Sam Coleman is a Senior Vice President-Investments and Financial Advisor at Morgan Stanley, where they focus on asset allocation, risk management, and financial planning for a select group of ultra-high net worth clients. With a career beginning in 1992 at Kidder Peabody, which was later acquired by PaineWebber and UBS, Sam joined Morgan Stanley in 2013. They hold a BA from Denison University and leverage their extensive investment knowledge to develop customized portfolios and strategies that align with clients' unique goals and circumstances.
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