Courses: 3034
Steven Tambone, CFP®, CEPA®, is a Partner and Financial Advisor with The 58 Group at Morgan Stanley in New York, NY. As a Certified Financial Planner and Certified Exit Planning Advisor, he has a rare breadth and depth of industry knowledge and experience to serve the financial needs of individuals, families and business owners. The 58 Group at Morgan Stanley is a boutique advisory practice with a client-centric approach to deliver thoughtful, unbiased advice. Their clients are diverse and accomplished individuals, families, and businesses that have achieved considerable financial success. Their mission is to help each client preserve what they have earned, simplify their financial life, and create a bespoke financial plan to achieve what they have worked their whole life to accomplish.
CRC 4905207 10/25