Evan Semegran CPM®, Financial Advisor, Senior Portfolio The HLS Group at Morgan Stanley

The HLS Group at Morgan Stanley is a team of experienced professionals who are committed to simplifying the financial lives of the clients we serve. Our clients include affluent individuals and their families, businesses and not-for-profit organizations, and the relationships we forge with them often extend to subsequent generations. Out teams’ unifying passion is the financial well-being of our clients and the greatest satisfaction we derive is in developing deeply personal relationships with our clients based on trust and mutual respect.

At a Glance

  • 1290 Avenue of the Americas, 13th Floor
    New York, NY 10104

  • Financial Services Experience

    15 years

  • Assets Under Management $820 million (as of 04/17)
  • Professional Services Provided
    • Financial planning
    • wealth management
    • portfolio management services
    • insurance and investment products

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