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Phil Plotnick is listed as Senior Vice President, Financial Advisor with The Plotnick Forman Group at Morgan Stanley at Morgan Stanley, a company with 78669 employees, based in Lafayette Hill, Pennsylvania, United States. AeroLeads shows a work email signal at comcast.net and a matched LinkedIn profile for Phil Plotnick.
Phil Plotnick previously worked as Senior VP, Financial Advisor at Morgan Stanley and Senior Vice President, Investments - Plotnick Forman Group at Ubs Financial Services. Phil Plotnick studied at Penn State.
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Philip is a highly experienced financial professional with more than 37 years of industry experience. He started his career in at Morgan Stanley in 1985. Prior to returning to the firm in 2022, Phil served as a Senior Vice President at UBS Financial Services Inc., in the company’s Conshohocken, Pa., branch.Among the many services that he offers, Phil helps clients build a financial roadmap with personalized investment strategies and holistic financial planning. As a portfolio manager, he creates comprehensive investment models by investing in both equities and fixed-income securities.Philip is a graduate of Penn State University, where he studied Finance and Accounting. He is an active member of his local community, having served in various leadership positions with the National MS Society, Golden Slipper, Friends of Children’s Hospital and Legacy Youth Tennis and Education.Phil and his wife Jill reside in Lafayette Hill, PA. They enjoy spending time at the beach with their two adult sons Ben and Zack.
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Greater Philadelphia
©2024 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.
Other employees you can reach at morganstanley.com. View company contacts for 78669 employees →
Duc Phan
Colleague at Morgan Stanley
San Jose, California, United States, United States
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Kevin Hanley
Colleague at Morgan Stanley
Oak Brook, Illinois, United States, United States
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Kevin Selfridge
Colleague at Morgan Stanley
Motherwell, Scotland, United Kingdom, United Kingdom
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Olivia Rogers
Colleague at Morgan Stanley
Atlanta, Georgia, United States, United States
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Surekha Krishnan
Colleague at Morgan Stanley
Bengaluru, Karnataka, India, India
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AM
Ajith Mukundan
Colleague at Morgan Stanley
Bengaluru, Karnataka, India, India
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NA
Natalie Ashoory
Colleague at Morgan Stanley
New York, New York, United States, United States
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TC
Ty Caswell
Colleague at Morgan Stanley
Lubbock, Texas, United States, United States
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MM
Margaret Madsen Puckett
Colleague at Morgan Stanley
Salt Lake City, Utah, United States, United States
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JJ
Justine Jones
Colleague at Morgan Stanley
New York, New York, United States, United States
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Phil Plotnick works for Morgan Stanley.
Phil Plotnick is listed as Senior Vice President, Financial Advisor with The Plotnick Forman Group at Morgan Stanley at Morgan Stanley.
AeroLeads has found 1 work email signal at @comcast.net for Phil Plotnick at Morgan Stanley.
Phil Plotnick is based in Lafayette Hill, Pennsylvania, United States while working with Morgan Stanley.
Phil Plotnick has worked for Morgan Stanley and Ubs Financial Services.
Phil Plotnick's colleagues at Morgan Stanley include Duc Phan, Kevin Hanley, Kevin Selfridge, Olivia Rogers, and Surekha Krishnan.
You can use AeroLeads to view verified contact signals for Phil Plotnick at Morgan Stanley, including work email, phone, and LinkedIn data when available.
Phil Plotnick studied at Penn State.
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