Tony Stone
Financial Advisor/Alternative Investments Director, The Abacus Group at Morgan Stanley Wealth Management
- Role
- Financial Advisor at Morgan Stanley
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Tony Stone
As a partner of The Abacus Group at Morgan Stanley Private Wealth Management and both a Financial Advisor and Alternative Investments Director, I am part of a team of dedicated professionals who craft comprehensive wealth management plans for an elite clientele of entrepreneurs, entertainers and Wall Street professionals. We work to understand what our clients need to help them strive to lead lives they envision, then add our own talents to the global resources of our Firm to help craft a strategy that is theirs and theirs alone.Our approach spans the four pillars of wealth management–assets, risk, liability and lifestyle. In many cases, we look to help our clients make informed decisions about the first three, so they can focus on the fourth.• We serve as a sounding board for our clients, eager to help them sort through financial matters or help in any other way we can.• We take full advantage of Morgan Stanley’s technology and platforms to help provide clients with access to vast resources.• We focus on helping to manage assets and liabilities• We hold regular events to help inform, entertain and enlighten our client families. Our job is to help you seek to preserve and grow your assets. Our mission is to help enrich your life.©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 Financial 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 Financial 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/the-abacus-group. The information or content is for US residents only and subject to the following disclosures: 18•••55
Experience
Financial Advisor
Nov 2018 — Present
Education
NYU Stern School of Business
B.S.
Skills
- High Yield
- Hedge Funds
- Fixed Income
- Financial Modeling
- Equities
- Capital Markets
- Alternative Investments
- Derivatives
- Valuation
- Bloomberg
- Investments
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