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John W
Series 63, Series 65, Series 66
Bluffton, SC
Morgan Stanley
John Walter is a financial advisor with Morgan Stanley Wealth Management in Bluffton, SC, holding Series 63, 65, and 66 designations and 23 years of industry experience. He previously worked at Bank of America for 23 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools without providing individual security recommendations as part of standalone financial plans.
Gordon H
Series 63, Series 65
Bluffton, SC
Morgan Stanley
Gordon Hamilton III is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 designations and has 39 years of industry experience. His career includes tenures at Citigroup Global Markets and Morgan Stanley Smith Barney before his current role at Morgan Stanley Private Bank. Morgan Stanley Wealth Management provides advisory services and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm employs a structured planning process using firm-approved tools and offers a broad range of investment and financial programs.
Craig R
Series 63, Series 65
Bluffton, SC
Morgan Stanley
Craig Raymond is a financial advisor with Morgan Stanley in Bluffton, SC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.
Justin C
Series 63, Series 65
Bluffton, SC
Morgan Stanley
Justin Carpenito is a financial advisor with Morgan Stanley in Bluffton, SC, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at various Morgan Stanley entities since 2004 and previously at McArthur Financial Services from 1999 to 2003. Outside of his advisory role, he is an officer at Veritasity Labs, LLC, a company developing a behavioral health and wellness smartphone application. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to assist clients in modeling financial outcomes.
Christopher D
Series 63, Series 65
Bluffton, SC
Morgan Stanley
Christopher Dubie is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. His career includes roles at Citigroup Global Markets from 1997 to 2009 and Morgan Stanley Smith Barney since 2009, currently serving at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning through structured processes and firm-approved tools, supporting a wide range of investment and planning needs.
Bruce B
Series 63, Series 65
Bluffton, SC
Morgan Stanley
Bruce Becker is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Becker also serves as an executor for estates and is a partner in a real estate business. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct and corporate financial planning agreements.
John B
Series 63, Series 65
Bluffton, SC
Morgan Stanley
John Bankhead is a financial advisor with Morgan Stanley in Bluffton, SC, holding Series 63 and Series 65 registrations and bringing 35 years of industry experience. His career includes roles at UBS Financial Services Inc. and Morgan Stanley Private Bank, N.A. He has been with Morgan Stanley since 2020. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer-sponsored agreements.
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