February, 28, 2012 – Morgan Stanley Smith Barney announced today that Mr. Shapiro, a Portfolio Management Director, Financial Advisor, and Senior Vice President in the firm’s Wealth Management office in Boca Raton, FL has earned the Firm’s Portfolio Management Director designation. Mr. Shapiro has worked at Morgan Stanley Smith Barney (and its predecessor firms) since 1999.
Steven Shapiro has received advanced training and demonstrated competence in skills designed to help investors manage and monitor the performance of their investments in today’s complicated financial environment. Steven Shapiro’s training, experience and commitment to client service allow him to identify, construct and manage appropriate investment portfolios, on a fully discretionary basis, in accordance with clients’ needs and objectives.
The Morgan Stanley Portfolio Managerment program was established to provide individual investors with a level of personalized portfolio management historically provided to institutional clients. These services are designed to meet the specialized needs, risk tolerance and investment goals of clients.
Morgan Stanley Smith Barney, a global leader in wealth management, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust services. For more information, call Steven L. Shapiro or David Ogman (Financial Advisor), directly at (561) 394-8630, toll free (800) 326-5331, and/or their website: www.morganstanley.com/
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, institutions and individuals from more than 1,300 offices in 42 countries.
