Michael Kaplan Email and Phone Number
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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/
Kaplan Wealth Advisors
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Chief Executive OfficerKaplan Wealth Advisors Mar 2021 - PresentHouston, Texas, United States -
Senior Vice President, Wealth Management, Wealth Advisor | Portfolio ManagerMorgan Stanley Apr 1992 - Mar 2021Houston, TexasIn 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
Michael Kaplan Education Details
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University Of HoustonBusiness
Frequently Asked Questions about Michael Kaplan
What company does Michael Kaplan work for?
Michael Kaplan works for Kaplan Wealth Advisors
What is Michael Kaplan's role at the current company?
Michael Kaplan's current role is President and Wealth Advisor at Kaplan Wealth Advisors, Helping multigenerational families to preserve, grow, & plan their wealth.
What is Michael Kaplan's email address?
Michael Kaplan's email address is mi****@****ley.com
What is Michael Kaplan's direct phone number?
Michael Kaplan's direct phone number is (212)-761*****
What schools did Michael Kaplan attend?
Michael Kaplan attended University Of Houston.
What are some of Michael Kaplan's interests?
Michael Kaplan has interest in Michael Lives In Houston With His Wife, Biking, He Enjoys Hiking, Laura Dew.
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