Anthony Valente

About Anthony Valente

As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that aims to be appropriate for how you invest and what you want to achieve. Working together I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices. Family Wealth Director, Wealth Management, Retirement Planning, Investments, Asset Allocation, Mutual Funds, Uniform Combined State Law, Strategic Financial Planning, Investment Advisory, Portfolio Management, Equities, Alternative Investments, Fixed Income, Retirement, Asset Management, Investment Strategies, Securities Financial Analysis, Financial Advisory, 401(k), Estate Planning Strategies, Series 24, Series 7, Series 65, Series 63, NMLS # 12•••64

Experience

1. Managing Director-morgan Stanley Wealth Management-financial Advisor

   Morgan Stanley

   Jan 2006 — Present · Shrewsbury, NJ, US

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Education

• Union College

  Bachelor of Arts (BA)

  1983 — 1986