The Patnaik Group - Morgan Stanley

We offer an experienced perspective to deliver tailored wealth planning solutions, combined with a customized experience, to address the complex needs of ultra-high net worth families and individuals across the country. The Patnaik Group at Morgan Stanley At The Patnaik Group, we are a team with a shared mission, dedicating our practice to helping each of our clients confidently pursue their most important financial goals on their own terms. Combining our own talents with the vast resources of Morgan Stanley, we offer an experienced perspective to make informed decisions and the dedicated capabilities needed to put those decisions into action. With 22 years of wealth management experience, Raj Patnaik is proud to lead this team of seasoned financial professionals. Our clients have created and monetized highly successful business in healthcare, technology and other growth industries and now face multi-generational planning challenges. We invest the time to understand your priorities, your goals and your values, so we can craft a truly comprehensive solution that is yours alone. We look forward to learning about you and your family and discussing our approach to helping you realize your vision of a successful life. - Raj Patnaik, CEPA®