Nadine Wong serves as Executive Director and Private Wealth Advisor at Morgan Stanley Private Wealth Management in New York City. She has been recognized as a “Barron’s Magazine top 100 Women Financial Advisers” from 2006-2010 and “Registered Rep’s Top 50 Women Wirehouse Advisors” from 2011- 2013. Since joining the firm in 1991, she focuses on empowering clients to help achieve financial success though customized and comprehensive investment solutions, risk management and value added services. She leads the team’s strategic and tactical asset allocation framework and manages all discretionary portfolios. Her client base includes Ultra High Net Worth individuals, family offices and foundations.
Nadine serves an exceptionally successful group of entrepreneurs, corporate executives and other accomplished people along with foundations and family offices. Most of her clients are building substantial legacies and goals for their businesses, their families and the causes they support. She provides sophisticated strategies that can help them reach their goals. She works to help clients protect, maintain purchasing power and enhance their wealth so they can focus on the people, passions and philanthropies that add meaning to their lives.
The key driver to her success is to “know your client” by empowering, managing and growing relationships through prudent investment practices. She communicates with clients to define their objectives and meet their goals by delivering a highly customized wealth management plan, emphasizing global diversification, tax efficiency and risk management. Her clients have access to seasoned and respected experts in the fields of retirement planning, trusts and estates, wealth succession, banking and liquidity strategies, lifestyle advisory and philanthropy.
Prior to working at Morgan Stanley, Nadine worked in the field of Architecture, Lighting Design and travelled the world as a Fashion Model with the prestigious Ford Modeling Agency in New York. She is a two-time national game show winner of “Classic Concentration” in 1991 and “Win, Lose or Draw” in 1988.
Nadine earned her B.A. in Architecture from the University of California at Berkeley and M.B.A. in Finance and Marketing from Columbia University. She serves on the MS Executive Networking Group Steering Committee, the Drama League Board and Co-Chaired the 2013 Innocence Project Benefit.