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@morganstanley.com
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3 phones found area 954
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Brian Lum is listed as Associate Vice President | Financial Advisor at Morgan Stanley, a company with 501 employees, based in Boca Raton, Florida, United States. AeroLeads shows a work email signal at morganstanley.com, phone signal with area code 954, and a matched LinkedIn profile for Brian Lum.
Brian Lum previously worked as Financial Consultant at Colonial Brokerage, Inc. and Financial Advisor at Wachovia Securities, Llc. Brian Lum holds Bachelor Of Science, Marketing And Finance from Florida State University.
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AeroLeads found 2 current-domain work email signals for Brian Lum. Compare company email patterns before reaching out.
With over two decades of experience in financial advising, I embarked on my career in 1998 with a vision: to educate and help individuals across all their financial needs. As a Financial Advisor at Morgan Stanley, I work with a dedicated team of 5 individuals. Our mission? To guide clients across diverse life stages from baby boomers, to business owners, retirees and future generations. The Fox Team at Morgan Stanley invests time to deeply comprehend your unique financial concerns. We listen, learn and tailor solutions to fit your needs. Our commitment extends beyond generic advice. We craft personalized financial plans that help align with your goals and aspirations. As our relationship grows, we stay attuned to your evolving circumstances. We concentrate on: -Financial Planning -Fixed Income Products-Lending Solutions - 401(k) Rollovers-Life Insurance - Portfolio Risk Management-Retirement Income Planning - Cash Management Beyond finance, I enjoy family time, cruising and playing pickleball. Look forward to connecting with you and exploring how we can achieve your financial goals to create the lifestyle you envision. Learn more about us here https://advisor.morganstanley.com/the-fox-teamAwards:2023 & 2024 Forbes Best-In- State Wealth Management Teams Source: Forbes.com (Awarded 2023 - 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in March of year prior to the issuance of the award. Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure.html
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New York, NY, US
Disclosures:©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 LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB.
Other employees you can reach at morganstanley.com. View company contacts for 501 employees →
Hide Maekita
Colleague at Morgan StanleyJapan, Japan
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BK
Binali Kanani
Colleague at Morgan StanleyMumbai, Maharashtra, India, India
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RL
Rocky Luthria
Colleague at Morgan StanleyNew York, New York, United States, United States
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CD
Csaba Debreceni
Colleague at Morgan StanleyBudapest, Budapest, Hungary, Hungary
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RR
Ricardo Rivera
Colleague at Morgan StanleyBrossard, Quebec, Canada, Canada
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JL
Jay Lindsey
Colleague at Morgan StanleyNorcross, Georgia, United States, United States
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JG
Joe Goodreault
Colleague at Morgan StanleyFresno, California, United States, United States
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SS
Shayan Shafizadeh
Colleague at Morgan StanleyNew York City Metropolitan Area, United States, United States
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SG
Stephanie Glashow
Colleague at Morgan StanleyFairfax County, Virginia, United States, United States
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PR
Prabodh Rai
Colleague at Morgan StanleyLondon Area, United Kingdom, United Kingdom
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Quick answers generated from the profile data available on this page.
Brian Lum works for Morgan Stanley.
Brian Lum is listed as Associate Vice President | Financial Advisor at Morgan Stanley.
AeroLeads has found 2 work email signals at @morganstanley.com for Brian Lum at Morgan Stanley.
AeroLeads has found 3 phone signal(s) with area code 954 for Brian Lum at Morgan Stanley.
Brian Lum is based in Boca Raton, Florida, United States while working with Morgan Stanley.
Brian Lum has worked for Morgan Stanley, Colonial Brokerage, Inc., and Wachovia Securities, Llc.
Brian Lum's colleagues at Morgan Stanley include Hide Maekita, Binali Kanani, Rocky Luthria, Csaba Debreceni, and Ricardo Rivera.
You can use AeroLeads to view verified contact signals for Brian Lum at Morgan Stanley, including work email, phone, and LinkedIn data when available.
Brian Lum holds Bachelor Of Science, Marketing And Finance from Florida State University.
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