Marilyn Hoosen - Morgan Stanley Financial Advisor

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Welcome Associations Education Services Experience

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.

Associations

Annandale Chamber of Commerce, President, Board of Directors
National Black MBA Association, Member
Annual Fall Festival and Parade, Volunteer Coordinator, Festival Committee

Services

401k Rollovers
Alternative Investments
Asset Management
Business Succession Planning
Education Planning
Estate Planning
Executive Financial Services
Financial Planning
Insurance Services
Philanthropic Services
Retirement Planning
Socially Responsible Investing
Wealth Management

Education and Licensing

B.S. Psychology, cum laude Howard University
M.A. African Studies, Development & Public Policy Howard University
M.B.A. Finance Howard University

Business Experience

2011 - present: Morgan Stanley*
Financial Advisor - manage and advise clients on comprehensive financial instruments, in meeting their long term objectives.
2005 - 2011: BB & T Wealth Management Group
Private Banker - provided full scale financial planning and services for clients in support of their goals.
2005 - 2005: TD Ameritrade
Investment Consultant - worked with clients to manage their investment holdings and seek the partnership of asset management teams to rebalance portfolios.
2004 - 2005: Edward Jones, Inc
Investment Representative - consulted with clients to create and maintain optimal investment choices befitting their needs, time horizon and risk profile.

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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.

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.

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.

Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .

Awards Disclosures

FEATURED REPORTS

On the Markets

150 Point Letter