SHARE

Partner Content

/ Nick Kavallieratos at Morgan Stanley

About the Firm

Meet our advisors

Nick Kavallieratos at Morgan Stanley serves and supports individuals, families, private and public corporations globally. His core initiative is ensuring clientele needs are accomplished to preserve, grow and provide flexibility to every client’s financial decision. Understanding his clients and aligning their objectives is the cornerstone of our service model. The development of a relationship is based on trust, communication and transparency. He is consciously aware of our clients’ needs at all times and strives to plan for their future. He is committed to an exemplary service model, offering comprehensive resources and ensuring clients achieve their financial goals.

Disclaimer: Worth magazine is a financial publisher and does not recommend or endorse investment, legal, insurance or tax advisors. The listing of any firm in the 2023 Worth® Leading AdvisorsTM Program does not constitute a recommendation or endorsement by Worth magazine of any such firm and is not based upon Worth magazine’s experience with, or prior dealings with, any advisor. The information presented for each advisor, including but not limited to any related profile, statistical data, presentation, report, commentary, recommendation or strategy, has been provided by such advisor without review or independent verification by Worth magazine. Any such information is the sole responsibility of the advisor. Worth magazine makes no representation or warranty as to the accuracy or completeness of such information, assumes no liability for any inaccuracies or omissions therein and disclaims responsibility for the suitability of any particular investment recommendation or strategy for any person. Nothing contained in Worth magazine constitutes or should be construed as any form of investment, legal, insurance or tax advice or as a recommendation to buy, sell, hold or trade any securities, financial instruments or assets. Readers are advised to consult their legal, financial, insurance and tax advisors prior to making any investment or pursuing any investment strategy. Past, model or hypothetical performance is not indicative of future results.

back to top