We believe success in achieving important financial goals starts with a comprehensive wealth strategy. We will help you define what is most important to you and then formulate the strategies that are suited for your needs and goals, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals. With experience spanning decades and several economic cycles, our focus is helping our clients achieve their goals. Our team works with each of our clients taking advantage of the intellectual capital at Morgan Stanley and using the vast array of tools at Morgan Stanley, including financial planning, customized portfolio construction and management, wealth transfer, asset protection and risk mitigation.
David Livingston is one of a small number of Morgan Stanley advisors who have earned the Chartered Financial Analyst™ designation. Within the portfolio management program he has earned the title of senior portfolio manager. As a Financial Advisor, David is eminently qualified to provide highly personalized wealth management services to his clients.
David Livingston has been a Chartered Financial Analyst™ since 2002. He has an MBA in Finance from New York University and Graduated from Washington University with a BA in Psychology and a double minor in Economics and Business. He is a member of the CFA® Institute, the New York society of Security Analysts and an active member of the NYSSA Investment Strategy Committee.
He currently holds the following registrations; 7,23,66 and Life and Health Insurance.
Services Include
- Asset Management
- Retirement Planning
- Professional Portfolio Management
- Business Succession Planning
- Estate Planning Strategies
- Alternative Investments
- Financial Planning
- Life Insurance
- Long Term Care Insurance
- 401(k) Rollovers
- Cash Management
- Fixed Income
- Lending Products
- 529 Plans
Securities Agent: UT, HI, MO, OR, NJ, SC, WA, DC, WI, VT, VA, TX, RI, PR, PA, OH, NY, NV, NH, NC, MS, MN, MI, ME, MD, MA, IN, IL, GA, FL, DE, CT, CO, CA, AZ, AK; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1437897