Michael Ruzek, Cfp® Cima®

Michael Ruzek, Cfp® Cima® Email and Phone Number

Family Wealth Director | Financial Advisor | Institutional Consultant | Branch Manager Morgan Stanley @ Morgan Stanley
new york, new york, united states
Michael Ruzek, Cfp® Cima®'s Location
Salt Lake City Metropolitan Area, United States
About Michael Ruzek, Cfp® Cima®

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

Michael Ruzek, Cfp® Cima®'s Current Company Details
Morgan Stanley

Morgan Stanley

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Family Wealth Director | Financial Advisor | Institutional Consultant | Branch Manager Morgan Stanley
new york, new york, united states
Employees:
78669
Michael Ruzek, Cfp® Cima® Work Experience Details
  • Graystone Consulting
    Senior Vice President | Institutional Consultant | Cfp®, Cima®
    Graystone Consulting Dec 2015 - Present
    Park City, Ut
    Graystone Consulting has a simple mission: To be the industry standard in investment consulting services for sophisticated investors.A business of Morgan Stanley, Graystone Consulting is a global leader and pioneer in the fiduciary management business. We offer the vast resources of a global investment organization in a customized format tailored to help address each client’s needs.Our tailored solutions help a variety of institutional clients, including foundations, endowments, educational institutions, health care entities, associations and other non-profit organizations, as well as corporations. We work with our clients to help them manage their fiduciary responsibilities in many areas, including defined contribution and defined benefit plans, Taft-Hartley plans, state and local government retirement plans, and mission-driven pools of assets.
  • Morgan Stanley
    Senior Vice President | Financial Advisor | Resident Manager
    Morgan Stanley Sep 2008 - Present
    Park City, Utah
    Wealth Manager/CERTIFIED FINANCIAL PLANNER™ helping individuals and organizations preserve and manage their money in an efficient and disciplined manner.©2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.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: http://www.morganstanley.com/disclaimers/mswm-email.htmlFor important information about any designation(s) listed please see:https://advisor.morganstanley.com/michael.ruzek.The investments listed may not be appropriate 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 objectivesMorgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.© 2023 Investments and services offered through Morgan Stanley Smith Barney LLC. Member SIPC. Graystone Consulting, a business of Morgan Stanley.

Michael Ruzek, Cfp® Cima® Education Details

  • University Of Pennsylvania - The Wharton School
    University Of Pennsylvania - The Wharton School
    Executive Education
  • University Of Utah
    University Of Utah
    Biology, Minor Chemistry & French
  • Université De Neuchâtel
    Université De Neuchâtel
    French Language

Frequently Asked Questions about Michael Ruzek, Cfp® Cima®

What company does Michael Ruzek, Cfp® Cima® work for?

Michael Ruzek, Cfp® Cima® works for Morgan Stanley

What is Michael Ruzek, Cfp® Cima®'s role at the current company?

Michael Ruzek, Cfp® Cima®'s current role is Family Wealth Director | Financial Advisor | Institutional Consultant | Branch Manager Morgan Stanley.

What schools did Michael Ruzek, Cfp® Cima® attend?

Michael Ruzek, Cfp® Cima® attended University Of Pennsylvania - The Wharton School, University Of Utah, Université De Neuchâtel.

What are some of Michael Ruzek, Cfp® Cima®'s interests?

Michael Ruzek, Cfp® Cima® has interest in Fly Fishing, Skiing, Mountain Biking.

Who are Michael Ruzek, Cfp® Cima®'s colleagues?

Michael Ruzek, Cfp® Cima®'s colleagues are Matthew Wong, Vincent Wang, Rory Handlin, Michael Ragusa, Steven Li, Jackie Zhou, Nikeeta Singh.

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