Joe Brown
Senior Vice President, Financial Advisor-morgan Stanley at Morgan Stanley
Based in New York, United States
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Seniority
Other
Department
Other
Location
New York
Industry
Financial Services
Company size
100K
Contact information
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j•••••••@morganstanley.com
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Background
About Joe Brown
Our practice focuses on providing wealth management solutions to a limited number of highly successful families. A large majority of our clients are in real estate, healthcare C- Suite, insurance and pre-IPO entrepreneurs. We will guide you through complex investment and estate matters using customized solutions and strategies with a main focus on tax efficiency. Additionally we also work with both sides of your balance sheet utilizing customized lending solutions through our private bank. Our clients want to wake up every morning and know they can still fly in first class. We also provide fixed income solutions to our institutional clients through our inclusion in the Morgan Stanley Fixed Income Sales Group. If you would like to schedule an appointment please click on this link. https://meetings.morganstanleyclientserv.com/landing.html?fa=46ab990513e3e11a63998e1949a633be
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