My Story and Services

As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Securities Agent: WY, WI, WA, VT, VA, TX, SC, PA, OH, NY, NV, NJ, NC, MI, ME, MD, MA, KY, IL, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AK; General Securities Representative
NMLS#: 1796895
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Biography

Nancy D. Glassman, CFP® ‘86

First Vice President, Morgan Stanley

Major: Visual Arts and Anthropology

Nancy Glassman is a First Vice President at Morgan Stanley, where she is a founding partner of The Parkhenge Group. Nancy helps her clients achieve their personal and financial goals. Her practice focuses on wealthy individuals and family offices as well as closely held businesses. Nancy strives to add value by helping grow her client’s net worth and tailoring plans according to their income and retirement needs. She focuses on wealth protection and preservation; aiming to safeguard what her clients have built over the course of their lives.

Nancy is a millennial at heart. She approaches her clients as a counselor and confidant, seeking to build meaningful relationships. Nancy moved to Morgan Stanley from UBS after 24 years in the industry. She has worked with multiple generations of families, providing continuity of service and deep knowledge of their financial histories.

Nancy is a Certified Financial Planner™ professional and obtained certification in 2004. She has gone on to become a Portfolio Manager and Wealth Advisor.

Before entering Financial Services, Nancy worked in Corporate Accounting in Commercial Real Estate. Nancy holds a Bachelor of Arts degree from SUNY New Paltz in Visual Arts and Anthropology with a minor in Art History.

A recent empty nester, Nancy has returned to New York City’s Upper East Side but still maintains a residence in Short Hills, NJ for the weekends and family time. She enjoys traveling, yoga, reading, and skiing. A little-known fact is that she used to give specialty tours at the American Museum of Natural History.

Location

55 East 52nd St
29th Fl
New York, NY 10055
US
Direct:
(212) 903-7620(212) 903-7620
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

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
Choosing an Environmental Charity

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.

More from Morgan Stanley

OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE

OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE

“You may feel like a 1,000 point move in the Dow in a single day is unprecedented, but the reality is that it’s a 2 or 3% move down.” - Lisa Shalett, Chief Investment Officer, Wealth Management
Learn more about OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE
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
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
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
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.
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 Nancy Glassman today.
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