Reuben Askowitz

Reuben Askowitz joined Smith Barney in 2008 after a long and distinguished career at IBM in sales and management.  He partnered with his father, Marty, a veteran of Wall St with over 50 years in financial services industry.  Reuben is focused on delivering a client-focused approach which he honed at IBM.Reuben’s holistic approach to financial planning seeks to ensure that the recommended programs encompass each client’s financial goals, time frames and risk tolerance. His clients are range from emerging affluent to ultra-high net worth individuals. They are typically doctors, lawyers, senior executives, multigenerational families and foundations.  Mr. Askowitz focuses on bringing balance to financial planning.  Financial success creates increasingly difficult wealth management challenges.  Investment strategy becomes more sophisticated.  Trust and estate structures grow more complex. Reuben works closely with clients to develop customized financial strategies that incorporate asset allocation, financial management, liability management, and retirement planning.  Helping people, whether it’s planning for retirement, life post-divorce or college expenses, is truly Reuben’s passion.  In addition to developing a custom financial strategy for each client, he conducts regular meetings with clients to review performance, reconfirm financial goals and make adjustments as economic or lifestyle conditions warrant.In 1983, Reuben earned his Bachelor of Science in Computer Applications and Information System from NYU, Stern School of Business.  While at IBM, he was promoted and recognized for many awards and achievement which included numerous 100% Clubs and Golden Circles for Top Echelon performers. Reuben enjoys spending time with his wife and family.  His passions include golf, skiing and gardening.
Securities Agent: CA, CT, FL, IL, IN, MA, NC, NH, NJ, NY, PA, WA; Investment Advisor Representative; General Securities Representative
NMLS#: 1393615
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Education

  • BS, 1983 Stern School of Business

Experience

2008 - Present: Morgan Stanley*

Financial Advisor
New York, NY

1983 - 2007: IBM
Sales, Services & Management

    Working With You

    I am a Family Wealth Director, a Morgan Stanley designated financial professional, who believes that you - as one of our most important clients - is entitled to a different kind of working relationship with the firm.  As a Family Wealth Director, I bring the scope and influence of the differentiating resources of Morgan Stanley to our most valued clients.

    This combination of personal attention and financial possibilities can help create opportunities for you. Your financial life requires the broadest possible scope of knowledge, and we are committed to helping you have an experience that is easier and rewarding.

      Location

      590 Madison Avenue
      11th Floor
      New York, NY 10022
      US
      Direct:
      (212) 307-2434(212) 307-2434
      Toll Free:
      (800) 468-0019(800) 468-0019
      Fax:
      (212) 307-2879(212) 307-2879

      Strategic Partners

      The Experience to Guide You
      Our steadfast committment is to enhance the advice you receive. Working in partnership allows us the opportunity to provide a more holistic approach to help you manage and meet your wealth management goals head-on.
      Photo of Mark Seruya

      Mark Seruya

      Managing Director, Wealth Management, Private Wealth Advisor, Portfolio Management Director, Institutional Consulting Director

      Areas of Focus

      • General Investment Advice
      • Pre-Liquidity Event
      • Ultra High Net Worth Investing
      • Wealth Transfer Planning / Inheritance
      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
      Five Smart Strategies to Use a Bonus or Raise

      Five Smart Strategies to Use a Bonus or Raise

      Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

      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
      Financial Transition: A Guide for Women

      Financial Transition: A Guide for Women

      Here's how to take control of your finances if a death or divorce leaves you holding the reins.

      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
      A New Roadmap for Mission Alignment

      A New Roadmap for Mission Alignment

      Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

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      Ready to start a conversation? Contact Reuben Askowitz today.
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      *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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