Megan Goodman

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2019 → Present
  Morgan Stanley
  Bozeman, MT
• 08/2018 → 01/2019
  Wellness Worx
  Bozeman, MT
• 03/2016 → 03/2018
  Elevate Health
  Bozeman, MT
• 02/2017 → 08/2018
  Health Works Institute
  Bozeman, MT
• 01/2023 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Other Businesses

1. *406363 - Executor; Investment related -Yes; Ennis, Montana; Executor; 07/2020; During business hours: 0; After business hours: 0;

Exams

• S66 Uniform Combined State Law Examination
  2021-04-14

Other Names

• Megan Barney