VP, Private Wealth Advisor, Morgan Stanley
Devin Marino is a First Vice President within Morgan Stanley Private Wealth Management and has been a member of the Family Wealth Group since 2010. Devin holds the Financial Planning Specialist (FPS) designation and leads the group’s Financial and Estate Planning efforts, helping clients meet the full range of their financial and personal goals and objectives. He focuses on providing customized solutions and guidance in the areas of wealth preservation, tax-efficient estate planning and family lifestyle cash flow requirements. Devin is responsible for the creation of tailored complex financial planning, retirement & charitable giving modeling, plus detailed asset allocation & portfolio construction.