Joseph Gammarati, CFA Financial Advisor at Morgan Stanley

While you may see me as your trusted Financial Advisor for your investment needs, you may not realize all the other ways I can help you reach your goals. Let’s set up some time to discuss.

Figuring out the amount of risk you’re taking across multiple accounts can be a real pain. Morgan Stanley’s award-winning Portfolio Risk Platform can help provide a holistic view into the risk of all your accounts. Learn more.

Beyond risk and return, today’s investors want to understand the social and environmental impact of their investments. See how Morgan Stanley IQ helps our clients do just that.

Markets may already reflect the speed and scope of the recovery. Read more in On the Markets:

Tax fraud schemes topped $2.3 billion last year, according to the IRS. Learn about tax fraud prevention tips and warning signs, as well as what steps to take if you’re a victim.

Consider these tax season moves. The sooner you get started, the better prepared you’ll be for Tax Day.

The events of 2020 have many considering the impact of their investments. Whatever causes matter most to you, I can help you create a portfolio that aligns your goals with your values.

MS & Co. CIO Mike Wilson believes the Fed's unprecedented response, in conjunction with Congress, has driven a remarkable recovery from the depths of this recession. Learn more:

Stocks may seem elevated, but we believe this bull market has a long way to run in time and price. Learn more:

Want to get a handle on your finances in 2021? These six financial resolutions can help you get back on track and make progress toward your goals after a challenging year.

Tax efficiency makes a big difference. Let’s talk before year-end.

Are you considering giving to charity during the holidays? A donor advised fund allows you to donate in an easy, tax-advantaged way without feeling rushed into a decision about which charities to support before year-end.