Michael Duboise Cfp® Email & Phone Number

Helping you achieve financial success is my first priority. Morgan Stanley has meaningful intelligence about every major asset class and a presence in every major market, as well as investment research from some of the world’s most respected analysts. Together, we will formulate a strategy to help you achieve your most important goals and then deliver a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve.Services401(k) RolloversCash ManagementEstate Planning StrategiesFinancial PlanningFixed IncomeLending SolutionsRetirement PlanningEducation PlanningCorporate Retirement Plans529 PlansLong Term Care InsuranceQualified PlansEducation and Licensing:CERTIFIED FINANCIAL PLANNER™MBA - Finance, 1997Webster UniversitySt. Louis, MOBS - Information Systems Management, 1987University of San FranciscoSan Francisco, CAExchange Traded Funds CertificationSmith Barney Advisor CertificationLending & Liabilities Management CetificationAlternative Investments CertificationSeries 7 - General Securities RepresentativeSeries 65 - Investment Advisory AgentSeries 63 - Uniform State ExamLife & Health Insurance LicensedBusiness Experience:2004 - Present: Morgan Stanley*Senior Vice PresidentPortfolio Manager / Financial AdvisorAlbuquerque, NM2002 - 2004: W. S. GriffithInvestment Advisor RepresentativeAlbuquerque, NM1997 - 2002: Adaytum SoftwareFinancial AnalystAlbuquerque, NMMichael A. DuBoise holds the following registrations:Securities Agent: AK, AL, AR, AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, IN, KS, MD, MI, MT, NC, NE, NM, NV, NY, OH, OR, PA, SC, TX, UT, VA, VT, WA, WI, WY; General Securities Representative; Investment Advisor RepresentativeNMLS#: 1395584