The Pipa Tagliarino Group - Morgan Stanley Team - ROCHESTER, NY
Morgan Stanley
The Pipa Tagliarino Group
at Morgan Stanley
tel: (585) 385-5100
toll-free: (800) 825-5334
fax: (585) 389-2299


We are dedicated to providing objective, personalized and comprehensive advice to an exclusive clientele. This clientele includes high net worth families, corporate executives and other professionals.

Our experience has found that most of our clientele does not have sufficient time to manage their wealth properly and desire strategies that can help simplify their financial lives.

As wealth managers, we follow a process in order to help address our clients’ complex needs.  Our process assists affluent families in managing their wealth through life’s phases, including the transference of wealth to subsequent generations.  We apply strict disciplines in areas such as financial, retirement, education, and estate planning, in addition to asset allocation and professional investment management and consulting.

We understand that the services, investments, and advice that we employ within our process have a direct effect on our client’s financial future and are a reflection of our credibility and reputation.  We recognize that we only have two assets in this business – our clients and our reputation. We believe, if we provide exemplary service to our clients and always consider their interests first, our reputation will grow. We will then be able to not only keep our existing clients, but also attract others.  This is the key to our growth as financial advisors.

Our overall success is measured by our ability to accurately set and help our clients achieve their often complex long-term wealth management needs, goals, objectives, and dreams.

Bulletin Board

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

    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: 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. 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.
    Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
    Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

    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

    pp:3147 mp: 2796