About Vitia Kozielski
As a Family Wealth Advisor, I would like to invite you to a very individualized experience of global financial strength and personal attention. My goal is to help you meet the complex and often unique needs of families with wealth. I welcome you, and look forward to a fruitful and long-lasting relationship
I have more than 20 years’ experience in the financial services industry and joined Morgan Stanley in 2008. I focus on wealth advisory services, aggregated reporting, and analyzing the complex opportunities and challenges you may face.
In 2000 I co-founded The Salvagno Group at UBS, and was responsible for the trading and management of more than $800 Million in equities, fixed income and alternative investments. I earned the title of Wealth Advisor in 2007 after completing 2 years of rigorous courses and training in investment management, estate and trust planning, risk management and other matters pertinent to ultra-high net worth clientele.
Prior to UBS, I served as a commercial banker for Wells Fargo and Washington Mutual. I hold a Bachelor’s degree in Finance from California State University Chico. I am the father to three lovely daughters, in my spare time I can be found on the ski slopes, mountain biking or taking in the vast beauty traveling the United States.
Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY, DC, PR, VI; Investment Advisor Representative; BM/Supervisor; General Securities Representative; Managed Futures
NMLS#: 1230842
CA Insurance License #: 0C56588
Securities Agent: GA, IL, IN, MA, MD, MI, MN, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, DE, ID, CO, CA, AZ, AR, FL; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1230842