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MEMBER PROFILE

 

Geal Talbert

Morgan Stanley

 

Member profile details

Membership level
Hawaii Sponsor
First name
Geal
Last name
Talbert
Title
Senior Vice President - Financial Advisor
Company
Morgan Stanley
 

XPX ROLE

Leadership Role
Membership Chair, Launch Committee
 

CONTACT INFORMATION

City
Honolulu
State
Hawaii
 

PROFILE INFORMATION

Call me when
your client wants to know how long their money will last, to confirm their assets will pass effectively and efficiently to their heirs.
Why I/we support XPX
To meet other business advisors and learn about their client solutions.
Profession
  • Wealth Manager
Functional Expertise
  • Exit/Transition Planning
  • Family business
  • Investments
  • Lending
  • Retirement
Client Industry(ies)
  • Business Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Real Estate/Construction
  • Retail
  • Software/Internet
Professional Certification(s)
CFP®, CLU®, CEPA®
Transition Planning Certification or Methodology
CEPA®
In Business Since
1986
How to contact
808-525-7993
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