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David Scharf Email & Phone Number

David R. Scharf, Managing Director, Portfolio Management Director, and Financial Advisor at Morgan Stanley at Morgan Stanley
Location: Naples, Florida, United States 2 work roles 2 schools
1 work email found @morganstanley.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

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Current company
Morgan Stanley
Role
David R. Scharf, Managing Director, Portfolio Management Director, and Financial Advisor at Morgan Stanley
Location
Naples, Florida, United States

Who is David Scharf? Overview

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Quick answer

David Scharf is listed as David R. Scharf, Managing Director, Portfolio Management Director, and Financial Advisor at Morgan Stanley at Morgan Stanley, based in Naples, Florida, United States. AeroLeads shows a work email signal at morganstanley.com and a matched LinkedIn profile for David Scharf.

David Scharf previously worked as David R. Scharf, Managing Director, Portfolio Management Director, Financial Advisor at Morgan Stanley and David R. Scharf, Executive Director, Portfolio Management Director, Financial Advisor at Morgan Stanley. David Scharf holds Bachelors Degree, Finance from Suny At Utica/Rome.

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Email format at Morgan Stanley

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{first}.{last}@morganstanley.com
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Profile bio

About David Scharf

Your financial life is about more than just numbers on a page. It’s about having an enjoyable retirement, providing for a child’s education, or realizing your family’s hopes and dreams for the future. That’s why you deserve an experienced team on your side who understands that financial planning is about more than investment ratios and interest rates. It’s about your life and your family’s well-being.With more than 30 years of experience, I focus on creating custom financial planning solutions for professionals, small business owners, and families.With extensive experience and a client-centered approach, I build financial strategies that are tailored to meet each client’s unique needs and objectives. Committed to a high level of communication with clients, I focus on understanding their goals, anticipating their needs, and returning every client phone call by the end of the day. Outside of the office, I reside in Naples, Florida and Clinton, New York with my wife Christina. Active in my community, I am a former board member of the SUNY Utica College Advisory Board and served as Vice President and Treasurer of The ARC of Oneida-Lewis County, a community-based disability rights organization. For a second opinion about your investments or objectives, email me at David.R.Scharf@morganstanley.com.

Current workplace

David Scharf's current company

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Morgan Stanley
Morgan Stanley
David R. Scharf, Managing Director, Portfolio Management Director, and Financial Advisor at Morgan Stanley
2 roles

David Scharf work experience

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David R. Scharf, Managing Director, Portfolio Management Director, Financial Advisor

Current
Morgan Stanley

Naples, Florida, United States

The Scharf DeSarro Group at Morgan Stanley is built on three generations of financial advisors and a commitment to four key principles: to provide moral, ethical, honest, and intelligent guidance in all that we do. We help individuals and families navigate their financial lives with sophisticated tools, highly personalized service, and relationships built to last generations.© 2023 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html

Jan 2023 - Present

David R. Scharf, Executive Director, Portfolio Management Director, Financial Advisor

Morgan Stanley

Utica, New York Area, United States

The Scharf DeSarro Group at Morgan Stanley is built on three generations of financial advisors and a commitment to four key principles: to provide moral, ethical, honest, and intelligent guidance in all that we do. We help individuals and families navigate their financial lives with sophisticated tools, highly personalized service, and relationships built to last generations.© 2023 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html

Sep 1988 - Dec 2022
2 education records

David Scharf education

Bachelors Degree, Finance

Suny At Utica/Rome

Associates Degree, Business With Minors In Accounting And Marketing

Suny College At Canton
FAQ

Frequently asked questions about David Scharf

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What company does David Scharf work for?

David Scharf works for Morgan Stanley.

What is David Scharf's role at Morgan Stanley?

David Scharf is listed as David R. Scharf, Managing Director, Portfolio Management Director, and Financial Advisor at Morgan Stanley at Morgan Stanley.

What is David Scharf's email address?

AeroLeads has found 1 work email signal at @morganstanley.com for David Scharf at Morgan Stanley.

Where is David Scharf based?

David Scharf is based in Naples, Florida, United States while working with Morgan Stanley.

What companies has David Scharf worked for?

David Scharf has worked for Morgan Stanley.

How can I contact David Scharf?

You can use AeroLeads to view verified contact signals for David Scharf at Morgan Stanley, including work email, phone, and LinkedIn data when available.

What schools did David Scharf attend?

David Scharf holds Bachelors Degree, Finance from Suny At Utica/Rome.

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