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Advisors / Colorado / Denver
9yrs

Ann Post

Financial advisor at Morgan Stanley

Ann Post has worked in the financial industry for 9 years and is a fiduciary financial advisor based in Denver, Colorado. Ann has been with Morgan Stanley since 2017. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.

One of 2610 advisors with offices in Denver, and one of 2345 fiduciaries.

Denver, CO 80206Fiduciary advisor
Call the officeDirections

At a glance

Experience9 years (since 2017)
How that compares ?9 years in the industry
Office3033 East 1st Avenue Suite 820, Denver, CO 80206
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state

Services through Morgan Stanley

Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. 2017 – now
    Morgan StanleyCurrent firm

Questions to ask Ann

Tailored to Ann’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. Your firm can charge performance-based fees. Would that apply to me?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Ann

How do I contact Ann?

Call Ann’s local office at (303) 316-5100 or the Morgan Stanley main office at (914) 225-5510, and ask for Ann Post.

How long has Ann been a financial advisor?

Ann has been in the industry since 2017, about 9 years. 9 years in the industry.

What licenses does Ann hold?

Series 66. Tap any license on this page to see what it allows.

Is Ann a fiduciary?

Ann is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Ann paid?

Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Ann for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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