Objective

As Senior Vice President of Morgan Stanley in Los Gatos, California, Scott Cruse provides professional financial planning advice to individuals as well as organizations. Focused on building the wealth of high-net-worth clients, he develops and applies customized investment and estate-planning strategies. In addition, Scott Cruse oversees day-to-day operations for the busy Los Gatos practice, a responsibility that includes supervisory duties as well as quality management.Scott Cruse began his career at San Jose State University in California, where he studied business administration. He joined the Morgan Stanley team in 1987 and has served the company continuously in the years since. He now combines his direct client service and organizational responsibilities with the mentoring of newer associates. In this role, he provides advice and resources to help these young associates make well-informed and wise investment decisions.For his success in client advice and corporate development, Mr. Cruse has earned Morgan Stanley's prestigious Presidents Club award. He has also earned membership in the company's Circle of Excellence, which recognizes a high level of performance and client service. In addition, he serves as a member of the Senior Investment Management consulting group, a select panel of experienced and knowledgeable professionals.Complementing his quarter-century of field experience with Morgan Stanley, Mr. Cruse holds a Certified Investment Management Analyst (CIMA) credential from Wharton Business School, a division of the University of Pennsylvania. This specialized certification, which Wharton Business School presents in partnership with the Investment Management Consultants Association, acknowledges an advanced level of investment expertise. The course requires significant preliminary qualifications to ensure preparedness. After finishing the program, Mr. Cruse successfully completed the official CIMA Qualification Examination.

Experience

Morgan Stanley

Senior Vice President

1987 - Present | Los Gatos, CA

The user has restricted his contact info for public viewing.