The Vista 360 Group at Morgan Stanley

I joined Morgan Stanley in 2016 and have over 45 years of combined business and investment experience. As a Financial Advisor in the Boca Raton office, I focus on total wealth management and cash flow needs in order to provide strategies based upon client's risk tolerance, time horizon, liquidity needs and overall investment goals. My work centers on each client's needs. Understanding the specific situations of the people I work with is paramount; helping me to establish objectives, develop an appropriate strategy, and review the progress they are making toward reaching those goals. Every client can expect to receive the concierge service required by sophisticated investors.

Outside of work I am a National Commissioner for the Anti-Defamation League and Committee Member of the Investment Committee in addition to being a Board member of the University of Florida Bud Shorstein Center for Jewish Studies.

My wife Shari and I graduated from the University of Florida and have two sons, Brandon and Bryan and a Grandson, Noah.

Now well into his third decade of providing wealth management and investing solutions to corporate executives, business owners and other professionals and their families, Paul advocates a planning-based approach no matter what the client's goals or life stage is. Be it wealth accumulation, utilization, or wealth transference.

While he provides services for each of the three phases, the majority of his work tends to lie in the utilization phase, typically in the areas of education funding, retirement and estate planning strategies. Paul generally seeks the most conservative approach, deploying disciplined investment strategies that seek to generate interest and dividends as a significant portion of their return.

Paul supports many local and national charities, and is involved with the Juvenile diabetes Research Foundation. He and his wife, Andrea, have three children. Paul's interest also include travel & golf.


Various factors, including an economic downturn, may cause a company to reduce or eliminate its dividend.

David offers comprehensive, inter-generational wealth management services to corporate executives, business owners, other professionals and their families.

David advocates a holistic planning-based approach to finance and investments. He seeks to develop a thorough understanding of each client's goals and financial commitments. This often requires meeting with some of the client's trusted advisors (CPAs/Tax Attorneys) to insure the strategy and other actions he recommends will be integrated within the client's greater strategy.

David firmly believes that asset allocation is a critical factor in determining investment performance over time. His guiding principles include conservatively balancing a client's budget for risk against their expectations for a portfolios total return.

David and his wife, Shelly, have three sons; Sam, Jonathan, and Michael. He also supports various charitable organizations while also serving on the Board of Trustees and is the Endowment Chair for Temple Bat Yam in East Ft. Lauderdale.




Asset Allocation does not assure a profit or protect against loss in declining financial markets.

Rachal Rich is a Wealth Management Associate at Morgan Stanley. With more than 25 years of experience in financial services, Rachal focuses on ensuring that client's wealth management needs are met with diligence and in keeping with their larger financial goals.

Rachal began her career in financial services as a Client Services Associate with Smith Barney in 1997. Over the years, she became a leader in that role and was recognized for her outstanding achievements and excellence in client service.
With a strong work ethic and client-centered approach, Rachal has extensive experience with all aspects of the financial planning process.

Outside of work, Rachal is passionate about giving back to the community. In her spare time, she volunteers at several animal rescue centers.