The Alteri Group at Morgan Stanley

01/13/2026

We are incredibly honored to be part of the 2026 Forbes Best-In-State Wealth Management Teams ranking. Thank you to our clients, family, and friends that are at the heart of everything we do and have been instrumental in helping us achieve this recognition.

-Julian and Drew

[Source: Forbes (Awarded Jan 2026). Data compiled by SHOOK Research LLC based for the period 3/31/24–3/31/25. https://livesocial.seismic.com/asIvZo ]

We are thrilled to be a part of the 2026 Forbes Best-In-State Wealth Management Teams ranking. Our clients are at the heart of everything we do and their trust and confidence have been instrumental in achieving this recognition. It's an honor to be recognized among this group of outstanding professionals who consistently work to raise the standards in our industry.

[Source: Forbes (Awarded Jan 2026). Data compiled by SHOOK Research LLC based for the period 3/31/24–3/31/25. https://livesocial.seismic.com/asIvZo ]

01/12/2026

We are thrilled to be a part of the 2026 Forbes Best-In-State Wealth Management Teams ranking. Our clients are at the heart of everything we do and their trust and confidence have been instrumental in achieving this recognition. It's an honor to be recognized among this group of outstanding professionals who consistently work to raise the standards in our industry.

[Source: Forbes (Awarded Jan 2026). Data compiled by SHOOK Research LLC based for the period 3/31/24–3/31/25. https://livesocial.seismic.com/asIvZo ]

08/15/2025

We are proud to support a rockin’ community event and more importantly the legacy of Jason Price! Come on out and enjoy lively music and activities, good vibes, and great food and drink!

🏆 Sponsor Appreciation 🏆

Thank you 🙏 to Julian Alteri, Drew and their team at The Alteri Group at Morgan Stanley for joining the Brew York family as Gold sponsors this year!!

They work with families, individuals, non-profits, and business owners to implement in-depth financial plans and develop portfolios that align with their client’s goals. Their goal is to provide a white-glove level of service – thoughtful, personalized, and seamless at every touchpoint.

We appreciate their support and look forward to our continued relationship!!

01/17/2025

Are you or someone you know looking to join a world-class firm and make a difference with our clients? The Watertown NY Morgan Stanley office is for a Client Service Associate position. Click the link below or message us to find out more.

CLIENT SUPPORT Assisting with general in-office support functions such as copying, filing and scanning documentation High School Diploma/Equivalency College degree preferred Industry experience is a plus Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)....

12/10/2024

We're hiring a Client Service Associate for our Watertown office. If you're interested in joining a world-class firm and learning more, please click the following link and apply:

CLIENT SUPPORT Assisting with general in-office support functions such as copying, filing and scanning documentation High School Diploma/Equivalency College degree preferred Industry experience is a plus Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)....

01/24/2024

It is with great excitement that I announce our very own team leader and Resident Manager, Julian Alteri, has been promoted to Senior Vice President! This is a great testament to Julian's dedication to his clients and business over the years.

A Message from Julian: "I am proud to have reached this milestone in my career. Working with clients like you has allowed me to continually grow our practice and develop relationships that I hope to continue for many years to come. Thank you for your ongoing loyalty and support."

Please join me in congratulating Julian on his promotion! We look forward to continuously serving your financial needs and making sure you are ready for whatever life has in store.

Drew Parisian, CFP®
Financial Advisor
The Alteri Group at Morgan Stanley Wealth Management

12/21/2023

06/23/2023

The old man finally carried me for once!

04/20/2023

In this article from Barron’s, our CEO James Gorman explains how the power of scale has enabled Morgan Stanley’s sustained success in an unpredictable market.

Morgan Stanley plans to hit $10 trillion in client assets over the next decade