David K. Zirretta - Morgan Stanley Financial Advisor - BALTIMORE, MD
Morgan Stanley
David K. Zirretta
Senior Vice President, Wealth Management
Wealth Advisor
Senior Portfolio Management Director
2650 QUARRY LAKE DR. SUITE 200
BALTIMORE, MD 21209
tel: (410) 602-6418
toll-free: (800) 368-2033 
fax: (866) 287-0935

...a solutions based Wealth Management Practice, differentiated to the needs of  Ultra High Net Worth Families.

 

 

 

 


 

 

A fee based Wealth Management Practice built around a firm understanding of the principles that govern Affluent Wealth & Portfolio Management.  Our success is in sustaining long term client relationships and support using a three level approach:

1. Financial, Retirement Income & Investment Planning - a holistic Financial Planning process: comprehensive, instructional, and forward thinking. This drives Levels 2 & 3, and tailors our approach to each client.
2. Wealth & Portfolio Management - fundamental analysis determines the level of equity to fixed-income exposure based on global geopolitical and economic affairs & markets. Technical analysis helps to provide the framework for appropriate investment selections. Portfolios are determined by client’s risk tolerance, goals, and time horizon.
3. Risk Management – seeking to avoid catastrophic losses.

David K. Zirretta has been advising Affluent Families for over 17 years. In general, our principles attempt to produce consistent support to the individual needs of our clientele and their families.

Associations
  • Community Services: Past President of the Board of the Edward A. Myerberg Senior Center
  • Chairman and Presidents Council 1998-2011
Services
  • Professional Portfolio Management
  • Wealth Management
  • Financial Planning
  • Retirement Planning
  • Business Succession Planning
  • Estate Planning
Education and Licensing
  • Series 7, 63, 65 & 31 Licensed
  • Estate and Trust Certified, & Retirement Income Specialist
  • Registered as a Commodity Futures Trading Commission (CFTC) Associated person of MSSB
  • Long Term Care Insurance Licensed, and College Planning
  • Health, Life, Annuity Insurance Licensed
  • Bachelor of Science Degree - St. John Fishers College
Business Experience
  • 1997 - 2012: Over 15 years experience in Financial Services.
    Mr. Zirretta is also registered with the Commodity Futures Trading Commission (CFTC) as an associated person of MSSB. Morgan Stanley* is registered with the CFTC as a Futures Commission Merchant (FCM) and is a member of the National Futures Association (NFA). Certain affiliates of Morgan Stanley* are registered with the CFTC as Commodity Pool Operators (CPO) and/or as Commodity Trading Advisors (CTA).
  • Over 25 Years Experience in Business Development, Strategic Planning and Marketing

Bulletin Board
  • How would you like to organize all of your account data in one location, regardless of where your accounts are held, giving you an integrated view of your financial picture? I have a solution – OneView. Learn about the key benefits of OneView by watching this short video.

  • People are looking for retirement to be more fulfilling and engaging. A solid strategic plan – along with investments that are right for you – is one way to help ensure success. Learn more about some of the resources I can use to help you achieve your goals in today’s new retirement.

  • Meet with me and our specialists to discuss valuable ideas and individually tailored wealth planning strategies to help you preserve your wealth

David K. Zirretta holds the following registrations:
Securities Agent: AZ, CA, CO, DC, DE, FL, GA, IL, KY, MA, MD, MI, MN, MS, NC, NH, NJ, NM, NY, PA, TX, UT, VA, VT, WA, WV; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures;

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.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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.
Awards Disclosures

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