Steven Flagg

Steve launched his career in 1981 with PaineWebber. After working as an options trader, he joined the firm’s research department as a liaison between equity analysts and financial advisors while earning his MBA in Finance and Marketing from Pace University. In 1987, Steve became a financial advisor in PaineWebber’s Stamford, CT branch. He later worked for Merrill Lynch’s Wealth Management division in 2002 and served his clients as a Senior Vice President.

Steve joined Morgan Stanley in 2022 as Senior Vice President and Financial Advisor to deepen his commitment to his clients and provide first class service in a first-class way.

Indicative of his commitment to serve his clients as a life-long learner, Steve has earned the following professional designations: Certified Financial Planner™(CFP™), Certified Private Wealth Advisor® (CPWA®), Certified Investment Management Analyst® (CIMA®) and Certified Divorce Financial Analyst® (CDFA®). Additionally, he has been named to the Forbes "Best-in-State Wealth Advisors" list in 2019, 2020, 2021, and 2022.

Steve genuinely cares about each client’s wellbeing. By being informative and by following a disciplined planning-based approach, he is consistently attentive to his clients’ goals and needs. In conjunction with this, he develops sustainable strategies that help create financial independence as well as meaningful legacies for clients.

Steve lives in Carmel, NY with his wife Andrea.

Disclaimer:

FORBES BEST-IN-STATE WEALTH ADVISORS 2019, 2020, 2021, 2022
Awarded Forbes Best-In-State Wealth Advisor 2019, 2020, 2021, 2022.

Source: Forbes.com (Awarded 2019, 2020, 2021, 2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award. Award Disclosures

https://www.morganstanley.com/disclosures/awards-disclosure.html

The use of the CDFA® designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be...