Richard Sanfilippo

Background

About Richard Sanfilippo

For the past 33 years, Richard Sanfilippo has been working with clients at Morgan Stanley in order to help them achieve their investment goals. Whether it is portfolio management, asset allocation, retirement planning, estate planning strategies or any other wealth management issue - he is committed to providing well designed investment plans, followed by a high level of professional client service. By using the full resources of one of the world’s largest financial services companies, combined with 31 years of investment management experience, Richard is committed to design customized strategies for the complex needs of today’s investors. Richard has built successful long-term client relationships by guiding his clients through the various stages of wealth and helping them to realize their goals and financial vision. Mr. Sanfilippo holds Series 7, 63, 65, Life and Health Insurance licenses, allowing him to provide a wide variety of investment vehicles to address his client’s diverse financial needs. Richard graduated from Baylor University in 1985 with a BBA, and later in 1986 he also received his MBA from Baylor University The Morgan Stanley Experience Morgan Stanley is a leading provider of comprehensive financial planning and advisory services to individual investors, institutions, corporations, private businesses, governments and foundations. Morgan Stanley offers a full suite of investment services including: full-service brokerage, investment research (stocks, bonds, mutual funds and money managers), asset allocation, retirement planning, education and estate planning strategies, lending solutions, annuities, life insurance, long-term care insurance as well as corporate retirement plans and services, business succession and exit strategies.