Vincent Mancuso, Crps® Email & Phone Number

Vincent Mancuso, CRPS® Managing DirectorFamily Wealth DirectorSenior Portfolio Management DirectorFinancial Advisor at Morgan StanleyI am passionate about guiding clients and knowing they are prepared for critical financial events in their lives or business. For more than 25 years, I have been helping both individuals and institutions navigate complex financial situations and accomplish their goals through comprehensive financial planning. This includes asset management, risk management, trust and estate planning strategies and insurance. With extensive experience in retirement planning, I also provide individuals and corporations guidance and retirement plan strategies in a rapidly changing marketplace. As a founding member of The Sound Shore Group at Morgan Stanley, I provide a full range of services to meet any financial need.Being Family Wealth Director, I am able to offer the full scope of Morgan Stanley’s differentiating resources to help ultra-high net worth individuals, families and foundations preserve and grow their financial, family and social capital. Additionally, I have earned the Chartered Retirement Plans Specialist (CRPS®) designation from the College for Financial Planning. This designation helps to affirm my dedication to providing comprehensive and valued advice to clients.Areas of focus include: Comprehensive Wealth AnalysisEstate Planning Strategies Trust ServicesFinancial PlanningInsurance Need Analysis & ReviewsPhilanthropic PlanningLending Solutions

Listed skills include Financial Services and Services.

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  Managing Director | Senior Portfolio Management Director | Financial Advisor

  Morgan Stanley

  Dec 1997 - Present - New York, Ny, Us

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