Welcome

With the demands of business, family and other pursuits, the one commodity business leaders are increasingly short of is time. Many successful professionals understand that by working with an advisor to help them oversee the various moving parts of their finances, they are empowered to focus on the things they do best and the people and passions they care about most.

As seasoned wealth management professionals, we are dedicated to working with financially successful individuals – like you -- address specific investment challenges and concerns. Our goal is to help you effectively transition your hard-earned assets into a thoughtful and strategic plan that gives you the confidence to enjoy the wealth you’ve created. And because we are have offices in Plano and New York City, we are positioned to combine the vast resources of a global wealth management firm with the personalized service you’d expect from a small investment boutique.

Money, in and of itself, does not always create the skills to manage it effectively. Our mission is to empower you to be confident in your financial decisions through education and understanding. We know how hard you are working to achieve your goals, and will work even harder to ensure your wealth will lead to continued prosperity.
Services Include
  • Financial Planning1
  • Wealth Management2
Securities Agent: TX, CT, WY, WV, WI, WA, VT, VA, UT, TN, SD, SC, RI, PR, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CO, CA, AZ, AR, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1301091
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
For more than 18 years, Michael has been providing highly customized advice and investment strategies to financially successful individuals and their families living in New York, Dallas and across the country. His area of focus includes financial planning solutions for corporate executives, integrating long-term equity compensation into a comprehensive plan focused on tax efficiency and effective income distribution strategies.

Growing up in Elkins Park, a suburb of Philadelphia, Michael learned first-hand the power of financial independence from his father who worked 30 years as a roofer, saving and investing for a financially secure future for his family. This experience inspired him to follow a profession that would help individuals gain the confidence needed to make sound financial decisions. Michael set out to become a financial advisor where he could educate clients about important financial concepts, helping to make a profound impact on the quality of their lives.

Michael began his career in 1998 at Laidlaw & Company, before joining a predecessor firm of Morgan Stanley in 2005. As a Financial Advisor, Michael focuses on developing strategies for his clients that are well suited to helping meet their specific wealth goals. His clients appreciate his approachable style for helping them make well-informed decisions and maintaining the discipline necessary to navigate the most challenging of markets.

Michael’s passion for helping clients achieve their goals is equaled only by his dedication to his family and community. He and his wife, Erica, have two children, Violet and Gray, with a new baby expected in early 2017. Spending their time in both Plano, TX and Amagansett, NY, Michael volunteers at his children’s schools in Texas, while serving on the Finance Committee at St. Luke’s in East Hampton, NY. In his leisure time, Michael enjoys distance swimming, offshore fishing and training for sprint triathlons.

      Working With You

      Our commitment to our clients and their success is the cornerstone of our practice. We come to work every day engaged in making a difference in their lives. To that end, we are focused on the following core values that underscore our commitment to an exceptional client experience:
      • Every decision we make will be focused on doing the right thing for you. We aim to simplify your financial life, offering solutions for your consideration with unbiased, objective advice.
      • We provide comprehensive solutions for all of your financial needs and strive to be a trusted resource for any financial or life decision.
      • We believe you are entitled to the best advice possible. As a result, we have assembled a group of highly skilled professionals whose number one priority is you. We work in tandem with your accountant and estate planning attorney to gain the precise knowledge needed to effectively manage all aspects of your wealth.
      • We focus on building deep and longstanding relationships, based on trust and integrity. We do this by working with a select group of individuals, families and organizations. This enables us to dedicate the time, attention and personalized service each deserves.
      • Your satisfaction is our priority. When it comes to service, we go above and beyond. No matter how simple or how complex your needs, we are always here to help

      Client Service Team

      • Jessica Santiago
        Direct: (212) 503-1678
        Email: jessica1.santiago@morganstanley.com

      Location

      101 Park Avenue
      24th Floor
      New York, NY 10017
      US
      Direct:
      (212) 503-1683(212) 503-1683
      Fax:
      (646) 862-9725(646) 862-9725
      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
      Investing in Artificial Intelligence and Automation

      Investing in Artificial Intelligence and Automation

      AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

      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
      A Parent's Guide to Talking to Your Kids About Money

      A Parent's Guide to Talking to Your Kids About Money

      Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.

      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

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      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
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      Choosing an Environmental Charity

      There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

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      Ready to start a conversation? Contact Michael Tuscano 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.

      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 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.

      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.


      CRC 2019752 10/2018