Profile
First Name
Dennis
Last Name
Parlante
Professions
Financial Advisor / Wealth Management
Industry
Finance
Chapter
B2B Annapolis, MD
Member Role
B2B Member
Member Bio
I have been lucky to work for a handful of great companies over my career in a variety of challenging positions. Along the way I have worked closely with many intelligent and generous people. 30 years ago, I graduated from college on a Friday and started as a financial advisor at an established Wall Street firm the following Monday. I recently followed my heart and passion to return to the role of financial advisor. I joined an established team, The Harbor East Group at Morgan Stanley, as an equity partner. My business partner and I run a wonderful business helping clients to prepare for the various phases of their financial lives including the financial legacy they plan to leave to future generations of their families and communities. Within the next five years I will take over the business as my partner transitions to the next phase of his career.
Contact Details
LinkedIn
https://www.linkedin.com/feed/Company Details
Company Name
Morgan Stanley
Job Title
Financial Advisor
Street:
1201 Wills Street (Suite 700)
City:
Baltimore
State:
Maryland
Zip code:
21231
About Us
Since our founding in 1935, Morgan Stanley has pledged to do first class business in a first class way. Underpinning all we do are five core values: Do the Right Thing, Put Clients First, Lead with Exceptional Ideas, Commit to Diversity and Inclusion, and Give Back.
Morgan Stanley is now a global financial services firm operating in more than 40 countries, with over 80,000 employees.
Morgan Stanley is now a global financial services firm operating in more than 40 countries, with over 80,000 employees.
Services Provided
We will tailor a personalized financial plans for goals such as retirement, college, tax efficiency, generational wealth, and philanthropy.
We support your plan with a customized investment strategy leveraging market analysis from Morgan Stanley's highly regarded team of analysts, strategists, and economists, as well as world class solutions.
We will meet with you regularly to talk about your portfolio, discuss evolving priorities, and address complex needs such as estate planning and liquidity events.
We support your plan with a customized investment strategy leveraging market analysis from Morgan Stanley's highly regarded team of analysts, strategists, and economists, as well as world class solutions.
We will meet with you regularly to talk about your portfolio, discuss evolving priorities, and address complex needs such as estate planning and liquidity events.
Ideal Customers
The Harbor East Group is a boutique practice that focuses on building long term relationships built on mutual respect and collaboration with individuals, families, and business owners. Our team focuses on financial planning and customized investment strategies for investors with $1M-$10M in assets.
Employee Count of Clients
50-250
Revenue Size of Clients
$1M-$15M