Martin is a First Vice President, Senior Portfolio Manager, Family Wealth Advisor, and Financial Advisor at Morgan Stanley with over 32 years of industry experience. Prior to joining Morgan Stanley in September 2010, Martin was a Vice President-Investments, Senior Financial Advisor at Merrill Lynch for more than 27 years, including 3 years as an office manager. Martin has expanded his learning in financial consulting, attending Financial Consulting programs through the University of Pennsylvania Wharton Business School and Cornell University's Johnson School of Management. Prior to joining the investment industry, Martin held various contractual and marketing positions in General Electric's Aerospace Division and received his undergraduate degree from Rochester Institute of Technology. Martin is fully licensed: Professional Licensed Series 7, 8, 31, 63, and 65 Insurance Licensed Registrations: BM/Supervisor, Securities Agent in AZ, CA, CT, DE, FL, GA, IN, MA, MD, ME, MI, MO, NC, NH, NJ, NY, OH, PA, SC, TX, VA, WA. NMLS# 1390909 