Dan O'Kray-Morgan Stanley

Taking the financial burden off of my clients to help them live easier and retire better.

For the past twenty four years, I have applied first-class knowledge and service in delivering and executing wealth management plans for my clients across spectrum of services. I blend financial planning, tax sensitivity, and estate planning strategies, and ensure that every piece of my client’s...

Combining our experience with the resources of Morgan Stanley, we help wealthy families address the complex challenges of managing significant wealth.