david swartz headshot

David Swartz

Location
Westwood

David is the Southern New England Complex Manager at Morgan Stanley. In this position, he manages eleven offices representing approximately 300 Financial Advisors with $33+ Billion (as of month end May 2018) in Assets Under Management. David graduated from Syracuse University with a BS in Political Science and from Suffolk University Law School cum laude with a JD in Law. After practicing law, David chose to follow his passion for financial services by joining Morgan Stanley as a Financial Advisor in Boston. He subsequently assumed a leadership role for Morgan Stanley in Boston from 2002-2006 before his promotion to manage the Wellesley Complex in 2006. Since 2006, David’s management territory has grown considerably to include Morgan Stanley offices in Massachusetts, Rhode Island and Connecticut. David currently resides in Westwood, MA with his wife, Jennifer, and their two boys, Gavin and Jared.

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