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.

  • Board Member, Children’s Law Center
  • Women's Initiative, United Way of Middlesex County
  • 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 August On the Markets from the Global Investment Committee featuring

    "Into Thin Air?" There’s a lot of talk in the media about stock market valuations being in nosebleed territory, writes Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co. Given low interest rates and low market volatility, they’re actually more down to earth.

    “Welcome to the Circular Economy" In the circular economy, resource efficiency and waste reduction is paramount, explains Lily S. Trager, director of investing with impact at Morgan Stanley Wealth Management. Products are designed so that at the end of their useful lives, they can be dissembled and the components redirected to new uses.  

    “Taking Advantage of Short-Term Market Opportunities” The Global Investment Committee already provides strategic asset allocation, with a seven-year horizon, and tactical asset allocation, with a one-year horizon. Its new “Dynamic Allocation Framework” looks at a three-month horizon, shifting allocations dynamically based on changing economic and market conditions.

    • Plus, look for more on economics, equities and fixed income investments, and a Q&A featuring Andy Rothman of Matthews Asia, a long-time China investor who talks about investment opportunities in the world’s second-largest economy.

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

Maureen Zavatone holds the following registrations:
Securities Agent: AL, 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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