David R. Scharf, Managing Director at Morgan Stanley

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

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©2025 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service. The

information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy. MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/the-scharf-desarro-group. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html.

Even with quality coverage, a major loss or liability can be unsettling. Learn how to identify gaps that may expose you ...
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.

morganstanley.com

I am honored to announce that I have once again been named to the 2026 Forbes Best-in-State Wealth Advisors list. I'm gr...
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

The markets are shifting from shrugging off the oil price spike to assessing the intermediate-term economic effects of t...
03/30/2026

The markets are shifting from shrugging off the oil price spike to assessing the intermediate-term economic effects of the Iran war. This reemergence of macro concerns has important investment implications.

brightcove.net

Morgan Stanley's 2026 key investment themes show how AI growth, rising energy demand, geopolitics and demographic shifts...
03/27/2026

Morgan Stanley's 2026 key investment themes show how AI growth, rising energy demand, geopolitics and demographic shifts are influencing global markets.

morganstanley.com

03/26/2026

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

Earn up to 4.04% Annual Percentage Yield with Morgan Stanley's Preferred Certificate of Deposit (CD) for eligible broker...
03/25/2026

Earn up to 4.04% 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 April 28, 2026. https://livesocial.seismic.com/aT0InT

Earn up to 4.02% Annual Percentage Yield with Morgan Stanley's Preferred Certificate of Deposit (CD) for eligible broker...
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

Reducing the impact of federal taxes in your portfolio can help you build wealth over time. Explore these strategies tha...
03/04/2026

Reducing the impact of federal taxes in your portfolio can help you build wealth over time. Explore these strategies that may help reduce your overall federal tax burden. https://livesocial.seismic.com/aAZ-dM

What could military escalation with Iran mean for the markets and your investments? Learn more from our strategists.
03/04/2026

What could military escalation with Iran mean for the markets and your investments? Learn more from our strategists.

morganstanley.com

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