About Carl W Vail
For over 25 years, Carl has dedicated his career to the field of financial advisory. It has been a remarkable journey, marked by continuous growth and the privilege of helping individuals and families achieve their financial goals. Starting his career at Legg Mason, Carl became a part of the Morgan Stanley family during their merge more than 20 years ago. He became a partner of The Perspective Group at Morgan Stanley in 2024, as a demonstration of his constant desire to provide clients with the best service experience.
As a seasoned financial advisor, Carl has honed his skills and expertise to offer comprehensive financial planning solutions. His mission is to provide clients with peace of mind and a roadmap to financial well-being. Carl takes pride in helping individuals envision their financial future and guiding them step by step toward their desired outcomes. By leveraging his expertise in investment management, retirement planning, tax strategies, and risk management, he strives to optimize clients' financial positions and assist them in achieving their lifelong aspirations.
Throughout his career, he has had the pleasure of developing a thriving practice built on trust, integrity, and a genuine commitment to client success. By providing personalized guidance tailored to each client's unique circumstances, he has fostered long-lasting relationships based on mutual respect and shared objectives.
One of the significant milestones in Carl’s journey was achieving the CERTIFIED FINANCIAL PLANNER™ (CFP) designation. This esteemed credential not only demonstrates his comprehensive understanding of financial planning principles but also underscores his dedication to maintaining the highest professional standards.
Carl is constantly grateful for the trust clients have placed in him over the years and remains committed to providing exceptional financial guidance and unparalleled service.
A native of Montgomery County, Carl remains involved in his community by providing financial literacy education as project of passion. In his free time, Carl enjoys playing tennis, traveling, and spending time with family.
Securities Agent: PA, KS, MS, WV, UT, NY, IA, DE, DC, RI, KY, FL, CO, CA, OK, NH, MA, SC, GA, TX, NC, HI, CT, WA, OR, NJ, NE, AZ, AL, VT, VA, MI, IL, WI, MD, IN, AR, TN, NM, MN, ME, AK, OH, MO; General Securities Representative; Investment Advisor Representative
NMLS#: 1275743