Profiel
Mr. David L.
Starkey is a Managing Director of Wealth Management, Wealth Advisor & Senior Portfolio Management Director at Morgan Stanley Smith Barney LLC.
With over thirty years in the investment advisory business, he brings a keen eye for managing client assets.
Mr. Starkey is multi-year winner of Morgan Stanley’s highest recognition levels, most recently repeating an appointment to the prestigious President’s Club.
Having worked together with individuals and families for nearly thirty years, he has experienced nearly every cycle of the financial markets and is able to navigate through different opportunities and challenges for client portfolios.
He believes in disciplined and diversified investing, and that every client has their own unique financial goals and objectives.
He received his undergraduate degree from Western Michigan University.
Eerdere bekende functies van Dave Starkey
Bedrijven | Functie | Einde |
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Morgan Stanley Smith Barney LLC (Investment Management)
Morgan Stanley Smith Barney LLC (Investment Management) Investment ManagersFinance Morgan Stanley Smith Barney LLC (Investment Management), dba Morgan Stanley Wealth Management (MSWM), is the investment management division of Morgan Stanley Smith Barney LLC, a registered broker-dealer headquartered in Purchase, New York. The firm was founded in 2009 and is ultimately owned by Morgan Stanley (NYSE: MS). MSWM provides investment advisory program to individuals, trusts, banking or thrift institutions, pension and profit-sharing plans, plan participants, other pooled investment vehicles, charitable organizations, corporations, other businesses, state or municipal government entities, investment clubs and other entities. | Portefeuillebeheerder-Aandelen | 05-11-2019 |
Opleiding van Dave Starkey
Western Michigan University | Undergraduate Degree |
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Morgan Stanley Smith Barney LLC (Investment Management)
Morgan Stanley Smith Barney LLC (Investment Management) Investment ManagersFinance Morgan Stanley Smith Barney LLC (Investment Management), dba Morgan Stanley Wealth Management (MSWM), is the investment management division of Morgan Stanley Smith Barney LLC, a registered broker-dealer headquartered in Purchase, New York. The firm was founded in 2009 and is ultimately owned by Morgan Stanley (NYSE: MS). MSWM provides investment advisory program to individuals, trusts, banking or thrift institutions, pension and profit-sharing plans, plan participants, other pooled investment vehicles, charitable organizations, corporations, other businesses, state or municipal government entities, investment clubs and other entities. | Finance |