Edwin R. Calzaretta Financial Advisor at Morgan Stanley

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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, wealth 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 retreated Friday as elevated financing costs amplified concerns surrounding return on investment from the AI...
10/16/2026

US equities retreated Friday as elevated financing costs amplified concerns surrounding return on investment from the AI capex buildout. Read more in the 1% Move report.

morganstanley.com

10/16/2026

Many institutional investors have long allocated to private equity. What factors should individual investors understand when evaluating the asset class?

Watch the latest episode of The Alts Report to hear how asset managers seek value creation, the trends attracting private capital, and the potential role of private equity in portfolio construction.

Brian Holzer, Head of Alternative Investments at Morgan Stanley Wealth Management, sits down with Viral Patel, CEO and Board Member of BXPE at Blackstone.

For more insights: https://livesocial.seismic.com/XRz6a

US equities fell sharply on Wednesday, as a hotter-than-expected September CPI report prompted a hawkish repricing of ne...
10/15/2026

US equities fell sharply on Wednesday, as a hotter-than-expected September CPI report prompted a hawkish repricing of near-term expectations for Fed policy. Read more in the 1% Move report:

morganstanley.com

The AI era is moving into the physical world—and Morgan Stanley Research is helping investors understand what comes next...
10/07/2026

The AI era is moving into the physical world—and Morgan Stanley Research is helping investors understand what comes next.

In The Robot Almanac, Morgan Stanley's new 8-part video series, we explore robotics, physical AI, and the market forces that could reshape the global economy. Our forecast: the AI robotics market could reach $25 trillion in annual product revenues by 2050.

Watch the first episode: https://livesocial.seismic.com/aSKcJz

These trends raise important questions for portfolios and long-term investment strategy. Are you ready? Let's talk about what this next wave of innovation could mean for you.

Bond yields move with shifting policy, growth, inflation, and risk appetite, shaping fixed income and portfolios.
10/01/2026

Bond yields move with shifting policy, growth, inflation, and risk appetite, shaping fixed income and portfolios.

brightcove.net

Millennials' wealth gains underscore how asset ownership and market timing can reshape retirement outcomes.
09/30/2026

Millennials' wealth gains underscore how asset ownership and market timing can reshape retirement outcomes.

brightcove.net

What's behind the selloff in bonds? It's easy to blame inflation amid higher energy prices. But the rise in real yields ...
09/29/2026

What's behind the selloff in bonds? It's easy to blame inflation amid higher energy prices. But the rise in real yields points to other causes: strong growth and surging debt issuance.

brightcove.net

Founders should build personal liquidity, tax, and estate plans that stay resilient when company timelines shift.
09/25/2026

Founders should build personal liquidity, tax, and estate plans that stay resilient when company timelines shift.

brightcove.net

Fed rate hikes are unlikely to stall the equity bull market, but they may stand in the way of market broadening. How can...
09/24/2026

Fed rate hikes are unlikely to stall the equity bull market, but they may stand in the way of market broadening. How can investors prepare?

brightcove.net

09/24/2026

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