Vincent Lumia

Vincent J. Lumia serves as Managing Director and Head of Wealth Management Client Segments at Morgan Stanley. Overseeing businesses across Advisor-led, Workplace, Institutional and Digital Direct, Vince is responsible for ensuring that the needs of wealth management clients are met at any stage of their advice journey, deepening relationships across all client segments and supporting Financial Advisors as they grow their practices.

Prior to his current role, Vince served as Head of Field Management, where he led the Firm’s network of Financial Advisors across ~600 branches, including the Branch Service organization, Private & International Wealth Management, Strategic Client Management and Business Development and Field Training. Vince has also previously held roles as Head of Private Wealth Management and Head of Morgan Stanley Wealth Management Capital Markets.

Vince first joined Morgan Stanley in 1999 as a Financial Advisor before moving to the Fixed Income Division in 2004, where he held several sales management positions. Prior to joining Morgan Stanley, he worked for Thomson Financial.

Vince is a member of Morgan Stanley’s Firm Management Committee.

He earned a B.S. from Fordham University and lives in Cold Spring Harbor with his wife, Michelle, and their four children.