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: OR, MD, DE, CT, ME, IN, CA, IL, GA, VA, TX, PA, NY, NV, NJ, AZ, SD, NC, FL, SC, CO; General Securities Representative; Investment Advisor Representative; Managed Futures
CA Insurance License #: 0157548
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

My Process

As your dedicated wealth management advisor, my role is to tailor a personalized financial strategy which fits your needs. In my experience working with clients, I have developed a step-by-step approach to service:

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    Discovery Process

    I take the time to fully understand you and your family. I consider all of your challenges, goals, and aspirations when building your financial picture.

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    Forming Your Strategy

    Using your life goals as my compass, I create a risk-balanced strategy which maps a clear path to achieving your success.

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    Implementing Your Plan

    I apply extensive research and analysis, and also utilize Morgan Stanley's full suite of resources, to ensure swift decisive action in all market scenarios.

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    Measuring Your Success

    I check in with you to deliver metrics around your portfolio, and ultimately measure trajectory towards your goals. My ultimate mission is your success and well-being.

Planning Your Future

I will work with you to understand your priorities during these crucial years and implement a customized strategy for you. Whether it is planning for retirement, transitioning into retirement, or already managing your assets in retirement, I am equipped with the resources and the knowledge to help you accomplish your personal and financial goal.

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    Making the Most of Your Retirement Savings

    Carefully managing distributions from your portfolio during retirement can help you save on taxes, leaving you more money to spend and enjoy.

    Learn more
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    A Simple Six-Step Retirement Checkup

    Checking in on your retirement plan may make a lot of sense, especially when market volatility arises.

    Learn more
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    When Should You Take Social Security?

    Deciding when to claim Social Security can have a significant effect on your retirement income. Learn how to help maximize your benefits.

    Learn more
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    5 Mistakes to Avoid in Retirement

    How you plan your finances in retirement may be just as important as the process of saving for retirement. Here are some key considerations.

    Learn more

Market Insights & Updates

The latest market insights, investment trends, and economic outlooks provide the knowledge you need to navigate today's financial landscape.

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    Thoughts on the Market

    With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.

    Listen here
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    4 Standout Investment Themes for 2025

    What trends will shape the markets in 2025 and beyond? Morgan Stanley's experts break down the biggest opportunities and risks in investing, helping you stay ahead in a rapidly changing market.

    Learn more
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    Are You Prepared for Retired Life?

    Your retirement has the potential to be the most fulfilling period of your life–but you need to have a plan for your time as well as your finances.

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    Slimmon's Take

    Monthly article on market observations for the intermediate and long-term.

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Modern Wealth Management Tools

Morgan Stanley's comprehensive suite of digital resources has carefully been designed to help enhance each aspect of your financial portfolio. Take time to learn about some of the many Modern Wealth Management resources that we offer to our clients.

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    Morgan Stanley Online

    Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.

    Register for Morgan Stanley Online Today
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    Total Wealth View

    With this service, you can view all your assets and liabilities together – whether held at Morgan Stanley or elsewhere – in one place for a comprehensive overview of your assets.

    Learn more about Total Wealth View

Location

330 Fellowship Rd
Ste 400
Mount Laurel, NJ 08054
US
Direct:
(856) 222-4516(856) 222-4516
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
A Simple Six-Step Retirement Checkup
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A Simple Six-Step Retirement Checkup

Checking in on your retirement plan may make a lot of sense, especially when market volatility arises.
Ready to start a conversation? Contact David N. Pratt today.
Market Information Delayed 20 Minutes
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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:
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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.

*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)