Jay L. Goldstein

Jay L. Goldstein Email and Phone Number

VP and Director of Business Development at Morgan Stanley @ Morgan Stanley
New York City
Jay L. Goldstein's Location
Jupiter, Florida, United States, United States
Jay L. Goldstein's Contact Details

Jay L. Goldstein personal email

n/a

Jay L. Goldstein phone numbers

About Jay L. Goldstein

Financial Advisor and former Trust & Estate Attorney with Masters Degree in Taxation and 31 years of practice experience. Focus on high net worth individuals and sophisticated estate and gift tax planning arrangements and Trust and Estate administrations.Educate clients in innovative estate planning techniques.Experienced in High Net Worth Estate & Gift Tax Planning

Jay L. Goldstein's Current Company Details
Morgan Stanley

Morgan Stanley

View
VP and Director of Business Development at Morgan Stanley
New York City
Website:
morganstanley.com
Employees:
501
Company phone:
(212)761-4000
Jay L. Goldstein Work Experience Details
  • Morgan Stanley
    Director Of Business Development
    Morgan Stanley Apr 2023 - Present
    New York, Ny, Us
    View
  • First Republic Private Wealth Management
    Wealth Management Planner
    First Republic Private Wealth Management Oct 2022 - Apr 2023
    Us
    View
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch Feb 2019 - Oct 2022
    New York, Ny, Us
    Financial Advisor and Estate Planning Advice
    View
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch Feb 2019 - Oct 2022
    New York, Ny, Us
    Financial Advisor offering sophisticated estate planning advice to high net worth clients. Former estate planning attorney with 31 years in practice.
    View
  • Berkowitz, Trager And Trager, Llc
    Trust & Estate Tax Attorney
    Berkowitz, Trager And Trager, Llc Apr 1995 - Feb 2019
    Us
    Trust and Estate Tax Attorney
    View
  • Carmody & Torrance
    Trust & Estate Tax Attorney
    Carmody & Torrance Jul 1987 - Mar 1995
    New Haven, Stamford, Waterbury, Guilford, Litchfield, Southbury, Connecticut, Us
    Trust and Estate Tax Attorney
    View

Jay L. Goldstein Skills

Estate Administration Retirement Planning Estate Planning Estate Tax Planning Tax Trusts Litigation Strategic Financial Planning Investments High Net Worth Individuals Estate Law Tax Law Llc Gift Tax Corporate Law Financial Planning

Jay L. Goldstein Education Details

  • Boston University
    Boston University
    Law
  • New England Law | Boston
    New England Law | Boston
    Law
  • Northeastern University
    Northeastern University
    Pre-Law

Frequently Asked Questions about Jay L. Goldstein

What company does Jay L. Goldstein work for?

Jay L. Goldstein works for Morgan Stanley

What is Jay L. Goldstein's role at the current company?

Jay L. Goldstein's current role is VP and Director of Business Development at Morgan Stanley.

What is Jay L. Goldstein's email address?

Jay L. Goldstein's email address is jgoldstein@ml.com

What is Jay L. Goldstein's direct phone number?

Jay L. Goldstein's direct phone number is (203)-226*****

What schools did Jay L. Goldstein attend?

Jay L. Goldstein attended Boston University, New England Law | Boston, Northeastern University.

What skills is Jay L. Goldstein known for?

Jay L. Goldstein has skills like Estate Administration, Retirement Planning, Estate Planning, Estate Tax Planning, Tax, Trusts, Litigation, Strategic Financial Planning, Investments, High Net Worth Individuals, Estate Law, Tax Law.

Who are Jay L. Goldstein's colleagues?

Jay L. Goldstein's colleagues are Daniel Rodriguez, Gabrielle Lange, Patrick Biggs, Audrey Tan, Christopher Naples, Alex Chibana, Martin Elsworth.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.