The Polk Wealth Management Group - Morgan Stanley Private Wealth Team - New York, NY

The Polk Wealth Management Group

1585 Broadway
22nd Floor
New York, NY 10036
(212) 761-8934 / Main
(800) 419-2861 / Toll Free
(914) 418-3726 / Fax

Welcome to the Polk Wealth Management Group at Morgan Stanley Private Wealth Management. Our six senior partners have a combined experience of over 100 years, and are equipped to guide you in achieving your financial and personal goals. Members in the partnership have earned recognition on the Barron’s top financial advisory lists with rankings in the TOP 25 FOR THE PAST 10 YEARS. In 2016, Lyon Polk was ranked #4 on the Barron’s “Top 100 Financial Advisors List” and Deborah Montaperto ranked #15 on the Barron’s “Top 100 Women Financial Advisors List”. Members of the team have also earned recognition on the Financial Times’ top advisory lists as well as and REP. Magazine’s “Top 40 Wirehouse Advisors Under 40”, where partners Edmund Agresta and Tallie Taylor were recognized in the top percentile; Tallie ranked #14 in 2014 and Edmund ranked #13 in 2014 and #10 in 2015.

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.

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.

Click on “Meet the Professionals” above to learn more about our team members—we look forward to meeting you.

¹Team Member Experience: Lyon Polk, 30 years; Deborah Montaperto, 30 years; Tallie Taylor, 17 years; Michael Colagiovanni, 18 years; Edmund Agresta, 16 years; Sandeep Belani, 16 years

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

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    Featured Videos and Content
    Deborah Montaperto – MAKERS 2016

    Assisting with Parent-Child Money Conversations Builds Deep Relationship with Next Generation Recorded November 13th 2015

    Lyon Polk Talks About the Importance of Instilling Financial Literacy on the Next Generation

    Lyon Polk Loves Hiring Interns


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