Marco Salerno served in the US Navy for 5 years before becoming a wealth advisor with Morgan Stanley in 2012. Today, Marco Salerno is senior vice president and executive services director with Morgan Stanley.
Mr. Salerno’s role at Morgan Stanely involves working with senior executives and entrepreneurs, with whom he takes a high-touch, personalized approach to comprehensive wealth management. Some of the services he offers his clients include personal financial planning, restricted and concentrated stock strategies, philanthropic and gifting assistance, and estate and wealth transfer planning strategies.
His training and education include a bachelor’s degree in finance from San Francisco State University. He also has attained the Certified Financial Planner designation from the Certified Financial Planner Board of Standards. He later obtained a Certified Private Wealth Advisor designation from Investments & Wealth Institute and the Yale School of Management.
For his work in wealth management, Mr. Salerno was named on the Forbes Best-in-State Wealth Management Team for 2023-2024 and a Forbes’ Top Next-Gen Wealth Advisor CFP CPWA in 2022-2024. In his personal time, he is a volunteer for American Corporate Partners and The Guardsmen. His hobbies include fishing, hunting, racing, sports, and spending time with family. He currently resides in Burlingame, California.