After leaving the United States Navy in 2010, Marco Salerno began his career in financial services with First Republic Bank. In 2012, Morgan Stanley hired Marco Salerno as one of its wealth advisors.
Today, Mr. Salerno serves as senior vice president and executive financial services director with Morgan Stanley, where he works with senior executives and entrepreneurs. He provides clients with custom, comprehensive wealth management guidance. His expertise includes personal financial planning, restricted and concentrated stock strategy, retirement and income planning, estate and wealth transfer planning, philanthropic and gifting assistance, and investment consulting and asset management.
Mr. Salerno’s has a bachelor's degree in finance from San Francisco State University. He also holds Certified Financial Planner certification from the Certified Financial Planner Board of Standards and a Certified Private Wealth Advisor from Investments & Wealth Institute. His most recent accomplishments include receiving the Forbes: Top Next-Gen Wealth Advisors CFP CPWA Award from 2022-2024 and Forbes: Best-in-State Wealth Management Teams from 2023-2024.
In his free time, Mr. Salerno is a volunteer with the American Corporate Partners and the Guardsmen. He also enjoys fishing, hunting, sports, and spending time with his family.