Chief Executive Officer
Current
Mar 2021 - Present
AeroLeads people directory · profile
Michael Kaplan Email & Phone Number
President and Wealth Advisor at Kaplan Wealth Advisors, Helping multigenerational families to preserve, grow, & plan their wealth
at
Kaplan Wealth Advisors
1 work email found
@morganstanley.com
1 phone found area 212
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 86%
Current company
Role
President and Wealth Advisor at Kaplan Wealth Advisors, Helping multigenerational families to preserve, grow, & plan their wealth
Location
Houston, Texas, United States
Company size
Who is Michael Kaplan? Overview
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Quick answer
Michael Kaplan is listed as President and Wealth Advisor at Kaplan Wealth Advisors, Helping multigenerational families to preserve, grow, & plan their wealth at Kaplan Wealth Advisors, a with 1 employees, based in Houston, Texas, United States. AeroLeads shows a work email signal at morganstanley.com, phone signal with area code 212, and a matched LinkedIn profile for Michael Kaplan.
Michael Kaplan previously worked as Chief Executive Officer at Kaplan Wealth Advisors and Senior Vice President, Wealth Management, Wealth Advisor | Portfolio Manager at Morgan Stanley. Michael Kaplan holds Business from University Of Houston.
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{first}.{last}@morganstanley.com
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Profile bio
About Michael Kaplan
Empowering clients to help them achieve financial security is the fundamental principle that drives me and my team of professionals at Kaplan Wealth Advisors. Whether helping professionals in the medical and energy industries find tax-efficient ways to consolidate their investment portfolios; advising pre-retirees on how to skillfully position their assets for the long-term; or helping guide business owners on how to protect their wealth in the wake of a major liquidity event, I am dedicated to helping my clients manage their investments more effectively. I combine the personalized services you would expect from a wealth management boutique with the vast resources of Prospera Financial Services. With access to specialized research, institutional investment managers and sophisticated financial planning tools, I strive to deliver “best in class” solutions through a “white glove” service model that has become the trademark of my practice. I am committed to helping my clients protect and grow their assets, and focus on preparing families and heirs for the transfer of wealth.Areas of focus: Financial Planning, Wealth Management, Investment Management, Cash Flow and Liquidity, Lending Solutions, Education Funding, Retirement and Benefits Planning, and Philanthropic Services.I live in Houston with two of his four children. When not hard at work or spending quality time with family and friends, I enjoy pickle ball, racquet ball, working out, reading, great bourbon, and traveling. To contact me - michael@kaplanwealthadvisors.comhttp://www.prosperafinancial.com/disclosures/
Current workplace
Michael Kaplan's current company
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Kaplan Wealth Advisors
2 roles
Michael Kaplan work experience
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Senior Vice President, Wealth Management, Wealth Advisor | Portfolio Manager
In 1992, Michael joined the Morgan Stanley family as a registered financial advisor. Over the past 27 years, he has been dedicated to serving his clients through a relationship based on familiarity, integrity, and mutual trust. He focuses on providing his clients with custom-tailored financial solutions.Michael has been awarded membership in the firm’s Master’s Club in 2012 and was named one of 2015’s Five Star Managers for Houston by Five Star Professional.© 2017 Morgan Stanley Smith Barney LLC (MSSB), member SIPC (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: www.morganstanley.com/disclaimers/mswm-email.htmlThe investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.Asset Allocation does not guarantee a profit or protect against a loss in a declining financial market.For more information on the ranking methodology for the awards listed above, go to www.morganstanleyfa.com/michael.kaplanNeither Morgan Stanley nor any of its Financial Advisors paid a fee in exchange for the ratings. Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services. NMLS#: 1253287
Apr 1992 - Mar 2021
1 education record
Michael Kaplan education
-
University Of Houston
FAQ
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What company does Michael Kaplan work for?
Michael Kaplan works for Kaplan Wealth Advisors.
What is Michael Kaplan's role at Kaplan Wealth Advisors?
Michael Kaplan is listed as President and Wealth Advisor at Kaplan Wealth Advisors, Helping multigenerational families to preserve, grow, & plan their wealth at Kaplan Wealth Advisors.
What is Michael Kaplan's email address?
AeroLeads has found 1 work email signal at @morganstanley.com for Michael Kaplan at Kaplan Wealth Advisors.
What is Michael Kaplan's phone number?
AeroLeads has found 1 phone signal(s) with area code 212 for Michael Kaplan at Kaplan Wealth Advisors.
Where is Michael Kaplan based?
Michael Kaplan is based in Houston, Texas, United States while working with Kaplan Wealth Advisors.
What companies has Michael Kaplan worked for?
Michael Kaplan has worked for Kaplan Wealth Advisors and Morgan Stanley.
How can I contact Michael Kaplan?
You can use AeroLeads to view verified contact signals for Michael Kaplan at Kaplan Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Michael Kaplan attend?
Michael Kaplan holds Business from University Of Houston.
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