Sara Pitcel
Senior Vice President Family Wealth Director Insurance Planning Director Financial Advisor at Morgan Stanley
Based in Milwaukee, United States
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Seniority
Other
Department
Other
Location
Milwaukee
Industry
Financial Services
Company size
100K
Contact information
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s•••••••@morganstanley.com
Phone
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Background
About Sara Pitcel
Life is not simply a numbers game. The concerns that matter most to you—avoiding potential conflict and entitlement in the family, developing passions to inform your philanthropy and the strategies to support it or successfully transferring a family business—require a specific knowledge, experience and commitment. That’s why I earned the Morgan Stanley’s Family Wealth Director (FWD) designation and one of the many things that make working with The Riverwood Group at Morgan Stanley a distinctive experience.
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