David Stoler is First Vice President at Morgan Stanley in Jericho, NY. with over 25 years experience in financial services, he has extensive experience working with ultra-high net worth families and business owners. David takes an in depth approach to every relationship, initiating each relationship with a comprehensive financial plan. The plans serves as "blueprint" for his clients, and addresses all of their concerns going forward. His knowledge is embedded in proper asset allocation and asset management to help achieve these goals. David also focuses on wealth preservation and ensuring that clients' assets are handed down successfully to the next generation. A large majority of clients fall into two categories; baby boomers who are looking to plan their retirement, and retiree's who need to create current income.
David received a bachelor's degree in finance from the University of Hartford. He currently resides in Jericho, NY with his wife and two children. David enjoys sports, yoga and fishing. He holds his Series 7 and Series 63 licenses.
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