Caleb Quick, CIMA®, CFP®, is a Senior Vice President and Financial Advisor at Morgan Stanley, a position held since 2013. They specialize in comprehensive financial planning, portfolio management, and retirement plan design, focusing on holistic wealth management for clients. Previously, Caleb worked as a Financial Advisor at Merrill Lynch from 2010 to 2012 and served as a District Manager at Toyota Motor Corporation from 2007 to 2010, where they consulted on sales and customer relations.
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