Morgan stanley smith barney contact us7/20/2023 ![]() Early in his career Bill built a successful Wealth Advisory practice servicing clients in the high net worth space. Spanning two decades, Bill has held a variety of positions within the financial services industry. During their free time they enjoy sports and travel.īill is a Branch Manager in the Fifth Avenue Complex. John, his wife Lisa and three children Ryan, Victoria and Ali live in New Jersey. He began his career as a Financial Advisor after graduating with his BA from Pace University. He has spent a good portion of his career managing branches for Smith Barney throughout the North East. John enjoyed his time in the various corporate roles however he realized his real passion was being in a branch working with clients, advisors and support staff. Prior to MS, he served as Chief Administrative Officer of Smith Barney, overseeing the firm’s retail branch system of more than 12,000 financial advisors. ![]() In his last role at Morgan Stanley, John was Director of Professional Development and responsible for the professional growth of the firm’s field management, financial advisors and home office employees. His previous years were spent with Morgan Stanley and its predecessor firms in progressively responsible sales, business, and leadership roles having spent much of his career in the field. Before Park Avenue Securities, John was Head of Private Banking and Advisory, and President of Fieldpoint Private Securities overseeing the wealth management strategy and execution of the private bank business. With the broad scope of investment capabilities clients require, and a diverse offering of protection and growth solutions, he set the strategy to offer superior service and support – Transition Team, Business Development, Research & Portfolio Analysis Team – to ensure both Financial Professionals and their clients can achieve financial success. Prior to returning to Morgan Stanley as Complex Manager of one of the most well respected Complexes in the industry, John served as President of Park Avenue Securities, a subsidiary of Guardian Life Insurance Co. ![]() John Palazzetti has more than 30 years of industry experience. ![]()
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