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Reviews, get directions and information for Stephanie A Petrosini, CFP, CRPC, CLTC AVP-Financial Advisor Morgan Stanley

Stephanie A Petrosini, CFP, CRPC, CLTC AVP-Financial Advisor Morgan Stanley

Impressum

Stephanie A Petrosini, Financial Advisor, began her career with Morgan Stanley immediately after graduating Summa Cum Laude from LIM College, where she received a Bachelor’s of Marketing. Her passion and success has resulted in her being awarded the Five Star Wealth Manager Award for 7 consecutive years 2013-2019, highlighting her dedicated work as a goal based advisor.

Stephanie believes in working closely with clients to structure a personal, tailored strategy to manage not only their assets but also their liabilities. She continually monitors and adjusts the plan as the relationship and client goals evolve over time. This is a dynamic process that is structured to help maximize return and minimize risk.
Priding herself on explaining the advantages and disadvantages of investments Stephanie recommends, she is equally as candid in regard to the risks associated and any fees involved. She views clients as family and is rewarded by the friendships that develop.

Stephanie is deeply passionate about helping others in both her personal and professional life.

Disclaimers:
© 2019 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via Facebook or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html

For important information about any designation(s) listed and the ranking methodology for any award[s] listed above, please see https://advisor.morganstanley.com/navesink-river-group. The designation and/or awards are not indicative of the Financial Advisor's past or future performance. No fee is paid in exchange for any award.

NMLS# 1252909

Address:
Phone: +17329363343
State: NJ
City: Red Bank
categories: financial service



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