Steven D Headrick
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 highly seasoned and respected investment professionals, a premier trading and execution platform, and a full spectrum of investment choices.
About Steven D Headrick
Steve focuses on developing strategies for individuals, families, and businesses to help them meet their financial goals. He joined Morgan Stanley in December 2012 after nearly 3 years as a Financial Advisor with Merrill Lynch in the Ithaca, NY office. He holds the Certified Financial Planner® designation, Corporate Retirement Director designation, and the Portfolio Manager designation.
Prior to working in the financial services industry, Steve served for over 10 years on active duty in the United States Navy as an officer and instructor pilot in multiple aircraft. He is involved in the local community as a member of the Tompkins County Estate Planning Council and as a member of the Ithaca Lions Club. He also served as the former President of the Downtown Ithaca Alliance and as the former Vice President of the Tompkins County Library Foundation Board and is an alumnus of Leadership Tompkins.
Steve is married, lives with wife Kathryn in Ithaca, and has two adult children. Securities Agent: NM, CA, WA, NJ, MT, MO, KS, FL, CT, AL, TX, TN, NC, ME, KY, WV, WI, IL, HI, WY, NH, LA, GA, NV, MI, MD, IN, VA, PA, MN, ID, AZ, UT, SC, OR, VT, DC, RI, NY, MS, CO, AR, OH, MA, IA, DE; General Securities Representative; Investment Advisor Representative NMLS#: 579920 CA Insurance License #: 0I35859
NMLS#: 579920
CA Insurance License #: 0I35859
Location
Portfolio Insights
Retirement for Plan Sponsors
We can provide the tools and guidance to help you manage a retirement plan.
- Plan Evaluation
- Investment Management
- Plan Management Support
- Plan Participant Education
Financial Wellness
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
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.
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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.
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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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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