Morgan Stanley (NYSE: MS) recently announced that Private Wealth Advisors Todd Adelstein, Philip Reagan, Christopher Prindle and Kevin Bryan have joined the firm’s Private Wealth Management office in Palm Beach, FL. Managing Directors Mr. Adelstein and Mr. Reagan along with Executive Directors Mr. Prindle and Mr. Bryan will lead the team named Royal Banyan Wealth Management Group. The group serves affluent families, business owners and executives, real estate investors, financial sponsors, and non-for-profit clients.
Formerly with J.P. Morgan Private Bank, Mr. Adelstein received his B.S in Public Finance and Economics from Indiana University; Mr. Reagan received his B.B.A. in Finance from Stetson University and a M.S. in Finance from the University of Florida; Mr. Prindle received a B.A. in Economics from Wake Forest University and earned the Chartered Financial Analyst (CFA) designation; and Mr. Bryan earned his B.S. in Finance from the University of Florida and earned the Chartered Financial Analyst (CFA) designation. The team has diverse financial experience and background ranging from corporate banking, real estate, merger and acquisition investment banking, private banking and wealth management. Their broad experience allows them to bring unique perspectives when crafting solutions for their clients. The team is located at 440 Royal Palm Way, Suite 303, Palm Beach, FL. 33480. To learn more, visit: https://advisor.morganstanley.com/royal-banyan-wealth-management-group
About Morgan Stanley Private Wealth Management
For over 40 years, Morgan Stanley Private Wealth Management has served the needs of ultra high net worth individuals, their families, and foundations. By providing advice founded on a culture of excellence and driven by global insight, they are devoted to helping clients preserve and grow their financial, family, and social capital. Morgan Stanley Private Wealth Management includes a boutique division that provides highly customized solutions and tailored wealth strategies.
About Morgan Stanley
Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, the Firm’s employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com.
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