Carl W. Vail, III CFP<sup>&reg;</sup> - Financial Advisor

Carl W. Vail, III CFP®

First Vice President, Financial Advisor

Morgan Stanley

702 King Farm Blvd., Suite 500
Rockville, MD 20850
(301) 556-2356

General

Carl Vail is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Morgan Stanley in Rockville, MD and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking, Charitable & Planned Giving, Estate Planning, Investment Management, Insurance, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources