Anne Izzillo

About Anne Izzillo

A defining theme throughout my career has been a passion to guide my clients in making informed decisions about their wealth. I am committed to being their advocate, helping address their specific challenges in a caring, thoughtful manner. My ultimate mission is to empower them to be confident about their financial future, to help them focus on pursuing their life goals and leaving the legacy they desire. My inspiration growing up was my mother and grandmother, two strong matriarchs who managed their households as if they were running a successful business. My father was also a strong influence, teaching me how to invest in the markets. These early experiences led me to where I am today. I understand the importance of financial independence and aspire to be a dedicate advisor who not only develops highly customized strategies, but delivers them with a personal touch. A graduate of Queens College, I began my career in investment banking. I spent 15 years in London, working at four global companies and honing my skills in fixed income sales and trading. After enjoying a rewarding career overseas, I returned home to build a family wealth practice. I joined Morgan Stanley because I believed it offered a world class investment platform and a culture that supports independent, objective advice. Today, I am privileged to work with a select group of clients. I take pride in guiding them in the management of their finances, to help them focus on pursuing their professional and personal interests. A firm believer in professional development, I have earned important credentials, including Family Wealth Advisor, Financial Planning Specialist and Portfolio Management Director. I come to work every day with enthusiasm to focus on the opportunities, not the obstacles. I bring this same mantra to my life at home. I enjoy mentoring others and currently teach a series of financial literacy seminars to students and parents. I also love to sing and am an active member in two local church choirs.

Experience

1. Senior Vice President, Wealth Management, Financial Advisor

   Morgan Stanley

   May 2000 — Present · New York, NY, US

   Services offered- Wealth Management- Financial Planning- Professional Portfolio Management- Estate Planning Strategies- Retirement Planning- Liability Management- Cash Management- Lending Solutions- Executive Financial Services- Philanthropic ServicesDisclosures: ©2025 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC 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 social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy. MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor\'s past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/anne.izzillo. The information or content is for US residents only and subject to the following disclosures: Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.NMLS#: 13•••05

Education

• Queens College of City University of New York

  Bachelors of Arts, Communications - Arts & Sciences