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David M
CFP®, Series 63, Series 65
Bigfork, MT
Morgan Stanley
David Meeks is a CFP® professional with 39 years of industry experience, currently serving as a financial advisor at Morgan Stanley. He previously worked at UBS Financial Services for 20 years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and strategies supported by firm-approved tools and research.
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