Scott Phelan with Morgan Stanley and David and Bobby Kim with Breakers Korean BBQ

26/01/2017 37 min
Scott Phelan with Morgan Stanley and David and Bobby Kim with Breakers Korean BBQ

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Episode Synopsis

Scott Phelan/Morgan Stanley Scott Phelan has over 20 years of financial advising and planning experience. Currently, he is Senior Vice President, Portfolio Management Director & Financial Advisor with Morgan Stanley where his focus is wealth building for high net worth individuals and corporate clients. His core competencies include estate, retirement, insurance and income tax planning. [...]

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