Joanna Rrezja
Associate Vice President, Financial Advisor, Portfolio Manager, Financial Planning Specialist @Morgan Stanley
Signup · Get unlimited contacts
WORK HISTORY
Associate Vice President, Financial Advisor, Portfolio Manager, Financial Planning Specialist @Morgan Stanley
Purchase, NY, 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 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 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. 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/the-westchester-group. The information or content is for US residents only and subject to the following terms: 21•••33
EDUCATION
Pace University - Lubin School of Business
Bachelor's Degree in Finance, General
ABOUT JOANNA RREZJA
Making it easy to help others succeed and achieve financial security. That has always been my professional goal since I began working in the financial services industry. I come to work every day focused on understanding the specific needs of our clients, so I can deliver the knowledge and solutions they need to accomplish their priorities.Our clients are very special to me and I love getting to know them and their families. When they ask for my assistance, I aim to deliver a level of service that exceeds their expectations. I am also passionate about financial literacy and coaching others on how to create and build wealth. I enjoy simplifying the wealth management process with a double objective of generating confidence and reducing anxiety. At The Westchester Group at Morgan Stanley, we are honored to work with an exceptional group of clients. Each experience has taught us that every client’s circumstances are unique and require a customized approach. We enjoy helping them accomplish the goals they’ve set for themselves and their families. For us, professional achievement is measured in terms of client well-being and goal achievement.To learn more about our practice, please call me directly at (91••••••33 or visit our website at https://advisor.morganstanley.com/the-westchester-groupWe look forward to speaking with you soon.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.