About Paul Urbanek
Paul is passionately committed to helping his clients achieve their financial goals. He brings over two decades of distinguished experience as a trusted advisor at Morgan Stanley. His career reflects a dynamic blend of experience, having honed his skills in middle-market investment banking, managing investor relations for a Fortune 500 corporation, and founding a business specializing in the import and retail of Southeast Asian antiques. Paul’s multifaceted background provides a strategic depth to his advisory practice.
As an Executive Director, Family Wealth Director, Senior Investment Management Consultant, Lending Specialist, and Workplace Advisor / Equity Compensation, Paul delivers an unique blend of knowledge to his clients. His designation as one of the select Family Wealth Directors at Morgan Stanley reflects advanced proficiency across all aspects of family wealth management, including portfolio strategy, estate planning, taxation, stock plans, and philanthropy strategies Paul also assists founders in capital raises through referrals to private equity funds within Morgan Stanley Investment Management, the asset management division of Morgan Stanley. Paul’s dedication to continuous learning is evident through his active engagement in firm-sponsored education programs and due diligence meetings, ensuring he remains at the forefront of wealth management insights and strategies.
Beyond the world of finance, Paul’s family story embodies the spirit of the American dream. His parents immigrated to the United States in 1968, where Paul was born in Milwaukee, Wisconsin. His family built a new life in America and Paul eventually pursued his education at the University of Wisconsin-Madison, and later UCLA Law. Paul is an avid tennis player, earning competitive rankings through the US Tennis Association. He also enjoys traveling the globe and experiencing unique cultures. Paul gives back by contributing to charities like the Humane Society and SPCA, reflecting his empathy for animals. Paul divides his time between California, Nashville, and New York City with his wife, Morgan, and their three children, Friday, Cash, and Clay.
Securities Agent: OR, AK, SD, OH, HI, CT, NE, MT, MI, MA, IN, PA, NM, NJ, FL, NV, IL, WA, TX, SC, GA, CO, NC, MN, ME, ID, CA, NY, MO, MD, DE, DC, AZ, WI, VA, TN, IA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1279026
CA Insurance License #: 0D50380