Christina R. Paul - Morgan Stanley Financial Advisor - NEW YORK, NY
Morgan Stanley
Christina R. Paul, CFP, CIMA
Senior Vice President, Wealth Management
Financial Advisor
NEW YORK, NY 10019
tel: (212) 603-6120
toll-free: (800) 843-0211 
fax: (646) 291-1108

Financial Solutions for Today’s Wealthy Investors

Managing significant wealth is a considerable responsibility— especially because the stakes are high for your family and your future. Sometimes the demands of this task can make it difficult to concentrate on what matters most to you: pursuing personal and family aspirations, exploring new opportunities, and living the life you have always envisioned. And when you reach a certain level of wealth and complexity, traditional advisory services may no longer be sufficient.

Christina Paul focuses on helping highly successful families manage the full spectrum of their financial affairs through comprehensive multi-generational solutions and industry-leading resources from Morgan Stanley. Money management, retirement planning, estate planning, insurance, taxes, business planning succession—she will bring together all of these elements into a cohesive and integrated financial plan that will help you enhance and preserve your wealth while enjoying the lifestyle it affords.

Christina runs a relationship-based financial planning practice recognized by her individual clients for quality advice, effective implementation and superior service.  She has a focus on building long- term relationships founded on mutual trust and respect.  As a wealth advisor to many families, she has experience with the unique challenges, styles and strategies that distinguish you from other investors. She will work with you to help you preserve and grow your wealth, relying on the insights of seasoned investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

  • Investment Management Consulting Organization
  • Certified Financial Planners Association
  • Financial Planning
  • Wealth Management
  • Municipal Bonds
  • Fixed Income
  • Access to Lending Services
  • Life Insurance
  • Annuities
  • Education Planning
  • Estate Planning Strategies
  • Retirement Planning
Education and Licensing
  • Master in Economics Fordham University
  • BS in Economics SUNY at Albany
  • BA in Mathematics SUNY at Albany
Business Experience
  • 1993 - 2000: PaineWebber
  • 2000 - 2009: UBS Financial Services
  • 2009 - Present: Morgan Stanley*

Bulletin Board
  • You've worked hard to build your wealth for retirement. We can work with you to develop a strategy so your wealth works just as hard - to help you get the most out of life after retirement. To learn more, call or send an email.

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Christina R. Paul holds the following registrations:
Securities Agent: AL, AZ, CA, CT, DC, FL, GA, IL, MA, MD, MI, NC, NJ, NY, OH, OR, PA, SC, SD, TX, VA; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1270237

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
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Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Awards Disclosures

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