Stephen H. Parmiter

Senior Vice President, Financial Advisor

Contact Me
Stephen H. Parmiter

MY MISSION STATEMENT

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

My Story and Services

Welcome

A Financial professional with Morgan Stanley since 2014, Stephen works closely with clients to understand their needs while maintaining the focus and discipline necessary to help guide their portfolio through the most challenging markets.

Stephen has over 30 years of experience in the financial services industry. As a result Stephen has built an extensive knowledge base built on diverse skills, experience and training. This has allowed Stephen to be a leader, innovator and advisor with successful individuals and their families as well as corporations, foundations and endowments.

Prior to joining Morgan Stanley Stephen was a Managing Director at The Citi Private Bank. Stephen held various positions at the firm over the 27 years. In his last role as a client advisor he worked closely with clients advising on both their assets and liabilities. That process included an in-depth consultation to develop an investment policy, set an asset allocation strategy designed for proper diversification, evaluation and selection of appropriate investments managers, then periodically review to determine whether short or long term changes are needed. This process enabled the integration of other disciplines including financial planning, capital market strategies, wealth transfer and risk management.

Stephen graduated with honors with a B.S. in Finance from Long Island University.

Access to Private Banking >

Services Include

  • 401(k) Rollovers
  • Alternative Investments
  • Annuities
  • Asset Management
  • Cash Management
  • Corporate Retirement Plans
  • Estate Planning Strategies
  • Financial Planning
  • Lending Products
  • Life Insurance
  • Long Term Care Insurance
  • Professional Portfolio Management
  • Qualified Retirement Plans
  • Retirement Planning

Securities Agent: CO, IL, NJ, NY, VA, WI; General Securities Representative; Investment Advisor Representative

NMLS#: 541403


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

Experience

Experience

Citigroup, The Citi Private Bank
Managing Director
Employed May 1987 thru August 2014

Biography

Stephen has over 30 years of experience in the financial services industry. As a result Stephen has built an extensive knowledge base built on diverse skills, experience and training. This has allowed Stephen to be a leader, innovator and advisor with successful individuals and their families as well as corporations, foundations and endowments.

Prior to joining Morgan Stanley Stephen was a Managing Director at The Citi Private Bank. Stephen held various positions at the firm over the 27 years. In his last role as a client advisor he worked closely with clients advising on both their assets and liabilities. That process included an in-depth consultation to develop an investment policy, set an asset allocation strategy designed for proper diversification, evaluation and selection of appropriate investments managers, then periodically review to determine whether short or long term changes are needed. This process enabled the integration of other disciplines including financial planning, capital market strategies, wealth transfer and risk management.

Stephen graduated with honors with a B.S. in Finance from Long Island University.


Client Service Team

Client Service Team

Ellen Spitz

Senior Registered Associate


Amanda Zanfini

Registered Associate


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

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

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

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

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

Ready to start a conversation? Contact Stephen H. Parmiter today.

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