Larry Cabrera

Larry Cabrera Email and Phone Number

Associate Vice President | Financial Advisor at Morgan Stanley @ Morgan Stanley
new york, new york, united states
Larry Cabrera's Location
Charlotte Metro, United States
About Larry Cabrera

I decided to become a Financial Advisor to make a difference.I believe that you should always come first.Why?It's not about me. It's all about you.How is putting you first possible?Process over prediction!Connect, discovery, leverage, plan, and guide.This process of financial planning is the backbone of my practice in helping guide you to pursue your financial goals.If you are looking to do investments and so much more, such as tax management strategies, retirement and estate planning strategies, risk management, and generational wealth strategies, then let's talk.I am a seasoned professional with 22-year of experience who has helped navigate entrepreneurs, accredited investors, and families like yourself through 3 recessions (2001, 2008, and COVID-19)?Do you need someone who can help you navigate through a crisis such as layoffs, divorce, early retirement, passing of loved one, etc.?For entrepreneurs and accredited investors...Do you have questions regarding your retirement due to market volatility, the recent election, and the unknowns?Need help with business valuations and exit strategies?You don't have to navigate this on your own. Let us help you figure it out!If you want to know Larry and his team better, please reach out to us so we can chat."Ask for help. Not because you are weak, but because you want to remain strong." - Les Brown.Contact me at:Website: https://advisor.morganstanley.com/larry.cabreraEmail: larry.cabrera@morganstanley.com

Larry Cabrera's Current Company Details
Morgan Stanley

Morgan Stanley

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Associate Vice President | Financial Advisor at Morgan Stanley
new york, new york, united states
Employees:
78669
Larry Cabrera Work Experience Details
  • Morgan Stanley
    Financial Advisor, Associate Vice President
    Morgan Stanley Sep 2019 - Present
    6805 Carnegie Blvd. Suite 400 Charlotte, Nc 28211
    - Financial planning services offered - Retirement, Investment, Estate Planning Strategies, Insurance Planning Needs, and Tax Management Strategies- Business owners / Founders - Business valuations and Exit planning- Comprehensive Wealth Management- Investment strategies©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 trading 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/larry.cabrera. The information or content is for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html.Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.NMLS#: 1949123
  • Wells Fargo Advisors
    Financial Advisor, Assistant Vice President - Investments
    Wells Fargo Advisors Nov 2011 - Aug 2019
    Dilworth Office 1625 South Blvd. Charlotte, Nc 28203
    - Financial planning services offered - Retirement, Investment, Estate, Education, Insurance, and Tax- Comprehensive Wealth Management- Investment strategies- Providing financial advice for clients to assist them in meeting their financial goals and objectives.- Financial Advisor in the Wealth Brokerage Services channel of Wells Fargo Advisors.- Wells Fargo Advisors Member FINRA/SIPC is a registered broker-dealer and separate non-bank affiliate of Wells Fargo & Company. Insurance products are offered through our affiliated non-bank insurance agencies. Investments in securities and insurance products are: NOT FDIC-INSURED/NOT BANK-GUARANTEED/MAY LOSE VALUE
  • Fifth Third Bank
    Financial Consultant
    Fifth Third Bank 2001 - 2011

Larry Cabrera Skills

Financial Advisory Investments Mutual Funds Series 63 Finance Portfolio Management Series 7 Credit Wealth Management Financial Services Banking Insurance Retirement Planning Retail Banking Loans Investment Advisory Strategic Financial Planning Financial Planning Trading

Larry Cabrera Education Details

Frequently Asked Questions about Larry Cabrera

What company does Larry Cabrera work for?

Larry Cabrera works for Morgan Stanley

What is Larry Cabrera's role at the current company?

Larry Cabrera's current role is Associate Vice President | Financial Advisor at Morgan Stanley.

What is Larry Cabrera's email address?

Larry Cabrera's email address is la****@****rgo.com

What is Larry Cabrera's direct phone number?

Larry Cabrera's direct phone number is +131487*****

What schools did Larry Cabrera attend?

Larry Cabrera attended Florida State University, Western Carolina University.

What skills is Larry Cabrera known for?

Larry Cabrera has skills like Financial Advisory, Investments, Mutual Funds, Series 63, Finance, Portfolio Management, Series 7, Credit, Wealth Management, Financial Services, Banking, Insurance.

Who are Larry Cabrera's colleagues?

Larry Cabrera's colleagues are Lyssa Tavel, Joe Scott, Sarah Kopp, Flavie Pereira, Anthony Quao, Mayank Dave, Rebecca Kim.

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