Paul Azzaretto

Senior Vice President, Financial Advisor, Portfolio Management Director, Family Wealth Director

Contact Me
Paul Azzaretto

MY MISSION STATEMENT

Experience, intellectual capital and dedicated personal service to help you meet your life goals

My Story and Services

A Wealth of Possibilities

Every path in life offers a wealth of possibilities.  You want an advisor who understands your story and who can help write the next chapter of your life.

We oversee the complex, and often unique, needs of families through access to the resources of Morgan Stanley’s global capabilities, and hold ourselves to the highest of standards—not just in our professional knowledge but in the delivery of services and the growth of our clients' wealth.

Our commitment extends beyond investment management.  As your intermediary, we work with professionals you already have in place from attorneys to CPAs, complementing their resources.  We then deliver decisive, customized strategies for both your personal and financial journey- making your story complete.

Access to Private Banking >

Services Include

  • Wealth Management
  • Asset Management
  • Cash Management
  • Financial Planning
  • Retirement Planning
  • Estate Planning Strategies
  • Endowments and Foundations
  • Professional Portfolio Management
  • Lending Products
  • Life Insurance
  • Long Term Care Insurance
  • Municipal Bonds
  • Fixed Income
  • Alternative Investments
  • 529 Plans
  • Trust Accounts

Securities Agent: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, ME, MI, MN, NC, ND, NJ, NM, NY, OH, PA, RI, SC, SD, TN, TX, VA, VT, WA, WI; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1265077


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

Client Service Team

Client Service Team

Ornella Solomon

Assistant Vice President


John W. Evans

Registered Associate


Location

Location

  • 1290 Ave Of Americas, 12th Fl
  • New York,  10104


    Experience

    Experience

    Professional Details

    • Senior Partner on team
    • Started career at PaineWebber (now UBS) as a Fixed Income Trader over two decades ago
    • In 1998, transitioned to Wealth Management, consulting clients on asset allocation strategies and advising on a broad array of investment disciplines.  In 2006, joined Morgan Stanley.
    • Experienced in working with institutions, publicly traded companies, foundations, endowments, townships and high net worth individuals.
    • Earned designation as a Family Wealth Director, a title bestowed upon only 3% of Advisors at Morgan Stanley.
    • Paul has a Bachelor’s of Science in Business Economics from (SUNY Oneonta)

    My Family

    My Family

    Paul resides in Westfield, NJ with his wife Alexis.  He spends his time cheering for his daughter Kaela at gymnastics meets and is often found at hockey rinks, with his sons Kyle & Kolby.

     

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Insights and Outcomes

    Thought Leadership from Morgan Stanley Family Office Resources for our ultra high net worth clients, which contains thought-provoking articles, authored by some of the leading FOR specialists.

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Ready to start a conversation? Contact Paul Azzaretto today.

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