Stephen Schaeffer
AeroLeads people directory · profile

Stephen Schaeffer Email & Phone Number

Senior Vice President, Senior Portfolio Manager, Financial Planning Specialist, Financial Advisor at Morgan Stanley at Morgan Stanley
Location: Greater Philadelphia, United States 2 work roles 1 school
1 work email found @morganstanley.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email s****@morganstanley.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Senior Vice President, Senior Portfolio Manager, Financial Planning Specialist, Financial Advisor at Morgan Stanley
Location
Greater Philadelphia, United States
Company size

Who is Stephen Schaeffer? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Stephen Schaeffer is listed as Senior Vice President, Senior Portfolio Manager, Financial Planning Specialist, Financial Advisor at Morgan Stanley at Morgan Stanley, a with 78669 employees, based in Greater Philadelphia, United States. AeroLeads shows a work email signal at morganstanley.com and a matched LinkedIn profile for Stephen Schaeffer.

Stephen Schaeffer previously worked as Senior Vice President - Financial Advisor at Morgan Stanley and Vice President at Interactive Gaming & Communications. Stephen Schaeffer holds Bachelor Of Arts from West Chester University Of Pennsylvania.

Company email context

Email format at Morgan Stanley

This section adds company-level context without repeating Stephen Schaeffer's masked contact details.

{first}.{last}@morganstanley.com
89% confidence

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

Profile bio

About Stephen Schaeffer

I am a Senior Vice President, Senior Portfolio Manager, Financial Advisor with Morgan Stanley located in Blue Bell, PA. I am in the business of helping my clients with financial-related decisions in an effort to help achieve their goals throughout each life stage. I am driven by the quality, dedication, and longevity of our client relationships.My clients represent a cross-section of backgrounds, professions, and life-stages. I have experience serving BUSINESS OWNERS & EXECUTIVES, their FAMILIES, and their COMPANIES.I strive to deliver real, sustainable VALUE by combining my investment STRATEGIES and SERVICES with the values below to help drive successful client & Advisor relationships:• COMMUNICATION & COLLABORATION: I believe effective two-way communication is a core component of a successful, lasting client & financial advisor relationship. I invest the time and effort to listen, understand, educate, and inform through regularly scheduled meetings, portfolio monitoring & reporting, proactive communication, and prompt responsiveness to client requests.• LONG-TERM FOCUS: I believe there are no short cuts to earning my clients’ confidence and advocacy. I focus on helping my clients seek their long-term financial goals, across generations of their families.NMLS# 1492054

Current workplace

Stephen Schaeffer's current company

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

Morgan Stanley
Morgan Stanley
Senior Vice President, Senior Portfolio Manager, Financial Planning Specialist, Financial Advisor at Morgan Stanley
new york, new york, united states
Employees
78669
AeroLeads page
2 roles

Stephen Schaeffer work experience

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

Senior Vice President - Financial Advisor

Current

Blue Bell, Pennsylvania, United States

I provide the full spectrum of financial services you’d expect from a high quality financial advisor including financial planning, retirement planning, estate planning strategies, portfolio management, and more. I welcome the opportunity to explore whether we might be a fit for you and your family.Please visit my website at: https://fa.morganstanley.com/stephen.r.schaeffer or contact me at 215-854-6041 for more information.© 2022 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 more information on the ranking methodology for the award[s] listed above, go to https://advisor.morganstanley.com/stephen.r.schaeffer Neither Morgan Stanley nor any of its Financial Advisors paid a fee in exchange for the rating[s].

Jun 2001 - Present

Vice President

Interactive Gaming & Communications

Participated in Investor Relations and Venture Capital meetings to introduce new investor opportunities to the company

Jan 1999 - May 2001
Team & coworkers

Colleagues at Morgan Stanley

Other employees you can reach at morganstanley.com. View company contacts for 78669 employees →

1 education record

Stephen Schaeffer education

FAQ

Frequently asked questions about Stephen Schaeffer

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

What company does Stephen Schaeffer work for?

Stephen Schaeffer works for Morgan Stanley.

What is Stephen Schaeffer's role at Morgan Stanley?

Stephen Schaeffer is listed as Senior Vice President, Senior Portfolio Manager, Financial Planning Specialist, Financial Advisor at Morgan Stanley at Morgan Stanley.

What is Stephen Schaeffer's email address?

AeroLeads has found 1 work email signal at @morganstanley.com for Stephen Schaeffer at Morgan Stanley.

Where is Stephen Schaeffer based?

Stephen Schaeffer is based in Greater Philadelphia, United States while working with Morgan Stanley.

What companies has Stephen Schaeffer worked for?

Stephen Schaeffer has worked for Morgan Stanley and Interactive Gaming & Communications.

Who are Stephen Schaeffer's colleagues at Morgan Stanley?

Stephen Schaeffer's colleagues at Morgan Stanley include Puja Kumar, Jock Rayner, Rodney Bolden, Dylan Cleary, Cfp®, and David Einstein.

How can I contact Stephen Schaeffer?

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

What schools did Stephen Schaeffer attend?

Stephen Schaeffer holds Bachelor Of Arts from West Chester University Of Pennsylvania.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Stephen Schaeffer you were looking for.

View similar profiles