Philip Segal

Financial Advisor, Second Vice President, Portfolio Manager at Morgan Stanley

Location
Allentown, Pennsylvania Area
Industry
Financial Services

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Philip Segal's Overview

Current
  • Financial Advisor, Second Vice President at Morgan Stanley Wealth Management
Past
  • Regional Vice President at Capstone Asset Planning
  • Senior Financial Consultant at Merrill Lynch
Education
  • State University of New York at Buffalo
  • State University of New York at Buffalo
Connections

50 connections

Websites

Philip Segal's Summary

Specialties: Retirement Planning
Comprehensive Financial Planning
Portfolio Management

Philip Segal's Experience

Financial Advisor, Second Vice President

Morgan Stanley Wealth Management

Public Company; MS; Financial Services industry

January 1991Present (23 years 9 months)

Regional Vice President

Capstone Asset Planning

October 1987December 1990 (3 years 3 months)

Senior Financial Consultant

Merrill Lynch

Public Company; 10,001+ employees; BAC; Financial Services industry

February 1982September 1987 (5 years 8 months)

Philip Segal's Certifications

  • Chartered Life Underwirter (CLU)

    • American College
    • October 1985
  • Chartered Financial Consultant (ChFC)

    • American College
    • October 1986
  • Chartered Retirement Planning Counselor (CRPC)

    • College for Financial Planning
    • June 2010
  • Retirement Income Certified Profession RICP®

    • American College
    • May 2014

Philip Segal's Education

State University of New York at Buffalo

MLS, Library Science

19721974

State University of New York at Buffalo

BA, Media

19671971

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