Sam Gotham, Cfp®
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Sam Gotham, Cfp® Email & Phone Number

Financial Advisor | Branch Manager at Morgan Stanley at Morgan Stanley
Location: Greater Sioux Falls Area, United States 3 work roles 1 school
1 work email found @morganstanley.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email s****@morganstanley.com
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Current company
Morgan Stanley
Role
Financial Advisor | Branch Manager at Morgan Stanley
Location
Greater Sioux Falls Area, United States
Company size
78669 employees

Who is Sam Gotham, Cfp®? Overview

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Quick answer

Sam Gotham, Cfp® is listed as Financial Advisor | Branch Manager at Morgan Stanley at Morgan Stanley, a with 78669 employees, based in Greater Sioux Falls Area, United States. AeroLeads shows a work email signal at morganstanley.com and a matched LinkedIn profile for Sam Gotham, Cfp®.

Sam Gotham, Cfp® previously worked as Financial Advisor | Branch Manager at Morgan Stanley and Account Executive at Lawrence & Schiller. Sam Gotham, Cfp® holds Bachelor Of Arts (B.A.), Business Administration & Spanish from Augustana University (Sd).

Company email context

Email format at Morgan Stanley

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*@morganstanley.com
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AeroLeads found 1 current-domain work email signal for Sam Gotham, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Sam Gotham, Cfp®

I help simplify the complex – whether it’s talking through estate planning strategies and tax implications of various strategies, efficient investment management, or making sense of confusing stock-based compensation. We are well versed in the unique needs you have, from managing your concentrated stock holdings, selling your family business, to helping you make informed philanthropic decisions. No person is the same, no family is the same, but you can take comfort knowing that we have the experience and resources available to help ensure you and your family enjoy what you have built.

Listed skills include Microsoft Office, Project Management, Research, Market Research, and 12 others.

Current workplace

Sam Gotham, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Morgan Stanley
Morgan Stanley
Financial Advisor | Branch Manager at Morgan Stanley
new york, new york, united states
Website
morganstanley.com
Employees
78669
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3 roles

Sam Gotham, Cfp® work experience

A career timeline built from the work history available for this profile.

Financial Advisor | Branch Manager

Current
Morgan Stanley

Sioux Falls, South Dakota Area

As a Financial Advisor with The Venrick Goeman Group at Morgan Stanley, I work with individuals, families and small businesses to grow and preserve their wealth.https://advisor.morganstanley.com/the-venrick-goeman-group© 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.htmlFor more information on the designation(s) listed, go to https://advisor.morganstanley.com/the-venrick-goeman-groupNMLS #1698571

Aug 2017 - Present
Team & coworkers

Colleagues at Morgan Stanley

Other employees you can reach at morganstanley.com. View company contacts for 78669 employees →

VM Vishal Manghani Vishal Manghani Colleague at Morgan StanleyMumbai, Maharashtra, India View → Y- Yukti - Yukti - Colleague at Morgan StanleyMumbai, Maharashtra, India View → LE Lakesha Ellis Lakesha Ellis Colleague at Morgan StanleyParkville, Maryland, United States View → AH Alan Ho, Cfp® Alan Ho, Cfp® Colleague at Morgan StanleyHawaii, United States View → LM Lucas Moriarty Lucas Moriarty Colleague at Morgan StanleyChampaign, Illinois, United States View → FW Frederick Wong, Cfa, Frm, Caia Frederick Wong, Cfa, Frm, Caia Colleague at Morgan StanleyHong Kong Sar, Hong Kong View → JS John Shadden, Cima® John Shadden, Cima® Colleague at Morgan StanleyLos Angeles, California, United States View → AR Andrew Royston, Cpa Andrew Royston, Cpa Colleague at Morgan StanleyNew York, United States View → SL Steven Lippincott Steven Lippincott Colleague at Morgan StanleyLake Oswego, Oregon, United States View → GN Graydon Narang Graydon Narang Colleague at Morgan StanleyNew York City Metropolitan Area, United States View →
1 education record

Sam Gotham, Cfp® education

FAQ

Frequently asked questions about Sam Gotham, Cfp®

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

What company does Sam Gotham, Cfp® work for?

Sam Gotham, Cfp® works for Morgan Stanley.

What is Sam Gotham, Cfp®'s role at Morgan Stanley?

Sam Gotham, Cfp® is listed as Financial Advisor | Branch Manager at Morgan Stanley at Morgan Stanley.

What is Sam Gotham, Cfp®'s email address?

AeroLeads has found 1 work email signal at @morganstanley.com for Sam Gotham, Cfp® at Morgan Stanley.

Where is Sam Gotham, Cfp® based?

Sam Gotham, Cfp® is based in Greater Sioux Falls Area, United States while working with Morgan Stanley.

What companies has Sam Gotham, Cfp® worked for?

Sam Gotham, Cfp® has worked for Morgan Stanley, Lawrence & Schiller, and Lawrence And Schiller.

Who are Sam Gotham, Cfp®'s colleagues at Morgan Stanley?

Sam Gotham, Cfp®'s colleagues at Morgan Stanley include Vishal Manghani, Yukti -, Lakesha Ellis, Alan Ho, Cfp®, and Lucas Moriarty.

How can I contact Sam Gotham, Cfp®?

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

What schools did Sam Gotham, Cfp® attend?

Sam Gotham, Cfp® holds Bachelor Of Arts (B.A.), Business Administration & Spanish from Augustana University (Sd).

What skills is Sam Gotham, Cfp® known for?

Sam Gotham, Cfp® is listed with skills including Microsoft Office, Project Management, Research, Market Research, Business Development, Microsoft Excel, Marketing Strategy, and Public Speaking.

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