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William Smith Cfp®, Cima® Email & Phone Number
Senior Vice President - Investments
at
Morgan Stanley Wealth Management
2 work emails found
@morganstanley.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Vice President - Investments
Location
San Diego County, California, United States
Who is William Smith Cfp®, Cima®? Overview
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Quick answer
William Smith Cfp®, Cima® is listed as Senior Vice President - Investments at Morgan Stanley Wealth Management, based in San Diego County, California, United States. AeroLeads shows a work email signal at morganstanley.com and a matched LinkedIn profile for William Smith Cfp®, Cima®.
William Smith Cfp®, Cima® previously worked as Senior Vice President - Investments, Financial Advisor at Wells Fargo Advisors and Sales Manager at Southwestern Company. William Smith Cfp®, Cima® holds Ba, Foreign Language from Auburn University.
Company email context
Email format at Morgan Stanley Wealth Management
This section adds company-level context without repeating William Smith Cfp®, Cima®'s masked contact details.
*@morganstanley.com
71% confidence
AeroLeads found 2 current-domain work email signals for William Smith Cfp®, Cima®. Compare company email patterns before reaching out.
Profile bio
About William Smith Cfp®, Cima®
Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.This information is intended for use only by residents of AR, AZ, CA, CO, CT, FL, HI, IL, LA, MD, MN, MO, NC, NV, NY, OH, OK, OR, PA, TX, UT, VA, WA, WV.California Insurance Producer License # 0A00814, NMLS # 996487
Listed skills include Financial Advisory, Tax Efficient Strategies, Investment Strategies, Investments, and 9 others.
Current workplace
William Smith Cfp®, Cima®'s current company
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4 roles · 52 years
William Smith Cfp®, Cima® work experience
A career timeline built from the work history available for this profile.
Senior Vice President - Investments
Current© 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.
May 2021 - Present
Senior Vice President - Investments, Financial Advisor
Sep 1980 - May 2021
Sales Manager
Southwestern Company
1974 - 1980
~6 yrs
1 education record
William Smith Cfp®, Cima® education
-
Auburn University
FAQ
Frequently asked questions about William Smith Cfp®, Cima®
Quick answers generated from the profile data available on this page.
What company does William Smith Cfp®, Cima® work for?
William Smith Cfp®, Cima® works for Morgan Stanley Wealth Management.
What is William Smith Cfp®, Cima®'s role at Morgan Stanley Wealth Management?
William Smith Cfp®, Cima® is listed as Senior Vice President - Investments at Morgan Stanley Wealth Management.
What is William Smith Cfp®, Cima®'s email address?
AeroLeads has found 2 work email signals at @morganstanley.com for William Smith Cfp®, Cima® at Morgan Stanley Wealth Management.
Where is William Smith Cfp®, Cima® based?
William Smith Cfp®, Cima® is based in San Diego County, California, United States while working with Morgan Stanley Wealth Management.
What companies has William Smith Cfp®, Cima® worked for?
William Smith Cfp®, Cima® has worked for Morgan Stanley Wealth Management, Wells Fargo Advisors, and Southwestern Company.
How can I contact William Smith Cfp®, Cima®?
You can use AeroLeads to view verified contact signals for William Smith Cfp®, Cima® at Morgan Stanley Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did William Smith Cfp®, Cima® attend?
William Smith Cfp®, Cima® holds Ba, Foreign Language from Auburn University.
What skills is William Smith Cfp®, Cima® known for?
William Smith Cfp®, Cima® is listed with skills including Financial Advisory, Tax Efficient Strategies, Investment Strategies, Investments, Risk Management, Stock Analysis, Wealth Preservation Planning, and Fixed Income Strategies.
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