Margaret M. Esposito
Morgan Stanley
This advisor will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $200,000
Minimum client income required: $75,000
Title: Vice President
Offering advice since: 1986
Areas of expertise:
- Annuities
- Divorce planning
- Charitable and Planned Giving
- Elder Issues (long-term care, pre-mortem planning)
- Educational Planning
- Estate Planning/Wills
- Insurance (risk management, disability insurance)
- Life Planning
- Portfolio Management
- Retirement Planning
- Securities
- Stocks and Bonds
- Tax Planning
Further information about Margaret M. Esposito:
Financial Planning and Investment Management Vice President
Compensation and Fee Structures:
Not specified
Licenses, Certifications & Affiliations:
Series 7 8 9 & 10
Health, Life and Annuities
Education:
Not specified
Will provide references upon request?
Yes
Further information about Morgan Stanley:
(Size of firm: Over 100 advisors)
Worldwide Financial Firm
Contact Information for Margaret M. Esposito
Phone: 203 499-4901
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Fax: 203 499 4997
Address for Margaret M. Esposito:
741 Boston Post Road
Suite 201
Madison, CT, 06443
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