Wealth Management Analyst
Current
May 2023 - Present
AeroLeads people directory · profile
Nicholas Burns Email & Phone Number
Wealth Management Analyst
at
Morgan Stanley
1 work email found
@massmutual.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 86%
Current company
Role
Wealth Management Analyst
Location
Ponte Vedra Beach, Florida, United States
Company size
Who is Nicholas Burns? Overview
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Quick answer
Nicholas Burns is listed as Wealth Management Analyst at Morgan Stanley, a with 78669 employees, based in Ponte Vedra Beach, Florida, United States. AeroLeads shows a work email signal at massmutual.com and a matched LinkedIn profile for Nicholas Burns.
Nicholas Burns previously worked as Financial Planning Specialist at The Pelora Group and Financial Planning Specialist at Massmutual Carolinas. Nicholas Burns holds Bachelor Of Arts - Ba, Economics And Political Science from University Of South Carolina.
Company email context
Email format at Morgan Stanley
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{first_initial}{last}@massmutual.com
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AeroLeads found 1 current-domain work email signal for Nicholas Burns. Compare company email patterns before reaching out.
Profile bio
About Nicholas Burns
Nicholas Burns is a Wealth Management Analyst at Morgan Stanley.
Current workplace
Nicholas Burns's current company
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Morgan Stanley
5 roles
Nicholas Burns work experience
A career timeline built from the work history available for this profile.
Financial Planning Specialist
Apr 2021 - May 2023
Financial Planning Specialist
Apr 2021 - May 2023
Client Relationship Associate
Successfully passed multiple licensing exams, gaining certification as a General Securities Representative.Communicated directly with dozens of clients on a daily basis for a variety of ownership change inquiries such as gifting requests, consolidation of assets between accounts, and account transitions due to the loss of a loved one.Assisted clients on a daily basis with transitioning accounts to named beneficiaries by facilitating account openings and processing transfer requests.Effectively solved problems for dozens of clients on a daily basis concerning unprocessed requests, incorrect paperwork, or any other issue that may halt the processing of a transfer request.
Jul 2020 - Mar 2021
Account Analyst
Starting as a full-time summer intern in May of 2019, I continued my internship throughout my final year of college, balancing my responsibilities at work and life as a full-time student. By the time of my graduation in May 2020, I had served this position for over a year.
May 2019 - May 2020
Team & coworkers
Colleagues at Morgan Stanley
Other employees you can reach at morganstanley.com. View company contacts for 78669 employees →
CG
Cassie Gieselman
Colleague at Morgan StanleyEldridge, Iowa, United States
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MM
Madan Mahek
Colleague at Morgan StanleyPune, Maharashtra, India
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JW
Justin Wolfe
Colleague at Morgan StanleyMount Airy, Maryland, United States
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KW
Kate Willever
Colleague at Morgan StanleyGreater Burlington Area, United States
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CK
Christine Keene
Colleague at Morgan StanleyNaperville, Illinois, United States
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VM
Vinod Mendiratta
Colleague at Morgan StanleyMonroe, New Jersey, United States
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NK
Nicole Kozhukhov
Colleague at Morgan StanleyNew York, United States
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CG
Chelsea Gordon
Colleague at Morgan StanleyNew York City Metropolitan Area, United States
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NS
Nikeeta Singh
Colleague at Morgan StanleyBengaluru, Karnataka, India
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JX
Jingting Xu
Colleague at Morgan StanleyNew York, United States
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Cassie Gieselman
Colleague at Morgan StanleyEldridge, Iowa, United States
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MM
Madan Mahek
Colleague at Morgan StanleyPune, Maharashtra, India
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JW
Justin Wolfe
Colleague at Morgan StanleyMount Airy, Maryland, United States
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KW
Kate Willever
Colleague at Morgan StanleyGreater Burlington Area, United States
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CK
Christine Keene
Colleague at Morgan StanleyNaperville, Illinois, United States
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VM
Vinod Mendiratta
Colleague at Morgan StanleyMonroe, New Jersey, United States
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NK
Nicole Kozhukhov
Colleague at Morgan StanleyNew York, United States
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CG
Chelsea Gordon
Colleague at Morgan StanleyNew York City Metropolitan Area, United States
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NS
Nikeeta Singh
Colleague at Morgan StanleyBengaluru, Karnataka, India
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JX
Jingting Xu
Colleague at Morgan StanleyNew York, United States
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1 education record
Nicholas Burns education
FAQ
Frequently asked questions about Nicholas Burns
Quick answers generated from the profile data available on this page.
What company does Nicholas Burns work for?
Nicholas Burns works for Morgan Stanley.
What is Nicholas Burns's role at Morgan Stanley?
Nicholas Burns is listed as Wealth Management Analyst at Morgan Stanley.
What is Nicholas Burns's email address?
AeroLeads has found 1 work email signal at @massmutual.com for Nicholas Burns at Morgan Stanley.
Where is Nicholas Burns based?
Nicholas Burns is based in Ponte Vedra Beach, Florida, United States while working with Morgan Stanley.
What companies has Nicholas Burns worked for?
Nicholas Burns has worked for Morgan Stanley, The Pelora Group, Massmutual Carolinas, Vanguard, and The Mcdaniel Corporation: The Retirement Planning Specialists.
Who are Nicholas Burns's colleagues at Morgan Stanley?
Nicholas Burns's colleagues at Morgan Stanley include Cassie Gieselman, Madan Mahek, Justin Wolfe, Kate Willever, and Christine Keene.
How can I contact Nicholas Burns?
You can use AeroLeads to view verified contact signals for Nicholas Burns at Morgan Stanley, including work email, phone, and LinkedIn data when available.
What schools did Nicholas Burns attend?
Nicholas Burns holds Bachelor Of Arts - Ba, Economics And Political Science from University Of South Carolina.
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