Mitchell A. Welsch,  CFP<sup>&reg;</sup> - Financial Advisor

Mitchell A. Welsch, CFP®

CIMA,CRPS

Corporate Retirement Director

Morgan Stanley

Two Town Pl, Ste 100
Bryn Mawr, PA 19010
(610) 542-2944

General

Mitchell Welsch is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Morgan Stanley in Bryn Mawr, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Other - CRPS, AIF

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Stocks & Bonds

More

Helpful Financial Planning Resources