Thomas Caruso

Executive Director at Morgan Stanley

Speaker

Tom Caruso is an Executive Director and a member of the Financial Planning team in the Wealth Management Investment Platforms Department and is the Product Manager for Morgan Stanley’s proprietary financial planning tools; Goals Planning System (GPS) and Equity Award Analysis (EAA). Prior to joining Morgan Stanley in 2017, Tom held roles as a Financial Advisor with LPL Financial and Retirement Consulting Actuary for Towers Watson. Tom is a Certified Financial Planner and holds his Series 7 & 66 Securities Licenses. He graduated from Loyola University in Maryland with a B.S. in Actuarial Science.