Rachel Monfort is a registered investment advisor at Morgan Stanley, based in Dublin, OH, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
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IM Fee
Assets Under Management
Fee Structure
Location
545 Metro Place South, Suite 300, Dublin, OH, 43017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rachel is a board member for Easter Seals, spending minimal time per week on fundraising, marketing, and administrative tasks. She also serves on the finance committee for The Country Club at Muirfield Village and Flying Horse Farms, dedicating minimal time per week to financial review and investment decisions.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Huntington Financial Advisors
The Huntington Investment CompanyBroker
State Registrations53 states
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