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Michael Warr
Managing Director /Portfolio Management Director/ Financial Advisor/The Warr Group at Morgan Stanley
Michael Warr is a prominent financial advisor and managing director at Morgan Stanley, based in Tuscaloosa, Alabama. He is recognized as the top financial advisor in Alabama by both Barron's and Forbes, reflecting his expertise and success in wealth management. As a founding member of The Warr Group at Morgan Stanley, he specializes in equity compensation and provides comprehensive financial planning services tailored to his clients' needs.134
Professional Background
- Title: Managing Director, Portfolio Management Director, Financial Advisor
- Firm: Morgan Stanley Private Wealth Management
- Location: Tuscaloosa, Alabama
- Specialization: Equity compensation and holistic financial strategies
Achievements
- Ranked as the #1 Financial Advisor in Alabama by Barron's and Forbes.
- Known for his innovative investment strategies, including a reevaluation of traditional portfolio allocations like the 60/40 model.5
Services Offered
Warr's services encompass a wide range of financial solutions, including:
- Asset Management: Developing tailored investment strategies.
- Impact Investing: Focusing on social and environmental change alongside financial returns.
- Cash Management: Comprehensive liquidity solutions.
- Financial Planning: Holistic strategies for various life stages.
Michael Warr is also active on LinkedIn under the username michaelcwarr, where he connects with clients and shares insights related to financial management.2
Highlights
Apr 4 · forbes.com
$3 Billion Alabama Advisor Rethinks 60/40 Allocations - Forbes