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John H

Series 63, Series 65

Westwood, MA

Morgan Stanley

John Holland is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its Services Group since 2014. Outside of his advisory role, he serves as a FINRA arbitrator and teaches a digital forensics class at Boston College. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach utilizes structured discovery conversations and analytical tools such as Monte Carlo simulations, offering advisory services without providing individual security recommendations as part of standalone planning.

General estate planning guidance
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