Anthony Fiumara

Accomplished Senior Registered Client Associate with a proven track record at Morgan Stanley, enhancing client satisfaction and loyalty through exceptional service and wealth management strategies. Skilled in asset allocation and client onboarding, I excel in fostering professional growth and ensuring compliance. My dedication to performance reporting and superior customer service drives successful financial outcomes.

Financial services professional, ready to contribute extensive client relationship management skills and financial knowledge. Proven record of supporting financial advisors and ensuring smooth client interactions. Collaborates effectively with team members, consistently achieving high client satisfaction through adaptability and problem-solving abilities.

Talented Registered Client Associate focused on building strong relationships with high-net-worth clients and supporting brokers and advisors for business growth. Attentive to detail and accuracy in funds transfers, trades and transactions. Fosters positive support to firm business growth and success.