CD
Morgan StanleyFirm websiteCollin David Shapiro
Financial Advisor, Financial Planning Specialist
Buffalo, New York
Request introductionPeople. Expertise. A place to start.Find your next
Find your next
great conversation.
Explore advisors, brokers, and financial professionals. Search by name, location, or firm, then request an introduction or use the published business contacts in their profile.
63,717professional profiles
32,102 with email
17,100 with phone
1,083 professionals matching “Planning Specialist”
Search relevanceCM
Morgan StanleyFirm websiteConner McGee
Alternative Investment Director, Financial Advisor, Insurance Planning Director, Managing Director, Portfolio Manager, Senior Vice President
New York, New York
Request introductionCF
Morgan StanleyFirm websiteConnor Frederick O'Neill
Financial Advisor, Financial Planning Specialist
New York, New York
Request introductionCG
Voya Financial Advisors, Inc.Conor Gene Moore
Financial Planning Consultant
Tolland, Connecticut
Request introductionCJ
Morgan StanleyFirm websiteConor John Maccourtney
Director - Global Sports and Entertainment, Financial Advisor, Financial Planning Specialist, Senior Vice President - Wealth Management
New York, New York
Request introductionCD
Morgan StanleyFirm websiteCorey David Lev
Financial Advisor, Financial Planning Specialist, Senior Vice President
Garden City, New York
Request introductionCL
Morgan StanleyFirm websiteCourtney Lisecki
Financial Advisor, Financial Planning Specialist, Portfolio Management Director, Senior Vice President - Wealth Management
New York, New York
Request introductionCL
Morgan StanleyFirm websiteCynthia Louise Miller
Financial Advisor, Financial Planning Specialist, Vice President, Wealth Advisor
Short Hills, New Jersey
Request introductionCS
Woodbury Financial Services, Inc.Cynthia Starr Spekhart
Financial Planner
Bridgewater, New Jersey
Request introductionDC
Purshe Kaplan Sterling InvestmentsDamian Christian Rothermel
Financial Planner
Albany, New York
Request introductionDC
Merrill Lynch, Pierce, Fenner & Smith IncorporatedFirm websiteDaniel C Kargus
Assistant Vice President, Wealth Planner
New York, New York
Request introductionDD
Morgan StanleyFirm websiteDaniel D Moerschell
Financial Advisor, Financial Planning Specialist, Portfolio Management Director, Senior Vice President
Saratoga Springs, New York
Request introductionDirectory inclusion is informational. Imported affiliations and business contacts come from a historical source and may have changed. About the data
Start closer to home.
Explore the directory one state at a time.