About David Birnbaum
David Birnbaum, CFP®, QPFC is a Financial Advisor, Alternative Investments Director, Global Sports and Entertainment Associate with The BlueStone Wealth Management Group at Morgan Stanley. David has over 20 years of experience in finance that spans cash management & lending solutions, wealth management and insurance. David originally joined Morgan Stanley in 2010 as a Lending Advisor with the Private Bank, focused on managing the robust liquidity needs for many of Morgan Stanley’s largest High Net Worth families, business owners, C-level executive and non-profit organizations. David transitioned to the BlueStone Group at Morgan Stanley in 2019 to provide bespoke wealth planning solutions to HNW clients focused on business succession planning, estate planning strategies and wealth transfer.
David holds an MBA from Long Island University and a B.S. from the University at Albany. He lives in Long Island with his wife, Jaclyn and three children.
NMLS#: 1886427
Securities Agent: SC, NE, PR, NY, NH, MO, UT, RI, OH, ME, ID, DC, TX, MA, FL, CO, CA, AZ, MN, MD, IL, HI, NC, CT, WY, VA, SD, NJ, GA, VT, TN, OR, NM, ND, DE, AL, WV, WA, PA, NV, MI, WI, IN; General Securities Representative; Investment Advisor Representative
NMLS#: 1886427