Marshall Friedman
Financial Advisor
Direct:
(704) 442-3429(704) 442-3429
My Mission Statement
Wealth planning solutions for your life and legacy using customized investment and financial strategies
My Story and Services
As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Marshall Friedman serves as a Financial Advisor at Morgan Stanley and is a partner in The Paclantic Group. Mr. Friedman’s extensive experience in finance and client service bolsters his abilities to provide premium service to his clients including investment management, estate & legacy planning and developing tailored financial plans based on the unique needs of each client and their families.
Prior to joining Morgan Stanley, Mr. Friedman served as the CFO of a family office where he oversaw the financial operations of several operating businesses and performed diligence and analysis to drive overall investment strategy.
Previously, Mr. Friedman was an investment banker at Houlihan Lokey where he executed sell side and capital raise mandates for his clients. His responsibilities included all aspects of the deal process, including financial modeling, performing due diligence, creating marketing materials, and coordinating deal execution.
Before joining Houlihan Lokey, Mr. Friedman worked in Business Development and Marketing for Alibaba Group where he worked with international brands to reach Chinese consumers through China’s largest brands and retail platform, Tmall.com and attracted and educated international buyers to conduct business on the world’s largest wholesale trade platform, Alibaba.com.
Mr. Friedman is also a commercial real estate investor with a focus on multifamily and RV parks.
Mr. Friedman holds a B.S. in Business Administration and a minor in Chinese from the University of North Carolina at Chapel Hill and an MBA from Duke University’s Fuqua School of Business.
Outside of the office Mr. Friedman spends his time with his wife and two kids, loves cooking and entertaining friends and family, and is an avid snowboarder. Mr. Friedman is fluent in Mandarin Chinese.
Marshall Friedman serves as a Financial Advisor at Morgan Stanley and is a partner in The Paclantic Group. Mr. Friedman’s extensive experience in finance and client service bolsters his abilities to provide premium service to his clients including investment management, estate & legacy planning and developing tailored financial plans based on the unique needs of each client and their families.
Prior to joining Morgan Stanley, Mr. Friedman served as the CFO of a family office where he oversaw the financial operations of several operating businesses and performed diligence and analysis to drive overall investment strategy.
Previously, Mr. Friedman was an investment banker at Houlihan Lokey where he executed sell side and capital raise mandates for his clients. His responsibilities included all aspects of the deal process, including financial modeling, performing due diligence, creating marketing materials, and coordinating deal execution.
Before joining Houlihan Lokey, Mr. Friedman worked in Business Development and Marketing for Alibaba Group where he worked with international brands to reach Chinese consumers through China’s largest brands and retail platform, Tmall.com and attracted and educated international buyers to conduct business on the world’s largest wholesale trade platform, Alibaba.com.
Mr. Friedman is also a commercial real estate investor with a focus on multifamily and RV parks.
Mr. Friedman holds a B.S. in Business Administration and a minor in Chinese from the University of North Carolina at Chapel Hill and an MBA from Duke University’s Fuqua School of Business.
Outside of the office Mr. Friedman spends his time with his wife and two kids, loves cooking and entertaining friends and family, and is an avid snowboarder. Mr. Friedman is fluent in Mandarin Chinese.
Securities Agent: OH, SD, NV, MN, WY, WA, MS, ID, AK, RI, PA, MD, KY, DE, WV, VA, TX, NY, GA, CT, AZ, WI, UT, TN, KS, SC, NC, MO, LA, VT, VI, MA, HI, NM, NJ, MI, DC, CA, NE, ND, ME, IN, FL, CO, AR, AL, PR, OR, OK, NH, MT, IL, IA; General Securities Representative; Investment Advisor Representative
NMLS#: 2677281
NMLS#: 2677281
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
6805 Carnegie Blvd
Ste 400
Charlotte, NC 28211
US
Direct:
(704) 442-3429(704) 442-3429
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact Marshall Friedman today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
