John T. Souther, CFA®, CFP®*

John t. souther, cfa®, cfp®*

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Followers of John T. Souther, CFA®, CFP®*309 followers
  • Timeline

  • About me

    Senior Vice President |Senior Investment Management Consultant | Financial Advisor with The Hanover Group at Morgan Stanley

  • Education

    • College of the holy cross

      1994 - 1998
      B.a.
    • St. joseph's preparatory school

      1990 - 1994
  • Experience

    • Morgan stanley

      Sept 2002 - now
      Senior vice president | financial advisor | senior investment management consultant

      ©2023 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.html The investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.Asset Allocation does not assure a profit or protect against loss in declining financial markets. Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third‐party corporate trustee.For more information on the designation(s) listed above, go to http://www.morganstanleyfa.com/hanovergroupNMLS#: 178838 Show less

  • Licenses & Certifications

    • Nmls

      Nationwide mortgage licensing system
      Feb 2015
  • Honors & Awards

    • Awarded to John T. Souther, CFA®, CFP®*
      2023-2025 Forbes Best-In-State Wealth Management Teams Forbes.com Forbes Best-In-State Wealth Management TeamsSource: Forbes.com (Awarded 2023 - 2025) Data compiled by SHOOK Research LLC based 12-month time period concluding in Jan of year prior to the issuance of the award.Award Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure.html
    • Awarded to John T. Souther, CFA®, CFP®*
      2025 Forbes Best-In-State Wealth Advisors Forbes.com 2025 Forbes Best-In-State Wealth Advisors – Source: Forbes (Awarded April 2025). Data compiled by SHOOK Research LLC based for the period 6/30/23 – 6/30/24.Award Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure.html