Albert A. Fox

Background

About Albert A. Fox

Experience, insight, action. These intrinsic qualities serve as the foundation of Albert’s practice. Fox, Penberthy & Dehn at Morgan Stanley work directly with high net worth individuals, families and small business owners to help them achieve their financial goals. Their ultimate mission is to inspire a level of confidence in their clients’ financial well-being, so they may pursue their passions and enjoy and preserve the wealth they’ve created. Albert began his investment career in 1994, after earning his Bachelor’s degree in Accounting and Finance from Rutgers University. As co-managing partner of Fox, Penberthy & Dehn, he is responsible for shaping the team’s strategic vision, combining his deep knowledge of the financial markets with operational and marketing excellence. He focuses on building longstanding relationships with clients; developing tailored investment strategies, while providing liability management techniques; and working with a client’s accountant, estate attorney and other professionals to help ensure the recommended solutions are not only tailored to the client’s goals, but are cohesive and fully integrated. Albert holds the Certified Financial Planner™ (CFP®) designation, awarded by the Certified Financial Planner™ Board of Standards, and the Certified Investment Management AnalystSM (CIMA®) designation from the Wharton School at the University of Pennsylvania. Prior to joining Morgan Stanley, Albert spent 20 years with Merrill Lynch as a Financial Advisor, where he designed curriculum and taught other Merrill Lynch Financial Advisors advanced techniques. How to connect with Albert: Email: Albert.Fox@morganstanley.com Phone: 856 | 231-2580 Website: Areas of focus: Financial Planning; Investment Management; Retirement Planning; Post-Career Income Planning; Cash Management and Lending Solutions; Risk Management & Insurance; Wealth Transfer & Estate Planning Strategies Skills: Behavioral Finance, Certified Financial Planner, Separately Managed Accounts, Wealth Management Services, Financial Modeling, Investment Advisory, Management, Financial Planning NMLS: 557500