Michael Platte

Michael Platte

Senior Vice President

Followers of Michael Platte1000 followers
location of Michael PlatteColumbus, Ohio Metropolitan Area

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  • Timeline

  • About me

    Senior Vice President | Wealth Advisor at Morgan Stanley

  • Education

    • University of Dayton

      1990 - 1994
      Bachelor of Science Finance Finance

      Activities and Societies: Varsity Football

  • Experience

    • McDonald Investments

      Jan 2000 - Jan 2007
      Senior Vice President
    • UBS Financial Services

      Jan 2007 - Oct 2019
      Senior Vice President - Branch Manager
    • Morgan Stanley

      Oct 2019 - now
      Senior Vice President | Branch Manager | Wealth Advisor

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  • Licenses & Certifications

    • Chartered Retirement Plans Specialist, CRPS®

      College for Financial Planning
      Jan 2018
  • Honors & Awards

    • Awarded to Michael Platte
      Forbes 2018 Best-In-State Wealth Advisors Forbes Feb 2018 ​Forbes Best-In-State Wealth AdvisorsSource: Forbes.com (Feb 2018) Data compiled by SHOOK Research LLC based on time period from 6/30/16 - 6/30/17. https://www.morganstanley.com/disclosures/awards-disclosure.html