Christopher Zappy, CFA, CFP®

Experience

• 

  Prudential Financial

  Dec 2011 - Nov 2014

  Financial Professional
• 

  J.P. Morgan

  Nov 2014 - May 2016

  Analyst
• 

  Morgan Stanley

  May 2016 - now

  Senior Vice President | Financial Advisor

  Helping to provide comprehensive financial services to high-net-worth clients based on their individual objectives.Portfolio Manager, Lending Specialist, Alternative Investments Director, Workplace Advisor for Equity Compensation, CFA Charterholder, CERTIFIED FINANCIAL PLANNER™"© 2024 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 social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy. MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/christopher.zappy. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html."The investments listed may not be appropriate 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.NMLS#: 1539477CA Insurance License #: 4158093 Show less