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Stephen Kaplan Email & Phone Number

Executive Director | Financial Advisor at Morgan Stanley
Location: New York City Metropolitan Area, United States, United States 3 work roles 1 school
1 work email found @bfs-partners.com 2 phones found area 631 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email s****@bfs-partners.com
Direct phone (631) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Executive Director | Financial Advisor
Location
New York City Metropolitan Area, United States, United States

Who is Stephen Kaplan? Overview

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Quick answer

Stephen Kaplan is listed as Executive Director | Financial Advisor at Morgan Stanley, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at bfs-partners.com, phone signal with area code 631, and a matched LinkedIn profile for Stephen Kaplan.

Stephen Kaplan previously worked as Senior Vice President - Wealth Management at Ubs and Senior Vice President at Gilford Securities. Stephen Kaplan holds Bsba, Accounting And Finance from Washington University In St. Louis.

Company email context

Email format at Morgan Stanley

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{first}@bfs-partners.com
86% confidence

AeroLeads found 1 current-domain work email signal for Stephen Kaplan. Compare company email patterns before reaching out.

Profile bio

About Stephen Kaplan

/*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Listed skills include Finance, Wealth Management, Investments, Equities, and 6 others.

Current workplace

Stephen Kaplan's current company

Company context helps verify the profile and gives searchers a useful next step.

Morgan Stanley
Morgan Stanley
Executive Director | Financial Advisor
New York, NY, US
AeroLeads page
3 roles

Stephen Kaplan work experience

A career timeline built from the work history available for this profile.

Executive Director | Financial Advisor

New York, NY, US

Senior Vice President - Wealth Management

Current
Ubs

Zurich, CH

Dec 2014 - Present
1 education record

Stephen Kaplan education

  • Washington University In St. Louis
    Washington University In St. Louis
    Accounting And Finance
FAQ

Frequently asked questions about Stephen Kaplan

Quick answers generated from the profile data available on this page.

What company does Stephen Kaplan work for?

Stephen Kaplan works for Morgan Stanley.

What is Stephen Kaplan's role at Morgan Stanley?

Stephen Kaplan is listed as Executive Director | Financial Advisor at Morgan Stanley.

What is Stephen Kaplan's email address?

AeroLeads has found 1 work email signal at @bfs-partners.com for Stephen Kaplan at Morgan Stanley.

What is Stephen Kaplan's phone number?

AeroLeads has found 2 phone signal(s) with area code 631 for Stephen Kaplan at Morgan Stanley.

Where is Stephen Kaplan based?

Stephen Kaplan is based in New York City Metropolitan Area, United States, United States while working with Morgan Stanley.

What companies has Stephen Kaplan worked for?

Stephen Kaplan has worked for Morgan Stanley, Ubs, and Gilford Securities.

How can I contact Stephen Kaplan?

You can use AeroLeads to view verified contact signals for Stephen Kaplan at Morgan Stanley, including work email, phone, and LinkedIn data when available.

What schools did Stephen Kaplan attend?

Stephen Kaplan holds Bsba, Accounting And Finance from Washington University In St. Louis.

What skills is Stephen Kaplan known for?

Stephen Kaplan is listed with skills including Finance, Wealth Management, Investments, Equities, Portfolio Management, Asset Management, Securities, and Private Equity.

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