Morgan Stanley is pleased to announce the appointment of Managing Director, José A. Morales, as Market Manager of the firm’s Wealth Management office in Greenwich in One Fawcett Place.
Previously he was Associate Market Manager in New York Private Wealth Management and has held several other senior roles at the firm.
In this role, Mr. Morales is responsible for supporting our Financial Advisors in the market and assisting them in delivering a comprehensive range of wealth management services to their clients. He also assumes leadership over the firm’s local presence in the Greenwich community. Mr. Morales reports to Terri Ferri, Managing Director and Soundview Market Executive.
Mr. Morales, who has been with Morgan Stanley since 1998, is a native of San Juan, Puerto Rico, where he attended el Colegio San Ignacio de Loyola. He holds a BS in Business Administration from Fordham University and earned an MBA from the Stern School of Business at New York University.
Mr. Morales and his family are actively involved in the Fairfield County community. He currently serves on the Executive Board for the Connecticut Yankee Council of the Boy Scouts of America. Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services.
Morgan Stanley (NYSE: MS) is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With offices in more than 42 countries, the Firm’s employees serve clients worldwide including corporations, governments, institutions and individuals. For more information about Morgan Stanley, please visit www.morganstanley.com.
Source: greenwichfreepress.com
