Who is Deborah Montaperto (CRD#: 1669425)?
Deborah Montaperto, Managing Director, Private Wealth Management, Private Wealth Advisor, Institutional Consulting Director, Alternative Investments Director, and International Client Advisor is in charge of strategic business development and completing liability management agreements for clients of The Polk Wealth Management Group. She has also created the Team’s family advisory platform, a comprehensive way to deal with the intersection of money, family relations, and the next generation. Deborah Montaperto is a Graystone Consulting Partner with The Polk Group. She is in charge of strategic business growth as well as liability management transactions for Team clients. She has also created the family advisory platform, a comprehensive way to deal with the intersection of money, family relations, and the next generation.
Deborah Montaperto began her Wall Street career in 1986. She was responsible for cultivating customer relationships between the Institutional Clients Group and Global Wealth Management as a Managing Director in Citigroup’s Investment Banking division. Deborah joined Morgan Stanley Private Wealth Management’s Polk Group in 2008 and is a CERTIFIED FINANCIAL PLANNERTM. She is also a Certified Divorce Financial Analyst.
Deborah Montaperto was inducted into the Barron’s Advisor Hall of Fame in 2019, the Barron’s Top 100 Advisors (2019-2022), the Barron’s Top 100 Women Financial Advisors (2010-2022), and the Barron’s Best-In-State Advisors (2020-2022). She frequently speaks at Morgan Stanley and industry events such as Barron’s.
Deborah Montaperto is a member of The Lincoln Center Women’s Leadership Council, The National Arts Club, The Economic Club of New York, and the Hunts Point Alliance for Children, among others. She also serves on the Teen Cancer America Board of Directors. Deborah Montaperto received a B.A. with honors from Tufts University and an M.A. from Villa Schifanoia in Florence, Italy.
Deborah is a member of The Lincoln Center Women’s Leadership Council, The National Arts Club, The Economic Club of New York, and the Hunts Point Alliance for Children, among others. She also serves on the Teen Cancer America Board of Directors.
About FIRM: Morgan Stanley
Morgan Stanley Wealth Management, an American multinational financial services corporation, specializes in retail brokerage and asset management. As a division of Morgan Stanley, it serves a wide range of clients, from individual investors and small-to-mid-sized businesses to large corporations, non-profit organizations, and family foundations. With a strong history and a proven track record, Morgan Stanley Wealth Management has become a leading choice for those seeking expert financial advice and guidance.
Early Beginnings: Smith Barney & Co.
Morgan Stanley Wealth Management has its roots in the 1938 merger of Charles D. Barney & Co. and Edward B. Smith & Co., which formed Smith Barney & Co. Charles D. Barney & Co., founded by Charles D. Barney in 1873, was a New York and Philadelphia-based firm that emerged from the failure of its predecessor, Jay Cooke & Company. Edward B. Smith & Co., founded in 1892, became a significant player in securities underwriting in 1934 after absorbing the professionals from the securities business of Guaranty Trust Company, following the passage of the Glass-Steagall Act.
Morgan Stanley Wealth Management offers a comprehensive suite of financial services to cater to the diverse needs of its clients. Some of these services include:
Investment Management
Morgan Stanley Wealth Management provides a wide range of investment options, including stocks, bonds, mutual funds, exchange-traded funds (ETFs), and more. Their financial advisors help clients develop tailored investment strategies to meet their specific financial goals and risk tolerance levels.
Financial Planning
Financial planning services offered by Morgan Stanley Wealth Management include retirement planning, education planning, estate planning, and more. Their financial advisors work with clients to understand their financial objectives and develop a comprehensive financial plan to help them achieve those goals.
Banking and Lending
Morgan Stanley Wealth Management offers banking and lending solutions, such as cash management accounts, mortgages, home equity loans, and lines of credit to help clients manage their day-to-day financial needs and achieve their long-term financial goals.
Insurance and Annuities
To help clients protect their financial future, Morgan Stanley Wealth Management offers insurance and annuity products, including life insurance, long-term care insurance, and annuities, designed to provide financial stability and peace of mind.
Philanthropy and Social Impact Investing
Morgan Stanley Wealth Management offers philanthropic advisory services and social impact investing options for clients who want to align their investments with their values and make a positive impact on society
Capabilities:
Intergenerational Planning
Philanthropic Giving
Non-Traditional Assets
Managing Family Wealth
Deborah Montaperto Disclosures: BrokerCheck, FINRA, And SEC Reports
FINRA’s BrokerCheck
individual_1669425.pdf (finra.org)
SEC Litigations & Forms
Source: Deborah Montaperto – SEC Site Search Search Results
Deborah Montaperto Lawsuits, Legal Battles, & Disputes
There might be more pending lawsuits against Deborah Montaperto which are not listed on these directories. Lawsuit files are often deleted from online directories. So if you cannot find any lawsuits against Deborah Montaperto on these websites, you can contact the local authorities and check if they have a physical copy of any cases.
CourtListener
UniCourt
Law.com
Law360.com
Trellis. law
Justia
Deborah Montaperto Complaints, Class Action Lawsuits & Legal Battles
The following websites/directories are the best sources for finding complaints, litigations, and disputes against finance advisors. You can find all the complaints against Deborah Montaperto using the websites down below:
Sonn Law Group
SEC.gov
White Law Group
MDF Law
Israels & Neuman, PLC
Klayman Toskes
You can contact the law firms mentioned above if facing issues with Deborah Montaperto or any financial advisor.
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