Nicholas Frangos
Financial Advisor at Morgan Stanley
- Role
- Financial Advisor Wealth Management at Morgan Stanley
- Location
- New Orleans, LA, US
- LinkedIn followers
- 500 followers
About Nicholas Frangos
Nick leads a national wealth management practice that focuses on working with some of America\'s most prominent maritime executives, professionals, and companies. As a result of his success, he has experience working with individuals across the brown and blue water sectors; from maritime business owners, attorneys, insurance & real estate brokers, and financiers. Nick joined Morgan Stanley after a diverse maritime career: having worked at sea, in operations, P&I insurance, chartering, and finance. This real world experience has greatly benefited Nick in understanding his client\'s unique needs, objectives, and businesses. An experienced and licensed captain, Nick enjoys spending time with friends and acquaintances fishing in the Louisiana marsh. A place very dear to his heart. He is an active participant in the Son of a Saint non-profit group where he organizes fishing events for fatherless boys in New Orleans. Areas of focus- Comprehensive Financial & Retirement Planning - Investment Allocation & Risk Management - Multi-generational Trust & Estate Planning Strategies - Alternative Investments (Private Real Estate/Equity/Credit)- Cash Management
Experience
Financial Advisor Wealth Management
Oct 2021 — Present · New Orleans, LA, US
2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: 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. Morgan Stanley Smith Barney LLC does not accept appointments, nor will it act as a trustee, but it will provide access to trust services through an appropriate third‐party corporate trustee. Trust and other fiduciary services are provided by third parties, including Morgan Stanley Private Bank National Association, a wholly-owned subsidiary of Morgan Stanley. The investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor\'s individual circumstances and objectives. Asset Allocation does not guarantee a profit or protect against a loss in a declining financial market. NMLS ID: 23•••84
Education
University of Mississippi
Double Major: Finance & Marketing, Bachelor of Business Administration (B.B.A.)
Ums-Wright Preparatory School
High School Diploma
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