Our Team at Morgan Stanley 5th Avenue Branch

About Bernardo F. Duque

Bernie Duque is currently the Non-Producing Branch Manager at the Penn Plaza office in New York City for Morgan Stanley Wealth Management, overseeing nearly 100 Financial Advisors and playing a critical role in helping them uncover potential growth areas in their business, increase their proficiency in practice management and helping them connect to the various resources of the MS platform.

Bernie joined the firm in 2004 as a Financial Advisor in Las Vegas, Nevada, building a business in a market in which he had no ties. Bernie relied on a number of prospecting methods, including cold calling, cold walking, networking and seminars enroute to being recognized as a top performer in his peer group by being named to the firm’s Blue Chip Council. He focused his practice on the needs of small business owners and independent contractors in the real estate professions. In 2007, Bernie took his first role in management as National Development Officer for the Morgan Stanley Smith Barney Training Center. While there, Bernie played a role in the training of over 2,000 financial advisor trainees and was a part of the integration team that helped bring together Legacy Smith Barney’s and Legacy Morgan Stanley’s training programs. In June of 2010, Bernie was named the Assistant Complex Manager at the 399 Park Avenue Complex in New York, where he focused on the training, hiring and sourcing of Financial Advisor trainees, before joining the Penn Plaza/399 Park Avenue Complex as a Business Development Manager where he provided strategic direction for the revenue initiatives of MS’ largest Complex. As a result of his efforts, he was named to the Business Development Manager Council in late 2013. In May of 2014, Bernie was named Branch Manager in Providence, later picking up Newport in the Fall of 2016 and Mystic in the Spring of 2017.

Before entering Financial Services, Bernie lived in Chicago, Illinois, where he served as the Director of Operations at Windy City Fieldhouse, a 55,000 square-foot athletic facility. Bernie’s responsibilities at “The Fieldhouse” included budget oversight, contract negotiations, human resources and vendor management. In addition, he served as a sales associate for the corporate event planning segment of the business, which organized team building and organizational meetings for companies such as IBM, Bank One, Accenture and Allstate.

Prior to Windy City Fieldhouse, Bernie served as an NCAA Division I Women’s Basketball Coach and Recruiting Coordinator for seven years with posts at Loyola University Chicago, Stony Brook University and Manhattan College. His passion for basketball has never left and Bernie works as a high school basketball referee and has had the distinction of officiating several rounds of the Rhode Island, New Jersey and Nevada State Basketball Tournaments.

On the community service side, Bernie served on the Board of Directors of Statement Arts, an educational outreach program that provides a safe platform for participants to come together and create. Statement Arts nurtures, builds self-confidence, and provides students with creative experiences that will empower them throughout their lives and encourage them to be ambassadors for their own communities. He is also active with the East Greenwich Basketball Association and the East Greenwich Little League.

A 1996 Cum Laude graduate of Manhattan College in Riverdale, New York, Bernie currently resides in Warren, NJ with his wife, Anne, and their three children: Elyse, Brianne and William.

About Clint Clifford

Securities Agent: TN, AZ, VT, NV, MN, MI, CT, CO, WY, ND, MT, ID, IA, WV, OR, NC, SC, FL, WA, VI, OK, NE, KY, DE, WI, VA, NY, NM, MS, GA, CA, UT, MO, MA, IN, SD, PA, NJ, ME, LA, AR, AK, TX, PR, NH, HI, AL, RI, OH, MD, KS, IL, DC; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures

About Jeremy Autry

Jeremy Autry is the Associate Market Manager for the 5th Avenue Market. He brings 25 years of financial services experience, both working in partnership with Financial Advisors and Planners, as well as serving the financial needs of individuals and families.

Prior to joining Morgan Stanley, Jeremy held roles in sales, leadership, financial planning, and wholesale distribution. His professional passion is helping financial professionals leverage the full breadth of Morgan Stanley, so that they can tailor solutions to complex client needs. He believes financial planning is the foundation of the strongest relationships and the context for smart investment decisions.

Jeremy received his Bachelor’s degree from the University of Connecticut. He also is a CERTIFIED FINANCIAL PLANNER™.

He is originally from Southern California, where he grew up with a passion for the outdoors. He enjoys snowboarding, cycling, fishing, and when the time allows, mountaineering. He currently resides in Fairfield, CT with his wife and two sons. As a family, they have a passion for travel and good meals.

About Vincenzo Cimino

Vincenzo Cimino joined Morgan Stanley in 2011 in the Branch Inspections Department. In September 2018, he was promoted to Complex Risk Officer at the Park Avenue Plaza complex. After three years, he was offered the Senior Risk Officer role at the 5th Avenue Market in Midtown Manhattan. Vincenzo is responsible for managing a team of 6 Risk Officers that conduct risk management & oversight for a market of 251 Financial Advisors who hold in aggregate roughly $100B in client assets.

Vincenzo has been on the risk and compliance side of the wealth management business for the past 11 years. Prior to Morgan Stanley, he was with Park Avenue Securities working as a Branch Examinations Auditor for both their investment and insurance business.

Vincenzo graduated from Queens College, in New York and attended La Sapienza University in Rome, Italy and attained his bachelor’s degrees in political science. He enjoys traveling, cooking and spending time with family and friends. Vincenzo currently resides in Williston Park, New York with his wife Josephine and two children Alessandra and Mario.

About Michael Kuhner

Michael Kuhner is the Market Business Service Officer for the Fifth Avenue Market, encompassing branches at Fifth Avenue and One Penn Plaza. He is responsible for the service organization of the Complex, including supervision of over 150 Support Professionals, Operations personnel and the Service Management team. Michael’s accountable for cultivating a strong service model as well as promoting training and communication for the support professionals. He works in close partnership with the Senior Risk Officer to maintain the necessary compliance requirements for the Market.

Michael has developed his twenty three year career at Morgan Stanley and its predecessor firms Smith Barney and Solomon Smith Barney, from beginning in Operations and working his way to Management. He builds strong relationships with his colleagues and strategic associations throughout the organization. During his career at Morgan Stanley he has supervised a diverse range of branches, including those with an international focus, ultra-high net worth concentration, commodities/futures specialties and managed money business. Michael was selected by Morgan Stanley’s Regional Management team to serve on the Operations Council for two years. The Council worked with Senior Management to focus on operational initiatives, new procedures and improving processes that enhance the branch service organization.

A graduate of Five Towns College in Dix Hills, NY, Michael received his degree in Business Administration with a concentration in Audio Engineering. He holds FINRA Series 3, 7, 9, 10, 63 and 66 securities licenses.

Michael lives with his wife and three daughters in Brooklyn, NY. In his free time he enjoys giving back to his local community, coaching his daughters’ softball teams and volunteering at his church.

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Branch Address

55 East 52nd Street 10th
Fl
New York, NY 10055
US
Branch:
(212) 603-6100(212) 603-6100
Toll-Free:
(800) 843-0211(800) 843-0211
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1When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.

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2Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.

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3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

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5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.

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7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

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8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

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9Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.

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10Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

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11Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

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Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.

Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.

© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.

Awards Disclosures
CRC 6491812 04/2024