Michael Romagnolo, CEPA®
My Mission Statement
My Story and Services
Michael has served hundreds of clients over his career, and believes that understanding his client's needs and desires is central to their success. To that end, he limits his practice to approximately 50 families, making him both available and focused on those he serves. Furthermore, Michael has managed his client’s financial futures through a variety of economic conditions over the past 32 yrs. This experience has seasoned him, affording the ability to offer clients a perspective that is as pragmatic as it is creative. Michael’s distinctive combination of experience and professional focus helps set him apart and is evidenced by the long standing relationships he maintains with his clients.
Michael's faith and family are his two greatest passions. When he is not spending time with his children and grandchildren, he enjoys sports, travel, the arts, and great food. Michael is very involved in his church and the community, including have served on the Board of Trustees of the Leukemia and Lymphoma Society, past Chair of Leadership Broward, Senior Executive Leadership program, and regular mentoring at the Sonrise Mission of Fort Lauderdale.
NMLS#: 1490589
Michael is a member of the One Cornerstone Group at Morgan Stanley where we focus on Generational Wealth. Our team brings a diverse range of experience spanning from our 30's to our 60's, committed to helping you define and achieve your financial goals. Our mission is to provide comprehensive financial planning tailored to your unique needs, focusing on the preservation and growth of your wealth over time. As part of Morgan Stanley, our clients benefit from access to some of the world's most seasoned and respected investment professionals. This coupled with a premiere trading and execution platform, allows us to offer a full spectrum of investment choices to suit your preferences and objectives. Our team members have many areas of focus and achieved the following designations and recognitions:
- Forbes Best-In-State Wealth Management Teams 2024 & 2025
- Forbes Best-in-State Financial Advisor 2024 & 2025
- Alternative Investment Director
- Certified Financial Planner
- Certified Private Wealth Advisor
- Certified Exit Planning Advisor
- Certified Retirement Planning Counselor
- Qualified Plan Financial Consultant
One of our key strengths lies in our private alternative investment offerings, which are among the most robust in the country. These exclusive opportunities provide additional avenues for diversification and potential returns, further enhancing the strength and resilience of your investment portfolio. Our team's focus on these opportunities is highlighted by our very own John Foreman, Austin Cook, Michael Romagnolo, Benjamin Ross, David Foreman, and Maribeth Bates all being named Alternative Investment Directors of the firm.
Trust in our professional focus and collaborative approach to guide you towards financial success and generational prosperity. Let us work with you on the journey to secure your financial future.
Disclosure:
https://www.morganstanley.com/what-we-do/wealth-management/alternative-investments/ Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors Source: Forbes.com (Awarded April 2024 & 2025) Data compiled by SHOOK Research LLC for the period 6/30/22 - 6/30/24. Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded Jan 2024 & 2025) Data compiled by SHOOK Research LLC based for the period 3/31/22-3/31/24. 2023-2025 Forbes Best-In- State Wealth Advisors Source: Forbes.com (Awarded 2023-2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
MODERN WEALTH MANAGEMENT TOOLS AND RESOURCES
Discovering Alternative Investments
We leverage our unique position and our affiliates to source innovative strategies form among the most knowledgeable investment minds in the business. Employing rigorous due diligence to identify, evaluate and select each alternative investment product on our platform. Our managers are highly qualified to help our clients meet their objectives. Your choices will depend of your goals, objectives and risk tolerance.
Our leading alternatives platform offers 160+ third-party and proprietary funds, including first look and exclusive opportunities, that may help qualified investors enhance returns, reduce volatility, manage taxes and generate income—while maintaining a goals-based approach for asset allocation.
Our private equity teams invest in segments of the market that, in our view, are generally underserved by other providers of private capital. We invest directly in private businesses and also allocate capital to compelling fund managers, secondary market opportunities and co-investments on behalf of our limited partners.
Private Credit investing is an essential component of Morgan Stanley Investment Management's alternative investments platform. We manage a well-defined group of strategies and seek to deliver attractive returns to our investors by forging successful partnerships with our portfolio companies.
Morgan Stanley Real Estate Investing (MSREI) is the global private real estate investment management arm of Morgan Stanley. With ~200 professionals in 17 offices across 13 countries plus decades of experience investing internationally, MSREI is uniquely positioned to execute core and value-add / opportunistic strategies globally.
Morgan Stanley Investment Management has been investing in infrastructure assets on a global basis for over 10 years. We have since emerged as one of the industry's leading direct infrastructure investment platforms with offices in New York, London, Melbourne, Hong Kong, Amsterdam and Mumbai.
We specialize in delivering a broad range of hedge fund portfolio solutions to a global client base. Our strategies include custom hedge fund portfolios; broadly-diversified, opportunistic and strategy-specific funds; and advisory services.
Family Office Resources
The term “Family Office Resources” is being used as a term of art and not to imply that Morgan Stanley and/or its employees are acting as a family office pursuant to Investment Advisers Act of 1940.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Location
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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 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.
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
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7When 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.
8Morgan 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.
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
