Nadine Wong

Nadine Wong

Formal First Name

Nadine Wong has been with Morgan Stanley Private Wealth Management since 1991. She provides sophisticated strategies to help clients maintain purchasing power and enhance their wealth, delivering a comprehensive wealth management plan that emphasizes global diversification, tax efficiency, and risk management. Wong is a recognized expert in estate planning strategies, wealth succession, alternative investments, and philanthropy. She works directly with high net worth individuals, multigenerational families, and foundations.

Professional Experience

Academic History


  • As a Family Wealth Director, Wong focuses on helping to empower clients to achieve financial success through customized asset allocation, manager selection, risk management, and value-added services.
  • Her clients include individuals, family offices, and foundations, along with Tony, Oscar, Grammy, Emmy, and MacArthur Award recipients.
  • She creates special events connecting Entertainers and Morgan Stanley clients, which raises awareness and funds for nonprofits.


  • Co-Founder of Out on Broadway
  • Co-Chair of the Multicultural Networking Group
  • Co-Chair of the 2017 American Theatre Wing Centennial Gala
  • Member of the Alternatives Investment Advisory Council Board
  • Member of the Drama League Board 


  • In 2017, Financial Times recognized Wong as one of the Top 400 Financial Advisors and one of only fifty-six in New York State.
  • Forbes named her in its inaugural list of America’s Top Women Wealth Advisors.
  • New York Magazine awarded her Five Star Wealth Advisors in New York and Outstanding 50 Asian Americans in Business.
  • Morgan Stanley honored her with the inaugural 2014 Women of Achievement MAKERS award for her leadership, ethics, and professionalism.
  • She earned Registered Rep’s Top 50 Women Wirehouse Advisors 2011-2013.
  • Barron’s named her on the Top 100 Women Financial Advisers in the United States 2006-2010 and Top 100 New York Financial Advisors 2009.
  • Forbes named her to their Best-in-State Wealth Advisors list in 2018 and 2019.
  • She was a two-time game show winner of Classic Concentration and Win, Lose or Draw and former Fashion Model with the prestigious Ford Modeling Agency.