
Cmfc Gregory Watts
Greg joined Morgan Stanley in 1981 after receiving a Bachelor of Science degree in Economics from Virginia Tech.... | Roads, Virginia, United States
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Cmfc Gregory Watts’s Emails gr****@ms****.com
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Cmfc Gregory Watts’s Location Roads, Virginia, United States
Cmfc Gregory Watts’s Expertise Greg joined Morgan Stanley in 1981 after receiving a Bachelor of Science degree in Economics from Virginia Tech. He has received the Wealth Advisor designation and is a Chartered Mutual Fund Counselor. As an industry veteran, he brings significant experience and knowledge to the process of helping clients meet their individual financial goals. He has built long term relationships by blending prudent counsel, informed judgment, and sound advice with genuine concern for his clients. His approach is to help clients understand the context of their financial situation, guide them in setting appropriate financial objectives, and work with them in managing their assets to reach their objectives. Modern financial markets are complex and fast-paced, requiring a level of competence and capital beyond the scope of most individual investors. For these reasons, Greg believes that engaging world-class institutional portfolio managers is the most effective and efficient means of accessing global securities markets in a manner that seeks to maximize returns and manage risk. Taking a comprehensive, collaborative approach means actively providing advice and counsel as appropriate and making himself available and accessible when needed. Keeping clients informed, making recommendations, and providing regular portfolio monitoring are all part of the ongoing financial planning and investment management process. Licensed and registered as both an Investment Adviser Representative and a Registered Representative, Greg is also registered with the New York Stock Exchange and the NASDAQ Stock Market. He has served as the Co-Chairman of the Morgan Stanley Financial Advisor Council and as a member of the Morgan Stanley Technology Council. He is a member of the Morgan Stanley Masters Council, an Associate Member of the Association of Christian Economists, and a member of the Omicron Delta Epsilon International Economics Honor Society. He enjoys hiking, fishing, and shooting sports. He serves as a Regional Board Member with Hope International and is active in his church. Greg and his wife, Helene, have two grown children, two grandchildren and live in Virginia Beach. NMLS#: 1290645
Cmfc Gregory Watts’s Current Industry Morgan Stanley
Cmfc
Gregory Watts’s Prior Industry
Morgan Stanley
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Work Experience

Morgan Stanley
Executive Director, Wealth Advisor, Financial Planning Specialist
Sat Aug 01 1981 00:00:00 GMT+0000 (Coordinated Universal Time) — Present