Josh Larsen

Experience

• 

  Merrill Lynch

  Feb 2011 - May 2013

  Financial Advisor
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  MORGAN STANLEY PRIVATE BANK NA

  May 2013 - Jun 2015

  Assistant Vice President, Associate Private Banker

  Accountable for the growth of mortgage and security based lending in the Midwest Region. Helped role out our cash management strategy to advisors and support staff. Primarily focused in Michigan, Ohio, Kansas.

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  Morgan Stanley

  May 2015 - Jun 2020

  Vice President, Associate Complex Manager

  Associate Complex Manager of the Greater MI Complex; comprised of 12 offices across the state. The offices generate 115 million in revenue. Accountable for organizational growth through recruiting and retention. Playing a lead role in improving the proficiency of our Financial Advisors and providing local connectivity to the vast resources of the Firm.Disclaimers: Josh Larsen may only transact business in states where he is registered or excluded or exempted from registration: http://brokercheck.finra.org/Individual/Summary/4716987 Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Josh Larsen is not registered or excluded or exempt from registration. © 2020 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 Show less

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  Citizens

  Jun 2020 - now

  In this role I will be working with leaders and advisors to develop and grow the wealth management business. This will be done through a client-first planning approach.

  • Practice Management and Productivity sales coach

    Apr 2022 - now

  • Vice President, Sr Regional Sales Manager CSI

    Jun 2021 - Apr 2022

  • Vice President, Premier Advisory Regional Manager MI/OH

    Jun 2020 - Jun 2021