Natassya Tossany
Financial Planning Specialist | Alternative Investments Director | Financial Advisor at Morgan Stanley
- Role
- First Vice President Financial Planning Specialist Alts Investment Director Financial Advisor at Morgan Stanley
- Location
- Greenville, SC, US
- LinkedIn followers
- 500 followers
About Natassya Tossany
I’m not your typical Financial Advisor. My job isn’t just about numbers — it’s about seeing what others miss and helping you navigate challenges you didn’t know were coming. With 15 years in Wealth Management, I’ve learned that every client’s story is different, and those differences are what drive real solutions. I know firsthand how personal background shapes financial decisions. Whether it’s your age, culture, or unique goals, I dig deep to understand what matters to you. From there, I craft strategies using investments, insurance, lending solutions, tax planning, and more, tailored to help fit your life, not some generic template.I’m your advisor through all of life’s moments and milestones, from starting a family to retiring comfortably, planning liquidity events, exploring private markets, building legacies, transferring wealth, and giving back through philanthropy.What sets me apart? I don’t just manage wealth; I anticipate, adapt, and act to turn your vision into reality.Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Experience
First Vice President Financial Planning Specialist Alts Investment Director Financial Advisor
Jun 2015 — Present · New York, NY, US
2026 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC reserves the right, 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 advice. MSSB Financial Advisors may only transact business, provide individualized responses, or render personalized investment advice for compensation in states where they are registered or excluded or exempted from registration https://brokercheck.finra.org/. Designations or awards are not indicative of a Financial Advisor\'s past or future performance, and no fee is paid in exchange for such. The information on this profile does not provide personalized investment advice and is not an offer to buy or sell any security, open a particular account, or to engage in any investment strategy. All content is for US residents only and subject to the following terms: 15•••96
Education
Baruch College
Bachelor of Business Administration, Finance and Investments, Psychology, Economics
2007 — 2011
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