The Polk Wealth Management Group - Morgan Stanley Private Wealth Team - NEW YORK, NY
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The Polk Wealth Management Group
AT MORGAN STANLEY PRIVATE WEALTH MANAGEMENT

399 PARK AVE 12TH FL
NEW YORK, NY 10022
(212) 893-6400 / Main
(800) 223-0270 / Toll Free
(212) 893-6399 / Fax
Welcome

Welcome to the Polk Wealth Management Group at Morgan Stanley Private Wealth Management.  Our six senior partners have a combined experience of over 100 years1, and are equipped to guide you in achieving your financial and personal goals. Backed by the full suite of resources provided by Morgan Stanley, the Polk Group provides investment advice and financial services to ultra-high net worth families and individuals, entrepreneurs, foundations and endowments.   Click on “Meet the Professionals” above to learn more about our team members’—we look forward to meeting you.

Our goal is to provide each of our clients with all of the resources needed for the enhancement of financial and social capital, and the optimization and preservation of their legacy.

 

 

1Team Member Experience: Lyon Polk, 28 years; Deborah Montaperto, 28 years; Tallie Taylor, 15 years; Michael Colagiovanni, 16 years; Edmund Agresta, 14 years; Sandeep Belani, 14 years

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  • Morgan Stanley’s Chairman and CEO James Gorman was featured in the June 29th New York Times SundayBusiness cover story  “Going Against Type”.  To learn more about Mr. Gorman’s legacy at Morgan Stanley, click here.

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