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Timothy Romano

Associate Vice President, Financial Advisor, Wealth Management at Morgan Stanley

Timothy Romano Jr. is a Financial Advisor and Senior Vice President in Wealth Management at Morgan Stanley.1 He specializes in providing financial planning and investment management services to a diverse client base, including executives, professional athletes, endowments, and foundations.1

Professional Background

Romano offers a range of services, including:

  • Retirement planning
  • Asset management
  • Wealth planning
  • Traditional and alternative investments
  • Impact investing
  • Business planning
  • Philanthropy advice

He is also an Alternative Investments Director, indicating expertise in non-traditional investment strategies.1

Education and Qualifications

Timothy Romano holds:

  • M.B.A. in Finance from Union Graduate College
  • B.S. in Political Science from Union College

He is a licensed Securities Agent in multiple states and holds certifications as a General Securities Representative and Investment Advisor Representative.1

Location and Contact

Romano is based in the New York City Metropolitan Area and works from the Morgan Stanley office at:

500 Post Road East, 3rd Floor Westport, CT 06880

His direct line is (203) 221-6082.1

Timothy Romano's LinkedIn username is timromanojr, as mentioned in the query.

Highlights

Apr 12 · clustrmaps.com
Tim Romano, (408) 564-7940, Spokane, WA - Clustrmaps
Timothy Romano Jr. | Morgan Stanley Wealth Management
Timothy Romano Jr. | Morgan Stanley Wealth Management
The Garofalo Group | Westport, CT | Morgan Stanley Wealth ...

Related Questions

What specific services does Timothy Romano offer to professional athletes?
How does Timothy Romano help endowments and foundations with their financial planning?
What are some examples of alternative investments Timothy Romano specializes in?
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What is Timothy Romano's approach to retirement planning?
Timothy Romano
Timothy Romano, photo 1
Timothy Romano, photo 2
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Location

New York City Metropolitan Area