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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
Morgan Stanley
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Financial AdvisorMorgan Stanley Jun 1994 - PresentI 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.
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Fianancial AdvisorPrudential Securities Jan 1980 - Jun 1994
Nancy Abrams Education Details
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University Of MiamiDrama
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?
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What is Nancy Abrams's direct phone number?
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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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Nancy Abrams
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Nancy Abrams
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