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Charles W
Series 63, Series 65, Series 66
Sterrett, AL
Morgan Stanley
Charles West II is a financial advisor with Morgan Stanley who holds Series 63, 65, and 66 licenses and has 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, West participates in community activities as a member of the Finance Committee for the Black Chamber of Commerce of Palm Beach County and assists with property rehabilitation projects related to agriculture and real estate through a family enterprise in Alabama. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services, utilizing structured discovery processes and firm-approved tools to tailor plans to client needs.
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