Profile
First Name
Joey
Last Name
Fink
Professions
Financial Advisor / Wealth Management
Industry
Finance
Chapter
B2B Baltimore
Member Role
B2B Member
Member Bio
As a CERTIFIED FINANCIAL PLANNER™ professional, Joey Fink joined The Bell Broseker Group at Morgan Stanley in 2022, bringing close to a decade of experience in the financial service industry with a Certification in Long-Term Care (CLTC). In 2023, Fink earned his credentials as a Qualified Plan Financial Consultant (QPFC). One of the team's specialties focuses holistic financial guidance for institutional clients and their employees.
Fink returned to the Baltimore – Washington area after working for Lincoln Financial Group, first in Philadelphia, Pennsylvania followed by time in Minneapolis, Minnesota. During his 4 years in Minneapolis, Fink was a regional marketing director where he partnered with financial professionals in Minnesota, the Dakotas, and Iowa offering strategies to help reduce the impact of potential long-term care expenses on client assets.
Among various volunteer and leadership roles, Fink serves as an active alumnus as both a director of the Alumnae/i Association of Goucher College (AAGC) and a member of the Alumni Council of The Park School of Baltimore. Fink graduated Phi Beta Kappa and Magna Cum Laude with a Bachelor of Arts in Economics from Goucher College where he was a two-time equestrian National Champion. In 2021, Fink was inducted into Goucher College’s Athletic Hall of Fame.
Fink continues his family’s legacy as a third-generation financial advisor with Morgan Stanley.
Outside of the office, Fink can be found attending live musical theater performances, serving as an ambassador for DC's premier LGBT Chamber of Commerce, or volunteering with The Associated: Jewish Federation of Baltimore.
Fink returned to the Baltimore – Washington area after working for Lincoln Financial Group, first in Philadelphia, Pennsylvania followed by time in Minneapolis, Minnesota. During his 4 years in Minneapolis, Fink was a regional marketing director where he partnered with financial professionals in Minnesota, the Dakotas, and Iowa offering strategies to help reduce the impact of potential long-term care expenses on client assets.
Among various volunteer and leadership roles, Fink serves as an active alumnus as both a director of the Alumnae/i Association of Goucher College (AAGC) and a member of the Alumni Council of The Park School of Baltimore. Fink graduated Phi Beta Kappa and Magna Cum Laude with a Bachelor of Arts in Economics from Goucher College where he was a two-time equestrian National Champion. In 2021, Fink was inducted into Goucher College’s Athletic Hall of Fame.
Fink continues his family’s legacy as a third-generation financial advisor with Morgan Stanley.
Outside of the office, Fink can be found attending live musical theater performances, serving as an ambassador for DC's premier LGBT Chamber of Commerce, or volunteering with The Associated: Jewish Federation of Baltimore.
Contact Details
LinkedIn
LinkedIn.com/josephfinkCompany Details
Company Name
Morgan Stanley
Job Title
Financial Advisor
Street:
2330 W. Joppa Road, Suite 255
City:
Lutherville
State:
Maryland
Zip code:
21093
About Us
https://advisor.morganstanley.com/the-bell-broseker-wealth-management-group
Services Provided
https://advisor.morganstanley.com/the-bell-broseker-wealth-management-group
Ideal Customers
https://advisor.morganstanley.com/the-bell-broseker-wealth-management-group
Employee Count of Clients
20-49
Revenue Size of Clients
$1M-$15M