David K Powers

First Vice President, Financial Advisor, Portfolio Management Director

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David K Powers

MY MISSION STATEMENT

Excellence in helping clients like you with your personalized investment and financial strategies

My Story and Services

David K. Powers

David is a Financial Advisor, First Vice President, and Portfolio Management Director at Morgan Stanley Wealth Management. He is one of the founding partners of The StoneTower Group at Morgan Stanley, a multi-advisor team that works with high net worth individuals, multi-generational families, client related businesses, private foundations, and charitable organizations.   

For over 12 years, David has helped clients with all areas of their financial lives including investment management, liability management, personal banking services, and estate and generational planning. Prior to joining Morgan Stanley in 2013, he spent the first 7 years of his career in the financial industry at Citi Private Bank and Deutsche Private Bank. Furthermore, he has an extensive background in real estate analysis and transactions which serves as a beneficial supplement to clients that hold private residential and commercial real estate properties as a component of their investment strategy.

As a Portfolio Management Director, he is part of a select group of Financial Advisors who are qualified by the firm to manage client assets based on training, experience, and a commitment to client service. David manages several Core Portfolio strategies that can be customized to each unique client situation. Each portfolio is constructed with a foundation of traditional asset classes and can be complemented with the use of options strategies.

David earned his B.B.A in Banking & Finance from the Frank G. Zarb School of Business at Hofstra University. David currently resides with his wife Brie and son Benjamin in Garden City, NY. He is an avid golfer and ice hockey enthusiast and is a member of Beaver Dam Winter Sports Club in Locust Valley, NY.

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Services Include

  • Wealth Management
  • Professional Portfolio Management
  • Alternative Investments
  • Cash Management
  • Lending Products
  • Estate Planning Strategies
  • Retirement Planning
  • 529 Plans
  • Life Insurance
  • Long Term Care Insurance

Securities Agent: AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, MA, MD, MI, NC, NH, NJ, NM, NV, NY, PA, RI, SC, TX, VA, VT, WA, WI; General Securities Representative; Investment Advisor Representative

NMLS#: 1282642


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

Location

Location

  • 855 Franklin Avenue
  • Garden City, NY 11530


    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

    Mosaic

    Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.

    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

    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

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact David K Powers today.

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