Michael A. Ruzek is an Institutional Consultant and Resident Manager based out of the team’s Park City, Utah office. A seasoned professional with over 20 years of experience, Mike has dedicated his entire career to providing highly customized advice to private wealth clients and foundations around the country. He and his team deliver a personalized approach that includes a thorough planning process and a commitment to outstanding service. He particularly enjoys working with entrepreneurs, business owners and complicated planning situations. His dedication to his practice and clients was acknowledged by Forbes Magazine in 2020-2024 as a Best-In-State Wealth Advisor in Utah and Forbes Magazine Best-In-State Wealth Management Team in 2024. Upon graduating from the University of Utah, Mike joined Dean Witter, a predecessor firm of Morgan Stanley, as a Financial Advisor in 1998. Over the next 10 years, he worked at several financial institutions, including Wachovia Securities and Zions Investment Securities, before returning to Morgan Stanley in 2008. This collective experience provides Mike with a diverse set of skills and knowledge to help him guide and advise his clients in achieving their particular goals.He is currently a member of:• Association of Professional Investment Consultants• Morgan Stanley’s Business Owners Advisory Council• Investments & Wealth InstituteHe has earned the following professional designations and:• Certified Investment Management Analyst (CIMA®): Wharton School of Business, University of Pennsylvania• CERTIFIED FINANCIAL PLANNER™ (CFP®): Certified Financial Planner Board of Standards.• Investing with Impact Director• Dedicated Equity Plan Specialist• Portfolio Management DirectorHe is very active in his community has served on numerous nonprofit boards, most recently the Board of the Park City Community Foundation. Originally from New Jersey, Mike lives in Park City with his wife, two children and Labrador Retrievers. He is an avid skier, mountain biker, fly fisherman and amateur meteorologist using NOAA weather buoys in Hawaii to forecast winter storms.2020-2024 Forbes Best-In-State Wealth AdvisorsSource: Forbes.com (Awarded 2020-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.https://www.morganstanley.com/disclosures/awards-disclosure.html
