Excellence in Developing Personalized Investment and Financial Strategies for You ^ Financial Advisor
TETRA Technologies, Inc. is a geographically diversified oil and gas services company
I am pleased to offer Morgan Stanley's best in the industry solutions and services to my clients, always with an eye on the value and cost equation - Investment offerings ^ Professional money managers ^ ETFs and Mutual Funds ^ Alternative investments; eg, private equity ^ Structured investments ^ Tax-exempts ^ Annuities, private pension plans - Financing and cash management - Financial planning - Long term care and other insurance programs - 401(k) plans and other corporate retirement plansMy service relationship with you can be holistic or directive, but it is always founded on earned trust - Trust that both I and Morgan Stanley are committed to honor in all of our service responsibilities to you Having served as a C-Suite executive and a CPA, Partner, Deloitte, it is natural that my clientele includes other professionals and executives, extending to their business financial affairs and corporate retirement plans - My practice also includes retirees and those looking forward to enjoying retirement as well as those looking for just the best in Wealth Management servicesI welcome the opportunity to listen to you, learn your goals and enable you to benefit from the professional care and experience that Morgan Stanley and I will bring to your personal attentionI am always glad to do the heavy lifting to earn your trust and to build a professional service relationship with youOur professional service relationship can start with a Financial Plan, a Portfolio Review or just your directive to help you accomplish your specific financial goals
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