Milin Rao
Vice President | Family Wealth Advisor | Senior Portfolio Manager | Financial Advisor at Morgan Stanley
- Role
- Family Wealth Advisor, Senior Portfolio Manager, Financial Advisor at Morgan Stanley
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Milin Rao
As a Financial Advisor, I consistently aim to provide clients with thoughtful wealth planning, sophisticated investment management, and tailored solutions. Simply put, my goal is to reach yours. This is done by forming relationships built on trust and uncompromising integrity. I maintain a commitment to the well-being of each client, helping them build for a tomorrow that reflects their innermost goals for their life and legacy. If I can free up my clients to focus on what is most important in their lives, then I have done my job. My clients have built their wealth through sacrifice and perseverance, deserving of a Financial Advisor with the knowledge and experience that is commensurate with their lifelong dedication. To that end, I have earned the exclusive Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP®)* designations, along with an MBA from the prestigious NYU Stern School of Business. I have also dedicated my career to helping clients manage their investments at elite financial services firms, including today at Morgan Stanley. I was named a recipient of the Five Star Wealth Manager award from 2016 through 2022 which was featured in New Jersey Monthly Magazine. My Wealth Management process goes well beyond traditional investment consulting as I develop strategies to help clients mitigate taxes, efficiently transfer wealth, and preserve their hard-earned assets. This is done through transparent and timely communication as well as working closely with a carefully selected network of professionals to help develop the most beneficial plan for each client. To learn more about how I help clients achieve their financial goals, please email me at m••••••••@morganstanley.com or call 73••••••25. NMLS#:12•••95 Areas of focus: • Comprehensive Financial Planning • Retirement Planning • Investment Advisory • Asset Allocation and Investment Selection • Portfolio Risk Management • Tax Mitigation Strategies • Estate Planning Strategies 2016 to 2022 Five Star Wealth Manager Award Source: fivestarprofessional.com (Awarded 2016 to 2022) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period. Awards Disclosures:
Experience
Family Wealth Advisor, Senior Portfolio Manager, Financial Advisor
Jan 2011 — Present · Red Bank, NJ, US
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
2005 — 2007
Stony Brook University
BS, Economics, Business Management
1996 — 2000
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