Joel Urena
Vice President at Morgan Stanley
- Role
- Vice President Regional Client Engagement Associate at Morgan Stanley
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Joel Urena
I work closely with highly affluent individuals, professionals, executives, business owners and multi-generational families who seek the platforms and global resources of an industry leader. I am a powerful advocate for clients, delivering a concierge level of service to bring J.P. Morgan’s breadth of capabilities directly to their doorsteps. I understand that as clients wish to grow and preserve their wealth, they look for an advisor they can trust to keep their needs front and center. I listen carefully to each individual’s success story and help them articulate their aspirations so I can build actionable, tailored strategies that align with their vision for the future. I tap the firm’s intellectual capital to inform my recommendations, orchestrating a team of specialists that span investing, customized lending, trust and estate planning, cash management, pre-liquidity strategies, banking and more. Clients tell me I transform complex concepts into simple guidance that gives them confidence they are in good hands.
Experience
Vice President Regional Client Engagement Associate
Jun 2025 — Present · Purchase, NY, US
Education
Iona College
Bachelor of Business Administration (B.B.A.)
2011 — 2015
Iona College
Master of Business Administration (M.B.A.)
2015 — 2016
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