Avery Wissmar

Avery Wissmar: Email & Phone Number

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Wealth Management Client Associate at Morgan Stanley|Philadelphia, Pennsylvania, United States

Position:

Wealth Management Client Associate at Morgan Stanley

Location:

Philadelphia, Pennsylvania, United States

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Last updated: 2026-06-17
Updated: 2026-06-17

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a**********r@gmail.com

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Work Experience 2 years

Wealth Management Client Associate at Morgan Stanley

May 2025 - Current

Private Wealth Management at Morgan Stanley

Jun 2024 - May 2025

Avery Wissmar started working in 2024, then the employee has changed 1 job. On average, Avery Wissmar works for one company for 1 year.

Their professional focus is Analytic Problem Solving, Business Intelligence Reporting, and Data Visualization across 3 core areas.

Avery holds Series 66, Series 7, and Securities Industry Essentials (SIE) certifications and has been awarded Honors Distinction

Education

Bachelor of Business Administration - BBA at Georgetown University McDonough School of Business

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