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About this Advisor
Theresa Williams is a certified financial planner operating out of Orlando, Florida, who has been in the industry for 16 years. Williams works at Morgan Stanley. During their career, the advisor has held roles at Wachovia Bank, N.A, Wachovia Securities, LLC, Wells Fargo Advisors LLC, Morgan Stanley Private Bank, N.A and Morgan Stanley. Williams has Series 63 and Series 66 licenses, certifying them as a securities agent, and is approved to work in Florida and Texas. Morgan Stanley is a financial advisory firm based in Orlando, Florida. The firm has offices in 702 locations and a total of 26,000 people on staff. It manages $735 billion in assets between its 1,724,668 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 283 charities and foundations. The business provides a broad set of services, such as 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 largely are based on the financial services provided. Fees charged by Morgan Stanley may include asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Morgan Stanley Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Theresa Williams Work History
Theresa has 16 years of experience.
Morgan Stanley Private Bank, N.A
Wells Fargo Advisors LLC
Wachovia Securities, LLC
Wachovia Securities, LLC
Wachovia Bank, N.A
Theresa Williams has no disclosures.
Please visit their SEC profile for more details.