Morgan Stanley Wealth Management
Morgan Stanley Wealth Management's Overview
Morgan Stanley Wealth Management, a division of Morgan Stanley, is a leading global financial services provider dedicated to serving the diverse needs of individuals, families, businesses, and institutions. It offers a comprehensive suite of wealth management solutions, including financial advisory, investment management, retirement planning, estate planning, lending, insurance, and cash management services. With a vast network of Financial Advisors, Morgan Stanley Wealth Management focuses on delivering personalized advice and strategies to help clients achieve their long-term financial goals. It leverages the global resources, research capabilities, and technological innovation of its parent company, Morgan Stanley, to provide sophisticated financial products and services.
Where is Morgan Stanley Wealth Management's Headquarters?
HQ Function
Global headquarters for Morgan Stanley, the parent company. It hosts central corporate functions, strategic leadership for all business segments including Wealth Management, investment banking, trading, and asset management. Key decisions impacting global operations are made here.
Notable Features:
Prominent skyscraper in the heart of Times Square, offering state-of-the-art facilities, advanced technology infrastructure, and modern workspaces. The building is LEED Gold certified for its environmental design.
Work Culture:
A dynamic, client-focused, and performance-driven environment characterized by intellectual rigor, collaboration, and a strong emphasis on integrity and excellence. Employees are encouraged to innovate and contribute to the firm's success.
HQ Significance:
Serves as the nerve center for Morgan Stanley's global operations, symbolizing its enduring presence and influence in the international financial community. Its location in New York City provides strategic proximity to major financial markets and institutions.
Values Reflected in HQ: The headquarters' scale, prominent location, and advanced infrastructure reflect Morgan Stanley's core values: Doing the Right Thing, Putting Clients First, Leading with Exceptional Ideas, Committing to Diversity and Inclusion, and Giving Back.
Location:
Morgan Stanley Wealth Management has a significant global footprint, primarily concentrated in North America but with a strong and growing presence in key international markets across Europe, Asia, Latin America, and Australia. It supports a wide array of functions globally, including comprehensive financial advisory, bespoke investment management, sophisticated financial planning, global capital markets access, lending and banking services, insurance solutions, and trust and estate planning services for its diverse clientele of individuals, families, and institutions worldwide.
Street Address:
1585 Broadway
City:
New York
State/Province:
NY
Country:
USA
Morgan Stanley Wealth Management's Global Presence
Purchase, New York, USA
Address: 2000 Westchester Avenue, Purchase, NY 10577, USA
Serves as a key campus supporting North American operations, enabling business continuity and providing a large footprint for various divisional teams outside of New York City.
London, England, United Kingdom
Address: 25 Cabot Square, Canary Wharf, London E14 4QA, United Kingdom
Key center for international wealth management, connecting clients in the EMEA region to global markets and providing tailored financial advice and services for high-net-worth and ultra-high-net-worth individuals and families.
Chicago, Illinois, USA
Address: Multiple locations including 70 West Madison Street, Chicago, IL 60602, USA
Provides tailored wealth management solutions to clients across the U.S. Midwest, leveraging local expertise combined with the firm's global resources.
Buying Intent Signals for Morgan Stanley Wealth Management
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Executive Team of Morgan Stanley Wealth Management
As of April 2025, Morgan Stanley Wealth Management' leadership includes:
Investors of Morgan Stanley Wealth Management
Morgan Stanley Wealth Management has been backed by several prominent investors over the years, including:
Executive New Hires/Exits in the Last 12 Months
Over the last 12 months, Morgan Stanley experienced a landmark CEO transition. Ted Pick succeeded James Gorman as CEO of Morgan Stanley effective January 2024. Concurrently, Andy Saperstein, Head of Wealth Management, and Dan Simkowitz were appointed Co-Presidents of Morgan Stanley, underscoring the strategic importance of their respective divisions.
Departures
New Appointments:
Technology (Tech Stack) used by Morgan Stanley Wealth Management
Discover the tools Morgan Stanley Wealth Management uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
Morgan Stanley Wealth Management Email Formats and Examples
Morgan Stanley, including its Wealth Management division, predominantly uses a standard email format which is typically the employee's first name followed by a period, then their last name, at the morganstanley.com domain. Variations might exist for very common names or specific roles, but this is the most common structure.
firstname.lastname@morganstanley.com
Format
jane.doe@morganstanley.com
Example
90%
Success rate
News and media
Morgan Stanley Investor Relations • April 16, 2024
Morgan Stanley Wealth Management Achieves Record Revenue in Q1 2024
Morgan Stanley reported strong first-quarter 2024 results, with its Wealth Management division achieving record revenues of $6.9 billion. The division also saw $90 billion in net new assets, highlighting continued client confidence and strong advisor performance....more
Morgan Stanley Press Release • October 25, 2023 (announced, effective January 1, 2024)
Morgan Stanley Names Ted Pick as New CEO; Andy Saperstein Appointed Co-President
Morgan Stanley announced that Ted Pick would become its new Chief Executive Officer, effective January 1, 2024, succeeding James P. Gorman. Andy Saperstein, Head of Morgan Stanley Wealth Management, was named Co-President of the firm, reflecting the division's critical role in the company's strategy....more
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