Milin Rao - Morgan Stanley Financial Advisor - Paramus, NJ
Morgan Stanley
Milin Rao, CFA, CFP
Financial Advisor
CERTIFIED FINANCIAL PLANNER
Chartered Financial Analyst
Portfolio Manager
61 South Paramus Road, 3rd Fl
Paramus, NJ 07652
tel: (201) 670-3432
fax: (201) 670-3410

As a young boy, I greatly admired the way my father both protected and provided for our family, steering us through both good and bad times with an assuring, steadfast presence. My mission as a Financial Advisor- to help protect the financial future of my clients and create a plan to make sure their loved ones will be provided for- is inspired from those lessons of my youth.  

My purpose as a Financial Advisor is to provide clients with objective advice, personalized solutions, thoughtful wealth planning, and sophisticated investment management.  Simply put, my goal is to help you reach yours.  This is done by forming relationships built on trust, understanding, and uncompromising integrity.  I maintain a commitment to the well-being of each client, helping them build for a tomorrow that reflects their innermost goals for their life and legacy.  I believe that if I can free up my clients to focus on what is most important in their lives, then I have done my job.

Associations
  • Stony Brook Alumni Association- Board Member; Founder and Chapter Leader of NJ Alumni Chapter
  • NYU Stern Alumni Association- NJ Regional Alumni Group Committee
  • Rotary Club of the Palisades
  • CPFBA- Little League Head Coach
  • Financial Planning Association
  • New York Society of Security Analysts
  • CFA Institute
Services
  • Financial Planning
  • Retirement Planning
  • Professional Portfolio Management
  • Wealth Management
  • Estate Planning Strategies
  • Business Planning
  • Corporate Retirement Plans
  • 401(k) Rollovers
  • Education Planning
  • 529 Plans
  • Annuities
  • Life Insurance
  • Long Term Care Insurance
  • Access to Lending Services
Education and Licensing
  • MBA
    New York University - Stern School of Business
  • BS in Economics (with Honors)
    Stony Brook University
Honors and Recognition
  • Five Star Wealth Manager Award- 2016 (New Jersey Monthly Magazine)
Business Experience
  • Morgan Stanley Wealth Management - Portfolio Manager and Financial Advisor
  • Barclays Capital - Assistant Vice President, Equity Research
  • Neuberger Berman - Equity Research Analyst
  • Standard & Poor's - Senior Associate, S&P Capital IQ

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

    “Fireworks or Duds?” The Fourth of July is the halfway mark for investors, a time for reflection about the results of the first half of the year and how the second half will pan out, says Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co. What does he expect: fireworks or duds in the second half? 

    “Trade Tensions Intensify” The economic and market costs of trade disputes are adding up, writes Lisa Shalett. What hasn’t yet been accounted for are disruptions to the global supply chains that many companies have built.  

    • “Higher Health Care Costs Ahead” Government regulation cooled health care inflation in recent years, and that kept overall inflation in check. Going forward, warn Morgan Stanley & Co. economists, health care costs appear to be up and overall inflation is apt to follow.

    • Plus, look for more on equities, the economy and fixed income investments. 

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

Milin Rao holds the following registrations:
Securities Agent: CA, DC, GA, ID, IL, MA, NJ, NY, OH, PA; General Securities Representative; Investment Advisor Representative

NMLS#: 1278695

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