David S Isaacson, CIMA®
Senior Vice President, Institutional Consulting Director, Family Wealth Director, Senior Portfolio Manager, International Client Advisor
David Isaacson has provided customized investment advice for over 24 years and has worked with Morgan Stanley and its predecessor firms since 1994. David is a Senior Vice President and Institutional Consulting Director with Graystone Consulting*, a business of Morgan Stanley Wealth Management. Graystone Consulting offers the unique combination of an institutional consulting boutique with the global resources of one of the world’s preeminent financial organizations. David concentrates his talents on our integrated approach to planning, which includes family issues, wealth transfer, asset protection and location, and business succession planning. David focuses on helping clients analyze their objectives, tactical asset allocation policies, selecting investment managers and strategic planning. His clients include high net worth individuals, family offices, corporations, corporate retirement plans, foundations, endowments and pension funds. David is one of less than 3% of Morgan Stanley advisors designated as a Family Wealth Director which means David has extensive knowledge and experience in estate planning, investments, risk and liquidity management. David is also an International Client Advisors and offers a highly specialized set of capabilities to help address the investing and wealth management needs of successful clients who reside outside the United States. Clients include entrepreneurs, family offices, businesses and prominent individuals from the Americas, Europe, Asia and the Middle East. David has completed the Certified Investment Management Analyst® (CIMA)® Program conducted by the Investment Management Consultants Association at Wharton. A CIMA® certification reflects experience, education, examination and ethical standards. David has earned the designation of Senior Portfolio Manager and provides the opportunity for clients to experience a level of personalized portfolio management typically reserved for major institutions. David received his Master of Business Administration from the Crummer Graduate School of Business at Rollins College, where he graduated with honors and his B.A.A. from Ryerson University in Toronto, where he also graduated with honors. David and his lovely wife, Judi, of 25 years live in the Winter Park area with their two rescue dogs and two rescue cats. Their daughter, Nicole, is a Senior at the University of Denver. David currently serves on the board of directors of the Canine Companions for Independence.
Top 100 Retirement Plan Advisers
2014, 2016, 2017, 2018 and 2019 PLANADVISER Magazine Top 100 Retirement Plan Advisers
NAPA's Top DC Advisor Team 2018
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Graystone Consulting is a business of Morgan Stanley Smith Barney LLC.
This advisor in addition to the award recipients, was one of several hundred financial advisors who were selected by their firms to attend the tenth annual Barron’s Top Women Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public. The invitation-only conference was held at The Breakers in Palm Beach, FL, from December 2 to 4. This exclusive conference is designed to promote best practices and generate new ideas across the industry. Participants attended workshops, many led by the Top 100 Women Financial Advisors, that explored current issues ranging from business development ideas through managing high-net-worth accounts and families to portfolio management and retirement planning.
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