Anne Izzillo

Background

About Anne Izzillo

A defining theme throughout my career has been a passion to guide my clients in making informed decisions about their wealth. I am committed to being their advocate, helping address their specific challenges in a caring, thoughtful manner. My ultimate mission is to empower them to be confident about their financial future, to help them focus on pursuing their life goals and leaving the legacy they desire. My inspiration growing up was my mother and grandmother, two strong matriarchs who managed their households as if they were running a successful business. My father was also a strong influence, teaching me how to invest in the markets. These early experiences led me to where I am today. I understand the importance of financial independence and aspire to be a dedicate advisor who not only develops highly customized strategies, but delivers them with a personal touch. A graduate of Queens College, I began my career in investment banking. I spent 15 years in London, working at four global companies and honing my skills in fixed income sales and trading. After enjoying a rewarding career overseas, I returned home to build a family wealth practice. I joined Morgan Stanley because I believed it offered a world class investment platform and a culture that supports independent, objective advice. Today, I am privileged to work with a select group of clients. I take pride in guiding them in the management of their finances, to help them focus on pursuing their professional and personal interests. A firm believer in professional development, I have earned important credentials, including Family Wealth Advisor, Financial Planning Specialist and Portfolio Management Director. I come to work every day with enthusiasm to focus on the opportunities, not the obstacles. I bring this same mantra to my life at home. I enjoy mentoring others and currently teach a series of financial literacy seminars to students and parents. I also love to sing and am an active member in two local church choirs.