Roger Mckee Email and Phone Number
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Roger Mckee personal email
Roger Mckee phone numbers
With over 30 years investment experience, Roger McKee works with high net worth families who want a sophisticated financial plan, and creates a personalized investment program that is tailored to reflect the results of your plan. As a Portfolio Management Director, Roger is responsible for customized portfolio construction and financial planning for his clients. In 27 years with the firm, Roger has seen several market cycles and helped numerous families navigate through them. Roger seeks to accomplish this by focusing on creating well-conceived life planning for clients along with retirement income planning.
Morgan Stanley
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- morganstanley.com
- Employees:
- 78669
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Vice President - Wealth Management, Senior Portfolio Manager, Financial AdvisorMorgan Stanley Mar 1997 - PresentPasadena, CaDisclaimers: © 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 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 Portfolio Management program is an investment advisory program in which the client’s Financial Advisor invests the client’s assets on a discretionary basis in a range of securities. The Portfolio Management program is described in the applicable Morgan Stanley ADV Part 2, available at www.morganstanley.com/ADV or from your Financial Advisor.CA License#: 0B54134NMLS#: 1369300
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Financial ConsultantPaine Webber Apr 1994 - Mar 1997Encino, Ca
Roger Mckee Education Details
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California State University-NorthridgeBusiness Management
Frequently Asked Questions about Roger Mckee
What company does Roger Mckee work for?
Roger Mckee works for Morgan Stanley
What is Roger Mckee's role at the current company?
Roger Mckee's current role is Vice President - Wealth Management, Senior Portfolio Manager, Financial Advisor at Morgan Stanley.
What is Roger Mckee's email address?
Roger Mckee's email address is ro****@****ley.com
What is Roger Mckee's direct phone number?
Roger Mckee's direct phone number is (404)-842*****
What schools did Roger Mckee attend?
Roger Mckee attended California State University-Northridge.
What are some of Roger Mckee's interests?
Roger Mckee has interest in Traveling, Long Distance Running, Eating Good Food, Techno Gadgets, My Children.
Who are Roger Mckee's colleagues?
Roger Mckee's colleagues are Radhika Chatla, Lacy Foreman Labbe, Clifton Murzello, Michael O'connell, Janean Parker, Mayank Dave, Ashish S.
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