Al Crock

First Vice President, Financial Advisor, Senior Portfolio Manager

Contact Me
Al Crock

MY MISSION STATEMENT

Experience, intellectual capital and dedicated personal service to help you meet your life goals using customized investment and financial strategies

My Story and Services

Welcome

As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together I can help you to preserve and grow your wealth utilizing one of the actively managed portfolios that I personally monitor on a daily basis. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

Access to Private Banking >

Services Include

  • 401(k) Rollovers
  • Exchange Traded Funds
  • Cash Management
  • Certificates of Deposit
  • Annuities
  • Financial Planning
  • Corporate Retirement Plans
  • Municipal Bonds
  • Corporate Bonds
  • Fixed Income
  • Retirement Planning
  • Lending Products
  • Defined Contribution Plans
  • Professional Portfolio Management
  • Endowments and Foundations
  • Estate Planning Strategies
  • Life Insurance
  • Qualified Plans
  • Qualified Retirement Plans
  • Sustainable Investing
  • Long Term Care Insurance
  • Trust Accounts
  • UGMA/UTMA
  • Wealth Consulting
  • Wealth Management

Securities Agent: AR, AZ, CA, DC, FL, IL, KS, MA, MI, MO, MT, NC, NJ, NY, OH, OK, OR, PA, SC, TN, TX, WA, WV; General Securities Representative; Investment Advisor Representative; Managed Futures


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Experience

Experience

2005 - Present: Morgan Stanley*, Inc.
First Vice President Finacial Advisor
Portfolio Management Director

2003 - 2005: Wachovia Secuities, Inc.
First Vice President Finacial Advisor

1993 - 2003 : Prudentail Securites, Inc.
First Vice President Finacial Advisor

Education

Education

  • Bachelor's Degree / BA - Business Miami University (Oxford)
  • Professional License - Series 7, 63, 65, 31 & Insurance

Associations

Associations

  • Salvation Army "Shooters for Food" - Chairman
  • St Joseph's (Plain City, OH) parishinor, Finance Committee - Chairman
  • Knights of Columbus
  • Amatuer Trapshooting Assoc.

Client Service Team

Client Service Team

Lori Hoefler

Portfolio Associate, Financial Planning Associate


29 Years of Industry Experience

Location

Location

  • 545 Metro Place South Suite 300
  • Dublin, OH 43017


    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact Al Crock today.

    Dow    -201.95

    24462.94
    4:40PM

    Nasdaq    -91.93

    7146.13
    5:15PM

    S&P 500    -22.99

    2670.14
    4:40PM
    Market Information Delayed 20 Minutes

    This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

    Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only

    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

    Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

    The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.

    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

    Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .

    *Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC

    * Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.

    Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

    Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

    Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

    CRC 1369093   12/15

    Awards Disclosures