Mark Friday Email & Phone Number

Mark Friday is First Vice President and Senior Portfolio Manager at the Lake Harbor Group at Morgan Stanley. He leads the group in the retail client investments, portfolio management and the financial planning side of the business. Mark seeks to understand each client’s unique needs and works to provide services that strive to go beyond their goals and expectations. Mark is passionate about meeting people with varied backgrounds and having the privilege of helping them work toward and preserve their futures. Every day he looks for the opportunity to help people work toward their financial goals all while staying committed to consistent communication.As a graduate from Marquette University, Mark studied Mechanical Engineering to focus on his strengths in mathematics and numbers. He began working at Wachovia and their predecessors in 1982 and came over to Morgan Stanley in 2006. That totals 40 years of serving clients in Southeast Wisconsin. Mark transitioned from engineering to a career as a Financial Advisor because it combined his mathematical skills with his capabilities to connect with people on a personal level. He is committed to taking complex topics and helping explain them in a way that is easy to understand.Mark is happily married to his wife, Danella. They are blessed to share 2 dogs, a blended family of 5 children, and 3 granddaughters. They embrace spending quality time with family and prioritize their spirituality and faith in God. Outside of the office you can find Mark on his pontoon on Minocqua lake or playing piano at weddings and parties. Mark also regularly donates to St Matthias as they are able to help many who are in need.The individuals mentioned as the Portfolio Management Team are Financial Advisors with Morgan Stanley participating in the Morgan Stanley Portfolio Management program. The Portfolio Management program is an investment advisory program in which the client’s Financial Advisor invests the client’s assets on a discretionary basis in a range of securities. The Portfolio Management program is described in the applicable Morgan Stanley ADV Part 2, available at www.morganstanley.com/ADV or from your Financial Advisor.Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

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  First Vice President, Financial Advisor, Portfolio Manager

  Morgan Stanley Wealth Management

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