As a Certified Financial Planner®, George Spiropoulos focuses on financial planning and asset management for our high-net-worth clients. He works closely with clients, their attorneys, accountants and other advisors to help develop customized wealth management strategies that support a wide variety of disciplines, including cash and investment management, fixed income, access to lending services and insurance.
Dennis Cutrone is a Family Wealth Director and has been a Financial Advisor with Morgan Stanley since 1998. Morgan Stanley Family Wealth Directors have experience in a range of disciplines including estate planning strategies, traditional and alternative investments, control and restricted securities, access to lending services, hedging and monetization, and business succession planning.
