Karl's impressive career at Morgan Stanley spans nearly two decades and has built him a reputation for his exceptional expertise and commitment to providing comprehensive financial solutions. He is a highly accomplished financial professional currently holding the position of Vice President, Financial Advisor, Senior Portfolio Manager, and Financial Planning Specialist in the Litchfield Hills Group. In this multifaceted role, he leverages his extensive expertise to assist clients in achieving their financial objectives by offering personalized financial guidance and strategies tailored to their unique needs. Karl can assist with a broad range of financial planning, but his specialty lies in financial planning and wealth preservation in retirement.
Karl's educational background reflects his dedication to continuous learning and professional growth. He graduated from St. Norbert College with a Bachelor of Business Administration (BBA) in International Business in 1997. Later, he pursued an MBA in Investment Management from the University of Wisconsin - Milwaukee, further enhancing his knowledge and skills in the field.
In addition to his academic achievements, Karl holds various licenses and certifications that attest to his proficiency in the financial industry. He earned the Certified Financial Planner™ (CFP) designation in July 2008, which is one of the most rigorous certifications for financial planning knowledge. He continued to expand his comprehension in the wealth management field by being granted the Certified Portfolio Manager (CPM) designation from Columbia University in May 2011. Finally, he is also registered with the Nationwide Mortgage Licensing System (NMLS). These credentials exemplify Karl's commitment to maintaining the highest standards of professionalism and providing his clients with well-informed advice.
Throughout his career, Karl Anderson has demonstrated an unwavering commitment to his clients' financial success. With his broad range of skills, extensive experience, and dedication to providing exceptional service, he continues to make a significant impact in the field of financial services at Morgan Stanley.
Karl lives in Ridgefield, Connecticut with his wife, a native of Vienna, Austria, and his 3 boys. Karl enjoys learning about history and geography. He also likes to keep in shape by running marathons.
Services Include
- Wealth Management
- Retirement Planning
- Annuities
- Cash Management and Lending ProductsFootnote4
- 401(k) Rollovers
- Fixed Income
- Long-term Care Insurance
- Corporate Retirement Plans
- Financial Planning
- Estate Planning Strategies
Securities Agent: CA, AR, WI, VI, MN, IL, IA, CT, VT, VA, UT, TN, AZ, DC, TX, NV, NC, MI, ME, FL, OK, ND, MO, GA, PA, MT, MA, DE, AL, WV, NH, WA, NY, OR, NM, LA, IN, SC, OH, NJ, NE, MD, CO; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1261897