As a CERTIFIED FINANCIAL PLANNER™, George 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. As a Director in Morgan Stanley’s Professional Alliance Group, he has aligned with many centers of influence to provide customized Wealth Management services to high-net-worth clients through Morgan Stanley’s Professional Alliance platform.
George and his wife currently reside in NJ with their three children. He currently serves on the board of trustees for the SUNY College of Optometry and the Morgan Stanley Executive Business Owners Council. George’s interests include travel, cooking and community service.