About Us

You have worked hard to take care of yourself and your family, and your persistence has paid off. At The Mancini Group at Morgan Stanley, we care most about helping you put your wealth to work to achieve the lifestyle and legacy you envision. With our focus on comprehensive wealth management, we go beyond investment advice to address your full financial picture, from cash management and retirement planning to wealth transfer, liability management and business succession. Our personalized wealth management process is designed to provide a road map to your financial future. Leveraging our vast resources - including intellectual capital, experience and dedicated personal service - we can work with you to create a personalized wealth strategy. Then, over time, we can adapt it to changing circumstances, helping you to achieve - and protect - your goals.
Services Include
  • Wealth Management1
  • Retirement Planning2
  • Financial Planning3
  • 401(k) Rollovers
  • Life Insurance4
  • Long Term Care Insurance5
  • Cash Management and Lending Products6
  • Planning for Education Funding7
  • Trust Accounts8
  • Estate Planning Strategies9
Securities Agent: WV, WA, VA, TX, SC, RI, PA, OR, OK, OH, NY, NJ, NH, NC, ME, MD, MA, IL, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AL, AK; Managed Futures; General Securities Representative
NMLS#: 1253155
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

  • Making You Our Focus
    Our planning-based approach to wealth management centers around you – your concerns, values, aspirations and vision for the future. Rather than tracking performance against a benchmark, we measure success by helping you meet your goals.

    Whether you are seeking to fund a child’s education, transition a business, retire or something else, we make your goals our focus. Your life plan is the framework for all the advice and counsel we provide, so the wealth management strategy we develop together reflects your unique needs and long-term objectives and helps limit the amount of risk exposure to only what is necessary
  • Tax Efficiency
    In addition to aligning our recommendations with your time frame and market appetite, one of our biggest concerns is tax efficiency, knowing that what you keep is as important as gross return. Having a tax efficient portfolio is an integral part of any sophisticated financial plan.
  • Simplifying Your Financial Life
    Successful families like yours have complex needs that required integrated wealth management strategies. Backed by the resources and intelligence of Morgan Stanley, we deliver the personalized care of a boutique firm, fully supported by capabilities of an industry powerhouse, so you get the services and solutions you demand and deserve.
  • We Are Here For You
    Put simply, we have the skills, knowledge and experience to get things done and simplify your financial life, while always putting your interests first. In times of stress, financial or otherwise, we are here for you, our valued clients. Please call us anytime.

Goals Based Financial Planning

All members of The Mancini Group abide by the belief that every relationship should start with a comprehensive financial plan.

Using our suite of tools — our LifeView® platform — we can create your personal roadmap to help achieve and protect your goals — a framework that makes the connection between your life goals and your financial resources, and provides a baseline for future discussions.

LifeView® helps us:

•Analyze your current investments, and financial situation

•Review and prioritize your goals with you, such as Retirement

•Education funding

•Develop wealth transfer strategies

Click the link below to access the sample LifeView® Client Profile:

Client Service Team

  • Raoul Mancini - Financial Advisor, Senior Vice President, Wealth Management, Financial Planning Specialist
    Leading The Mancini Group with over 50 years of experience. Raoul serves Morgan Stanley as one of the most tenured advisors in the Western Long Island Complex. Raoul has built the Mancini Group’s business from the ground up, growing it to what it is today. Having a member of the group of this stature brings an invaluable wealth of knowledge within the securities industry that our clients can leverage.

    In addition to Raoul’s securities licensing, he is also licensed to service our client’s Life Insurance and Variable Annuity needs.

    Raoul is a proud graduate of his alma mater, Brooklyn College class of 1956.
  • Joseph Mancini - Financial Advisor, Senior Vice President, Wealth Management, Financial Planning Specialist
    With over 27 years of experience, Joseph assists individual clients in planning for their long-term goals without focusing on short-term market swings. Through a comprehensive discussion with clients, Joseph evaluates a client’s current and previous investment experience, reviews their assets with an eye toward estate planning and assesses their retirement planning needs.

    In addition to Joseph’s securities licensing, he is also licensed to service our client’s Life Insurance, Variable Annuity, and Accident & Health Insurance needs.
  • Christopher Mancini - Financial Advisor, Wealth Management
    Christopher serves as the newest addition to The Mancini Group. The qualities necessary to be a Financial Advisor have been built into Christopher’s foundation from a young age by being surrounded by his predecessors and the work that they do. Having Christopher on the team furthers our effort to think of the big picture and instill wealth management strategies that will last for generations to come. We believe our clients can feel comfortable that the trust built with the Mancini family will continue to grow and be used to plan for the future.

    In addition to Christopher's securities licensing, he is also licensed to service our client’s Life Insurance, Variable Annuity, and Accident & Health Insurance needs.
  • Lisa Bricca - Senior Registered Associate

Location

855 Franklin Avenue
Garden City, NY 11530
US
Direct:
(516) 227-2806(516) 227-2806
Fax:
(516) 209-3461(516) 209-3461
Investment and Market Perspectives

On the Markets

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement Income Strategies
  • Retirement Plan Participants
  • Annuities
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Family

Creating customized financial strategies for the challenges that today's families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
Plan for Your Future

Plan for Your Future

Regards of your stage of life, your Morgan Stanley Financial Advisor can help you achieve your financial goals.

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
Portfolio Management

Portfolio Management

As your life evolves and grows more complex, your financial strategy — and the options for implementing that strategy — tends to grow in complexity as well.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
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Market Information Delayed 20 Minutes
1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

3Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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

6Morgan 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

7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

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 and other legal matters.

9Morgan 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 and other legal matters.

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