Kurt Meyer

Kurt Meyer

Sports and Entertainment Director, Financial Advisor, Family Wealth Director

Followers of Kurt Meyer117 followers
location of Kurt MeyerGreater Phoenix Area

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  • Timeline

  • About me

    Family Wealth Director, Sports and Entertainment Director, Financial Advisor, Senior Portfolio Manager at Morgan Stanley

  • Education

    • UCLA/ASU

      -
      Bachelor of Science in Finance 1986
  • Experience

    • Morgan Stanley

      Oct 1986 - now
      Sports and Entertainment Director, Financial Advisor, Family Wealth Director

      Kurt and his team provide comprehensive family wealth management and investment services to ultra-high net worth investors. He acts as his clients lead advisor and coordinates with their agent, business manager, accountant, and attorney to establish and implement a comprehensive financial plan. This process begins with education, budgeting, structure and planning. It then evolves to branding, career transition, and legacy.Kurt began his financial services career in 1986 as a Financial Advisor working with a host of clients, some of which included athletes and entertainers. Having a brother who works for the NBA, Kurt has worked with coaches, and athletes most of his career and understands the unique challenges for an athlete related to his public persona, erratic income stream, and career evolution.Kurt along with his business partner of 17 years, Ryan Turner, who himself played professional soccer; plan to help change the financial future for young athletes and their families.Morgan Stanley Global Sports & Entertainment is a specialized wealth management division of Morgan Stanley that focuses exclusively on addressing the unique needs of top professionals in the sports and entertainment industry. As a Sports and Entertainment Director, I have the special Senior Portfolio Manager, Financial Planning Specialist, and Financial Advisor©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.htmlNMLS#: 1275719CA Insurance License #: 0B66921 Show less

  • Licenses & Certifications

    • NMLS

      Nationwide Mortgage Licensing System
      Jan 2015
    • California Insurance License

      California Department of Insurance
      Jan 2007