I am a Managing Director and the founding partner of The Beyer Stein Group at Morgan Stanley. In this role, I leverage over 40 years of experience working with high net worth and ultra-high net worth clients to provide thoughtful financial planning and exceptional client service. I am proud to have built a New York-based wealth management team of talented financial professionals with distinct and complementary capabilities, perspectives and experience. Our goal is be your primary source for financial advice. In essence, we view ourselves as a personal CFO for our clients. We excel at advising successful individuals and institutions on how to preserve and grow their assets through customized financial planning. More than anything, it is our passion to help our clients achieve their financial goals and to create a lasting relationship. During my tenure with Morgan Stanley, I have earned some of the highest industry credentials. I was named to Forbes List of Best-in-State Wealth Advisors in 2018 and 2019. In 2014, 2015, 2016, 2017, 2018, 2019, and 2020, I was named to Barrons Americas Top 1200 Advisors: State by State list. Financial Times also recognized me as one of the Top 400 Financial Advisors in the United States for 2013, 2014, 2017, 2018, 2019 and 2020. If you would like to have a conversation, feel free to contact me at david.beyer@morganstanley.com or visit my website at www.morganstanley.com/fa/beyerstein 