Stephen Mucci

Background

About Stephen Mucci

A seasoned professional with more than 20 years of industry experience, Stephen provides customized advice and investment strategies to financially successful professionals, multi-generational families and business owners in Michigan and across the country. He is dedicated to helping his clients seek to achieve their personal and professional financial goals. These goals often include: • Managing a life-changing event • Planning for retirement • Philanthropy and Charitable Giving • Tax Management Strategies • Serving future generations and leaving a lasting legacy As a CERTIFIED FINANCIAL PLANNER (CFP®) and Senior Portfolio Manager, Stephen takes pride in his dedication to striving to help put complex investment strategies into action and effectively communicate these strategies to his clients. He works diligently to help simplify and demystify the investment and planning process by understanding his clients’ goals and values. Stephen strives to be a dedicated advisor to the families he serves; aiming to help grow, preserve and transition wealth. He enjoys helping his clients oversee and manage their finances, so they may enjoy the wealth they have created. Areas of Practice: Asset Management, Estate Planning Strategies, Financial Planning, Life Insurance Planning, Professional Portfolio Management, Qualified Plans, Retirement Planning, and Wealth Management strategies. Series 7 - General Securities Exam Series 8 - General Securities Sales Supervisor Series 9 - General Securities Sales Supervisor - Options Module Series 10 - General Securities Sale Supervisor - General Module Series 63 - Uniform State Exam Series 65 - Investment Advisory Agent Life, Health and Variable Insurance Licensed Interests. Flying - I hold a private pilot's license and am a member of a flying club based at the Kalamazoo (AZO) airport, yoga, skiing, cooking, wood working and spending time with my family Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates. The investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.