Thomas CarusoExecutive Director at Morgan StanleySpeaker
Profile
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.
Agenda Sessions
Executive Briefing 4: Innovations In Financial Planning Are Reshaping The Wealth Management Landscape: How To Leverage WealthTech To Grow Your Business 11.50-12.35 (Limited to 30 attendees; operating on a first come, first served basis)
, 11:35amView Session