Thomas Poteat – Vice President, Wealth Management – Morgan Stanley


Tom has developed his skills in the area of retirement and asset planning, with an emphasis on helping clients achieve their income goals and preserve wealth. Believing that education is significant, Tom has spent time teaching his clients how the entire financial plan fits into their lives.

With his career starting at Dean Witter Trust as an assistant trust administrator he soon a became a Series 7 registered at Oppenheimer in 1996 and later became a stockbroker. In 1997 Tom joined Laidlaw global Securities as a Financial Advisor building portfolios and joined The Coleman Group at Morgan Stanley in 2003 to expand his knowledge in restricted stock and stock options.

Tom is a graduate of the College of Charleston where he majored in Business Administration with a minor in French.