Daniel L. Weber - Morgan Stanley Financial Advisor - CINCINNATI, OH
Morgan Stanley
Daniel L. Weber
Consulting Group
Second Vice President
Financial Advisor
Financial Planning Specialist
tel: (513) 762-5309
toll-free: (800) 543-2665 
fax: (513) 762-5201

As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together I can help you to preserve and grow your wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

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  • Asset Management
  • Lending Services
  • Estate Planning
  • Family Consulting
  • Wealth Management
  • Corporate Pension Funds
Education and Licensing
  • Retirement Plan Consultant, 2001
    Smith Barney
  • Masters Degree, 1980
    University of Cincinnati
    Cincinnati, OH
  • Bachelor of Education, 1976
    Asbury College
    Wilmore, KY
  • Financial Planning Specialist Designation
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Life, Health & Variable Annuity Insurance Licensed
  • Long Term Care Insurance
Honors and Recognition
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Business Experience
  • 1998 - Present: Morgan Stanley*

    Second Vice President
    Financial Planning Specialist
    Cincinnati, OH
  • 1984 - 1998: WCPO-TV

    Marketing Consultant
    Cincinnati, OH
  • 1980 - 1984: Warner Cable

    Associate Producer
    Cincinnati, OH
  • 1976 - 1978: Faculty

    Vennard College
    College Park, IA

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Daniel L. Weber holds the following registrations:
Securities Agent: AZ, CO, DE, FL, GA, ID, IN, KY, MD, MO, NM, NY, OH, SC, TX, VA, WA; General Securities Representative; Investment Advisor Representative;

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.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Awards Disclosures

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