Kevin Rooker
Morgan Stanley

Tel: (214) 661-7089
2121 North Pearl St
Ste 500
Dallas, Texas  75201
Kevin Rooker - Morgan Stanley | Financial Advisor in Dallas,Texas

About Kevin Rooker - Morgan Stanley

To thoroughly understand your objectives, your family dynamics, and your aggregated assets, and then develop a plan to manage all assets from a risk perspective  with the long term perspective of preparing your family to be financial successfully across generations.* We believe clients should understand everything that is happening with their money; that we should be just as good about explaining investments as we are at making them. * 70% of family wealth transfers result in loss of control of assets and family disharmony. Source: Institute for Preparing Heirs Wealth Advisor Checklist

General Information

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

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