UBS Financial Services
47yrs
Top advisor by experience in Plano
5yrs
Emily Plummer
Financial advisor at Morgan Stanley
Based in Plano, Texas, Emily Plummer is a fiduciary financial advisor with 5 years of industry experience. Emily has been with Morgan Stanley since 2022. 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 3409 advisors with offices in Plano, and one of 3276 fiduciaries.
At a glance
Experience5 years (since 2022)
How that compares ?5 years in the industry
Office7500 Dallas Parkway Suite 500, Plano, TX 75024
FirmMorgan Stanley
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
- 2022 – nowMorgan StanleyCurrent firm
Questions to ask Emily
Tailored to Emily’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Emily
How do I contact Emily?
Call Morgan Stanley at (914) 225-5510 and ask for Emily Plummer. Emily works from the Plano, TX office.
How long has Emily been a financial advisor?
Emily has been in the industry since 2022, about 5 years. 5 years in the industry.
What licenses does Emily hold?
Series 66. Tap any license on this page to see what it allows.
Is Emily a fiduciary?
Emily is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Emily 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 Emily 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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