
Steve Warfield
Vice President/Financial Advisor/Portfolio Manager

Connect with Steve Warfield to Send Message
Connect
Connect with Steve Warfield to Send Message
ConnectTimeline
About me
Senior Vice President | Financial Advisor | Senior Portfolio Manager at Morgan Stanley
Education

Wichita State University
1975 - 1981Bachelors Business Administration - Emphasis in AccountingActivities and Societies: Member of Delta Upsilon Fraternity
Experience

Morgan Stanley
Oct 1990 - nowVice President/Financial Advisor/Portfolio Manager© 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 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#: 1316561CA Insurance License #: 0I30355 Show less
Licenses & Certifications

NMLS#1316561
Nationwide Multistate Licensing System & RegistryMar 2015
Honors & Awards
- Awarded to Steve Warfield2024 Best-In-State Wealth Management Teams Forbes Jan 2024 Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22-3/31/23.https://www.morganstanley.com/disclosures/awards-disclosure.html
Recommendations

Celia rosario león
Graduated in Business Administration and Management. Master Marketing and Digital Communication. Soc...Seville, Andalusia, Spain
Jessica avella
Resource Manager en HugeColombia
Faizal alfarizhi
civil inspector at PT. Agung Sedayu GroupJakarta, Jakarta, Indonesia
Muhammad mushfiqur rahman
Senior Software Engineering Manager-QA | ISTQB®Certified Tester, JMeter & Robot Framework expert, AC...Bangladesh
Saiyam jhamb
Software Developer at ION | 2020 GraduateHisar, Haryana, India_Burke.webp)
Sara (laitusis) burke
Field Application Scientist and Product Manager at InvitaeNew York City Metropolitan Area
Rocky tung
Logistics SpecialistGreater Cheshire West and Chester Area
Brad harmon
WalkMe DeveloperColorado Springs, Colorado, United States
Mary mead
Risk Manager at Suncorp Group | Operational Risk | Internal Audit | Project Risk | Control Assessmen...Brisbane, Queensland, Australia
Gustavo ceballos sánchez
Technical Specialist 1, Substation Engineering Design at LUMA EnergyPuerto Rico
Jovita d'souza
Senior Insurance Technician - Commercial Risk and Captive Insurance Management | Aon Guernsey |United Kingdom
Dana lin
User Experience ResearcherSan Francisco Bay Area
Kristine dyre
Cand. scient. i Teknoantropologi • Businessanalyst • Seniorkonsulent • Forandringsledelse • Implemen...Copenhagen, Capital Region of Denmark, Denmark
Dipneet singh gujral
Information Technology Security Risk Analyst | Ex-IT Technical Account Manager | Ex-IT Service Desk ...West Delhi, Delhi, India
Peter kennedy
Data Analyst with extensive experience developing reports for Financial, Manufacturing, and Supply C...Bellevue, Washington, United States
Jack sheaffer
Chief Operating OfficerDallas-Fort Worth Metroplex
Laura porcello, msed, lmsw
TeacherNew York City Metropolitan Area
Laura k.
Accountant and financial mindset coach helping small business owners balance their books and their l...United States
Anna axen
CFO | Business Partner | Leader/Manager | People passion | Investor | Board memberHelsingborg, Skåne County, Sweden
Pim kuijten
Eigenaar/docent Veiligheid bij Pim bhv plus (BHV - EHBO.) Hoofd bedrijfshulpverlening / Preventiemed...Nuenen, North Brabant, Netherlands
...