David T Locke - Morgan Stanley Financial Advisor - Providence, RI
Morgan Stanley
David T Locke, CIMA
Senior Vice President
Wealth Advisor
Family Wealth Director
1 Financial Plaza
19th Floor
Providence, RI 02903
tel: (401) 863-8400
toll-free: (800) 488-1241 
fax: (401) 863-8420
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I work with individuals, small institutions, and endowments helping them create well thought out investment policies derived from an in-depth discovery and consultative process.  I then create what is an agreed upon asset allocation, managing most assets with Custom Portfolio where I act as the Portfolio Manager.  Additionally, I will include other asset classes tactically where appropriate.
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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