David R. Scharf, Managing Director at Morgan Stanley
I harness Morgan Stanley’s global resources and intellectual capital to help create a financial strategy that works for you. NMLS#: 1274585
04/20/2026
Even with quality coverage, a major loss or liability can be unsettling. Learn how to identify gaps that may expose you to unwanted financial risk.
How Affluent Families Can Plan For Hidden Risks morganstanley.com
04/10/2026
I am honored to announce that I have once again been named to the 2026 Forbes Best-in-State Wealth Advisors list. I'm grateful to my loyal clients for their trust and to my team for their partnership and support.
My focus remains the same: delivering thoughtful, goals-based advice and a planning-first approach designed to help clients navigate life's changes with confidence."
https://www.forbes.com/profile/david-scharf/?list=best-in-state-wealth-advisors
2026 Forbes Best-In- State Wealth Advisors
Source: Forbes.com 2026. Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
https://www.morganstanley.com/disclosures/awards-disclosure
Alternatives can offer differentiated sources of return—but structure and implementation matter. In this episode of The Alts Report, Brian Holzer, Head of Alternative Investments Sales, and Alisa Wood, Partner at KKR, discuss what's driving growth in private markets, what's making these investments more accessible and flexible, and why allocating to alternatives often calls for a long-term mindset. Watch the full conversation: https://livesocial.seismic.com/KsuQQ
03/05/2026
Earn up to 4.02% Annual Percentage Yield with Morgan Stanley's Preferred Certificate of Deposit (CD) for eligible brokerage account holders. This competitive, limited-time offer is available until March 17, 2026. https://livesocial.seismic.com/aabmWA
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