Van GerraldYears Registered: 17
Investment Management Consultant
Senior Portfolio Manager
Van Gerrald is a Vice President, Financial Advisor, and Investment Management Consultant with Morgan Stanley. He completed advanced training through Morgan Stanley to become a Senior Portfolio Manager and manages discretionary accounts with the Morgan Stanley Consulting Group. He received the National Sales Director award and earned the Associate Investment Consultant designation and has served as Branch Manager of the Asheville office. Van has been with Morgan Stanley since 1997. He is a graduate of the University of South Carolina and has over 30 years of corporate management experience with 17 years in the securities industry.
Van helps provide customized plans for affluent investors, family trusts, business owners, and retirees. Using the Modern Portfolio Theory as a guideline, he seeks to minimize portfolio risk through strategic allocation with tactical modifications and to help create an income stream and preserve wealth for clients and their heirs. This process includes extensive client consultation on risk and frequent monitoring of account performance.
Van has been active in various community organizations in Western North Carolina including Boy Scouts of America, Council of Independent Business Owners, Manna Food Bank, and youth sports activities. He and his wife, Beth, are long-term residents of Asheville, active members of Central Methodist Church and have two adult children.
Years At Morgan Stanley*: 17
University of South Carolina, B.S.
DistinctionsAssociate Investment Consultant
Senior Portfolio Manager
Active member of Central Methodist Church
Manna Food Bank Volunteer
to see Evander K Gerrald's licenses and state registrations.
Evander K Gerrald holds the following registrations:
BM/Supervisor; Securities Agent: AZ, CA, CO, FL, GA, IL, MA, ME, MI, NC, NJ, NV, NY, OH, OR, SC, TX, VA, WV; General Securities Representative; Investment Advisor Representative; Managed Futures
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