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 WealthManagement.com 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.
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.
Market and Advisor Insights
Market Information Delayed 20 Minutes