My Story and Services

Daniela Branchinelli is a Financial Advisor at Morgan Stanley, based in New York City. Committed to understanding and achieving clients’ financial goals, she engages in a meticulous and highly personalized financial planning and wealth management process. Daniela strives to develop long-term client relationships by delivering exceptional service, continuously. She is focused on assisting individuals including business owners, entrepreneurs and corporate executives, and families organize and simplify the complexities of managing their wealth through a holistic approach including tax-efficient investing, insurance planning, cash management and estate planning strategies.

Prior to her career at Morgan Stanley, Daniela gained financial services industry experience working for a leading credit card processing company providing services and solutions to different businesses of all sizes, across the nation. Upon her college graduation, she swiftly began her career at Morgan Stanley, working directly with Financial Advisors, identifying and consulting on innovative solutions to better engage and market to their clients and manage their wealth management practices. Daniela graduated from Quinnipiac University with a major in Finance and special interest in Art History.

Daniela holds the Series 7, Series 66, Series 63, New York Life, Accident and Health Insurance certification, and the Financial Planning Specialist designation. A native New Yorker, Daniela currently resides in Hudson Yards. She enjoys playing tennis, cooking, and spending time with her family and friends.
Services Include
Securities Agent: OR, IL, GA, DC, CA, AL, AK, MD, KS, SC, NV, NH, NC, PR, DE, OH, MO, MN, MI, ME, MA, AZ, VA, HI, FL, CT, TX, RI, NJ, NY, MS, IN, CO, WA, VT, TN, UT, PA; General Securities Representative; Investment Advisor Representative
NMLS#: 2589485
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Client Tools & Resources

Morgan Stanley's comprehensive suite of digital resources has been carefully designed to help enhance each and every aspect of your financial life. Learn more about some of the popular Modern Wealth Management resources that we offer to our clients.

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    Morgan Stanley Online

    Life is complicated. Our digital experiences make it easy to manage your money 24/7, from your desktop, tablet or phone. Clients with a Financial Advisor can enjoy the freedom to manage their wealth on their own devices while collaborating with their Morgan Stanley team. It's accessibility at its finest.

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    Portfolio Risk Platform

    Morgan Stanley's Portfolio Risk Platform is powered by BlackRock's Aladdin risk engine, a state-of-the-art, innovative risk engine, providing you with comprehensive risk analytics and a sophisticated view of the risk/return dichotomy across your financial portfolios. This helpful tool can assist you in making educated investment decisions with increased confidence.

    Learn more about Portfolio Risk Platform
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    Total Wealth View

    Complete your financial profile with Total Wealth View. By linking your external account information, you will benefit from more educated and holistic wealth planning, and convenient connectivity.

    Learn more about Total Wealth View
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    Digital Vault

    Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.

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    Security Center

    Learn about our latest security measures, how we are safeguarding your assets and personal information and find actionable insights and resources on important cybersecurity topics to enhance your own online security.

    Visit our Security Center
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    MS Reserved

    Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's most valued clients. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.

    Learn more about Reserved
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    Family Office Resources

    Morgan Stanley Family Office Resources provides specialized, technical expertise to select clients across a broad range of family wealth management issues. Our core capabilities span three complementary areas of focus including Governance & Legacy, Wealth Strategies and Signature Access.

    Learn more about Family Office Services
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    Thoughts on the Market Podcast

    With perspectives on the forces shaping the market, join Morgan Stanley's Chief Investment Officer and Chief US Equity Strategist as he and his colleagues discuss their viewpoints regarding the latest trends in the financial marketplace.

    Listen to our latest episode

Who We Work With

My Morgan Stanley team works closely with a broad range of clientele. However, many of our clients find themselves and their families amongst the below categories.

Our priority is to work with like-minded individuals who desire in depth financial, tax and estate planning accompanied by customized portfolio management and a full suite of family office services. By leveraging the power of our team and a global firm to deliver these resources, we give our clients as much time as possible to focus on their lives where it matters most to them.

    Core Offerings & Capabilities

      Financial Planning

      Leveraging our advance Financial Planning Software, we will work with you to create a personalized wealth strategy. Over time, we will adapt it to changing circumstances, helping you achieve your goals and protect what is meaningful to you.

      Learn more...
      Cash Management Solutions

      Morgan Stanley has a full suite of cash management solutions for your cash needs. Our Active Assets Account allows you to manage your investments and cash in one place. For a dedicated cash account, as an alternative to your traditional bank, explore our Morgan Stanley CashPlus Account.

      Learn more...
      Trust, Tax & Estate Planning

      Many want their estate plan to have certainty and simplicity. However, an effective estate plan has to address the exact opposite- uncertainty and complexity. The guide below is designed to help you prepare to meet with your estate attorney and includes some questions, answers, definitions, and ideas you might want to consider when meeting with your attorney.

      Learn more...
      Equity Compensation

      When you own company equity, you become a shareholder in your company. Equity programs vary widely, so it's important to understand the details and how it fits into your financial plan.

      Learn more...
      IRA Rollovers

      The decision to roll over your retirement assets from a retirement plan or an IRA is one of the more important financial decisions you will make. Your retirement assets may represent a substantial source of your future retirement income and there are many factors you should consider in determining whether to roll over your assets.

      Learn more...
      Alternatives Investments

      Diversify your allocation by incorporating Alternative Investments into your overall portfolio allocation.

      Learn more...
      Retirement Planning

      Let us help you structure a Retirement Plan that considers your time horizon, current and future savings, and risk tolerance.

      Learn more...

    Location

    1 Penn Plaza 43rd
    Fl
    New York, NY 10119
    US
    Direct:
    (212) 613-6821(212) 613-6821
    Wealth Management
    Global Investment Office

    Portfolio Insights

    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
    4 Financially Smart Ways to Take Money Out of Retirement Accounts
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    4 Financially Smart Ways to Take Money Out of Retirement Accounts

    Discover how planning for required minimum distributions from retirement accounts can help you fund future needs and support loved ones.

    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
    2025 Global Economic Outlook: U.S. Policies May Temper Global Growth
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    2025 Global Economic Outlook: U.S. Policies May Temper Global Growth

    Global growth is likely to be around 3% in 2025 and 2026, as tariff and immigration policies begin to slow the U.S. economy late next year, and China's underperformance restrains emerging markets.

    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
    Taking Control of Your Finances After Death of a Spouse
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    Taking Control of Your Finances After Death of a Spouse

    Financial planning after a divorce or death can be trying, but with the right approach and the right advice you can turn a difficult situation into empowerment.

    Business Planning

    Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
    • Succession Planning
    • Business Planning
    • Qualified Retirement Plans
    Financial Planning for Life After Selling a Business
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    Financial Planning for Life After Selling a Business

    Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

    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
    Donor Advised Funds: A Smart Way to Manage Your Giving 
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    Donor Advised Funds: A Smart Way to Manage Your Giving 

    There’s more to charitable giving than you may realize. Here’s one method that may be a tax-efficient way to give and can help maximize your impact.
    Ready to start a conversation? Contact Daniela Branchinelli today.
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    1Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.

    For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.

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    2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.

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    3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.

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    4When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.

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    5Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

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    6Alternative 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 appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

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    7Morgan 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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    8Morgan 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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    9Morgan 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

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    10Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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    11Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
    Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.

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    12Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

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    Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.

    The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

    Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
    https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

    The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

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

    Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

    The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

    Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

    The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney.  The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.

    Awards Disclosures
    CRC 6491812 (04/2024)