Phone: (843) 727-7763. (843) 727-7763. About Me. Kristen is a wealth management executive with leadership responsibilities for the Carolinas Complex at Morgan Stanley. The Carolinas Complex covers the markets of greater Charlotte, South Carolina and parts of Georgia.Location: 6805 Morrison Blvd Ste 400, Charlotte, 28211, NC
At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues. Market Trends. From volatility and geopolitics to economic trends and investment outlooks, stay informed on the key developments shaping today's markets. At Morgan Stanley, we lead with exceptional ideas.
Since Morgan Stanley was founded in New York City in 1935, it has evolved into one of the world's foremost financial institutions. Though headquartered in the United States, Morgan Stanley is a leader in the global integration of financial services.
Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals. Research We offer timely, integrated analysis of companies, sectors, markets and economies, helping clients with their most critical decisions.
For the past 20 years, I have worked in the financial services industry. In 2001, I joined Morgan Stanley, one of the preeminent financial services firms in the country. I proudly serve as the primary Financial Advisor for a select group of successful families, executives, business owners, and retirees in the Carolinas and throughout the country.
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