Stuart Margulis

Background

About Stuart Margulis

With over 30 years of experience in the financial services industry, Stuart focuses on financial planning and comprehensive wealth management for executives, business owners, and families who have often accumulated significant wealth. A graduate of Ithaca College with a bachelor’s degree in finance, Stuart started his career at the boutique fixed income firm J.B. Hanauer in 1995. There he specialized in municipal bonds for high net worth individuals. RBC Wealth Management eventually purchased the firm, and in 2011, Stuart joined Morgan Stanley, focusing on helping provide clients with comprehensive wealth management. Stuart’s focus is to help clients build a successful wealth management plan, seeking to help them concentrate on their passions, their family, and their goals. He does this by creating a customized financial plan – a virtual road map that he helps monitor and adjust as needed to strive to keep his clients on track. Stuart believes in preserving and building client net worth. He focuses on value, diversification, and risk management strategies. With an uncompromising work ethic and a meticulous attention to detail – he helps build and preserve clients' wealth so that they can work to build financial confidence and pursue a life well-lived. In his free time, Stuart is an avid tennis player, enjoys mountain biking, and playing the drums. Married and living in Basking Ridge, New Jersey, he loves playing with his two boys as often as he can. CA Insurance License Number: 0N02649 NJ Insurance License Number: 9941224 NMLS # 1395579