About Patrick Curtin
Patrick M. Curtin, CFP®
Senior Vice President
Portfolio Management Director
Wealth Advisor
As a Certified Financial Planner (CFP®) and Wealth Advisor at Morgan Stanley with over 25 years of experience, I focus on providing strategic financial guidance tailored to each client’s unique needs. My experience encompasses portfolio construction, family wealth management, security selection, retirement and college planning, and intergenerational wealth transfer. I am committed to crafting customized investment strategies that align with my clients’ goals.
My proficiency spans a wide range of financial instruments including common stock, American Depository Receipts (ADRs), and exchange-traded funds. I am well-versed in fixed income instruments, including corporate bonds, commercial paper, municipal bonds, U.S. Treasury securities, and government agency securities. Additionally, I have a strong background in derivatives, including equity options, foreign currency and index options, and managed futures.
Leveraging Morgan Stanley’s extensive financial planning resources and the expertise of our network of analysts, strategists, economists, and specialists, I am dedicated to delivering comprehensive solutions for my clients. I have successfully managed and supervised the financial assets of corporate executives, profit-sharing plans, pension plans, trusts, and corporations, and am honored to serve current and former employees of Morgan Stanley and other financial institutions.
Outside of my professional life, I enjoy spending time with my family, reading, running, cycling, traveling, and listening to podcasts.
Securities Agent: KY, WY, NJ, OK, MT, AR, MA, CT, NE, WA, HI, OR, MO, MN, LA, MD, KS, FL, ND, NC, MI, CO, CA, WI, DC, AL, TN, PA, NM, VA, OH, IN, TX, NY, NV, IL, GA, AZ, ME, SC, AK, IA, MS, ID, NH, UT, DE; General Securities Representative; Investment Advisor Representative
NMLS#: 1482023