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MEMBER PROFILE

 

Andrew King

Morgan Stanley

 

Member profile details

Membership level
New Jersey Individual
First name
Andrew
Last name
King
Title
Senior Vice President
Company
Morgan Stanley
XPX Chapter Email Lists
  • Connecticut - Fairfield County News & Events
  • New Jersey News & Events
  • New York News & Events
 

CONTACT INFORMATION

City
Westfield
State
New Jersey
 

PROFILE INFORMATION

Call me when
You are seeking wealth advisor who is an expert in financial planning and investing for business owners and is a Certified Exit Planning Analyst.
Profession
  • Wealth Manager
Functional Expertise
  • Capital markets
  • Cash management
  • Investments
  • Retirement
Client Industry(ies)
  • Financial Services
  • Health/Pharma/Biotech
  • Real Estate/Construction
  • Software/Internet
  • Travel/Recreation/Leisure
Professional Certification(s)
CFA, CEPA
Transition Planning Certification or Methodology
CEPA
In Business Since
2007
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