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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

      ©2022 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlNMLS#: 1918450 Show less

  • 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