Dvora Lange Callahan

Experience

• 

  Merrill Lynch

  Apr 1996 - Feb 2009

  Vice President
• 

  Morgan Stanley Wealth Management

  Feb 2009 - now

  Financial Advisor, First Vice President

  My wealth management process uses asset allocation and risk tolerance as cornerstones to construct a strategic plan for investing. We create that strategy together, defining objectives and an implementation plan that is personalized. I work with my clients to structure a portfolio to meet such needs as cash management, retirement planning and estate planning strategies.© 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.htmlFor more information on the designations listed above, go to: http://www.morganstanleyfa.com/dvora.callahanThe 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.Asset allocation does not guarantee a profit or protect against a loss in a declining financial market.Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services. Show less