wiseradvisor


Ali  Zafar
Morgan Stanley

Tel: 561-393-1829
4855 Technology Way, Suite 600
Boca Raton, FL 33431
Morgan Stanley | Financial Advisor in Boca Raton ,FL

About Ali  Zafar

Financial well being is something we all need, but what it means for each of us is unique. I take a personal approach to your financial health by taking the time to understand the things you value and the goals that matter to you. This allows me to tailor your financial strategy to fit your needs and objectives. We will work closely with your CPA and estate planning attorney to develop a comprehensive approach to your finances that will give you the confidence to live life your way because ultimately, that is the goal.

Born and raised in south Florida and having lived in Florida for most of my life, this is where I call home. I enjoy golfing, being outdoors and spending time in Delray Beach where I live with my wife, Zarnash. We have two pets and we love traveling.

I am committed to providing the financial guidance you deserve along with my Client Service Associate, Perri Hazan. We are dedicated to delivering the exceptional service you come to expect from us at Morgan Stanley.


About Morgan Stanley

Experience, intellectual capital and dedicated personal service to help you meet your life goals

See Disclosures

Talk to an Advisor and GET ANSWERS   
      

General Information

Firm Start Year:   1922
Insurance License#:   W489183
States Licensed in:   FL, MA, GA, NJ, OR, OH, WA, CT, TX, SC, NV, NC, IL, HI, CA, MI, NY, PA, DC
Work with the following types of clients:   Non-Profit Organizations, Individual Investors, Investment Clubs, Businesses
Advisory Services Provided:   401K Rollovers, Wealth Management, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Financial Advice & Consulting, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Retirement Planning

Services

Investment Types:   Mutual Funds, Options & Futures, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Commodities, Insurance, Annuities, Stocks, Bonds, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Video Conference, Phone, Our Office, Email

Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Life, Variable Annuity, Variable Life, Long Term Care, Disability

Firm Information

Advisor's Number of Clients:   150
Advisor's Number of Managed Clients:   100
Advisor's Number of Planning Clients:   150

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $250,000
Compensation Methods:   Based on Assets, Commissions
Fee % Based on Assets:   1.25%

Education

Bachelor of Arts   University of Central Florida  - Orlando, Florida
08/2006-12/2010

Disclosures

WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1890507/wiseradvisor-morgan-stanley-detailed-disclosure.html

Compliance

Registered Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

I have a clean record


Criminal Disclosures in Last 5 years:

I have a clean record


brokercheck

Nearby Financial Advisors View All Financial Advisors In Florida