Daniel Stein
Financial Advisor
Morgan Stanley
Company
Morgan Stanley
Morgan Stanley
Connect
Home Region
West Central
Class
Connect Class 14
Areas of Expertise
Accounting & Finance
Biography
Daniel, a financial advisor with the Quaternion Group at Morgan Stanley, is dedicated to guiding purpose-driven individuals and families through comprehensive financial planning, asset management, philanthropy management, and lifestyle advisory. He has a multidisciplinary background with a B.A. from Yale University, where he honed a passion for both art and finance.
Daniel sits on the board of the Tampa JCCs & Federation and on the Florida Community of Mindfulness Building Bridges Committee. He is also an alumnus of the Hope Cohen Barnett Leadership Institute.
Outside of work, Daniel finds joy in spending time with his parents, brother, and two dogs. He enjoys spikeball, pickleball, climbing, photography, cinema and cooking.
Daniel sits on the board of the Tampa JCCs & Federation and on the Florida Community of Mindfulness Building Bridges Committee. He is also an alumnus of the Hope Cohen Barnett Leadership Institute.
Outside of work, Daniel finds joy in spending time with his parents, brother, and two dogs. He enjoys spikeball, pickleball, climbing, photography, cinema and cooking.