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Phil Duggan - Morgan Stanley
Houston, Harris

Financing specialist
 : 
Phil Duggan - Morgan Stanley

Houston, Harris

Prices

Contact this professional to discuss your project details and price.
About Phil Duggan - Morgan Stanley
Professional experience
Philip Duggan - Vice President, Financial Advisor - Morgan Stanley Philip Duggan is a seasoned financial professional with extensive experience as a Vice President and Financial Advisor at Morgan Stanley. Based in Houston, Texas, Philip has built a strong reputation for his expertise in portfolio management, retirement income planning, and providing high-level client service. With a deep understanding of the financial landscape, Philip has successfully guided numerous clients towards achieving their financial goals. Whether it's creating a comprehensive retirement plan, managing 401K retirement plans, or ensuring effective estate planning, Philip's expertise in these areas is unmatched. At Morgan Stanley, Philip serves as a Portfolio Management Director, leveraging his knowledge and expertise to develop personalized investment strategies that align with each client's unique financial objectives. He understands the importance of tailoring investment portfolios to meet individual needs, providing clients with peace of mind that their financial future is in capable hands. Philip's dedication to high-level client service is evident in his commitment to building strong and lasting relationships. He believes in establishing a solid foundation of trust, ensuring that clients feel confident in their financial decisions every step of the way. Philip's exceptional communication skills and ability to simplify complex financial concepts make him an invaluable partner for individuals and families seeking financial guidance. As a Retirement Income Specialist, Philip helps clients navigate the complexities of retirement planning, ensuring that they have a secure and comfortable future. He specializes in developing comprehensive retirement income strategies that address both short-term and long-term financial needs, giving clients peace of mind during their golden years. Philip's expertise extends beyond retirement planning, as he is also well-versed in employee benefits and financial planning for businesses. He understands the importance of helping employers provide their employees with the necessary tools and resources to achieve financial success. By offering guidance and comprehensive financial solutions, Philip helps businesses create attractive employee benefit packages that can enhance employee satisfaction and retention. If you are looking for a dedicated and knowledgeable financial advisor in the Houston, Texas area, Philip Duggan at Morgan Stanley is here to help. With his extensive experience and personalized approach, he can assist you in achieving your financial goals, whether it's planning for retirement, managing investments, or optimizing your employee benefits program. Contact Philip Duggan today to take the first step towards financial security and peace of mind. Together, you can create a customized plan that aligns with your unique circumstances and aspirations.

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Location

Houston, Harris (77056)

Important to know

  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
  • English
SpeaksEnglish
Business hours
  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
Speaks
  • English
SpeaksEnglish
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