Todd Hatfield

Todd Hatfield Email and Phone Number

Executive Director - Wealth Management, Financial Advisor at Morgan Stanley @
Todd Hatfield's Location
Denver Metropolitan Area, United States
Todd Hatfield's Contact Details

Todd Hatfield personal email

n/a
About Todd Hatfield

Todd N. Hatfield is dedicated to working exclusively with corporate executives and their families. While you are busy managing your company’s future, Todd and his team focus on helping you plan for yours by:• Seeking to align your corporate wealth building tools and benefits with your personal financial goals• Working with your professional network of advisors to help estate planning and tax management strategies• Striving to deliver a time efficient process to monitor and review your wealth planning goalsAs a corporate executive, you may face many complex challenges. Often, the demands of your job may leave you little time to focus on your personal financial plan. Todd understands these complexities and has the experience to help combine many issues into a comprehensive strategy designed to help achieve your short-term and long-term financial goals. Being employed at a publicly traded company, you face unique challenges when creating and managing your personal financial plan. Issues such as stock option planning, regulatory and company trading restrictions, and concentrations in company stock are very common. Some of the strategies can be complicated, requiring navigation through various legal, tax and estate planning concepts. Todd and his team work to help determine which planning techniques and strategies can be implemented to help pursue your long-term financial objectives. While you are busy managing your company’s future, let us help plan for yours.Areas of focus: Focus on concentrated stock positions and equity compensation. We work with executive officers on risk management, estate planning strategies and charitable giving.

Todd Hatfield's Current Company Details
Morgan Stanley

Morgan Stanley

Executive Director - Wealth Management, Financial Advisor at Morgan Stanley
Todd Hatfield Work Experience Details
  • Morgan Stanley
    Executive Director - Wealth Management, Financial Advisor At Morgan Stanley
    Morgan Stanley Apr 2001 - Present
    Greater Chicago Area
    Financial Planning Specialist©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 social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service.The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/todd.n.hatfield. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html.Morgan Stanley Smith Barney LLC offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please visit us at http://www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences.NMLS#: 1293932
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley Jan 1998 - Apr 2001
    Retirement and Financial Planning
  • Abn Amro
    Margin
    Abn Amro Jan 1996 - Jan 1998
    Risk Management Analyst

Todd Hatfield Education Details

  • Denison University
    Denison University
    Economics

Frequently Asked Questions about Todd Hatfield

What company does Todd Hatfield work for?

Todd Hatfield works for Morgan Stanley

What is Todd Hatfield's role at the current company?

Todd Hatfield's current role is Executive Director - Wealth Management, Financial Advisor at Morgan Stanley.

What is Todd Hatfield's email address?

Todd Hatfield's email address is to****@****ney.com

What is Todd Hatfield's direct phone number?

Todd Hatfield's direct phone number is +131249*****

What schools did Todd Hatfield attend?

Todd Hatfield attended Denison University.

What are some of Todd Hatfield's interests?

Todd Hatfield has interest in Chicago Meals On Wheels, Chicago Children's Hospital, Chartiable Giving To St, Judes, Salvation Army's Angel Tree Program.

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