Jeffrey Dinapoli Cfp Crps

FAQ About Jeffrey Dinapoli Cfp Crps

• What is Jeffrey Dinapoli Cfp Crps's address?

  Jeffrey Dinapoli Cfp Crps is located at
  New York City Metropolitan Area, New York City Metropolitan Area, United States

• What is Jeffrey Dinapoli Cfp Crps's job title?

  Jeffrey Dinapoli Cfp Crps is a
  Jeff is an Executive Director with the Harbor Group at Morgan Stanley in New York City. The Harbor Group is a team of 10 including four CFP professionals and one CIMA charterholder. Together, the team has over 100 years of combined wealth management experience* and manages equity, fixed income and alternative investment portfolios in excess of 10 billion, as of December 31st, 2020. Jeff has a real passion for the business and is driven by adding value to his clients and their families. He truly enjoys speaking to clients and learning about what’s important to them. He is very dedicated to community service, the causes closest to his heart include initiatives towards Parkinson’s research in honor of his mother, who has battled the disease for over thirty years, and serving on the Board of Directors of the Institute of Applied Human Dynamics, an organization created in 1957 to support individuals with intellectual and developmental disabilities. A member of the Estate Planning Council of NYC Jeff is focused on staying current with wealth preservation and transfer strategies. He is a strong advocate of tailored solutions and creates long-term plans for clients to reach their goals while identifying near-term global tactical opportunities. A highly regarded professional, Jeff has been named as one of the Top Next-Gen Financial Advisors in America by Forbes (2018-2020) and to Forbes Best-In-State Wealth Advisors (2021). (​2018-2020) Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Weatlh Advisors) Source: Forbes.com (Awarded 2018-2020). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued. Forbes Best-In-State Wealth Advisors ​Source: Forbes.com (Awarded Feb 2021). Data compiled by SHOOK Research LLC based on time period from 6/30/19 - 6/30/20. https://www.morganstanley.com/disclosures/awards-disclosure.html *Please see the team website, https://advisor.morganstanley.com/the-harbor-group-10831120 for details about the members, their functional titles and their individual years of experience. Morgan Stanley

• What industry does Jeffrey Dinapoli Cfp Crps currently work in?

  Jeffrey Dinapoli Cfp Crps currently works in the
  Morgan Stanley

• What is Jeffrey Dinapoli Cfp Crps's area of expertise?

  Jeffrey Dinapoli Cfp Crps specializes in
  Jeff is an Executive Director with the Harbor Group at Morgan Stanley in New York City. The Harbor Group is a team of 10 including four CFP professionals and one CIMA charterholder. Together, the team has over 100 years of combined wealth management experience* and manages equity, fixed income and alternative investment portfolios in excess of 10 billion, as of December 31st, 2020. Jeff has a real passion for the business and is driven by adding value to his clients and their families. He truly enjoys speaking to clients and learning about what’s important to them. He is very dedicated to community service, the causes closest to his heart include initiatives towards Parkinson’s research in honor of his mother, who has battled the disease for over thirty years, and serving on the Board of Directors of the Institute of Applied Human Dynamics, an organization created in 1957 to support individuals with intellectual and developmental disabilities. A member of the Estate Planning Council of NYC Jeff is focused on staying current with wealth preservation and transfer strategies. He is a strong advocate of tailored solutions and creates long-term plans for clients to reach their goals while identifying near-term global tactical opportunities. A highly regarded professional, Jeff has been named as one of the Top Next-Gen Financial Advisors in America by Forbes (2018-2020) and to Forbes Best-In-State Wealth Advisors (2021). (​2018-2020) Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Weatlh Advisors) Source: Forbes.com (Awarded 2018-2020). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued. Forbes Best-In-State Wealth Advisors ​Source: Forbes.com (Awarded Feb 2021). Data compiled by SHOOK Research LLC based on time period from 6/30/19 - 6/30/20. https://www.morganstanley.com/disclosures/awards-disclosure.html *Please see the team website, https://advisor.morganstanley.com/the-harbor-group-10831120 for details about the members, their functional titles and their individual years of experience.

• Which languages does Jeffrey Dinapoli Cfp Crps speak? 

  Jeffrey Dinapoli Cfp Crps speaks the following languages:
  No languages available.

• Which industries has Jeffrey Dinapoli Cfp Crps previously worked in?   

  Jeffrey Dinapoli Cfp Crps has prior experience in the following industries:
  Fisher Investments

• What is Jeffrey Dinapoli Cfp Crps’s work experience?  

  Jeffrey Dinapoli Cfp Crps has the following professional experience:
  Morgan Stanley , Fisher Investments .

• How can I find Jeffrey Dinapoli Cfp Crps on LinkedIn?  

  You can view Jeffrey Dinapoli Cfp Crps’s
  LinkedIn profile at LinkedIn URL.

• What are Jeffrey Dinapoli Cfp Crps’s work email addresses?  

  Jeffrey Dinapoli Cfp Crps’s work email addresses are
  [email protected] .

• What company does Jeffrey Dinapoli Cfp Crps work for?  

  Jeffrey Dinapoli Cfp Crps works at
  Morgan Stanley