Nadine Wong has been with Morgan Stanley Private Wealth Management in New York since 1991. As a Family Wealth Director, she focuses on helping to empower clients to achieve financial success through customized asset allocation, manager selection, risk management and value added services. Her clients include individuals, family offices and foundations, along with unique insight for performers, creators and owners in theater and film.
The key driver to her success is to “know your client”. She communicates with clients to define their objectives and meet their goals by delivering a comprehensive, customized wealth management plan, emphasizing global diversification, tax efficiency and risk management. Nadine provides sophisticated strategies to help clients maintain purchasing power and enhance their wealth so they can focus on the people, passions and philanthropies that add meaning to their lives. She is proficient in areas of estate planning strategies, wealth succession, alternative investments, and philanthropy.
In 2017, Financial Times recognized Nadine as one of the Top 400 Financial Advisors and one of only fifty-six in New York State, Forbes named her in its inaugural list of America’s Top Women Wealth Advisors, New York Magazine awarded her Five Star Wealth Advisors in New York and Outstanding 50 Asian Americans in Business. Morgan Stanley honored her with the inaugural 2014 Women of Achievement MAKERS award for her leadership, ethics and professionalism. She earned Registered Rep’s Top 50 Women Wirehouse Advisors 2011-2013. Barron’s named her on the Top 100 Women Financial Advisers in the United States 2006-2010 and Top 100 New York Financial Advisors 2009.
Nadine creates special events connecting Entertainers and Morgan Stanley clients, which raises awareness and funds for non-profits including Second Stage Theater, Young Playwrights Inc., American Repertory Theater, the Drama League, the Hispanic Federation, Stuttering Association for the Young, and Creative Arts Team.
Nadine received her B.A. from the University of California at Berkley and M.B.A. from Columbia University. She Co-Chairs the Multicultural Networking Group, Co-Founder of “Out on Broadway “ LGBT annual panel, serves on the Alternatives Investment Advisory Council Board, the Drama League Board , Co-Chaired the 2013 Innocence Project Benefit and Advisory Committee Member and Co-Chairs the 2017 American Theatre Wing Centennial Gala (Tony Awards).
Securities Agent: AZ, CA, CO, CT, DC, DE, FL, GA, MA, ME, MN, NC, NJ, NY, PA, RI, SC, TN, TX, VA, WY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures