Morgan Stanley

Morgan Stanley Wealth Management Announces Health Advisory Alliance with PinnacleCare Private Health Advisory

May 28, 2013

Relationship Integrates Health Management and Wealth Advisory Services, Including New Eldercare Options

New York —

Morgan Stanley Wealth Management is pleased to announce a health advisory referral arrangement with PinnacleCare, a leader in private health advisory services.  This relationship further expands the value that Financial Advisors can offer clients by incorporating access to the management of health issues into wealth planning discussions.

This holistic wealth management approach can give clients the tools to make more informed decisions about all aspects of their financial life with a focus on managing healthcare complexity for the best possible outcome and well-being of their families.

“Health care and its related costs are top concerns for many of our clients,” said Deanna Rodriguez, Executive Director, Lifestyle Advisory Services at Morgan Stanley Wealth Management.  “We are pleased to offer our clients access to solutions that can help them take into consideration the management of health issues and their potential costs, while working with them on their overall wealth management strategy.”

A recent national poll  by Morgan Stanley Wealth Management showed that affording quality healthcare worries even millionaire households, with 68 percent citing it as a concern (vs. 77 percent of the lower-asset group with at least $100,000 in investable assets).

“Healthcare is a silent concern for many of our clients until it becomes a real issue in their lives and the lives of family members.  Financial advisors who can discuss such healthcare concerns with clients and offer access to real solutions offer a truly differentiated advisory service,” said Robert Seaberg, Managing Director of Wealth Advisory Solutions at Morgan Stanley Wealth Management.

Key benefits through PinnacleCare include: facilitated and coordinated access to top medical institutions and resources; vetted physician referrals, including board certified internists, specialists and integrative practitioners; and consultations on private health insurance and Medicare enrollment.  Most recently, through this alliance with PinnacleCare, Morgan Stanley Wealth Management extended to clients a new Eldercare option for a geriatric assessment and coordination of associated medical needs and insurance claims.  

“Health-related decisions are becoming more complex, and we are seeing a convergence in health/wealth planning as concerns over costs escalate,” said Bruce Spector, Chairman and Founder of PinnacleCare.  “Our referral arrangement with Morgan Stanley provides an objective and unbiased approach for securing continued access to high quality care.  We leverage our experience with leading research PhD’s, medical specialists, and centers of excellence to engage the right physicians and guide people through the medical choices and treatment options available to them.”

Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust services.  

Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.  The Firm's employees serve clients worldwide including corporations, governments, institutions and individuals from more than 1,200 offices in 43 countries.  For further information about Morgan Stanley, please visit

PinnacleCare, the premier health advisory firm since 2001, connects individuals to the world’s most advanced healthcare and provides access to top physicians for customized advice on their unique medical issues – avoiding unnecessary care and minimizing the risks in today's healthcare system.  PinnacleCare offers 24/7 health advisory services for individuals and their families, as well as health advisory benefit offerings through employers and large organizations.  Health Advisors coordinate with patients and healthcare providers to facilitate second opinions and confirmation of diagnoses, collection and digitization of medical records, evidence-based research and treatment options, virtual consultations, and facilitated appointments.  PinnacleCare is a trusted health advisor for a broad range of healthcare needs -- from disease prevention and wellness management to medical decision support and treatment in times of emergency, injury or illness.  For more information, visit

©2013 Morgan Stanley Smith Barney LLC. Member SIPC.

CRC 658821 5/2013

Media Contacts:

Christy Jockle, Morgan Stanley, 914-225-6827,

Deb Dominianni, PinnacleCare, 410-409-1095,