Skip Meisner, Vice President Financial Advisor Morgan Stanley

Skip Meisner, Vice President Financial Advisor Morgan Stanley Vice President, Financial Advisor, Financial Planning Specialist at Morgan Stanley Currently, my credentials include the Series 7 and 66 licenses.

With more than 34 years of experience, I strive to help clients manage their financial lives by developing deep relationships with those that I serve, and I pride myself on helping members of my community plan for their financial future. Being in the business for quite some time, I use both experience and investment knowledge to provide clients personalized and knowledgeable advice and strategies.

My investment career started in 1974 after graduating from the University of Albany with a Bachelor’s degree in Accounting. I started as a Financial Advisor at Prudential Finance for 10 years before joining Morgan Stanley. I am also registered to offer Life & Health insurance. My approach is “high touch” in the sense that I meet with and speak with clients frequently. Not only do I provide investment advice, but also any other financial advice clients may need. In my free time, I enjoy reading and listening to podcasts. I also enjoy traveling the world with my wife, Judi. My wife and I have 3 children, Elizabeth, Christopher, and Michelle, and 6 grandchildren. Personal website: https://advisor.morganstanley.com/james.k.meisner

Team website: https://advisor.morganstanley.com/the-mohawk-valley-group

NMLS #: 1475833
© 2022 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via Facebook or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html

09/06/2025

Live long and don't prosper with super glue.

09/06/2025

❤️

09/06/2025

❤️

10/29/2024
Morgan Stanley clients with eligible brokerage accounts can earn 5.00% APY through deposits into our Preferred Savings P...
07/28/2023

Morgan Stanley clients with eligible brokerage accounts can earn 5.00% APY through deposits into our Preferred Savings Program for qualifying cash. Learn more and get in touch to take advantage of this great rate. https://mgstn.ly/452hK2D

Concerned about market losses impacting your retirement plan? Let’s discuss five strategies that may help protect your s...
07/11/2023

Concerned about market losses impacting your retirement plan? Let’s discuss five strategies that may help protect your savings.

The unpredictability of financial markets can disrupt even the best-laid retirement plans. These five strategies may help investors stay on track.

Morgan Stanley clients with eligible brokerage accounts can earn up to 5.27% Annual Percentage Yield with a 3 to 11-mont...
05/25/2023

Morgan Stanley clients with eligible brokerage accounts can earn up to 5.27% Annual Percentage Yield with a 3 to 11-month CD. Learn more and contact me to take advantage of this competitive CD offer: https://mgstn.ly/3MuP0bk

You’ve worked hard to build wealth. Now it’s time to protect your legacy. Let’s work together on this 7-step estate plan...
05/24/2023

You’ve worked hard to build wealth. Now it’s time to protect your legacy. Let’s work together on this 7-step estate planning checklist.

Creating an estate plan can help protect your wealth and prevent hardship for your heirs.

Did you know your workplace disability insurance coverage may not be sufficient? Let’s talk about why you should conside...
04/27/2023

Did you know your workplace disability insurance coverage may not be sufficient? Let’s talk about why you should consider additional individual disability insurance.

Your ability to earn an income may be one of your most valuable assets, but an accident or unforeseen illness can put that asset at risk. Here’s how to help protect it.

02/20/2023

“It is easier to do a job right than to explain why you didn’t.” ― Martin Van Buren. Happy Presidents Day!

Check out this video for the Top 5 Cyber Tips from Morgan Stanley:
01/13/2023

Check out this video for the Top 5 Cyber Tips from Morgan Stanley:

Many of us are moving everyday activities online—from school to socializing with friends and even medical appointments. You can help protect yourself and you...

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