wiseradvisor

Jay D. Westmoreland
Morgan Stanley

Tel: (704) 331-2266
6805 Morrison Blvd
Ste 400
Charlotte, North Carolina  28211
Jay D. Westmoreland - Morgan Stanley | Financial Advisor in Charlotte,North Carolina

About Jay D. Westmoreland - Morgan Stanley

In my years of experience in guiding clients, I have found that wealth management is more than accumulating dollars and cents. It provides opportunities to reach dreams, make an impact on loved ones, and live out deeply-held beliefs. Its my privilege to guide investors on the financial journey of life. I'm honored to be named to the Forbes list of America's Best-in-State Wealth Advisors for the 4th consecutive year in 2021.


General Information

Year Established:   1935
Services:   Wealth Planning, Private Wealth Management, Institutional Investment



* Advisor information is provided in partnership with Yext