Nadine Wong

 

Nadine Wong
Executive Director, Morgan Stanley

 

Nadine Wong serves as Executive Director and Private Wealth Advisor at Morgan Stanley Private Wealth Management in New York City. She has been recognized multiple years as “Barron’s Magazine top 100 Women Financial Advisers and Barron’s Top 100 New York Advisors”, “Registered Rep’s Top 50 Women Wirehouse Advisors”. Since joining the firm in 1991, she focuses on empowering clients to help achieve financial success though customized and comprehensive investment solutions, risk management and value added services. She leads the team’s strategic and tactical asset allocation framework and manages all discretionary portfolios. Her client base includes Ultra High Net Worth individuals, family offices and foundations.


The key driver to her success is to “know your client” by empowering, managing and growing relationships through prudent investment practices. She communicates with clients to define their objectives and meet their goals by delivering a highly customized wealth management plan, emphasizing global diversification, tax efficiency and risk management. Her clients have access to seasoned and respected experts in the fields of retirement planning, trusts and estates, wealth succession, banking and liquidity strategies, lifestyle advisory and philanthropy.


Prior to working at Morgan Stanley, Nadine worked in the field of Architecture, Lighting Design and travelled the world as a Fashion Model with the prestigious Ford Modeling Agency in New York. She is a two-time national game show winner of “Classic Concentration” and “Win, Lose or Draw”.


Nadine earned her B.A. in Architecture from the University of California at Berkeley and M.B.A. in Finance and Marketing from Columbia University. She serves as Co-Chair of the Morgan Stanley Multicultural Employee Network, the Drama League Board and Co-Chaired the 2013 Innocence Project Benefit.