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Olivia Baldwin Email & Phone Number

Financial Advisor | The Bethesda Wealth Management Group at Morgan Stanley at Morgan Stanley
Location: Bethesda, Maryland, United States 4 work roles 2 schools
1 work email found @morganstanley.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 86%

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Work email o****@morganstanley.com
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Current company
Morgan Stanley
Role
Financial Advisor | The Bethesda Wealth Management Group at Morgan Stanley
Location
Bethesda, Maryland, United States
Company size
501 employees

Who is Olivia Baldwin? Overview

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Quick answer

Olivia Baldwin is listed as Financial Advisor | The Bethesda Wealth Management Group at Morgan Stanley at Morgan Stanley, a with 501 employees, based in Bethesda, Maryland, United States. AeroLeads shows a work email signal at morganstanley.com and a matched LinkedIn profile for Olivia Baldwin.

Olivia Baldwin previously worked as Financial Advisor at Morgan Stanley and Wealth Advisor Associate at Morgan Stanley. Olivia Baldwin holds Bachelor Of Science In Finance, Finance And Economics from College Of Charleston.

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Email format at Morgan Stanley

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{first}.{last}@morganstanley.com
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Profile bio

About Olivia Baldwin

Coming from a background in Financial Planning, Olivia leverages the firm’s various planning tools to provide tailored, comprehensive financial plans. Olivia works to develop specific, tax-efficient strategies to help her clients both identify and meet their short-term and long-term goals. She strongly believes in providing continuous education to her clients while also utilizing a wholistic approach to provide personalized investment management services. Olivia also specializes in Executive Compensation Planning and is well versed in various benefits such as Deferred Compensation Plans, Incentive Stock Options, Nonqualified Stock Options, Restricted Stock Units, and Performance Stock Units. Olivia meets with her clients throughout the year to help ensure their Financial Plan is in line with their goals, and adjust investments as needed to support their plans in current market conditions.Olivia graduated Magna Cum Laude from the College of Charleston with a Bachelor’s Degree in Finance and a minor in Economics. Outside of the office, she enjoys spending time with her horse, Churchill, and two Goldendoodles, Charlotte and Finnegan. She is also an avid Washington Commanders fan, and enjoys playing tennis, reading, and traveling.NMLS: 2292945https://advisor.morganstanley.com/the-bethesda-group

Current workplace

Olivia Baldwin's current company

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Morgan Stanley
Morgan Stanley
Financial Advisor | The Bethesda Wealth Management Group at Morgan Stanley
New York City
Website
morganstanley.com
Employees
501
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4 roles

Olivia Baldwin work experience

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Financial Advisor

Current
Morgan Stanley

New York, Ny, Us

NMLS#: 2292945© 2023 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 suitable 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.

Dec 2021 - Present

Wealth Advisor Associate

Morgan Stanley

New York, Ny, Us

Jun 2020 - Dec 2021

Wealth Management Intern

Morgan Stanley

New York, Ny, Us

Apr 2019 - Aug 2019

Administrative Assistant, Summer Internship

Healthcare Resource Network

Gaithersburg, Maryland, Us

Professional service organization that receives government contracts to staff government agencies and military treatment facilities on the east and west coast• Responsible for transferring paper files into a “Swank” online database network for hiring process • Facilitated training after “Swank” installation• Responsible for creating and maintain excel files into excel spreadsheet for easy accessibility • Responsible for basic office and customer services such as answering phones, emailing medical staff, faxing, copying and filing • Established time saving database for doctors and employers • Developed a more efficient filing system to better prepare for government audits

Jun 2016 - Aug 2017
Team & coworkers

Colleagues at Morgan Stanley

Other employees you can reach at morganstanley.com. View company contacts for 501 employees →

SM Shwetang Murkya Shwetang Murkya Colleague at Morgan StanleyMumbai, Maharashtra, India View → CD C. Daniel Ewell C. Daniel Ewell Colleague at Morgan StanleyUnited States View → KJ Kusum Jain Kusum Jain Colleague at Morgan StanleyTownship Of Mahwah, New Jersey, United States View → JC Jason Custance Jason Custance Colleague at Morgan StanleyHalifax, Nova Scotia, Canada View → ST Sue Teng Sue Teng Colleague at Morgan StanleySan Mateo, California, United States View → MO Michael O'Brien Michael O'Brien Colleague at Morgan StanleyMerrick, New York, United States View → CZ Chaoxin Zheng Chaoxin Zheng Colleague at Morgan StanleyNew York, United States View → LM Lakshman Misra Lakshman Misra Colleague at Morgan StanleyNew York, United States View → SC Steven Cephas Steven Cephas Colleague at Morgan StanleyBrooklyn, New York, United States View → EA Elton Almeida Elton Almeida Colleague at Morgan StanleyUnited Kingdom View →
2 education records

Olivia Baldwin education

Bachelor Of Science In Finance, Finance And Economics

College Of Charleston

High School Diploma

St. Andrew'S Episcopal School
FAQ

Frequently asked questions about Olivia Baldwin

Quick answers generated from the profile data available on this page.

What company does Olivia Baldwin work for?

Olivia Baldwin works for Morgan Stanley.

What is Olivia Baldwin's role at Morgan Stanley?

Olivia Baldwin is listed as Financial Advisor | The Bethesda Wealth Management Group at Morgan Stanley at Morgan Stanley.

What is Olivia Baldwin's email address?

AeroLeads has found 1 work email signal at @morganstanley.com for Olivia Baldwin at Morgan Stanley.

Where is Olivia Baldwin based?

Olivia Baldwin is based in Bethesda, Maryland, United States while working with Morgan Stanley.

What companies has Olivia Baldwin worked for?

Olivia Baldwin has worked for Morgan Stanley and Healthcare Resource Network.

Who are Olivia Baldwin's colleagues at Morgan Stanley?

Olivia Baldwin's colleagues at Morgan Stanley include Shwetang Murkya, C. Daniel Ewell, Kusum Jain, Jason Custance, and Sue Teng.

How can I contact Olivia Baldwin?

You can use AeroLeads to view verified contact signals for Olivia Baldwin at Morgan Stanley, including work email, phone, and LinkedIn data when available.

What schools did Olivia Baldwin attend?

Olivia Baldwin holds Bachelor Of Science In Finance, Finance And Economics from College Of Charleston.

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