Emilio Sanchez

CFP, Senior Vice President, Financial Advisor

Contact Me
Emilio Sanchez

MY MISSION STATEMENT

Working with you to help preserve and grow wealth for your long-term goals

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. 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

  • Planning for Education Funding
  • Qualified Retirement Plans
  • Retirement Planning
  • Syndicate
  • Trust Accounts
  • UGMA/UTMA
  • Wealth Management
  • 401(k) Rollovers
  • 529 Plans
  • Annuities
  • Asset Management
  • Cash Management
  • Financial Planning
  • Fixed Income
  • Lending Products
  • Life Insurance

Securities Agent: AL, AZ, CA, CO, DC, DE, FL, GA, HI, IA, IL, KS, KY, MA, MD, ME, MI, MO, MT, NC, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VI; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1282526


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

Experience

Experience

1999 - Present: Morgan Stanley*

Education

Education

  • BA
    Florida State University

Client Service Team

Client Service Team

Brandi Dickey

Senior Registered Associate


Community Involvement

Community Involvement

I proudly support Horton's Kids, the Korean American Scholarship Foundation and the Korean American Medical Association.   In the community, I am a member of the Masonic Lodge in Vienna, the DC Noles, and Beta Eta Alumni Association (Pi Kappa Phi), and I coach my children's baseball and basketball teams. 

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

Ready to start a conversation? Contact Emilio Sanchez today.

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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.

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*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

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