Worth Magazine Top Wealth Advisor 4 Years in a row

 
 

Michael J. Ladge - Wealth Managment Advisor

 
 

Michael J. Ladge
Senior Vice President - Wealth Management

 

 
 

Mike joined Morgan Stanley Smith Barney in 2008. Previously, he was a Vice President of Investments with UBS Wealth Management. Mike provides top-tier financial strategies to help his clients with their highly individual goals. By employing an extensive wealth management approach through a consultative process, he implements a customized investment plan designed to accumulate, preserve and transfer wealth. Mr. Ladge serves a select client base, from a broad spectrum of industries, and they include numerous corporate executives, entrepreneurs, and professional athletes. Prior to UBS, he worked with Credit Suisse First Boston which had acquired Donaldson, Lufkin & Jenrette. And prior to that, after earning his MBA from the Anderson School at UCLA and a BS from Syracuse University with a double major in finance and statistics, Mr. Ladge initiated his career as an investment advisor with Morgan Stanley. In addition, he is a Certified Financial Advisor with the NFL Players Association. Originally from Boston, Mr. Ladge resides in Bel Air, California with his wife Megumi and daughter Alexis. In addition, Mike works extensively with Jim Brown’s Amer-I-Can Foundation.
 

 
 

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Robb Report - The Top 100 Wealth Advisors

Robb Report - The Top 100 Wealth Advisors

Citi Smith Barney
2121 Avenue of the Stars
Suite 1200
Los Angeles, CA 90067
(310) 551-9457
Mike.Ladge@smithbarney.com

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