Senior Vice President Financial Advisor | Certified Financial Planner | Certified Internal Management Accountant@ Morgan Stanley
Knoxville Metropolitan Area
Corey W. Wilson, CFP®, CIMA®
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East Tennessee State University
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Tell me more about Corey W. Wilson, CFP®, CIMA®?
FlashIntel GPTCorey W. Wilson, CFP(r), CIMA(r) is a highly experienced financial professional with 21.9 years of work experience. Based in the United States, Corey has a strong background in portfolio management, retirement planning, and strategic goals. He has worked at Morgan Stanley as a Senior Vice President, Financial Advisor in both the Finance and General Management departments. Morgan Stanley, founded in 1935, is a leading financial services company with a wide range of products and services targeting various industries.
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About
Portfolio Managment, Retirement Planning, Strategic Goals, Financial Planning
Work Experience
Senior Vice President Financial Advisor
Senior Vice President Financial Advisor | Certified Financial Planner | Certified Internal Management Accountant
Financial Services
Corey W. Wilson, CFP®, CIMA®'s Professional Milestones
- Senior Vice President Financial Advisor | Certified Financial Planner | Certified Internal Management Accountant (2002-01-01~): Exceeded performance targets, equipping clients with the expertise and skills to achieve sustainable financial growth.
- Senior Vice President Financial Advisor (2002-01-01~): Driving financial strategies and achieving significant returns for the company's clients.
Education
Bachelors,
Bachelor Of Business Administration,
Finance
1998-01-01-2002-01-01Certification
Colleagues
Carleen Mulholland
Assistant Vice President - Business Service Officer
Patrick Harty
IT Vice President Execution Manager | IT System Owner | Business Analysis | Project Management | Service Interface Design | Database Design | Compliance
Joshua Rounds
Credit Risk Data Control at Morgan Stanley - Vice President / Product Owner
Thomas Tran
Product Owner
Roystone Patrick Dias
AVP | Product Owner | Sub Fleet Lead | Principal Consultant
Other Named Corey W. Wilson, CFP®, CIMA®
Frequently asked questions
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Corey W. Wilson, CFP®, CIMA®'s social media include: Linkedin,
Corey W. Wilson, CFP®, CIMA® works for Morgan Stanley
Corey W. Wilson, CFP®, CIMA®'s role in Morgan Stanley is Senior Vice President Financial Advisor | Certified Financial Planner | Certified Internal Management Accountant
Corey W. Wilson, CFP®, CIMA® works in the industry of Financial Services
Corey W. Wilson, CFP®, CIMA®'s colleagues are Carleen Mulholland,Patrick Harty,Joshua Rounds
Corey W. Wilson, CFP®, CIMA®'s latest job experience is Senior Vice President Financial Advisor | Certified Financial Planner | Certified Internal Management Accountant at Morgan Stanley
Corey W. Wilson, CFP®, CIMA®'s latest education in East Tennessee State University
