Mark Lombardi
Associate at Morgan Stanley Private Wealth Management
- Role
- Private Wealth Management Associate at Morgan Stanley
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Mark Lombardi
Mark Lombardi is an Associate at Morgan Stanley Private Wealth Management. He joined the company in 2020 and has been in the financial services field since 2016. Mark specializes in financial planning for ultra-high-net-worth clients, using financial plans to provide investment strategies tailored to each client\'s goals. He also monitors account performance, conducts client portfolio reviews, and provides ongoing education about products and services offered by the firm.Mark is a Chartered Retirement Planning Counselor®. He holds the Series 7 and Series 66 licenses, is a licensed insurance agent in New York and Florida, and is a graduate of SUNY Binghamton.
Experience
Private Wealth Management Associate
Oct 2022 — Present · New York, NY, US
Education
Binghamton University
Bachelor's degree
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