Review SidneyTaylor II, Financial Advisor At Morgan Stanley - Finance in Volusia,Florida,United-states
Why Choose SidneyTaylor II, Financial Advisor At Morgan Stanley In Volusia In Florida
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SidneyTaylor II, Financial Advisor At Morgan Stanley - Finance in Volusia,Florida,United-states
231 N. Woodland Blvd.
Volusia,Others
Florida,United-states - 32720
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Detailed description is I harness Morgan Stanley’s global resources and intellectual capital to help create a financial strategy that works for you. Thank you for visiting my profile. I am a Senior Investment Management Consultant and Financial Advisor with Morgan Stanley, focusing on 401(k), Defined Benefit, and Non-Profit investment consulting. I began my career in the financial services industry in 1999 after graduating with an undergraduate degree and MBA from Stetson University. . . Prior to joining Morgan Stanley, I worked with The Newport Group as a Senior Institutional Investment Consultant, advising approximately $2 billion in assets for many Fortune 1000 companies 401(k), defined benefit, and non-qualified deferred compensation plans. I previously worked for Burgess Chambers & Associates (BCA) as an Institutional Investment Consultant and Chief Compliance Officer; overseeing private wealth assets, public funds, Taft Hartley plans, and non-profit (endowment & foundation) plans. While working with BCA I was an adjunct professor at Stetson University. I have also worked in the money management industry for Trusco Capital Management a $70 billion money management firm, as an equity trader for KCM Capital a long/short hedge fund, and Bank of New York as a Mutual Fund Accountant.. . While my focus has been a career in finance and investments within the public markets, I also have a passion for investing in the private markets. I have purchased, sold, and managed many small businesses; helping me to understand the needs of a business owner. . . Currently I am on the Stetson Business School Foundation board, the Board of Directors for the DeLand Family YMCA, and have previously been a member of Rotary and the Vestry (Board) of St. Barnabas Episcopal Church.. . If you are looking for help with your investments, please feel free to reach out.. . Disclaimers: . © 2017 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via Facebook or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html. . For more information on the designation(s) listed above, go to http://www.morganstanleyfa.com/sidney.taylor/. . NMLS#: 1312742
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