Deborah Montaperto, Private Wealth Advisor, is responsible for strategic business development as well as executing liability management transactions for clients of The Polk Wealth Management Group at Morgan Stanley Private Wealth Management. Additionally, she has developed the Team’s family advisory platform, a holistic approach to dealing with the interface between wealth, family dynamics, and the next generation.
Deborah began her career on Wall Street in 1986. As a Managing Director in Citigroup’s Investment Banking division, she was responsible for fostering client relationships between the Institutional Clients Group and Global Wealth Management. Deborah joined the Polk Group at Morgan Stanley Private Wealth Management in 2008 and is a CERTIFIED FINANCIAL PLANNER™. Additionally, she is a Certified Divorce Financial Analyst.
Deborah has been named Number One Barron’s Top Women’s Finacial Advisor (2025), following being added to Barron’s Advisor Hall of Fame (2019).
Deborah is an active member of The Lincoln Center Women’s Leadership Council, The National Arts Club, The Economic Club of New York, and Hunts Point Alliance for Children. She is also a member of the Board of Directors of Teen Cancer America. Deborah graduated with a B.A. cum laude from Tufts University and earned an M.A. degree from the Villa Schifanoia in Florence, Italy.
2019-2022 Barron’s Top 100 Financial Advisors (formerly referred to as Barron’s Top 1,000 Financial Advisors: State-by-State). Source: Barrons.com (Awarded 2019-2022). Data compiled by Barron’s based on 12-month period concluding in Dec of the year prior to the issuance of the award.
2020-2022 Barron’s Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron’s Top 1,000 Financial Advisors: State-by-State). Source: Barrons.com (Awarded 2020-2022). Data compiled by Barron’s based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2010-2021 Barron’s Top 100 Women Financial Advisors.Source:Barrons.com(Awarded June 2010-2021).Data compiled by Barron’s based on 12-month period concluding in Mar of the year the award was issued.
2018, 2022 Forbes America’s Top Women Wealth Advisors (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America’s Top Women Wealth Advisors). Source: Forbes.com (Awarded 2018, 2022). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
2022 Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America’s Top Women Wealth Advisors). Source: Forbes.com (Awarded 2022). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
2019-2022 Forbes Best-In- State Wealth Advisors. Source: Forbes.com (Awarded 2019-2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Barron’s Hall Of Fame 2019 List
Source: The Barron’s “Hall of Fame” list, published throughout 2019. Based on Barron’s rankings received over the prior 10 years.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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