Marcus Waterbury

Morgan Stanley

 

Member profile details

First name
Marcus
Last name
Waterbury
Company
Morgan Stanley
Logo
Phone
612-340-6755
Description
Our service commitment to you as a client focuses on a continual assessment of your goals, investments and performance. We work to help you identify potential opportunities that simplify your life.

Services Include:
LGBT Planning Services
Financial Planning
Estate Planning Strategies
Retirement Planning
Long Term Care Insurance
Sustainable Investing
Qualified Retirement Plans
401(k) Rollovers
Business Succession Planning
Cash Management
Lending Products
Corporate Retirement Plans
Endowments and Foundations
529 Plans
 

Personal information

Name 2
Marcus Waterbury
Job title
Senior Vice President, Wealth Advisor
 

Contact data

Category
  • Financial Services and Planning
Photo
 Linked members (1)
Name Email Phone
Marcus Waterbury, Morgan Stanley
6123406755

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    2446 University Avenue West, Suite 112

    St. Paul, Mn  55114

    Quorum is a Minnesota 501(c)6 non-profit organization.

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