Paul Leuthold, CFP®

Paul Leuthold, CFP®

Credit Manager

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  • Timeline

  • About me

    First Vice President, Financial Advisor at Morgan Stanley

  • Education

    • Loyola University Maryland

      2004 - 2008
      Bachelor of Business Administration
    • Iona Preparatory School

      2000 - 2004
  • Experience

    • Wells Fargo

      Jun 2008 - May 2011
      Credit Manager
    • Morgan Stanley Wealth Management

      May 2011 - now
      First Vice President, Financial Advisor, Workplace Advisor - Equity Compensation

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  • Licenses & Certifications

    • Nationwide Mortgage Licensing System

      NMLS
    • CERTIFIED FINANCIAL PLANNER™

      CFP Board
      Sept 2015