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Stephen Kaplan Email & Phone Number

Executive Director, Financial Advisor at Morgan Stanley
Location: New York City Metropolitan Area, United States 4 work roles 1 school
1 work email found @bfs-partners.com 2 phones found area 631 LinkedIn matched
✓ Verified July 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
Morgan Stanley
Role
Executive Director, Financial Advisor
Location
New York City Metropolitan Area, 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. 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 Executive Director | Financial Advisor at Morgan Stanley and Senior Vice President - Wealth Management at Ubs. 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.

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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
Website
morganstanley.com
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Company profile
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4 roles

Stephen Kaplan work experience

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

Executive Director, Financial Advisor

Morgan Stanley

New York, Ny, Us

Executive Director | Financial Advisor

Morgan Stanley

New York, Ny, Us

Senior Vice President - Wealth Management

Ubs

Zurich, Ch

Team & coworkers

Colleagues at Morgan Stanley

Other employees you can reach at morganstanley.com. View company contacts →

RD Rosemarie Dejean-Fontaine, Mba, Mnm Rosemarie Dejean-Fontaine, Mba, Mnm Colleague at Morgan StanleyAtlanta Metropolitan Area, United States View → SW Sara Wallace Sara Wallace Colleague at Morgan StanleyPortland, Oregon Metropolitan Area, United States View → JC Jason Custance Jason Custance Colleague at Morgan StanleyHalifax, Nova Scotia, Canada View → EJ Enri John Angeles Enri John Angeles Colleague at Morgan StanleyWharton, New Jersey, United States View → RV Ron Vyse Ron Vyse Colleague at Morgan StanleySan Francisco Bay Area, United States View → DP Duc Phan Duc Phan Colleague at Morgan StanleySan Jose, California, United States View → GM Gergely Mathe Gergely Mathe Colleague at Morgan StanleyBudapest, Hungary View → FA Franzblau, Audrey Franzblau, Audrey Colleague at Morgan StanleyMontclair, New Jersey, United States View → SE Steve Evanchik, Cfp® Steve Evanchik, Cfp® Colleague at Morgan StanleyRidgefield, Connecticut, United States View → CN Christopher Naples Christopher Naples Colleague at Morgan StanleyGreater Cleveland, United States View →
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 while working with Morgan Stanley.

What companies has Stephen Kaplan worked for?

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

Who are Stephen Kaplan's colleagues at Morgan Stanley?

Stephen Kaplan's colleagues at Morgan Stanley include Rosemarie Dejean-Fontaine, Mba, Mnm, Sara Wallace, Jason Custance, Enri John Angeles, and Ron Vyse.

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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