About Michael M. Romano
Mike is a Financial Advisor for Water Street Wealth Management at Morgan Stanley. He provides comprehensive wealth solutions to multi-generational families, founders, private equity, venture capital, and hedge fund partners, corporate executives, business owners, pre-retirees, and professionals across the country. As a Financial Planning Specialist, he takes pride in helping clients navigate their unique personal situations by devising and implementing holistic wealth plans that involve identifying goals, consistently managing risk, and conducting systematic reviews for ongoing monitoring. His keen understanding of tax efficient investing, portfolio construction, and alternative investments plays a significant role in his clients’ potential long-term success in their bespoke plan.
Mike’s career began at Morgan Stanley in 2015 while he was simultaneously earning his MBA in Finance from Quinnipiac University and was able to receive a coveted internship position. At the culmination of his internship, Mike entered the wealth management industry as an associate where he developed a passion for portfolio management. He later spent time in Morgan Stanley’s Private Bank, honing his skills in liabilities and cash management – valuable components of his current planning process.
Most recently he spent five years as a portfolio manager within Morgan Stanley working with some of the firm’s largest retail and institutional clients before following his passions back to wealth management, joining Water Street.
He currently resides in Huntington, NY with his wife Danielle, daughter Sophia, son Vincenzo, and their French Bulldog, Sonny. Outside of the office he is an avid sports fan, rooting on the Yankees, Giants, Knicks, and Rangers, and can often be found staying active out for a run or playing a round of golf. He’s happy to continue supporting causes that he is passionate about, like the Army Lead The Way Foundation, and is determined to contribute to the continued success of his alma mater, Chaminade High School.
Securities Agent: VA, IN, TX, SD, NC, CA, NY, NM, MA, CT, AZ, AL, AK, PA, ME, UT, OR, MD, WV, TN, MN, VI, DE, WA, PR, NE, ND, MS, MO, KY, IL, ID, HI, GA, VT, SC, NV, NJ, NH, LA, KS, IA, DC, AR, WY, RI, OH, FL, CO, WI, OK, MT, MI; General Securities Representative; Investment Advisor Representative
NMLS#: 1740986