AeroLeads people directory · profile

Sam Goddard, Cfa Email & Phone Number

Senior Acquisition Team Financial Advisor at Morgan Stanley
Location: Greater Phoenix Area, United States 8 work roles 2 schools
1 work email found @morganstanley.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email s****@morganstanley.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Morgan Stanley
Role
Senior Acquisition Team Financial Advisor
Location
Greater Phoenix Area, United States
Company size
501 employees

Who is Sam Goddard, Cfa? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Sam Goddard, Cfa is listed as Senior Acquisition Team Financial Advisor at Morgan Stanley, a with 501 employees, based in Greater Phoenix Area, United States. AeroLeads shows a work email signal at morganstanley.com and a matched LinkedIn profile for Sam Goddard, Cfa.

Sam Goddard, Cfa previously worked as Acquisition Team Financial Advisor at Morgan Stanley and Senior Team Financial Advisor at Morgan Stanley. Sam Goddard, Cfa holds Bachelor Of Arts - Ba, Environmental Policy & Sociology Double Major from Colorado College.

Company email context

Email format at Morgan Stanley

This section adds company-level context without repeating Sam Goddard, Cfa's masked contact details.

*@morganstanley.com
71% confidence

AeroLeads found 1 current-domain work email signal for Sam Goddard, Cfa. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Sam Goddard, Cfa

As a passionate investment professional, I take great pride in our clients' success. I deliver success for our clients by first learning about their motivations and pain points. Then I leverage my industry expertise and the vast intellectual capital of Morgan Stanley to tailor solutions to their problems.My experience includes presenting capital markets analysis, investment management, manager due diligence, portfolio construction, asset allocation, security selection, active portfolio management, wealth management, performance attribution, risk decomposition, wealth planning, backtesting & Monte Carlo simulations, sales, and documentation review.Outside of work, I enjoy meeting new people, reading scripture, hiking Camelback mountain in our backyard, Colorado skiing, and experiencing the outdoors with my family.

Current workplace

Sam Goddard, Cfa's current company

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

Morgan Stanley
Morgan Stanley
Senior Acquisition Team Financial Advisor
New York City
Website
morganstanley.com
Employees
501
AeroLeads page
Company profile
View company profile Email format
8 roles

Sam Goddard, Cfa work experience

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

Senior Acquisition Team Financial Advisor

Current
Morgan Stanley

New York, Ny, Us

With the Virtual Advisor Group of Morgan Stanley Wealth Management, we serve the equity compensation recipients of some of America's most successful firms.We're confident the future of financial advice begins in the workplace for our fellow Americans.Specializing in equity compensation, we craft holistic solutions for clients, providing them with greater clarity about their future success.With less financial anxiety, they're able to bring more innovation to their workplace and bring more security to their families.My top accolades in the role include:• #1 Quarterly performer for 4Q23 across team of 70+ agents with >$50 million in new client assets consolidated for our branch and >175 new client households.• #1 Monthly performer for November 2023 with >$15 million in new client assets consolidated for our branch and >50 new client households.• Set record, across all of Morgan Stanley Wealth Management, in October 2023 for new households in a single month at 75.

Jun 2023 - Present

Acquisition Team Financial Advisor

Morgan Stanley

New York, Ny, Us

Mar 2023 - Jun 2023

Senior Team Financial Advisor

Morgan Stanley

New York, Ny, Us

Consistently ranked in the top 10-20% of financial advisors quarterly for Net Consolidations, implemented financial plans, Investment Activity, Value-per-call (VPC), and client satisfaction

Dec 2022 - Apr 2023

Junior Team Financial Advisor

Morgan Stanley

New York, Ny, Us

Apr 2021 - Dec 2022

Nesting Team Financial Advisor

Morgan Stanley

New York, Ny, Us

Jun 2020 - Apr 2021

Small & Middle-Market Retirement Plans Customer Service Representative

Voya Financial

New York, Ny, Us

• Frequently led my cohort on all KPIs including average first interaction resolution efficiency, quality assurance scores, and satisfaction survey responses• New Hire Coach

Sep 2019 - Jun 2020

Campaign Intern & Volunteer Organizer

Colorado Gubernatorial Campaign
May 2018 - Aug 2018

Research Intern

Springs Stewardship Institute
Jun 2017 - Aug 2017
Team & coworkers

Colleagues at Morgan Stanley

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

BR Brandon Riley, Cfa Brandon Riley, Cfa Colleague at Morgan StanleyGreater Phoenix Area, United States View → AP Anastasia Pantiledes Ikeda Anastasia Pantiledes Ikeda Colleague at Morgan StanleySan Diego, California, United States View → SS Satvinder Singh Satvinder Singh Colleague at Morgan StanleyBrossard, Quebec, Canada View → KP Krishna Patel Krishna Patel Colleague at Morgan StanleyMumbai, Maharashtra, India View → RR Ricardo Rivera Ricardo Rivera Colleague at Morgan StanleyBrossard, Quebec, Canada View → YC Yue Chen Yue Chen Colleague at Morgan StanleyNew York, United States View → AP Alisha Parks Alisha Parks Colleague at Morgan StanleyAtlanta Metropolitan Area, United States View → FM Fancy Muna Fancy Muna Colleague at Morgan StanleyMombasa County, Kenya View → FF Fiaz Fiaz Fiaz Fiaz Colleague at Morgan StanleyHafizabad District, Punjab, Pakistan View → MK M Kishore M Kishore Colleague at Morgan StanleyBangalore Urban District, India View →
2 education records

Sam Goddard, Cfa education

Bachelor Of Arts - Ba, Environmental Policy & Sociology Double Major

Colorado College

High School Diploma

Kingswood Oxford School
FAQ

Frequently asked questions about Sam Goddard, Cfa

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

What company does Sam Goddard, Cfa work for?

Sam Goddard, Cfa works for Morgan Stanley.

What is Sam Goddard, Cfa's role at Morgan Stanley?

Sam Goddard, Cfa is listed as Senior Acquisition Team Financial Advisor at Morgan Stanley.

What is Sam Goddard, Cfa's email address?

AeroLeads has found 1 work email signal at @morganstanley.com for Sam Goddard, Cfa at Morgan Stanley.

Where is Sam Goddard, Cfa based?

Sam Goddard, Cfa is based in Greater Phoenix Area, United States while working with Morgan Stanley.

What companies has Sam Goddard, Cfa worked for?

Sam Goddard, Cfa has worked for Morgan Stanley, Voya Financial, Colorado Gubernatorial Campaign, and Springs Stewardship Institute.

Who are Sam Goddard, Cfa's colleagues at Morgan Stanley?

Sam Goddard, Cfa's colleagues at Morgan Stanley include Brandon Riley, Cfa, Anastasia Pantiledes Ikeda, Satvinder Singh, Krishna Patel, and Ricardo Rivera.

How can I contact Sam Goddard, Cfa?

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

What schools did Sam Goddard, Cfa attend?

Sam Goddard, Cfa holds Bachelor Of Arts - Ba, Environmental Policy & Sociology Double Major from Colorado College.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.