About Charles Monahan
Charles “Chip” Monahan has been with Morgan Stanley since 1989. He is a Certified Financial Planner® and focuses on managing discretionary equity portfolios for our high net worth clients. A graduate of Rider University, he has a disciplined wealth management practice and provides strategic investment guidance to 401(k) plan sponsors, trust and special needs clients, business owners and affluent professionals. Chip plays racquetball and loves to attend Phillies, Eagles and Flyers games.
Securities Agent: MA, WA, CT, NY, VA, MN, MD, FL, CO, CA, AZ, NJ, KY, DC, NC, GA, TN, SC, PA, OH, MI, WI, VT, NH, DE, NV, TX; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1297956