Luke Tagliaferri
Registered Client Service Associate
Peter J. De Brino
Senior Vice President,
Financial Advisor,
Insurance Planning Director
Direct:
(914) 225-4995(914) 225-4995
My Mission Statement
Striving to give clients the satisfaction of knowing they've achieved their most important financial goals.
My Story
I love what I do…mostly because I feel like I’m truly helping people. My clients come to me for investment advice, of course, but they also ask me questions that have nothing to do with financial markets:
• “Can I really afford to take a second vacation this year?”
• “Should I buy or lease my new car?”
• “I’m thinking about selling my home. Do you know any good realtors?”
I’ve spent the past 34 years helping clients understand what they need to do to get where they want. My commitment to them goes far beyond helping them choose appropriate investments. And my promise to them is that they will always have someone by their side who takes genuine pleasure in seeing them succeed.
• “Can I really afford to take a second vacation this year?”
• “Should I buy or lease my new car?”
• “I’m thinking about selling my home. Do you know any good realtors?”
I’ve spent the past 34 years helping clients understand what they need to do to get where they want. My commitment to them goes far beyond helping them choose appropriate investments. And my promise to them is that they will always have someone by their side who takes genuine pleasure in seeing them succeed.
Securities Agent: CT, PA, CA, NJ, MD, FL, CO, UT, ME, NY, OH, SC, GA, VA, RI, NC, MI, MA; General Securities Representative; Investment Advisor Representative
NMLS#: 1788259
NMLS#: 1788259
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
I take pride in the depth and longevity of my client relationships. Many extend from generation to generation as clients introduce me to their children and grandchildren.
The clients I serve face a wide variety of financial issues, some of which they’re painfully aware, others of which they are not. Many understand, for example, that they must accumulate sufficient assets for retirement, but fewer realize that they must develop a strategy for converting assets to income for day-to-day expenses – income that will remain constant even through adverse markets and last for the rest of their lives.
My clients know that I will always go the extra mile for them, whether that involves meeting with them at their homes, hand-delivering documents, making myself available whenever they need me or referring them to attorneys, accountants and other professionals with specialized experience.
The clients I serve face a wide variety of financial issues, some of which they’re painfully aware, others of which they are not. Many understand, for example, that they must accumulate sufficient assets for retirement, but fewer realize that they must develop a strategy for converting assets to income for day-to-day expenses – income that will remain constant even through adverse markets and last for the rest of their lives.
My clients know that I will always go the extra mile for them, whether that involves meeting with them at their homes, hand-delivering documents, making myself available whenever they need me or referring them to attorneys, accountants and other professionals with specialized experience.
My Clients
I take pride in the depth and longevity of my client relationships. Many extend from generation to generation as clients introduce me to their children and grandchildren.
The clients I serve face a wide variety of financial issues, some of which they’re painfully aware, others of which they are not. Many understand, for example, that they must accumulate sufficient assets for retirement, but fewer realize that they must develop a strategy for converting assets to income for day-to-day expenses – income that will remain constant even through adverse markets and last for the rest of their lives.
My clients know that I will always go the extra mile for them, whether that involves meeting with them at their homes, hand-delivering documents, making myself available whenever they need me or referring them to attorneys, accountants and other professionals with specialized experience.
The clients I serve face a wide variety of financial issues, some of which they’re painfully aware, others of which they are not. Many understand, for example, that they must accumulate sufficient assets for retirement, but fewer realize that they must develop a strategy for converting assets to income for day-to-day expenses – income that will remain constant even through adverse markets and last for the rest of their lives.
My clients know that I will always go the extra mile for them, whether that involves meeting with them at their homes, hand-delivering documents, making myself available whenever they need me or referring them to attorneys, accountants and other professionals with specialized experience.
Biography
For as long as I can remember, I wanted to pursue a career in finance – not to help companies go public or consummate mergers and acquisitions, but to provide people with advice that would make a difference in their financial lives.
I began pursuing my passion more than 34 years ago at Lehman Brothers. Much of my career, however, was spent at Citigroup where I created and managed a team of Financial Advisors and mentored young professionals with the same dream as mine. It wasn’t until 2016 when I joined Morgan Stanley, however, that I realized what I’d been missing.
Here I can provide my clients with the research and resources they need to navigate today’s complex markets and pursue goals beyond their investment portfolio. Estate planning, insurance, lending – I am able to help clients manage their wealth with strategies that encompass virtually every aspect of their financial lives. In addition, I often serve as a source for other Financial Advisors who seek assistance in non-investment disciplines.
I received my BS in Business Administration from The University of Hartford and later earned an MBA from Fordham University. Outside the office, I’ve served on the board of our local homeowners’ association for the past 22 years and enjoy spending time with family, skiing, attending concerts, and travel.
I began pursuing my passion more than 34 years ago at Lehman Brothers. Much of my career, however, was spent at Citigroup where I created and managed a team of Financial Advisors and mentored young professionals with the same dream as mine. It wasn’t until 2016 when I joined Morgan Stanley, however, that I realized what I’d been missing.
Here I can provide my clients with the research and resources they need to navigate today’s complex markets and pursue goals beyond their investment portfolio. Estate planning, insurance, lending – I am able to help clients manage their wealth with strategies that encompass virtually every aspect of their financial lives. In addition, I often serve as a source for other Financial Advisors who seek assistance in non-investment disciplines.
I received my BS in Business Administration from The University of Hartford and later earned an MBA from Fordham University. Outside the office, I’ve served on the board of our local homeowners’ association for the past 22 years and enjoy spending time with family, skiing, attending concerts, and travel.
Client Resources
Morgan Stanley Online
Morgan Stanley Online has a suite of features that allow you to manage your everyday finances from paying bills and sending money to transferring funds and authorizing transactions with eAuthorization.
View Account
Total Wealth View
View all your external financial accounts directly in Morgan Stanley Online or the mobile app. By linking your accounts, you’ll benefit from more informed wealth planning, secure data access and convenient connectivity.
Access Total Wealth View
Digital Vault
Digital Vault allows for easy sharing and convenient access to your most important documents such as wills, financial statements and tax fillings. Easily manage your encrypted financial records all in one place.
Vault Access
eDelivery
eDelivery provides you with the ability to view statements and other documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online may enroll in eDelivery.
Access Tool
Mobile Check Deposit
With the mobile app, you can use mobile check deposit to quickly deposit checks drawn on a U.S. bank anytime, anywhere from your device with some of the highest deposit limits in the industry.
Learn More
Online Transfers with eAuthorizations
Electronically authorize domestic and international one-time or recurring transactions through Morgan Stanley Online and the mobile app.
Learn MoreLocation
2000 Westchester Ave 1nc
Purchase, NY 10577
US
Direct:
(914) 225-4995(914) 225-4995
Meet My Team
About Luke Tagliaferri
As a Client Service Associate for Peter Debrino at Morgan Stanley, Luke is often the first line of contact on a broad array of client services. He is committed to providing each client with caring and personalized attention. He finds fulfillment in helping clients solve problems and delivering a positive experience with every interaction. Luke obtained his Series 7 and Series 66 as a testament to his continued education.
Through ongoing outreach and communication, Luke leads a number of important client servicing initiatives for the team. His many responsibilities include onboarding new clients and maintaining and enhancing client relationships. He takes a collaborative approach with clients while working with them on administrative and operational matters. He enjoys building deep and lasting relationships with clients and receives great satisfaction knowing he is helping them simplify their finances and achieve their long-term financial goals.
Prior to joining Morgan Stanley in 2021, Luke worked for the New York State Department of Health as a Case Investigator. He attended Fordham University and graduated from the Gabelli School of Business obtaining his degree in Applied Accounting and Finance. A Westchester native and current resident of Yonkers, NY, Luke enjoys traveling, fishing, and golfing in his free time.
Through ongoing outreach and communication, Luke leads a number of important client servicing initiatives for the team. His many responsibilities include onboarding new clients and maintaining and enhancing client relationships. He takes a collaborative approach with clients while working with them on administrative and operational matters. He enjoys building deep and lasting relationships with clients and receives great satisfaction knowing he is helping them simplify their finances and achieve their long-term financial goals.
Prior to joining Morgan Stanley in 2021, Luke worked for the New York State Department of Health as a Case Investigator. He attended Fordham University and graduated from the Gabelli School of Business obtaining his degree in Applied Accounting and Finance. A Westchester native and current resident of Yonkers, NY, Luke enjoys traveling, fishing, and golfing in his free time.
Wealth Management
From My Desk
A Parent's Guide to Talking to Your Kids About Money
Wealth Management
Global Investment Office
Portfolio Insights
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
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
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Ready to start a conversation? Contact Peter J. De Brino today.
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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3When 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.
4Morgan 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.
5Annuities 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.
7Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
8Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame 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
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3When 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.
4Morgan 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.
5Annuities 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.
7Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
8Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame 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
CRC 6491812 (04/2024)
