About Anthony P. Satriano
Anthony P. Satriano is an Executive Director and Financial Advisor at Morgan Stanley, bringing over 22 years of experience in delivering comprehensive financial guidance to individuals, families, business owners, nonprofits, and foundations. He holds Series 7 and Series 66 licenses, along with various life and health insurance licenses, and is a
Certified Exit Planning Advisor (CEPA) through the Exit Planning Institute. His credentials and experience allow him to design integrated financial strategies that serve the needs of both individual investors and complex, multigenerational or organizational portfolios.
Anthony's approach is highly customized and client-centered, with a focus on retirement planning, asset allocation modeling and design, income generation, alternative investment strategies, and tax-efficient planning. He is particularly adept at helping business owners plan for succession, liquidity events, and long-term legacy transitions, combining technical expertise with a deep understanding of personal and professional priorities.
Before joining Morgan Stanley, Anthony served as a Premier Advisor at Wells Fargo Advisors, where he was recognized by Forbes as a Best-in-State Wealth Advisor, an honor that reflects his consistent commitment to excellence and trusted client relationships.
Anthony earned a Bachelor of Arts from the University of Colorado at Boulder. He is widely respected for his strategic thinking, transparent communication, and ability to build long-term relationships based on trust and performance.
Outside of his professional role, Anthony enjoys spending quality time with his wife of 25 years, Erin, and their three children-Mia, Joey, and Talia. He is an avid fly fisherman, golfer, and shooting sports enthusiast, and enjoys traveling with his family. Deeply involved in his church community, Anthony also supports organizations such as Freedom Service Dogs and is passionate about mentoring the next generation of financial professionals through internships and educational initiatives.
Securities Agent: TN, FL, CO, IL, SC, NC, HI, CT, CA, AZ, NY, NM, MT, RI, MA, SD, NV, NH, MO, ME, DE, NJ, KS, ID, PA, WY, PR, OR, OH, MI, KY, AK, OK, MD, WA, IN, VA, TX; General Securities Representative; Investment Advisor Representative
NMLS#: 2580357