Welcome

As Morgan Stanley Private Wealth Advisors, we combine our own talents and experience with the vast resources of a global financial services firm to address the planning, governance, liability management and investing needs of ultra high net worth families, their businesses and philanthropic enterprises. We take a holistic approach that is grounded in investment strategy, but covers virtually every aspect of your financial life: risk management, liabilities, trusts and estate structures and even family dynamics and lifestyle management issues. Our goal is to help preserve and grow your financial, family and social capital so that it can have the greatest positive impact today and for generations to come.

We are attentive to evolving market conditions and changes in our clients’ lives, and we adapt accordingly. We believe complete transparency and a continuous dialogue between our team and the client is key to a great relationship and has helped us to consistently grow our business over the past 11 years.

We look forward to learning more about you and your family, and discussing the resources we can place at your disposal.
Capabilities
  • Family Governance & Wealth Education
  • Consolidated Reporting
  • Corporate Services
  • Corporate Stock Plans
  • Retirement & Pension Plans
  • Philanthropy Management
  • Proprietary Investment Opportunities
  • Manager Selection
  • Open-Architecture Platform
  • Investment Management
  • Comprehensive Wealth Planning
  • Sustainable & Responsible Investing
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

About PWM

Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
  • Manage investments with an unwavering focus on your financial strategy and personal goals
  • Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
  • Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
  • Approximately 250 teams1  specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $330 billion in AUM2
  • Comprising 26% of the Barron’s Top 100 Financial Advisors list for 20173
  • Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December 31, 2017
2 Morgan Stanley Internal Compensable Revenue Report, December 31, 2017
3 Barron’s Top 100 Financial Advisors, April 2017

Approach

Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.

Global Franchise

Morgan Stanley serves a global clientele of individuals, families, corporations, endowments, foundations, governments and others through three core businesses:
  • Morgan Stanley Wealth Management
  • Institutional Securities Group
  • Investment Management
Our strength and synergies across each of these businesses not only contributes to the economic vitality and stability of the firm, but also expands the vast resources, expertise and global insight that we can offer you.
Morgan Stanley Franchise Power
  • $2.4tn in client assets under management1
  • Morgan Stanley reported revenues of $11.9Bn1
  • More than 55,000 global employees1
  • Global footprint includes 1,200 offices in 31 countries on six continents1
  • Tier 1 risk-based capital Ratio under U.S. Basel III was approximately 17.8%1
  • $206Bn in liquidity reserve1
  • Long-term credit rating A3, BBB+ and A, by Moody’s, S&P and Fitch, respectively2
1Unaudited. As of March 31, 2018, Morgan Stanley Quarterly Financial Supplement
2MorganStanley.com/InvestorRelations

Location

1585 Broadway, 21st
Fl
New York, NY 10036
US
Direct:
(212) 761-7669(212) 761-7669

Meet The Dounias Team

About Me

Emmanuel Dounias is a Private Wealth Advisor with Morgan Stanley’s Private Wealth Management division in New York City. Emmanuel joined Morgan Stanley in 2007, after having led Merrill Lynch’s Fixed Income Trading Technology Group. He also worked on the Fixed Income Sales and Trading desk at Grupo Santander in Madrid, Spain. In his current role, he works in asset allocation, manager selection, fixed income analysis, private investments, and tax and estate planning strategies.

A native to New York City, Emmanuel graduated with a degree in Chemistry from New York University and earned his MBA in Finance from The Kellogg School at Northwestern University. He is a member of the Hellenic Chamber of Commerce and Leadership 100.

Emmanuel lives with his wife and two sons in the Upper East Side of Manhattan. He is an avid music & film buff, and he tutors and serves as a college mentor to underprivileged children in NYC.
Securities Agent: TX, NJ, WI, WA, VA, UT, TN, SD, SC, PA, OR, OH, NY, NH, NC, MT, MN, ME, MD, MA, IL, FL, DE, DC, CT, CO, CA, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1403988

About Me

Erica’s current role as a Registered Associate on the team involves working on opportunistic client projects, research, trading, and portfolio monitoring and analysis. She holds the Series 7 and 66 registrations. Erica began her career at Morgan Stanley as a summer intern in the Private Wealth Management division in 2016. Her hard work and personable nature earned her a full time position in PWM upon graduating from the University of South Carolina in May 2017.

Erica graduated with a double major in International Business and Finance, and a minor in Brazilian Portuguese. Throughout her time at college, Erica worked in management consulting at Capitol Consultants in Cayce, SC. Her experience at the firm led her to build client relationship skills perfect for her PWM position in New York.

Erica now lives in the East Village of Manhattan. When she can, Erica enjoys travelling abroad and snowboarding out west in Colorado.
Economic and Market Perspectives

On the Markets

Managing Significant Wealth

  • Investment Management
  • Wealth Transfer & Philanthropy
  • Cash Management & Lending
  • Family Governance & Wealth Education
  • Lifestyle Advisory
  • Business Services
Successfully Staffing Your Home

Successfully Staffing Your Home

By adopting more professional approaches to hiring, training and retaining staff, you can more easily maintain a well-run and harmonious home.

Insights and Outcomes

Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Art as An Asset
CRC 2274738 01/19

Art as An Asset

Art may play a significant role in the context of a collector's overall wealth. Generally, a collector may differentiate financial assets, including stocks, bonds and real estate, from other possessions, such as art.

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We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.

Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.

Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.

See the Financial Advisors Biographies for Registration and Licensing information.

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