Page 65 - Forbes - USA (December 2019)
P. 65
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STAN ALPERT EVAN R. KATZ KEVIN PEARLY DEBORAH DANIELSON
Morgan Stanley Wealth Management Morgan Stanley Wealth Management Merrill Lynch Wealth Management Danielson Financial Group
(973)-467-6362 | Short Hills, NJ (973)-912-7727 | Short Hills, NJ (908) 522-3308 | Summit, NJ (702)-734-7000 | Las Vegas, NV
stan.alpert@ms.com evan.r.katz@ms.com kevin_pearly@ml.com deborah@danielsonfinancialgroup.com
JONATHAN AMOIA TODD SILAIKA DANIEL O’ CONNELL LANCE ANTONY
Sandhill Investment Management Merrill Lynch Wealth Management Merrill Lynch Wealth Management Wells Fargo Advisors
(716)-852-0279 ex. 306 | Buffalo, NY (518)-373-7448 | Clifton Park, NY (516)-877-8316 | Garden City, NY (516)-663-5522 | Garden City, NY
jamoia@sandhill-im.com todd_silaika@ml.com daniel_oconnell@ml.com lance.antony@wfadvisors.com
CHARLES P. ESCHMANN RAYMOND GEORGE THOMAS SULLIVAN DAVID FRISCH
Morgan Stanley Wealth Management Morgan Stanley Wealth Management Merrill Lynch Wealth Management Frisch Financial Group
(516)-683-3172 | Garden City, NY (516)-683-3282 | Garden City, NY (516)-877-8342 | Garden City, NY (516)-694-7900 | Melville, NY
charles.eschmann@morganstanley.com raymond.george@morganstanley.com thomas_sullivan@ml.com david@frischfinancial.com
SHAWN RUBIN HARRY LEWKOWITZ JOSHUA MALKIN MICHAEL POPPO
Morgan Stanley Private Wealth Management Merrill Lynch Wealth Management Morgan Stanley Private Wealth Management UBS Financial Services
(212)-893-6322 | New York, NY (212)-303-4055 | New York, NY (212)-893-6530 | New York, NY (212)-626-8721 | New York, NY
shawn.rubin@morganstanleypwm.com harry.lewkowitz@ml.com joshua.d.malkin@morganstanleypwm.com michael.poppo@ubs.com
RICHARD SAPERSTEIN EMILY RUBIN JASON KATZ NANCY MATTA
HighTower Advisors UBS Financial Services UBS Financial Services UBS Financial Services
(917)-286-2777 | New York, NY (212)-333-8920 | New York, NY (212)-713-9201 | New York, NY (212)-309-3042 | New York, NY
rsaperstein@treasurypartners.com emily.rubin@ubs.com jason.m.katz@ubs.com nancy.matta@ubs.com
