TRAVERSE CITY — Morgan Stanley has announced that Jason Idziak, a financial advisor in the firm’s wealth management office in Traverse City, has been promoted to managing director.
Jason, who has been with Morgan Stanley Wealth Management since 2002, is a native of Jackson. He holds a bachelor’s degree in Economics and Management from Albion College and currently holds the Chartered Retirement Planning Counselor and Chartered Retirement Plans Specialist. Jason currently lives in Traverse City with his family.
Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services.
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