Amit's Bio

Amit grew up watching his dad, a pulmonary physician, help others. He was most impressed by his father’s bedside manner and the way his dad cared for people, patiently explaining complex medical subjects and displaying kindness and compassion toward their families. That level of caring has carried over to how Amit conducts his own practice: providing his clients with a standard of care that is both old school and new, as it is complemented by Morgan Stanley’s advanced technology and global resources.

Amit manages approximately $150 million (as of April, 2019) in assets for physicians, business owners, professionals and retirees. He joined Morgan Stanley just 30 days after graduating from college in 2005. The following year he became a member of Morgan Stanley’s prestigious Pacesetters Club, a global recognition program for Financial Advisors who demonstrate the highest professional standards and first-class client service within their first five years. He later took on a branch manager role in Butler, Pa., for two years. That led to a promotion to branch manager of an office in Sewickley, an important branch in the region—and the country. From 2012-2018, he was honored as a “Five-Star Wealth Manager” by Pittsburgh Magazine, an award given to advisors who demonstrate excellence in their field. Developing strong relationships with his clients – communicating, educating and working with them to find solutions – is what he loves most about his work.

In addition to advising his clients, Amit now serves on the management team of the Northern Ohio-Western Pennsylvania Complex as the Branch Manager for the Sewickley office. In these roles, he oversees more than 35 employees. On Wall Street named him as one of the industry's top 100 branch managers in 2017 and one of the industry’s top 75 branch managers in 2018.

Although his roles are seemingly a 24-hour commitment, Amit makes sure to find time for his community and giving back. He and his wife Beth have made altruism an important part of their lives. Indeed, it has turned into a passion: Amit sits on three nonprofit boards and advocates for 12 other nonprofit organizations, including the Cystic Fibrosis Foundation, for which he and his family have raised more than $180,000.

Morgan Stanley’s National Diversity Council is another area where Amit has contributed for nearly five years. He is currently one of its co-chairs. Prior to being asked to chair the National Council, Amit had co-founded a local diversity council in Pittsburgh. He is dedicated to increasing awareness of how diversity and inclusion can spur innovation, improve client service and enhance financial performance.

He graduated from Hamilton College as Dean’s List student with a B.A. in Mathematics and a minor in Economics. He holds the Series 7, 9, 10, 31, 66, and Pennsylvania Life, Accident & Health Insurance Licenses. Amit has also earned the highly regarded Certified Financial Planner® and Certified Investment Manager Analyst® designations.

Amit, Beth and their daughter Annika reside in Fox Chapel, Pennsylvania. When not helping his clients, he enjoys spending time with his family, working out, golfing, playing paddle tennis and watching college lacrosse, which he played at Hamilton. He is a member of the Sewickley Heights Golf Club.

Amit credits his parents with giving him his drive and dedication. He is extremely grateful for the opportunity Morgan Stanley has given him; and joined the Firm in large part due to its commitment to client service. Like his father, he takes the most pride in caring for his family, clients and employees.
Services Include
  • Alternative Investments1
  • Asset Management2
  • Cash Management and Lending Products3
  • Financial Planning4
  • Life Insurance5
  • Wealth Planning6
Securities Agent: PA, NJ, WV, WI, WA, VA, UT, TX, TN, SD, SC, RI, PR, OH, NY, NV, NM, NE, ND, NC, MS, MN, MI, MD, MA, IN, IL, GA, FL, DC, CO, CA, AR; Managed Futures; General Securities Representative; BM/Supervisor; Investment Advisor Representative
NMLS#: 1589603
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Community Efforts

Mr. Amit Grover currently serves on the Board of Trustees for Shady Side Academy, Pittsburgh Urban Magnet Project (PUMP) and Girls Hope. He also serves on the UPMC Children’s Trust and serves as the Co-Chair for Morgan Stanley’s National Diversity Council.

    Client Service Team

    • Joan McKee - Senior Registered Client Services Associate
      Ms. Joan McKee is a Senior Registered Client Service Associate who has been with the firm since 2002 and has industry experience since 1985. She is a graduate of Slippery Rock University with a degree in Marketing/Business Administration. Her primary responsibilities include all day to day operational and administrative functions in order to meet our client's needs. She resides in Gibsonia, PA and is passionate about spending time with her children and loves animals and the outdoors.

    Location

    1603 Carmody Court
    Suite 100
    Sewickley, PA 15143
    US
    Direct:
    (724) 933-1560(724) 933-1560
    Toll-Free:
    (800) 966-8274(800) 966-8274
    Fax:
    (866) 660-5328(866) 660-5328
    Investment and Market Perspectives

    On the Markets

    Retirement

    Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
    • 401(k) Rollovers
    • IRA Plans
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    The Simple Six-Step Retirement Checkup

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    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.
    • Asset Management
    • Wealth Planning
    • Traditional Investments
    • Alternative Investments
    • Impact Investing
    Investing in Artificial Intelligence and Automation

    Investing in Artificial Intelligence and Automation

    AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

    Family

    Creating customized financial strategies for the challenges that today's families face.
    • Estate Planning Strategies
    • 529 Plans / Education Savings Planning
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    Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
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    • Business Planning
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    Philanthropy

    Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing
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    Ready to start a conversation? Contact Amit Grover today.
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    1Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

    2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    3Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

    4Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

    5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

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