Tony Silva
Private Banker
Jack Liu
Managing Director, Wealth Management,
Financial Advisor,
Senior Portfolio Management Director,
Alternative Investments Director,
International Client Advisor
My Mission Statement
Global Experience. Intellectual Capital. Institutional Management. Sophisticated Cross-border Wealth Management for
Successful Entrepreneurs, Executives and Their Families.
Successful Entrepreneurs, Executives and Their Families.
GLOBAL RESOURCES, EXPERIENCES, COMMITMENT
Since our founding in 1935, Morgan Stanley has served many of the world’s most sophisticated and demanding institutional and individual investors. Our global presence and experience allow us to provide our clients with financial advice, integrated solutions and intelligence across all the world’s major markets Our team leverages those capabilities to provide you with the financial advice, integrated solutions and high-touch service you need to protect your assets and pursue your personal and business goals.
A financial services industry veteran with 30 years of experience, I lead a team that crafts customized wealth management solutions for a select global clientele of affluent families and individuals. Combining our own talents with the vast resources of Morgan Stanley, we work to provide each of our clients with the experienced perspectives and powerful capabilities to address the full spectrum of their complex wealth management needs.
Many of our clients live and work in Asia, and virtually all of them share our Asian roots. They tend to be globally minded people whose families live, work and invest on more than one continent. As a designated Morgan Stanley International Client Advisor, I provide guided access to the specialized investing, wealth planning and lifestyle management services. These include a premier managed-money platform, leading capital-market capabilities and deep intellectual capital backed up by award-winning global research.
A financial services industry veteran with 30 years of experience, I lead a team that crafts customized wealth management solutions for a select global clientele of affluent families and individuals. Combining our own talents with the vast resources of Morgan Stanley, we work to provide each of our clients with the experienced perspectives and powerful capabilities to address the full spectrum of their complex wealth management needs.
Many of our clients live and work in Asia, and virtually all of them share our Asian roots. They tend to be globally minded people whose families live, work and invest on more than one continent. As a designated Morgan Stanley International Client Advisor, I provide guided access to the specialized investing, wealth planning and lifestyle management services. These include a premier managed-money platform, leading capital-market capabilities and deep intellectual capital backed up by award-winning global research.
Securities Agent: NY, LA, VI, NV, WA, RI, MA, IL, FL, TX, MS, NJ, DE, NE, CA; BM/Supervisor; General Securities Principal; General Securities Representative; Investment Advisor Representative
NMLS#: 1498302
NMLS#: 1498302
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Biography
Jack Liu
Managing Director
Senior Portfolio Management Director
Alternative Investments Director
International Client Advisor
Financial Advisor
Drawing on 27 years of experience working at some of Wall Street’s leading global investment firms, Jack Liu creates highly customized wealth management solutions for an elite clientele of accomplished entrepreneurs, executives and their families. As a Morgan Stanley International Client Advisor, Jack has the experience, support and access to specialized resources to serve clients who reside outside the United States.
Jack is also among the select Morgan Stanley Advisors to hold designations as a Portfolio Management Director and Alternative Investment Director. He has many years of experience customizing investment portfolios for affluent families and is well versed in the unique needs of offshore investors, particularly those who reside in Asia. This global sensibility has attuned him to the extraordinary growth in emerging markets, and he has gained substantial experience researching and selecting fund managers in those regions.
Jack began his career in 1993 at Shearson, where he learned disciplines and skills from the best talents in the industry. In 1995, he joined Merrill Lynch as a Certified Financial Manager. He provided comprehensive wealth management services to affluent clients and was invited to join Merrill’s famed Circle of Excellence. Before he joined Morgan Stanley in 2011, Jack spent 10 years at HSBC Securities USA, serving business and high net worth individuals. He was recognized as a top performer in each of those years.
Jack Liu holds the following licenses:
Series 66 Uniform State Securities Law
Series 10 General Securities Branch Office Manager
Series 9 General Securities Principal/Supervisory
Series 24 General Securities Principal/Supervisory
Series 65 Uniform Investment Advisor
Series 63 Uniform Securities Agent State Law
Series 7 General Securities Representative
Managing Director
Senior Portfolio Management Director
Alternative Investments Director
International Client Advisor
Financial Advisor
Drawing on 27 years of experience working at some of Wall Street’s leading global investment firms, Jack Liu creates highly customized wealth management solutions for an elite clientele of accomplished entrepreneurs, executives and their families. As a Morgan Stanley International Client Advisor, Jack has the experience, support and access to specialized resources to serve clients who reside outside the United States.
Jack is also among the select Morgan Stanley Advisors to hold designations as a Portfolio Management Director and Alternative Investment Director. He has many years of experience customizing investment portfolios for affluent families and is well versed in the unique needs of offshore investors, particularly those who reside in Asia. This global sensibility has attuned him to the extraordinary growth in emerging markets, and he has gained substantial experience researching and selecting fund managers in those regions.
Jack began his career in 1993 at Shearson, where he learned disciplines and skills from the best talents in the industry. In 1995, he joined Merrill Lynch as a Certified Financial Manager. He provided comprehensive wealth management services to affluent clients and was invited to join Merrill’s famed Circle of Excellence. Before he joined Morgan Stanley in 2011, Jack spent 10 years at HSBC Securities USA, serving business and high net worth individuals. He was recognized as a top performer in each of those years.
Jack Liu holds the following licenses:
Series 66 Uniform State Securities Law
Series 10 General Securities Branch Office Manager
Series 9 General Securities Principal/Supervisory
Series 24 General Securities Principal/Supervisory
Series 65 Uniform Investment Advisor
Series 63 Uniform Securities Agent State Law
Series 7 General Securities Representative
Client Service Team
Tami Tan - Client Service Associate
Phone:
(212) 903-7784(212) 903-7784
Email:tami.tan@morganstanley.com
Tami Tan is a dedicated Client Service Associate for Jack Liu's team. Her excellent working and academic background, detailed-oriented personality enable her to deliver the highest level of customer experiences to all clients. She earned her bachelor's degree in International Economics from University of California San Diego and her master’s degree in Economics from Columbia University both with outstanding records. Prior to joining Morgan Stanley, she obtained wide variety of banking service expertise from global companies including Bank of America. Tami deeply understands Asian as well as American culture. Bilingual both in English and in Mandarin, she is instrumental in executing the most challenging client service solutions to the team's broad and dynamic global client base.
Location
399 Park Ave 12th
Fl
New York, NY 10022
US
Direct:
(212) 903-7783(212) 903-7783
Toll-Free:
(800) 733-4793(800) 733-4793
Fax:
(212) 671-1418(212) 671-1418
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
About Tony Silva
Tony Silva is a Private Banker serving Morgan Stanley’s Wealth Management offices in New York City.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Tony began his career in financial services in 1995, and joined Morgan Stanley in 2015. Prior to his current position, he was a Project Manager in our Home Loans organization. Prior to joining the firm, he held a number of roles at mortgage financing institutions.
Tony is a graduate of Rutgers University, where he received a Bachelor of Science in Management. He lives in Livingston, NJ with his family. Outside of the office, Tony enjoys traveling, playing soccer, and spending time with family and friends.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Tony began his career in financial services in 1995, and joined Morgan Stanley in 2015. Prior to his current position, he was a Project Manager in our Home Loans organization. Prior to joining the firm, he held a number of roles at mortgage financing institutions.
Tony is a graduate of Rutgers University, where he received a Bachelor of Science in Management. He lives in Livingston, NJ with his family. Outside of the office, Tony enjoys traveling, playing soccer, and spending time with family and friends.
NMLS#: 217945
Private Banking Group (PBG) Market Managers, Senior Private Bankers, Private Bankers, and Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan 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
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan 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
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
A 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
Rational Investing in an Age of Uncertainty
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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
529 Plans: A Powerful Tool to Save for Education
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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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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
Ready to start a conversation? Contact Jack Liu today.
1Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative 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.
3GlobalCurrency is available to clients of Morgan Stanley Smith Barney LLC with an eligible brokerage account. Before undertaking foreign exchange transactions, clients should understand the associated risks.
Engaging in foreign currency transactions entails more varied risks than normally associated with transactions in the domestic securities markets. Attention should be paid to market, credit, sovereign, and liquidity risks. The foreign exchange transactions and deposits discussed in this material may not be appropriate for all clients. The appropriateness of a particular investment or strategy depends upon a client’s particular circumstances and objectives. This material does not provide individually tailored investment advice.
4Participating in a new issue/syndicate is subject to availability. IPOs are highly speculative and may not be appropriate for all investors because they lack a stock-trading history and usually involve smaller and newer companies that tend to have limited operating histories, less-experienced management teams, and fewer products or customers. Also, the offering price of an IPO reflects a negotiated estimate as to the value of the company, which may bear little relationship to the trading price of the securities, and it is not uncommon for the closing price of the shares shortly after the IPO to be well above or below the offering price.
5Morgan 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
6Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan 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.
7Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative 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.
3GlobalCurrency is available to clients of Morgan Stanley Smith Barney LLC with an eligible brokerage account. Before undertaking foreign exchange transactions, clients should understand the associated risks.
Engaging in foreign currency transactions entails more varied risks than normally associated with transactions in the domestic securities markets. Attention should be paid to market, credit, sovereign, and liquidity risks. The foreign exchange transactions and deposits discussed in this material may not be appropriate for all clients. The appropriateness of a particular investment or strategy depends upon a client’s particular circumstances and objectives. This material does not provide individually tailored investment advice.
4Participating in a new issue/syndicate is subject to availability. IPOs are highly speculative and may not be appropriate for all investors because they lack a stock-trading history and usually involve smaller and newer companies that tend to have limited operating histories, less-experienced management teams, and fewer products or customers. Also, the offering price of an IPO reflects a negotiated estimate as to the value of the company, which may bear little relationship to the trading price of the securities, and it is not uncommon for the closing price of the shares shortly after the IPO to be well above or below the offering price.
5Morgan 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
6Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan 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.
7Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
CRC 4665150 (8/2025)
