Antonio Giuliani, CFP®, is a distinguished expert and leader working in the financial services industry
Mr. Giuliani is a distinguished financial planning director at Morgan Stanley, where he has contributed since 2022.
BERLIN, CT, February 24, 2025 /24-7PressRelease/ — Antonio Giuliani, CFP®, has been included in Marquis Who’s Who. As in all Marquis Who’s Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.
Mr. Giuliani is a distinguished financial planning director at Morgan Stanley, where he has contributed since 2022. Notably, he holds the distinction of being the youngest individual to achieve this position in the country, a testament to his expertise and dedication to the field of financial planning. His journey with Morgan Stanley began in 2020 when he joined as a registered associate, a role he held for several years, during which time he honed his skills and built a strong foundation in client relations and financial strategies.
Prior to his tenure at Morgan Stanley, Mr. Giuliani worked as an advisor relationship specialist at Symmetry Partners LLC from 2018 to 2020. In this capacity, he developed and maintained relationships with advisors, providing them with essential support and resources to enhance their client services. His career in financial planning commenced at Tauber Asset Management, where he served as an assistant financial advisor from 2015 to 2018. This role allowed him to gain valuable insights into asset management and client advisory services.
Prior to gaining industry experience, Mr. Giuliani earned a Bachelor of Arts in economics and business fundamentals from the University of Connecticut in 2018. This educational foundation has proven instrumental in his professional achievements, as it equipped him with the analytical skills necessary for success in the financial sector. Along with his degree, Mr. Giuliani is also a certified financial planner, having earned this designation from the Certified Financial Planner Board in 2022. Additionally, he holds several other certifications: a Series 63 from the North American Securities Administrators Association (NASAA), obtained in 2020; a Series 7 from the Financial Industry Regulatory Authority, received in 2020; and a Series 65 from NASAA, completed in 2019.
Mr. Giuliani’s passion for financial planning was ignited at the age of 17 when he began working for free under an advisor who introduced him to the intricacies of the industry. This early exposure laid the groundwork for his future endeavors. Along with this early exposure, Mr. Giuliani attributes much of his success to his father, whose legacy continues to inspire him daily. Outside of his professional commitments, Mr. Giuliani volunteers at My Sister’s Place, a women’s shelter in Hartford and he was previously actively involved as a representative for Dog Days Adoptions, efforts that reflects his dedication to community service and animal welfare.
In his personal life, Mr. Giuliani enjoys cooking, playing golf, bodybuilding and spending quality time with his wife and dog. Looking ahead, he aspires to become a partner at Morgan Stanley and establish his own practice within the firm. Through his contributions, Mr. Giuliani is committed to advancing his knowledge in financial planning and aims to integrate a more holistic approach across the organization, helping clients understand and benefit from comprehensive financial plans.
About Marquis Who’s Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who’s Who in America®, Marquis Who’s Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Who’s Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. The suite of Marquis® publications can be viewed at the official Marquis Who’s Who® website, www.marquiswhoswho.com.
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