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The Elm Street Group Detail

erickqlee 10 years ago 0
Michael L. Shearin, CFP®
First Vice President, Wealth Management
Financial Advisor
Senior Portfolio Manager
tel: (603) 629-0273
toll-free: (800) 726-6141
fax: (603) 624-8199
Email Me: michael.l.shearin@morganstanley.com
LinkedIn:http://www.linkedin.com/pub/michael-shearin/11/4a/a93


Professional Details
Joined Morgan Stanley in 1992
BS
United States Military Academy
West Point, NY
MS
Personal Financial Planning
City University
California
Series 7, 63, & 65 Life, Accident & Health Licensed
Certified Financial Planner™

Michael L. Shearin, CFP® is licensed in the following state(s): AK, AZ, CA, CO, CT, DC, DE, FL, GA, IN, MA, ME, NC, ND, NH, NJ, NY, RI, SC, TN, TX, UT, VA, VT

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Betsy Bowen, CFP®
Vice President, Wealth Management
Financial Advisor
Portfolio Manager
tel: (603) 629-0271
toll-free: (800) 726-6141
fax: (603) 624-8199
Email Me: elizabeth.a.bowen@morganstanley.com


Professional Details
Joined Morgan Stanley in 1984
BS
Plymouth State University
Plymouth, NH
Recognized on several occasions for excellence in customer service
Series 7, 63, 65 and Life, Accident & Health Licensed
Certified Financial Planner™

Betsy Bowen, CFP® is licensed in the following state(s): AZ, CA, CT, DE, FL, GA, HI, IN, KY, MA, ME, NC, ND, NH, NJ, NY, RI, SC, VA, VT

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Diane D. Murphy, CFP®
Financial Advisor
Financial Planning Specialist
tel: (603) 629-0272
toll-free: (800) 726-6141
fax: (603) 624-8199
Email Me: diane.d.murphy@morganstanley.com
LinkedIn:http://www.linkedin.com/pub/diane-d-murphy/62/413/939


Professional Details
Joined Morgan Stanley in 1998
BA - History
D'Youville College
Buffalo, NY
MS - Applied Management
Lesley University
Cambridge, MA
Series 7, 63 & 65 Accident & Health Licensed
Business Network International
Financial Planning Specialist
Certified Financial Planner™

Diane D. Murphy, CFP® is licensed in the following state(s): AZ, CA, CT, FL, GA, IN, MA, ME, NC, ND, NH, NJ, NY, PA, RI, SC, VA, VT