About Stephen Wentz
Every client has a lifestyle they would like to create for their family. Stephen's primary focus is to understand this vision and help create a path to get there. His team's client relationships are centered around the financial plan, a process that analyzes a client’s entire balance sheet to better understand risks, time horizon, liquidity needs and income requirements, while setting specific financial goals.
Stephen believes this financial planning process is a vital component when creating and monitoring customized investment portfolios tailored toward these goals. When given the privilege to work with a new individual or family, his team uses this process to help maximize the likelihood of achieving the future envisioned for a client and their family.
Stephen began his career at Credit Suisse working within their fixed income division in interest rate products. During his time at CS, he focused on U.S. Treasuries and interest rate swaps, covering institutional investors ranging from hedge funds, asset managers, insurance companies, pension funds and central banks. After five years at Credit Suisse, Stephen joined UniCredit Bank within their fixed income sales and trading team in New York City, concentrating on markets in government, investment grade, high yield and emerging market bonds.
Prior to joining Morgan Stanley 2022, Stephen was a private wealth advisor at UBS for six years, concentrating on building customized financial and investment plans for his clients.
Stephen earned a B.S. in finance from Lehigh University. He lives in Summit, NJ with his wife and two children. Stephen is an avid golfer competing locally in amateur golf tournaments.
Securities Agent: IL, RI, NJ, LA, WI, VT, VA, SC, MS, KY, HI, AR, AL, PA, MD, SD, ME, NC, MO, FL, CT, WV, MA, CA, NM, OR, OH, MI, CO, WY, TX, NY, NV, IN, DE, AZ, WA, GA, DC, TN; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 2368560