Maureen Zavatone - Morgan Stanley Financial Advisor - Essex, CT
Morgan Stanley
Maureen Zavatone, CDFA
Senior Vice President
Financial Advisor
64 South Main Street
Essex, CT 06426
tel: (860) 447-4860
toll-free: (800) 289-8890 
fax: (860) 447-4850

As women, we wear many hats and we navigate many challenges. Wife. Mother. Daughter. Widow. Divorcee. Juggling these roles requires special financial understanding, planning and advice. The emotional and financial concerns that accompany motherhood, caring for aging parents, widowhood and divorce can present short term and long term financial challenges that require thoughtful, practical solutions designed specifically for you.

I dedicate my work to individuals who are navigating the all the opportunities and challenges that we as women face. Whether you are a career professional, an emerging retiree or are new to making financial decisions following divorce or death of your spouse, you may find yourself contemplating decisions which can be new and intimidating to you. I work with your advisors - attorneys, accountants, mediators, and other professionals to provide you clarity and transparency on critical financial issues as they surface. I will help you take control of your financial life by guiding you through complex decisions and long term plans.

My goal is to provide you with the tools to empower you to make important financial decisions around your state of affairs now and into the future. With the proper financial education and planning, you will be better equipped to make comprehensive and suitable decisions. I will take the time to understand your personal circumstances and work in partnership with you to develop a personalized financial strategy. Together, we can make informed, confident financial decisions.

Associations
  • Board Member, Children’s Law Center
  • Women's Initiative, United Way of Middlesex County
Services
  • Asset Management
  • Wealth Management
  • Professional Portfolio Management
  • Municipal Bonds
  • Alternative Investments
  • Wealth Management & Divorce
  • Estate Planning Strategies
  • Access to Lending Services
Education and Licensing
  • BA, University of Connecticut
  • MBA, Northeastern University
  • Certified Divorce Financial Analyst
Business Experience
  • 1998 - 2014: BNY Mellon Wealth Management
    Senior Vice President, West Hartford, CT September 2007-October 2014
    Vice President, New York, October 2003 - October 2007
    Director of Planning and Administration
    Boston, MA
    March 1998 – October 2003

Bulletin Board
  • See November On the Markets from the Global Investment Committee featuring

    “A Pause to Refresh” Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., notes there was little investor optimism in August, but much more now. That doesn’t mean the bull market is over, but that it might be ready for a pause.

    “Investment Themes for a Transformed China” The world’s second-largest economy is turning toward its consumers and relying less on heavy industry. Learn about some ways to take advantage of that tectonic change.

    • “Conditions May Be Just Right for Convertibles” Convertible securities are an often-overlooked asset class that straddles the stock and bond worlds. They can play several roles in a portfolio.

    • Plus, look for more on the economy and option funds, as well as a Q&A featuring Simon Webber of Hartford Schroders who explains how prospects for the European economy and stock market are improving.

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

Maureen Zavatone holds the following registrations:
Securities Agent: AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, MA, MD, ME, MI, MT, NC, NH, NJ, NV, NY, OH, OK, PA, RI, SC, TX, UT, VA, VI, VT, WA, WI; General Securities Representative; Investment Advisor Representative

NMLS#: 1428678

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