Francis G. Bitterly
Family Wealth Director|Managing Director|Senior Portfolio Management Director|Financial Advisor at Morgan Stanley
- Role
- Managing Director Senior Portfolio Management Director Financial Advisor at Morgan Stanley
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Francis G. Bitterly
The Bitterly Group at Morgan Stanley is committed to making a meaningful difference in the lives of our clients and their families. By utilizing a wealth management consultative approach and involving yours and our network of professional advisors, we work with our clients allowing them to make informed financial decisions as they transition through the life cycles of wealth accumulation, wealth preservation and wealth transfer. Areas of Focus: Retirement Planning Asset Allocation Portfolio Management Wealth Enhancement Wealth Transfer Lending Solutions Charitable Giving NMLS # 12•••21
Experience
Managing Director Senior Portfolio Management Director Financial Advisor
Feb 2008 — Present · Red Bank, NJ, US
2023 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 LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. 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 trading 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. The information or content is for US residents only and subject to the following terms: more information on the designation(s) listed above, go to https://advisor.morganstanley.com/the-bitterly-wealth-management-groupMorgan 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. Asset allocation does not guarantee a profit or protect against a loss in a declining financial market.
Education
Rutgers University
Bachelor of Science, Business Management
1980 — 1984
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