Michael joined Morgan Stanley in 2022 as Senior Vice President, after nearly three decades of experience in the financial services industry. Michael is a problem solver who works to streamline his client’s financial lives. He supports his clients in identifying and prioritizing their financial goals—focusing on estate planning services, investments, tax minimization strategies, wealth transfer and retirement income. He then develops a customizable approach that adheres with their personal financial situation.
Michael has a Bachelors Degree in Business Management from Ithaca College. He is involved with many charities and is a board member of the New Rochelle Public Library Foundation. Michael lives in New Rochelle with his wife and two daughters.
Services Include
- Retirement Planning
- Philanthropic Management
- Estate Planning Strategies
- Asset Management
Securities Agent: IL, NY, MD, NJ, TX, PA, LA, FL, NC, CT, CA, VA, CO, MA, DE, NH, WA; General Securities Representative; Investment Advisor Representative
NMLS#: 1005007