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Shawn R

Series 63, Series 65

Rumson, NJ

Morgan Stanley

Shawn Rubin is a financial advisor with Morgan Stanley in Rumson, New Jersey, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association. Rubin serves as a board member of Rumson Country Day School. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers both direct and corporate financial planning services.

General estate planning guidance
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