David L Sasso

About David L Sasso

With over 30 years of experience in the financial services industry I have teamed to form The Twin Rivers Group at Morgan Stanley. We focus on helping our clients as they navigate through life stages, increasingly complex investment situations and ever-changing market conditions. We understand the unique challenges they face- Striving for a secure financial future - Planning for education - Supporting their families - Caring for aging parents - Determining the best strategy for income in retirement - Planning their legacy Our goal is to help navigate through these financial matters and help clients clarify, coordinate, and manage multiple lifestyle goals by providing the following comprehensive services tailored to their unique situation- Comprehensive financial plans - Strategies for managing retirement income & expenses - Asset allocation and investment management across all account types-individual, joint, business, taxable, and tax-deferred: IRA\'s & retirement plans - Strategies for navigating Social Security and Medicare - Legacy and business succession plans - Strategies for managing financial risk, including life insurance, long term care and annuities. We believe in continuing our education, to expand our knowledge and seek to provide, for our clients, the best solutions available to meet their needs which is an important component to our practice. We also believe informed clients make better decisions. Our clients benefit from newsletters, conference calls and consultation about the markets. These financial issues can impact their plans and education will help them understand the different financial strategies we employ. We welcome the opportunity to meet with you, to learn about your unique situation and explore whether we can be of benefit to you. Please feel free to call me at (73••••••90 or email d••••••••@morganstanley.com or visit our team website at https://advisor.morganstanley.com/the-twin-rivers-group Areas of Focus: 401(k) rollovers | Annuities | Portfolio Manager-Wealth Management | Tax-Free Municipal Bonds NMLS #12•••74

Experience

1. Senior Vice President, Financial Advisor, Senior Portfolio Management Director

   Morgan Stanley

   Aug 1994 — Present · Red Bank, NJ, US

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Education

• Montclair State College

  B.S.

  1982 — 1985