Morgan Stanley
47yrs
Top advisor by experience in Paramus
4yrs
Simona Bagwill
Financial advisor at Morgan Stanley
Simona Bagwill has worked in the financial industry for 4 years and is a fiduciary financial advisor based in Paramus, New Jersey. Simona has been with Morgan Stanley since 2022. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 739 advisors with offices in Paramus, and one of 666 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
OfficeMack Center IV, South 61, Paramus Road, Paramus, NJ 07652
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowMorgan StanleyCurrent firm
Contact Simona
Local office(201) 994-9718Ask for Simona. (914) 225-5510Main office · Purchase, NY Mack Center IV, South 61, Paramus RoadParamus, NJ 07652Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Simona
Tailored to Simona’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Simona
How do I contact Simona?
Call Simona’s local office at (201) 994-9718 or the Morgan Stanley main office at (914) 225-5510, and ask for Simona Bagwill.
How long has Simona been a financial advisor?
Simona has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Simona hold?
Series 66. Tap any license on this page to see what it allows.
Is Simona a fiduciary?
Simona is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Simona paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Simona for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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