My Story and Services

A seasoned financial professional with more than two decades of industry experience, Arlene has dedicated her entire career to providing highly customized wealth management strategies to high net-worth individuals and families. Her holistic approach to financial planning includes a comprehensive process, and a commitment to providing outstanding service with passion and integrity. She understands her clients’ goals and values, helping them in developing a plan to preserve, enhance, and ultimately transfer their wealth.

Arlene works with an exceptional group of clients, including multi-generational families, corporate executives, entrepreneurs, and creative artists. Her clients entrust her to assist in optimizing their finances, as she manages their wealth with the highest regard and respect for the manner in which it was earned. Arlene believes that every individual’s circumstances and resources are unique.

She currently resides in Manhattan where she is an active member of the Museum of Modern Art, the Entrepreneurs Club of NYC, and the Women’s Business Alliance. She is also a supporter of the Americans for Arts and Education through Music, a nonprofit organization dedicated to partnering with inner-city schools to provide music as a core subject for all children. When she is not assisting clients or actively volunteering, she frequents her other home in Princeton, NJ, where she attends conferences at the Princeton University and community events.
Services Include
  • Wealth Management1
  • 401(k) Rollovers
  • Exchange Traded Funds2
  • Lending Products
  • Philanthropic Services
  • Business Planning3
  • Cash Management4
  • Endowments and Foundations5
  • Retirement Planning6
Securities Agent: CA, CO, CT, FL, MA, MS, NC, NJ, NY, PA, RI, TN, UT; Investment Advisor Representative; General Securities Representative
NMLS#: 1275819
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Biography

Arlene K. Scozzaro is a Senior Vice President, Senior Investment Management Consultant and Financial Advisor with Morgan Stanley. A seasoned financial professional for more than two decades, Arlene has dedicated her entire career to providing highly customized wealth management strategies to high net worth individuals and families. Her comprehensive approach to financial planning includes a holistic process and a commitment to providing outstanding service with passion and integrity. She understands her clients’ goals and values, and works tirelessly to help them achieve their financial objectives.

Arlene began her career in financial services at E.F. Hutton in 1983. She joined the Morgan Stanley family in 2006, where she continues to focus on developing financial strategies for her clients that are well suited to meeting their specific wealth management needs. Passionate about helping people, Arlene is well versed in the equity and fixed income markets. She also has significant experience with cash management and lending strategies, retirement planning, asset allocation, intergenerational wealth transfer and philanthropic giving.

Throughout her long and rewarding career, Arlene has received numerous distinctions and professional accolades. She currently holds the position of Senior Vice President - Wealth Management, a title given to select advisors who address the needs of Morgan Stanley’s high net worth clients. In 1995, she earned the designation of Senior Investment Management Consultant, an honor attained through study and adherence to the highest level of professionalism in developing strategies and in evaluating and managing client investments. Most recently, Arlene became federally registered with the Nationwide Mortgage Licensing System & Registry (NMLS). This registration demonstrates she has met all necessary requirements associated with mortgage lending.

Arlene currently resides in Princeton, New Jersey, where she is an active member of the Princeton Club of New York City, the Entrepreneurs Club of NYC and the Women’s Business Alliance. She is also a big supporter of the Museum of Modern Art, Americans for Arts and Education through Music, a nonprofit organization dedicated to partnering with inner-city schools to provide music as a core subject for all children. When she is not assisting clients or actively volunteering, she enjoys the cultural arts of Manhattan, specifically the theatre, concerts and museums.

    Biography part 2

    Arlene began her career in financial services at E.F. Hutton in 1983. She joined the Morgan Stanley family in 2006, where she continues to focus on developing financial strategies for her clients that are well suited to meeting their specific wealth management needs. Passionate about helping people, Arlene is well versed in the equity and fixed income markets. She also has significant experience with banking and lending strategies, retirement planning, asset allocation, intergenerational wealth transfer and philanthropic giving.

    Throughout her long and rewarding career, Arlene has received numerous distinctions and professional accolades. She currently holds the position of Senior Vice President - Wealth Management, a title given to select advisors who address the needs of Morgan Stanley’s high net worth clients. In 1995, she earned the designation of Senior Investment Management Consultant, an honor attained through study and adherence to the highest level of professionalism in developing strategies and in evaluating and managing client investments. Most recently, Arlene became federally registered with the Nationwide Mortgage Licensing System & Registry (NMLS). This registration demonstrates she has met all necessary requirements associated with mortgage lending.

    Arlene currently resides in Princeton, New Jersey, where she is an active member of the Princeton Club of New York City, the Entrepreneurs Club of NYC and the Women’s Business Alliance. She is also a big supporter of the Museum of Modern Art, Americans for Arts and Education through Music, a nonprofit organization dedicated to partnering with inner-city schools to provide music as a core subject for all children. When she is not assisting clients or actively volunteering, she enjoys the cultural arts of Manhattan, specifically the theatre, concerts and museums.

      Location

      55 East 52nd St, 29th
      Fl
      New York, NY 10055
      US
      Direct:
      (212) 649-8509(212) 649-8509
      Toll Free:
      (800) 733-4793(800) 733-4793
      Fax:
      (212) 903-7701(212) 903-7701
      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
      • Retirement Income Strategies
      • Retirement Plan Participants
      • Annuities
      The Simple Six-Step Retirement Checkup

      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
      Five Smart Strategies to Use a Bonus or Raise

      Five Smart Strategies to Use a Bonus or Raise

      Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

      Family

      Creating customized financial strategies for the challenges that today's families face.
      • Estate Planning Strategies
      • 529 Plans / Education Savings Planning
      • Long Term Care Insurance
      • Special Needs Planning
      • Trust Services
      Financial Transition: A Guide for Women

      Financial Transition: A Guide for Women

      Here's how to take control of your finances if a death or divorce leaves you holding the reins.

      Business Planning

      Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
      • Succession Planning
      • Business Planning
      • Retirement Plan Sponsors
      • Qualified Retirement Plans
      • Corporate Pension Funds
      6 Keys to Building a Startup

      6 Keys to Building a Startup

      Entrepreneurs share ideas and learnings from the experience of starting a company.

      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
      A New Roadmap for Mission Alignment

      A New Roadmap for Mission Alignment

      Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

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      Reserved | Living & Giving

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      Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
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      Ready to start a conversation? Contact Arlene Scozzaro today.
      Market Information Delayed 20 Minutes
      1Morgan 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.

      2An investment in an exchange-traded fund involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor's ETF shares, if or when sold, may be worth more or less than the original cost.

      3Morgan 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.

      4Morgan 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

      5Morgan 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, charitable giving, philanthropic planning and other legal matters.

      6Morgan 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.

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