi Adhikari Aditi Adhikari Colleague at Morgan StanleyMumbai Metropolitan Region, India View → CP Craig Presant, Cfp® Craig Presant, Cfp® Colleague at Morgan StanleyGreater Philadelphia, United States View → NK Noah Kelly Noah Kelly Colleague at Morgan StanleyStamford, Connecticut, 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 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 William E. Coffey, Jessica Blanco, Mohaseen B, Sara Henderson-Kemp, and Pavella Nancy.

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.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.