Mitchell Tordjman
My Mission Statement
Our Story
Mitchell Tordjman is an experienced financial advisor who takes pride in offering dedicated, personal, and active service to his clients in managing their wealth and handling their financial needs. Time and time again, and at any hour of the day, Mitchell has been there for his clients to help them through even the most difficult financial challenges, and will continue to do so.
With more than 20 years of industry experience, Mitchell offers a wide range of solutions to bring to a diverse array of clients, including: high net worth families, independent business professionals, entrepreneurs, couples, and individuals.
His goal is to develop a personalized wealth accumulation strategy for each client, utilizing Morgan Stanley's vast resources, while remaining focused on the personal relationship that each client deserves.
If you'd like a complementary portfolio review, or a conversation about what our team can do for you, click the "Contact Us" button at the top of the page.
NMLS#: 1814729
Our Process
Our process begins by getting to know you as a person, clarifying your financial goals and then molding our services to fit what you need. We will guide you through each step of the process, and are always available for questions about how your plan is doing, and how to make it better.
Our first meeting is where we determine how well we would fit as your financial advisor, and you as our client. We want to make sure you are paired with the best team to help you to reach your financial goals, so it is crucial that we establish a strong relationship from the start.
Once we've determined that we are the right advisors for you the questions becomes, "What are your goals?" Whether it's retiring comfortably, buying a house, selling your business, or just accumulating wealth, we will work together to examine your current financial situation and develop a target that is achievable and important to you.
From those goals, we can create a plan that contains specific strategies designed to help you reach your targets. Through our years of experience we have developed numerous, proven strategies encompassing issues such as retirement planning, estate planning, tax minimization potential, and wealth transfer, but we still remain focused on customizing our approach to each client we work with.
After discussing and refining your strategy, we will work closely with you to bring it to life. Using our firm tools we will assess logistics, tax impact, asset allocation adjustments, and saving/ benefit modifications to make sure we are best equipped to keep your plan on track.
Ongoing communication is the foundation of successful collaboration. We will make sure you are kept up to date on your financial progress and will revise your strategy as circumstances change. This means maintaining a constant communication with you to make sure your concerns and request are always addressed.
To start working with us, please reach out via email by clicking the mail icon on the home page, clicking the "Contact Me" button on the home page, or sending an email to Mitchell.M.Tordjman@morganstanley.com
Upcoming Firm Events
We hope you will join us for this upcoming event.
AI Revolution: The Breakthrough, the Buzz and a Blueprint for the Future
We invite you to watch the replay from our thought-provoking conversation on artificial intelligence (AI) with James Dyett, OpenAI's Head of Enterprise & Strategic Sales, Keith Weiss, Morgan Stanley's Head of U.S. Software Research Jeff McMillan, Morgan Stanley's Head of Firmwide Artificial Intelligence, recorded on Monday, March 24.
Additional Replays
Investor Resources
Morgan Stanley's comprehensive suite of digital resources has carefully been designed to help enhance each aspect of your financial portfolio. Take some time to learn about some of the many Modern Wealth Management resources that we offer to our clients.
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley mobile app! Access your finances and invest in an instant with the help of this hand resource that is available 24/7.
Complete your financial profile with Total Wealth View. By linking your external account information, you will benefit from more educated and holistic wealth planning, and convenient connectivity.
Reserved Living & Giving is a tiered complimentary loyalty program that rewards clients with over one million dollars in assets and liabilities invested at the firm. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
Morgan Stanley's Portfolio Risk Platform is powered by BlackRock's Aladdin risk engine, a state of the art, innovative risk engine used by several of the world's largest institutional asset managers, providing you with comprehensive risk analytics and a sophisticated view of the risk/ return dichotomy across your financial portfolios. This helpful tool can assist you in making educated investment decisions with increased confidence.
Client Service Team
Sal has been in the Wealth Management Industry since 2019. He currently holds his Series 7 and Series 66 FINRA Registrations.
Sal grew up on Long Island where he went to Chaminade High School. Sal went on to play Division 1 Baseball at Villanova University. He then transferred to Fairfield University where he graduated with a BA in Finance.
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
Mosaic
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.
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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.
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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.
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Awards Disclosures
