Ms Wanda Falk

Morgan Stanley Smith Barney

Contact Details

Morgan Stanley Smith Barney

Social Links

Bio

As your Financial Advisor, I can help you define and strive to meet your goals by deliverying a vast array of resources to you in the way that is best used to service and protect your investments in a tax efficient manner during your lifetime, as well as after you are gone.

Education

Grand Valley State University
Associates
Business
Received Certificate of Financial Planning
2003 To 2005
Received Certificate of Financial Planning

University of Minnesota
Associates
Business
Also Securities and life and health licenses
Also Securities and life and health licenses

SME Member Since

October 1, 2012

Non-SME Certifications

Advanced Master Gardener- MSU Ext., Securities and Insurance & Annuity Licences

Job History

Morgan Stanley
Associate Vice President, Financial Advisor
March 1994 - present

Morgan Stanley Wealth Management
Associate Vice President
Grand Rapids, MI, United States

Primary Job Title

Wealth Management

Company Website

www.morganstanleysmithbarney.com