Claudine Callison-Siero
Wealth Advisor
Claudine Callison-Siero is a dedicated wealth manager with 26 years of experience working with high-net-worth families, business owners and corporate executives helping them navigate all aspects of their financial life.
Originally from New Jersey, Callison-Siero and her family vacationed at their home in Palm Beach for 15 years before deciding to make a permanent move. She now leads a team of seven at The Palm Oaks Group at Morgan Stanley at her Boca Raton office.
Callison-Siero’s choice to pursue a career in wealth management was deeply personal, shaped by the loss of her father at 24. Watching her mother struggle with the complexities of planning their family’s financial future, she saw the need to have an advocate when facing important decisions.
The Palm Oaks Group has a passion to empower clients and keep them informed about their financial future in a clear, approachable and holistic way. Wealth managers handle every aspect of their clients’ portfolio, including investments, tax planning to help maximize returns, connecting clients with resources in succession planning and wills, setting up philanthropical giving and even tapping into Morgan Stanley’s resources for cash management, lending and alternative investments.
“We really touch on every aspect of their life,”Callison-Siero says. “Like concierge medicine, where clients have a concierge doctor, we see ourselves as concierge financial advisors for our clients’ finances and lifestyle.”
The team’s focus is to be engaged stewards to help protect and grow their clients’ wealth realized from years of hard work and success. Callison-Siero also has a special interest working with female clients, who today are controlling more wealth than ever. The team works for each client as if they were a member of their own family.
“We work collaboratively and listen to our clients’ goals to help create the best financial outcome for them, their family and their future. She always says, ‘You’ve worked so hard to get to this point, let us share in that responsibility so you can enjoy new experiences and creating lasting memories.’”
The Palm Oaks Group at Morgan Stanley, 1801 N. Military Trail, Ste. 300, Boca Raton, 973-890-3884, claudine.callison@morganstanley.com
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