Scott Taggart Email & Phone Number | As a Financial Advisor with The Borel Group at Morgan Stanley, I build long-term relationships with clients, their families and their needs. Our mission is to become stakeholders their lives and to see them succeed. I have spent my professional career in the field of financial services and as a Marine Corps Intelligence Officer. I work on a team that helps high-net worth clients, corporate executives, and small business owners with their investments and retirement so they can spend time on their careers and families. We help our clients through adhering to our five step wealth management approach. We get to know them and develop an understanding of their current situation and financial goals. We conduct an analysis of their situation and tailor solutions to help them achieve their objectives. We then implement and execute a financial strategy specific to their individual needs. Our on-going commitment is to monitor their progress and recommend adjustments to help keep them on track. As a gold standard in wealth management, Morgan Stanley provides my team and I with access to top level research and we deliver advice on a wide range of financial products and markets. Our Global Investment Analysis Team (GIMA) and Global Investment Committee (GIC) provide advice and analysis that we utilize to provide clients with a strategic blend of assets aligned with your specific goals. CA Insurance Lic. #4137969 NMLS #2187146

Scott Taggart

As a Financial Advisor with The Borel Group at Morgan Stanley, I build long-term relationships with...
San Francisco Bay Area, San Francisco Bay Area, United States

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Scott Taggart’s Email scott.taggart@morganstanley.com

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Scott Taggart’s Location San Francisco Bay Area, San Francisco Bay Area, United States

Scott Taggart’s Current Industry Morgan Stanley United States Marine Corps

Scott Taggart’s Prior Industry Franklin Templeton Investments | Peninsula Golf And Country Club

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Work Experience

Morgan Stanley

Financial Advisor

2021-03-01 00:00:00 - Present

United States Marine Corps

Officer, USMC

2019-08-01 00:00:00 - Present

Franklin Templeton Investments

Data & Project Management Intern

2018-05-01 00:00:00 - 2018-09-01 00:00:00

Peninsula Golf And Country Club

Assistant Tennis Coach

2016-06-01 00:00:00 - 2016-09-01 00:00:00

Skills

No Skills Available

Languages

No Languages Available

FAQ About Scott Taggart

Scott Taggart is located at
San Francisco Bay Area, San Francisco Bay Area, United States

Scott Taggart is a As a Financial Advisor with The Borel Group at Morgan Stanley, I build long-term relationships with clients, their families and their needs. Our mission is to become stakeholders their lives and to see them succeed. I have spent my professional career in the field of financial services and as a Marine Corps Intelligence Officer. I work on a team that helps high-net worth clients, corporate executives, and small business owners with their investments and retirement so they can spend time on their careers and families. We help our clients through adhering to our five step wealth management approach. We get to know them and develop an understanding of their current situation and financial goals. We conduct an analysis of their situation and tailor solutions to help them achieve their objectives. We then implement and execute a financial strategy specific to their individual needs. Our on-going commitment is to monitor their progress and recommend adjustments to help keep them on track. As a gold standard in wealth management, Morgan Stanley provides my team and I with access to top level research and we deliver advice on a wide range of financial products and markets. Our Global Investment Analysis Team (GIMA) and Global Investment Committee (GIC) provide advice and analysis that we utilize to provide clients with a strategic blend of assets aligned with your specific goals. CA Insurance Lic. #4137969 NMLS #2187146

Scott Taggart currently works in the Morgan Stanley | United States Marine Corps |

No Languages Available

Scott Taggart has prior
experience in the following industries:
Franklin Templeton Investments | Peninsula Golf And Country Club

Scott Taggart has the following professional experience:
Morgan Stanley | United States Marine Corps | Franklin Templeton Investments | Peninsula Golf And Country Club