Poi Destefano

Poi Destefano

Financial Advisor @Morgan Stanley

Washington, DC, US
EMAILS
p••••••••@morganstanley.com
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Feb 2023 — Present

Financial Advisor @Morgan Stanley

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Washington, DC, US

2025 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: 24•••26

EDUCATION

2006 — 2010

West Morris Central High School

High School

2010 — 2014

The Catholic University of America

Bachelor of Business Administration (B.B.A.)

SKILLS

Financial ServicesTeamworkMicrosoft ExcelMicrosoft OfficeTime ManagementMarketingLeadershipManagementPublic SpeakingSocial NetworkingSocial Media MarketingResearchSeries 7Series 66

ABOUT POI DESTEFANO

The Stephen Y. Park Group at Morgan Stanley Private Wealth Management focuses on working…

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