Financial Advisor@ Morgan Stanley
Columbia, South Carolina, United States
Virginia Roach
GET FULL PROFILE 
Hammond School
Real-Time AI Research
FlashIntel GPT
Tell me more about Virginia Roach?
FlashIntel GPTVirginia Roach is a highly experienced financial professional with 13.2 years of work experience. She specializes in strategic financial planning, financial advisory, investments, risk management, and banking. Based in the United States, Virginia believes in achieving important financial goals by defining and implementing comprehensive wealth strategies. She is the Financial Advisor at Morgan Stanley, where she helps clients define their financial needs and formulate strategies that meet their needs. With a background in management training and private banking, Virginia brings a wealth of expertise to her role.
For inquiries about Phone Number and Email, please click here Unlock Contact
Emails and Phone Numbers
About
I believe success in achieving important financial goals starts with a comprehensive wealth strategy. The Roach Group at Morgan Stanley will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.
Work Experience
Financial Advisor
Financial Services
Virginia Roach's Professional Milestones
- Financial Advisor (2015-01-01~): Provided expert financial advice, optimizing company profitability and driving financial success.
- Management Training Program (2010-07-01~2011-04-01): Producing and maintaining comprehensive training programs to enhance employee skills and improve operational efficiency.
Education
Economics,
Bachelors,
Bachelor Of Arts
1994-2006Skill
Strategic Financial Planning
Financial Advisory
Investments
Risk Management
Banking
Planning
Finance
Loans
Financial Analysis
Deposits
Asset Managment
Retirement Planning
Financial Planning
Certification
Colleagues
Mohammed El Salti, CBAP, ITIL, LSSGB
Consultant | Cybersecurity & Technology Enthusiast | Certified Business Analyst | Product Owner | Agile Facilitator | Relationship Builder
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
Thomas Tran
Product Owner
Poonam Dighe
Account Client Product System Product Owner, working with Pride Technologies as Consultant and deputed at Morgan Stanley
Other Named Virginia Roach
Frequently asked questions
We found 2 Virginia Roach's email addresses
We found 4 Virginia Roach's phone numbers
Virginia Roach works for Morgan Stanley
Virginia Roach's role in Morgan Stanley is Financial Advisor
Virginia Roach works in the industry of Financial Services
Virginia Roach's colleagues are Mohammed El Salti, CBAP, ITIL, LSSGB,Carleen Mulholland,Patrick Harty
Virginia Roach's latest job experience is Financial Advisor at Morgan Stanley
Virginia Roach's latest education in Hammond School
