David Sano

David Sano is a Financial Advisor and Associate Vice President at Morgan Stanley, with over 15 years of experience helping affluent individuals and executives of public and private companies achieve their financial goals.

David specializes in goals-based wealth management, focusing on simplicity, transparency, and a disciplined process to measure progress, supporting current lifestyle, retirement income needs, and legacy goals.

With a passion for making a positive difference in the lives of families and organizations, David is dedicated to providing tailored guidance to his clients during transitions, retirement, or seeking a second opinion on their financial situation.

He holds a Bachelor's Degree in Business and Entrepreneurial Studies from Nazareth College and is a strong advocate for individuals with special needs, drawing inspiration from his parents' professional involvement in this area.

David resides in Victor, NY, with his wife Megan, son Connor, and daughter Olivia, bringing a personal touch to his commitment to helping clients with wealth management, retirement income, and behavioral finance.

To connect with David Sano, interested individuals can reach out at 585-249-4327, through a toll-free direct line at 800-877-4697, or via email at david.sano@morganstanley.com.