Top Wealth + Best-in-State + Barron's 100 · rank 5 · Palm Beach, Florida · listed firm: Morgan Stanley Private Wealth Management
Identity & firm
- Firm — Morgan Stanley Private Wealth Management (high)
- “Currently employed by and registered with the following Firm(s): IA MORGAN STANLEY 450 Royal Palm Way 5Th Floor Palm Beach, FL 33480 CRD# 149777” — sec_finra_regulatory
- Parent company — Morgan Stanley (high)
- “Firm Name: MORGAN STANLEY Main Office Address: 2000 WESTCHESTER AVENUE PURCHASE, NY 10577-2530 Firm CRD#: 149777” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “B FINRA General Securities Representative Approved 06/01/2009” — sec_finra_regulatory
- Team name — The Polk Wealth Management Group (high)
- “Team Name: The Polk Wealth Management Group Private Wealth Management” — forbes_shook
- Team size — 38 (medium)
- “She leads a 38-person team across four cities at Morgan Stanley Private Wealth Management in Palm Beach, Florida.” — professional_press
- CRD — 1669425 (high)
- “DEBORAH DIANE MONTAPERTO CRD# 1669425” — sec_finra_regulatory
- Years experience — 38 (high)
- “B DEAN WITTER REYNOLDS INC. CRD# 7556 PURCHASE, NY 11/1987 - 05/1997” — sec_finra_regulatory
- Designations — CFP, other:CDFA (medium)
- “"Deborah Montaperto, CFP©" - Managing Director, Private Wealth Advisor” — social_or_third_party_db
- “Deborah Montaperto, CFP®, CDFA® - Morgan Stanley Private Wealth Management” — social_or_third_party_db
Book of business
- Team AUM ($M) — 30300 (high)
- “Team Assets (Custodied): $30.3B” — forbes_shook
- Account minimum ($M) — 100 (high)
- “Minimum Account Size for New Business: $100M” — forbes_shook
- Typical client net worth ($M) — 100 (high)
- “Typical Net Worth of Relationships: $100M-5B” — forbes_shook
- Client niche — UHNW multigenerational families — NextGen and family advisory, tailored lending (medium)
- “Montaperto focuses on wealthy clients with a "multigenerational approach," emphasizing liability management and intergenerational wealth planning.” — professional_press
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “Currently employed by and registered with the following Firm(s): IA MORGAN STANLEY ... B MORGAN STANLEY” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisor.morganstanley.com/the-polk-wealth-management-group (high)
- “The Polk Wealth Management Group | New York, NY | Palm Beach, FL | Morgan Stanley Private Wealth Management” — firm_official
- Value proposition (verbatim) — gap: not_found_after_search
- Differentiators — gap: not_found_after_search
- Content marketing — gap: not_found_after_search
- Has podcast — yes (low)
- “PWM Podcast | The Polk Wealth Management Group | New York, NY | Palm Beach, FL | Morgan Stanley Private Wealth Management” — firm_official
- Books published — gap: not_found_after_search
- Linkedin url — https://www.linkedin.com/in/deborah-montaperto-cfp%C2%AE-cdfa%C2%AE-908a17b/ (medium)
- “Deborah Montaperto, CFP®, CDFA® - Morgan Stanley Private Wealth Management | LinkedIn” — social_or_third_party_db
- Social presence — x (low)
- “The Polk Wealth Management Group (@ThePolkGroupMS) / X” — social_or_third_party_db
- Press awards — Barron's Top 100 Financial Advisors (2019-2026), Barron's Advisor Hall of Fame (2019), Barron's #1 Top Women Financial Advisors (2025, 2026), Barron's Best-In-State Advisors (2020-2022) (medium)
- “ranked #1 on the Barron's Women Financial Advisors list in 2025 and 2026” — social_or_third_party_db
Visual brand
- Has distinct logo — gap: not_found_after_search
- Logo url — gap: not_found_after_search
- Visual brand notes — gap: not_found_after_search