Grace Dunn
Client Service Associate
Phone:
(201) 670-3411(201) 670-3411
Anthony Chuck
Vice President,
Financial Advisor,
Senior Portfolio Manager,
Global Sports and Entertainment Director,
Workplace Advisor – Equity Compensation,
NFLPA Registered Institutional Player Financial Advisor
Direct:
(201) 670-3476(201) 670-3476
Toll-Free:
(800) 927-0237(800) 927-0237
My Mission Statement
To help you control what you can, recognize what you can't and plan for what matters to you and your family.
My Story
Anthony D. Chuck is a Global Sports and Entertainment Director, Senior Portfolio Manager, Vice President, and Financial Advisor. He has been with Morgan Stanley, and Morgan Stanley affiliate companies, since 2006 and focuses on providing a myriad of financial advice, concentrating his efforts on those in the entertainment field. He received his bachelor’s in communications and psychology from the West Virginia Wesleyan College.
Anthony’s practice was built around the unique needs of those in the public eye; professionals who value discretion with respect to their financial affairs. His extensive clientele includes musicians, professional athletes, talent agents, fashion models, business managers, and child actors.
In his free time, Anthony enjoys playing soccer and volunteering as an EMT and Firefighter for the local Emergency Services.
Anthony’s practice was built around the unique needs of those in the public eye; professionals who value discretion with respect to their financial affairs. His extensive clientele includes musicians, professional athletes, talent agents, fashion models, business managers, and child actors.
In his free time, Anthony enjoys playing soccer and volunteering as an EMT and Firefighter for the local Emergency Services.
Securities Agent: AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY, AZ, AK, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1278711
NMLS#: 1278711
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Financial Planning
My team's wealth management strategy is centered around you, your family, and your profession - where you are now and where you want to be in the future. We provide the structure to help you get there. Check out our process below:
Step 1: Introductory Meeting
Our relationship begins with an initial discussion aimed towards getting to know you, your lifestyle, and your future goals.
Step 2: Discovery Meeting
During the discovery meeting, we will work together to establish your financial goals by reviewing your current financial situation and developing an appropriate risk tolerance that can help you achieve the financial outcome you envision for yourself.
Step 3: Financial Planning
Financial plans map out essential factors that play into your financial success. Examining all relevant financial information provides a holistic asset allocation analysis for all of your accounts ensuring a comprehensive financial plan.
Step 4: Action Items
After the creation of the financial plan, I will follow up with you regarding my analysis and recommendations.
Step 5: Implementation
Implementation focuses on creating prospective strategies custom designed for your specific needs. Recommended changes could include logistics, tax impact, asset allocation adjustments, and saving and benefit modifications.
Step 6: Monitoring & Performance Tracking
Finally, I will be constantly monitoring your assets and analyzing your performance tracking data to help ensure your financial expectations are being met and adjusted accordingly. We will keep a high degree of communication with you to make sure your concerns and requests are addressed.
Designations
Workplace Advisor – Equity Compensation
The SVS Wealth Management Team is one of the very few Financial Advisor teams to achieve this Morgan Stanley designation. It reflects our credentials to provide stock plan participants with the guidance they need to manage their holdings and make the most of their equity compensation.
Morgan Stanley Global Sports & Entertainment Director
Awarded by Morgan Stanley Global Sports & Entertainment this designation proved the few Financial Advisors who earn it with the credentials to advise athletes, entertainers, creators and top professionals in the sports and entertainment industry.
Senior Portfolio Manager
The Senior Portfolio Manager designation program was developed for Financial Advisors who have significantly incorporated portfolio management into their practice.
NFLPA Registered Institutional Player Financial Advisor
Designated NFLPA Registered Institutional Player Financial Advisors deliver wealth management solutions designed for NFL players and agents, including financial education programs.
The mission of my Sports and Entertainment practice is to deepen and broaden our existing client relationships in the Entertainment Industry by creating a greater awareness of our wealth management capabilities as it relates to the complexity of their lives. My team and I can help you navigate these complex situations.
Morgan Stanley Global Sports & Entertainment is a division committed to serving the complex financial needs of professional athletes and entertainers. The division was created because every sports and entertainment profession is unique, with its own characteristics, earnings profile and career span. Sports and Entertainment Directors know the industry and understand how money flows from their work to their wallet.
Sports and Entertainment Directors were chosen for their advanced experience working in very specific fields. I understand the unique financial challenges of athletes & entertainers enabling me to craft customized financial strategies that are tailored to their specific needs. Delivering the powerful resources of Morgan Stanley, one of the world’s leading financial services firms, I work to translate my client's goals into a financial strategies designed to help grow assets, preserve wealth and ensure a successful financial life and legacy.
Please reference below for resources and capabilities from myself and Morgan Stanley.
Morgan Stanley Global Sports & Entertainment is a division committed to serving the complex financial needs of professional athletes and entertainers. The division was created because every sports and entertainment profession is unique, with its own characteristics, earnings profile and career span. Sports and Entertainment Directors know the industry and understand how money flows from their work to their wallet.
Sports and Entertainment Directors were chosen for their advanced experience working in very specific fields. I understand the unique financial challenges of athletes & entertainers enabling me to craft customized financial strategies that are tailored to their specific needs. Delivering the powerful resources of Morgan Stanley, one of the world’s leading financial services firms, I work to translate my client's goals into a financial strategies designed to help grow assets, preserve wealth and ensure a successful financial life and legacy.
Please reference below for resources and capabilities from myself and Morgan Stanley.
Investor Resources
My team and I have assembled the following research reports, articles, and podcasts about many of the concepts that support our wealth management philosophy and investment strategies. We’ve provided easy links to these materials and hope you will return often to learn more about topics impacting your wealth.
Thoughts On The Market Podcast:
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Listen Here
Your Guide To Life and Money
Young adults and their parents alike will find this useful guide to managing money early on. Avoid common pitfalls and set yourself (or your loved ones) up for success by clicking the link below.
Read it Here
2023 Federal Income Tax Tables
For help filing your taxes this year, our team has published the 2023 tax tables for your reference. Please click the link below to view them.
Read: "Tax Tables"
Global Investment Committee On The Markets
A monthly publication that summarizes the Global Investment Committee’s market outlook and contains thought-provoking essays that examine the forces shaping the investment landscape. Check out this month's edition below.
Read: "GIC On The Markets"Location
61 South Paramus Road, 3rd
Fl
Paramus, NJ 07652
US
Direct:
(201) 670-3476(201) 670-3476
Toll-Free:
(800) 927-0237(800) 927-0237
Fax:
(201) 251-6542(201) 251-6542
Meet My Team
Kevin Barone
Client Service Associate
Phone:
(201) 967-6226(201) 967-6226
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Managing Director, Wealth Management, Financial Advisor, Senior Portfolio Management Director, Family Wealth Director, Global Sports and Entertainment Director, Alternative Investments Director, Workplace Advisor – Equity Compensation, NFLPA Registered Institutional Player Financial Advisor
Morgan Stanley Wealth Management Financial Advisers can conduct their business in several ways: individually, as a member of a team of Financial Advisors, or through the formation of a Strategic Partnership with another Financial Advisor or team of Financial Advisors. A Strategic Partnership is an arrangement between a Financial Advisor or a team of Financial Advisors with another Financial Advisor or team of Financial Advisors that has a unique focus or knowledge regarding a specific business concentration, product area, and/or client type. If your account is with an individual Financial Advisor, that Financial Advisor services all facets of your account. If your account is with a Financial Advisor who is a member of a team, any Financial Advisor on the team can service your account. If your Financial Advisor is part of a Strategic Partnership, his or her role in that Strategic Partnership may be limited to a specific business and/or product area and may not cover all facets of your account. The use of the terms “Partner” or “Strategic Partner” and/or “Partnership” or “Strategic Partnership” are used as terms of art and not used to imply or connote any legal relationship.
Wealth Management
Global Investment Office
Portfolio Insights
This is a video content
Wealth Management for Athletes and Entertainers
Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
- Investment Management
- Wealth Transfer & Philanthropy
- Private Banking Solutions
- Family Governance & Wealth Education
- Lifestyle Advisory
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Anthony Chuck today.
1Alternative 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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. 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.
3Morgan 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.
4Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
5Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
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. 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.
6Morgan 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.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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.
Awards Disclosures
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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. 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.
3Morgan 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.
4Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
5Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
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. 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.
6Morgan 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.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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.
Awards Disclosures
CRC 6491812 (04/2024), 3582895 (6/2024)
