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 to preserve and grow 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
- Philanthropic Services
- Trust Services and Accounting
- Estate Planning
- Family Consulting
- Wealth Management
- Fixed Income
- Long Term Care Insurance
- Municipal Bonds
- Structured Products
- Insurance Services
- Certificates of Deposit
- Precious Metals
- 401k Rollovers
- Exchange Traded Funds
- Life Insurance
- Professional Portfolio Management
- BA - Finance, 1959
University of Pennsylvania
Wharton School of Business
- Middlebury College
Liberal Arts - Languages
- MBA - Finance, 1961
New York, NY
- Series 7 - General Securities License
- Series 63 - Uniform State Exam
- Series 3 - National Commodity Futures
- Life & Health Insurance Licensed
- 50 Year Service Award - Morgan Stanley
- Present: Morgan Stanley*
Second Vice President
New York, NY
Thomas H. Koch is licensed in the following state(s):
CA, CO, CT, DE, FL, IL, MA, ME, MI, NC, NJ, NV, NY, PA, VA, WA
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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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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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