Ken Churchill - Morgan Stanley Financial Advisor - Plano,, TX
Morgan Stanley
Ken Churchill
Senior Vice President
Financial Advisor
Portfolio Management Director
7500 Dallas Parkway
Suite 500
Plano,, TX 75024
tel: (972) 943-7202
toll-free: (888) 843-5377 
fax: (972) 943-7299
In the money management process I have developed, Portfolio Management means risk management. I seek to protect client capital as well as I can and to grow capital when individual stocks look more attractive to me than cash or bonds. I routinely diversify clients across markets, industries, and securities.

I often recommend clients maintain two portfolios: A Portfolio Management (PM) account for growth, and another holding government and investment grade bonds for income.
Associations
  • Stanford Institute for Economic Policy Research
    Associate Member
  • Patrick Henry College
    Council of Statesmen
  • International Justice Mission
  • Pacific Justice Institute
  • Sports Challenge International
Services
  • Asset Management
  • Commodities
  • Endowments and Foundations
  • Philanthropic Services
  • 401(k) Rollovers
Education and Licensing
  • 1981, Mandarin Chinese, Harvard University
    Cambridge, MA
  • 1981, BA, Wheaton College
    Wheaton, IL
  • 1983 - 1984, Trinity Evangelical Divinity School
    Deerfield, IL
  • 1985 - 1987, University of Rhode Island
    Kingston, RI
  • Major US Equity and Commodity Exchange
    Registered
  • Insurance and Annuities Licensed
Honors and Recognition
  • Item One
  • Item Two
  • Item Three
Business Experience
  • 1987 - Present: Morgan Stanley*

    Senior Vice President
    Portfolio Management Director
    Menlo Park, CA
  • 1987: World Vision

    Central Region Administrator
    Sudan
  • 1981 - 1982: World Relief

    Country Manager
    Bangkok, Thailand

Bulletin Board
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  • Who is watching over your retirement? Building an investment portfolio that you hope might cover your needs down the road isn’t a substitute for a retirement plan. Call or email us and get advice that goes beyond investments. A new standard for retirement planning.

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Ken Churchill holds the following registrations:
Securities Agent: AZ, CA, CO, DC, FL, GA, HI, IN, KY, LA, MA, MD, MI, MN, NC, NJ, NM, NV, NY, OR, PA, TX, VA, WA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

NMLS#: 1255527

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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Awards Disclosures

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