Travis
Winn

About this Advisor

Travis Winn is a financial advisor based out of Montgomery, Alabama, who has 11 years of experience as a financial advisor. Winn is an employee of Morgan Stanley. Over the course of their career, Winn has held roles at Morgan Stanley Smith Barney, Wynlakes Golf And Country Club, Cornerstone Investment Partners and Morgan Stanley Private Bank, National Association. Winn has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Alabama and Texas. Morgan Stanley is a financial advisory business that has its headquarters in Montgomery, Alabama. The firm has offices in 726 locations and a total of 25,600 employees. It manages $904 billion in total assets between its 1,863,328 accounts, placing it among the largest firms in the nation by assets under management. The firm serves 313 charitable organizations. Of its 1,863,328 accounts, just 1% are associated with high-net-worth investors who have greater than $1 million in assets. The company provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fees usually are based on the services. Fees charged by Morgan Stanley may include asset-based, fixed, commission-based and other fees.