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John J. LeRose III, CFP®, CIMA®, is an Executive Financial Services Director and Portfolio Management Director at Morgan Stanley, where they focus on family wealth management and comprehensive financial planning. Since 2014, they have leveraged their expertise to assist high-net-worth families and corporate executives in navigating complex financial scenarios. Prior to their current role, John served as a Financial Advisor at MetLife and worked as a Loan Originator at Waterstone Mortgage Corporation. They briefly attended the Yale School of Management in 2020, further enhancing their financial acumen.