Mark Calvaruso
Wealth Management Senior Financial Planning Virtual Engagement Associate at Morgan Stanley
- Role
- Senior Financial Planning Virtual Engagement Associate Wealth Management at Morgan Stanley
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Mark Calvaruso
As a Financial Planning Virtual Engagement Associate, Mark works as an extension of various Financial Advisor teams to create, update, and manage comprehensive financial plans for clients looking to plan for their retirement. Before working in his current role, Mark worked closely with Financial Advisors to develop their digital marketing strategies. Through these efforts, Mark helped advisors to enhance their search engine optimization, deepen client relationships, and grow and maintain client wealth while driving in an additional $50+ MM in net acquired assets.
Experience
Senior Financial Planning Virtual Engagement Associate Wealth Management
Oct 2025 — Present · New York, NY, US
Education
University of Delaware
Bachelor of Science - BS, Finance, General
2017 — 2021
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