About Michael

I began my financial service career 8 years ago as a client service associate with Ameriprise Financial. I moved to Morgan Stanley as a Wealth Advisory Associate in 2012, where I developed comprehensive financial plans and strategies for clients. I moved into the Financial Advisor role in 2014 where I work closely with my clients to help identify and prioritize their financial needs and goals that matter most. Comfort comes from having structure, a comprehensive plan and a relationship with a financial professional who cares. Let me provide guidance for all aspects of your financial life and know that someone knowledgeable and responsible is always looking out for your best interest and concerns.

Michael attended Providence College and graduated with a B.S in Finance. He currently holds his series 7, 66 and Life and Health Licenses. He also attained the Chartered Retired Plan Specialist title through the College of Financial Planning in 2013.

Michael currently resides in Manhattan and grew up in Syosset, New York. In his spare time he enjoys golfing, skiing and traveling.
Services Include
  • Financial Planning1
  • Asset Management2
  • Retirement Planning3
  • 401(k) Rollovers
  • Business Planning4
  • Estate Planning Strategies5
  • Cash Management6
  • Life Insurance7
  • Long Term Care Insurance8
  • Qualified Retirement Plans9
  • Planning for Education Funding10
  • Business Succession Planning11
Securities Agent: TX, PA, WV, WI, VT, VA, UT, RI, PR, OH, NY, NV, NJ, NH, NC, MI, ME, MD, MA, KY, IL, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 1310719
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

As a Financial Advisor with Morgan Stanley, my relationship with my clients is central to all I do. I take the time to get to know them, working closely to help identify and prioritize their financial needs and goals that matter most. Then based on our discussions, I help develop a personalized financial plan that serves as a roadmap for the future.

Today, it’s natural to have questions about your retirement, even if you’ve saved and planned for it. We are committed to providing premier service and focus on helping clients successfully navigate the inevitable complexities that come with wealth

My most important goal: to help you achieve your objectives, providing guidance that helps your wealth do more for you.

    My Clients

    Everything we do is focused on our valued clients. Our practice is built on the development of deep and enduring relationships and the delivery of comprehensive wealth management services. Our clients include:

     
    • Individuals and Families
    • Family Offices
    • Corporate Executives
    • Business Owners
    • Non-Profits

      Client Service Team

      • Joshua Friedman, CFP. - Senior Registered Client Services Associate
        Joshua began his career in 2010 in a variety of different roles supporting Morgan Stanley financial advisors. Some of these roles included order entry support and working on the financial planning desk. This was a great opportunity to learn about the industry as a whole and gain valuable insights from thousands of financial advisors. In 2017, Josh joined the newly formed team as a client service associate where he is committed to offering world class service to all clients.

        His responsibilities include client trading, portfolio reporting, investment research, and assisting with cash management and lending services.

        Josh grew up in Marlboro, NJ and attended Rutgers University, graduating with a B.A in economics. He currently holds his Series 7, 66, Life and Health licenses, as well as the Certified Financial Planner™ designation.
        Josh currently lives in Long Island City where he is an avid sports fan playing in different flag football and basketball leagues. He also enjoys cooking, volunteering, and playing golf.
      • David Sedrak - Senior Registered Client Services Associate
        David joined Morgan Stanley in 2017 as a Senior Registered Client Service Associate. Prior to joining Morgan Stanley, David worked as a Senior Associate with UBS. Drawing on his past experience, David concentrates on customized financial planning, portfolio construction and implementation, performance reporting and cash management and lending solutions.

        He received a B.S. in Business Economics from Rutgers University, where he was a member of the Alpha Kappa Lambda Fraternity. David holds the Series 7, 63, and 65 securities licenses and is currently a CFA® Level 1 Candidate. 

        He currently resides in Upper Saddle River, NJ. In his free time, he enjoys traveling with his wife Nadra and spending time with his French Bulldog Winston. 
        Securities Agent: AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, KY, MA, MD, ME, MI, NC, NJ, NV, NY, OH, PA, SC, TX, VA, VT, WA, WI, WY; Investment Advisor Representative; General Securities Representative

      Location

      55 East 52nd St
      29th Fl
      New York, NY 10055
      US
      Direct:
      (212) 649-8610(212) 649-8610
      Fax:
      (212) 903-7701(212) 903-7701
      From My Desk

      Study Links Good Financial Habits to Achieving Happiness


      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

      Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

      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.

      More from Morgan Stanley

      Consolidate Your Cash at a Competitive Rate

      Consolidate Your Cash at a Competitive Rate

      2.30% APY with Preferred Savings for New Money deposited through your eligible Morgan Stanley brokerage account. Contact me to learn more or click here. Terms apply.
      Learn more about Consolidate Your Cash at a Competitive Rate
      Morgan Stanley and Justin Rose: A Winning Team

      Morgan Stanley and Justin Rose: A Winning Team

      Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
      Learn more about Morgan Stanley and Justin Rose: A Winning Team
      Your Financial World. On the Go.

      Your Financial World. On the Go.

      With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
      Learn more about Your Financial World. On the Go.
      Reserved | Living & Giving

      Reserved | Living & Giving

      Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
      Learn more about Reserved | Living & Giving
      Sign Up for eDelivery

      Sign Up for eDelivery

      With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
      Learn more about Sign Up for eDelivery
      Access Morgan Stanley Online

      Access Morgan Stanley Online

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

      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 (“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 (“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.

      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 and other legal matters.

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      10Morgan 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.

      11Morgan 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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      The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable 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.

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


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