Edwin R. Calzaretta Financial Advisor at Morgan Stanley

Edwin R. Calzaretta Financial Advisor at Morgan Stanley Prior to joining The Westchester Rose Group, he began his career as an aircraft technician and maintenance manager for several commercial airlines.

A professional in the financial services industry since 2021, Edwin strives to deliver the highest level of personalized advice, guidance and planning for a select group of clients. Edwin has always been fascinated with wealth management and cultivating relationships and began at Morgan Stanley as an analyst with the firm. His areas of focus include financial planning, risk mitigation strategy, we

alth generation and preservation, asset management, retirement planning, life insurance, annuities, 529 plans and long-term care insurance. Edwin currently holds his Series 7, 66, SIE, and insurance licenses as well as the Financial Planning Specialist (FPS) designation. Born and raised in New Jersey, Edwin currently resides in Patterson, NY, and received his Bachelor’s degree in Applied Science and Technology from Thomas Edison State University. He later went on to complete his Master’s degree in Management and Doctorate in Business Administration. Active in his community, Edwin very much enjoys giving back to his community in both the educational and philanthropic capacity. When away from the office, Edwin enjoys outdoor activities such as fishing, boating, surfing, snowboarding and skiing, as well as spending time with his family. He is also a musician and has played the guitar and drums for over 25 years.

US equities staged a broad advance Thursday as recent Fedspeak yielded net dovish takeaways, spurring risk appetite. Rea...
09/04/2026

US equities staged a broad advance Thursday as recent Fedspeak yielded net dovish takeaways, spurring risk appetite. Read more in the 1% Move report.

morganstanley.com

08/25/2026

Is your portfolio at risk due to concentrated positions? Learn more about how I can help you with strategies for diversification to mitigate risks and help safeguard your investments. https://livesocial.seismic.com/1ONYR

Second quarter earnings results have helped drive the US equity market to all-time highs recently. Will the forces behin...
08/19/2026

Second quarter earnings results have helped drive the US equity market to all-time highs recently. Will the forces behind those earnings continue?

brightcove.net

Why has the market's mood soured in recent weeks? Investors seem to want more compensation for risk and this could be a ...
08/04/2026

Why has the market's mood soured in recent weeks? Investors seem to want more compensation for risk and this could be a healthy development.

brightcove.net

If you're considering upcoming milestones like buying a home or retiring, a mid-year check in on your financial plan may...
07/22/2026

If you're considering upcoming milestones like buying a home or retiring, a mid-year check in on your financial plan may be beneficial. This checklist can help. https://livesocial.seismic.com/auI8IF

07/14/2026

Morgan Stanley's Portfolio Risk Platform helps us understand risks, hypothetically stress test your portfolio, and see how potential changes will impact the risk you're taking. Let's connect and discuss if it's time for a portfolio review and risk report. https://livesocial.seismic.com/8qzg5

United Airlines CEO Scott Kirby on leadership, bold decisions and why human judgment still matters in aviation.
07/07/2026

United Airlines CEO Scott Kirby on leadership, bold decisions and why human judgment still matters in aviation.

morganstanley.com

Address

2000 Westchester Avenue
Purchase, NY
10577

Telephone

+19142251497

Website

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