Nancy Abrams

Nancy Abrams Email and Phone Number

Morgan Stanley /Senior Vice President/Financial Advisor/Senior Investment Management Consultant @
Nancy Abrams's Location
Miami-Fort Lauderdale Area, United States
Nancy Abrams's Contact Details
About Nancy Abrams

2013- Present: Formed a practice with Julie Axelrod at Morgan Stanley. Please visit our team website to be introduced to our team members1994 - Present: Morgan Stanley Senior Investment Management ConsultantFinancial AdvisorFinancial Planning SpecialistPlantation, FL1980-1994: Prudential SecuritiesFirst Vice President - Wealth ManagementAssociate ManagerPlantation, FL1975-1979: Prudential SecuritiesRegional Administrative AssistantMy goal is to help each of my clients develop a Comprehensive Financial Plan, and then implement a disciplined invesment strategy designed tohelp achieve the goals desired.Areas of focus include but are not limited to the following:Professional Portfolio ManagementEstate Planning StrategiesRetirement PlanningFinancial PlanningTaxable Fixed IncomeHobbies: Snow skiing, tennis,golf

Nancy Abrams's Current Company Details
Morgan Stanley

Morgan Stanley

Morgan Stanley /Senior Vice President/Financial Advisor/Senior Investment Management Consultant
Nancy Abrams Work Experience Details
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley Jun 1994 - Present
    I started in the Financial Services business while still in college and worked my way up. I took the Series 7 in October of 1979 and entered Bache &Co.'s (forerunner to Prudential Securities) January, 1980, Financial Advisor training class. I also became Commodity licensed. In 1982, I studied forand passed the NYSE Branch Manager's exam and the Registered Options Principal exam. I then became the Assistant Branch Manager. Iremained in that position until 1987 when I assumed the role of Associate Manager. I am also Series 63 and 65 licensed and insurance licensed inseveral states. In 1994, I left Prudential Securites in Plantation and moved to Smith Barney in Coral Springs, FL, where I remained until 2008 whenmy office was closed. I then transferred to the Plantation office of Morgan Stanley Smith Barney. My experience during the last 41 years is extensive. My trainingbegan in 1980 and is continuous. I have attended various Consulting Group University seminars and Financial and Retirement Planning classes.© 2021 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 does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlThe investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.
  • Prudential Securities
    Fianancial Advisor
    Prudential Securities Jan 1980 - Jun 1994

Nancy Abrams Education Details

  • University Of Miami
    University Of Miami
    Drama

Frequently Asked Questions about Nancy Abrams

What company does Nancy Abrams work for?

Nancy Abrams works for Morgan Stanley

What is Nancy Abrams's role at the current company?

Nancy Abrams's current role is Morgan Stanley /Senior Vice President/Financial Advisor/Senior Investment Management Consultant.

What is Nancy Abrams's email address?

Nancy Abrams's email address is na****@****ssb.com

What is Nancy Abrams's direct phone number?

Nancy Abrams's direct phone number is +195488*****

What schools did Nancy Abrams attend?

Nancy Abrams attended University Of Miami.

What are some of Nancy Abrams's interests?

Nancy Abrams has interest in Snow Skiing, Tennis.

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