About Me

Growing up, my father taught me that, “A goal without a plan is just a wish.”  I learned that our actions have to speak far louder than our words in order for us to accomplish the goals we set for ourselves. Years later, I continue to incorporate this concept when taking on new endeavors.  After witnessing how market volatility impacted my loved ones, I began to see the value in pursuing a career through which I could help those around me make secure financial decisions to accomplish their objectives. I could help my clients preserve and grow their financial, familial, and social capital by providing them with high level of financial resources and  service. With this goal in mind, I did as my father had always said – I made a plan. After graduating from Bowdoin College in Brunswick, Maine, I began my career with UBS, focusing on the liabilities side of a client's financial situation. I concentrated on high net worth liabilities management, financing solutions, banking products, and lending.  With a deep knowledge of how to manage client’s liabilities, my next step was to understand the bigger picture and help define where my clients want to go and how I could get help them get there. In 2017, I joined Morgan Stanley to provide holistic wealth management services to my clients and help them navigate challenging markets and financial decisions. But, more importantly, my obligation is to be there for all of the various changes that life inevitably presents.  When I am not in the office, I love to travel and visit family as well as plan events, listen to country music, and go jet-skiing.
Services Include
  • Wealth Management1
  • Financial Planning2
  • Professional Portfolio Management3
  • Divorce Financial Analysis4
  • Planning for Education Funding5
  • Retirement Planning6
  • Business Planning7
  • Lending Products
  • Cash Management8
Securities Agent: NJ, TX, SC, PA, OH, NY, NV, MO, ME, MA, HI, GA, FL, DE, CT, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1702666
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

My business is structured on taking the time to get to know my clients, because it is my genuine belief that developing a personalized financial plan will serve as the road map to achieve your financial goals and objectives.

Each client and situation is unique, and by starting with a financial plan that we develop together, I can both help you identify potential gaps in funding your goals as well as review alternatives for pursuing what is most appropriate for you.  

I will work with you to provide a full suite of financial services offerings, based on your customized financial plan, and tailored to your needs, constraints and preferences.

    Location

    61 South Paramus Road, 3rd
    Fl
    Paramus, NJ 07652
    US
    Direct:
    (201) 251-6503(201) 251-6503
    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
    The Simple Six-Step Retirement Checkup

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    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
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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
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    Business Planning

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    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
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    Ready to start a conversation? Contact Anna Farag today.
    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 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.

    3Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

    4Morgan 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.

    5Morgan 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.

    6Morgan 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.

    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.

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