Reid Wilson
Private Wealth Advisor at Morgan Stanley
- Role
- Private Wealth Advisor at Morgan Stanley
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Reid Wilson
I am a second generation advisor and a part of the Atlas Group at Morgan Stanley. We focus on working with wealthy families from sophisticated financial backgrounds. I along with my team help these families navigate the complexities of substantial wealth and assist them in making informed choices to help them seek to grow and preserve their wealth.I graduated from Bowdoin College with a Bachelor’s Degree in Physics. Prior to joining Morgan Stanley, I worked for Bloomberg and BlackRock. I hold the designations of Chartered Alternative Investment Analyst ® and Certified Investment Manager Analyst ®.I am a man of faith and my own personal journey of healing through wealth and family dynamics shapes how I and the team work with clients. I firmly believe family is at the heart of seeking generational wealth creation, preservation, and leaving a legacy. I live in my hometown New York City and outside of work, I enjoy cooking, working out, travel, and spending time with friends. 2022 Barron\'s Top 100 Private Wealth Management TeamsSource: Barron\'s.com (Awarded Apr 2022) Data compiled by Barron\'s based on time period from Dec 2020 - Dec 2021. Awards Disclosures:
Experience
Private Wealth Advisor
Jan 2023 — Present · NY, US
2025 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 social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service.The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy.MSSB Private Wealth Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Private Wealth Advisor\'s past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/atlas-group. The information or content is for US residents only and subject to the following disclosures: Allocation does not guarantee a profit or protect against a loss in a declining financial market.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.NMLS#: 24•••65
Education
The Tuck School of Business at Dartmouth
Pre Masters of Business Administration (PreMBA)
Bowdoin College
Bachelor of Arts, Physics
2010 — 2014
Skills
- Microsoft Excel
- Powerpoint
- Microeconomics
- Microsoft Office
- Editing
- Word
- Writing
- Teamwork
- Windows
- Mac
- Public Speaking
- Critical Thinking
- English
- Macroeconomics
- Time Management
- Microsoft Word
- Mathematics
- Excel
- Physics
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