399 PARK AVE 12TH FL
NEW YORK, NY 10022
(212) 893-6400 / Main
(800) 223-0270 / Toll Free
(212) 893-6399 / 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 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
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.
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