Mike Pidich

Background

About Mike Pidich

Mike Pidich is a CERTIFIED FINANCIAL PLANNER™ at Morgan Stanley. Mike has spent his career focusing on Financial Planning strategies and analysis. He works collectively with his clientele and believes that personalized service is essential when matching clients with the appropriate financial solutions and services. As a Financial Advisor, he is eager to learn about your unique financial goals and objectives. Working collaboratively he will use your goals to build a financial plan focused on your specific needs. Once your custom-tailored financial plan is in place, he will continually review performance against your stated aims, and help ensure the owner is confident everything is moving forward according to plan. We pride ourselves on servicing a select number of Ultra-high net-worth and high net-worth clients. As a team that focuses on financial planning, we go far beyond providing investment advice to our clients. We offer wealth management insights and comprehensive planning strategies to help our clients preserve, grow, and transfer their wealth. Our asset management approach implements tax efficient strategies while seeking to provide liquidity when required. Mike earned his BA from York College of Pennsylvania and resides in Basking Ridge, NJ, with his wife, Lindsey and their children, Lilly and Michael. In his free time, he enjoys participating in outdoor activities and cheering for his favorite sports teams. NMLS#: 1265130 I invite you to review my website: https://advisor.morganstanley.com/michael.pidich