Scott C Wilson, CIMA®
Managing Director, Private Wealth Management, Private Wealth Advisor, Alternative Investments Director
Phone:
(212) 603-6234(212) 603-6234
Morgan Stanley Private Wealth Management
Atlas Group
Direct:
(212) 603-6100(212) 603-6100
Our Mission Statement
A boutique group within a global firm, Private Wealth Management is optimized to serve ultra high net worth individuals, families and foundations.
Welcome
As Morgan Stanley Private Wealth Advisors, we combine our own talents and experience with the vast resources of a global financial services firm to address the planning, governance, liability management and investing needs of ultra high net worth families, their businesses and philanthropic enterprises. We take a holistic approach that is grounded in investment strategy, but covers virtually every aspect of your financial life: risk management, liabilities, trusts and estate structures and even family dynamics and lifestyle management issues. Our goal is to help preserve and grow your financial, family and social capital so that it can have the greatest positive impact possible, today and for generations to come.
We look forward to learning more about you and your family, and discussing the resources we can place at your disposal.
We look forward to learning more about you and your family, and discussing the resources we can place at your disposal.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About PWM
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
- Approximately 350 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $980 billion in AUM1
- Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December, 2024
Source: Barron's.com (May 2024) 2024 Barron's Top 250 Private Wealth Management Teams awarded in 2024. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
Family Office Resources
Family Office Resources (FOR) provides specialized technical expertise to ultra-high net worth clients across a broad range of family wealth management issues. View our linked resources below to learn more about Morgan Stanley Family Office Resources capabilities.
Family Office Resources Overview
As your family grows and your wealth increases, you may face more subtle and profound wealth
management issues. As the demands of your family grow and evolve, you will likely need
professionals who have expanded capabilities.
Learn Moremanagement issues. As the demands of your family grow and evolve, you will likely need
professionals who have expanded capabilities.
Philanthropy Management
Philanthropy Management supports individuals, families, corporate and private foundations, and nonprofit
organizations by offering a suite of services to help define and realize clients’ charitable missions. View the link below to learn more about Philanthropy Management.
Learn Moreorganizations by offering a suite of services to help define and realize clients’ charitable missions. View the link below to learn more about Philanthropy Management.
Family Governance and Wealth Education
For many UHNW clients, the most difficult wealth planning challenge they face relates not to their financial capital, but to their human capital. Family Governance Services is a comprehensive offering designed to support each family's unique challenges.
Learn More
Estate Planning Strategies
Our experienced professionals are available to discuss various tax, trust and estate strategies with you
and your advisors, help facilitate the implementation of those strategies, and focus on the integration of your
investment plans.
Learn Moreand your advisors, help facilitate the implementation of those strategies, and focus on the integration of your
investment plans.
Donor Advised Funds
While many individuals and families have a deep commitment to philanthropy, charitable giving is not limited to those with significant wealth. Donor advised funds (DAFs) are among the easiest and most tax-advantaged ways to give to charity for donors across the spectrum of wealth.
Learn More
Trust Services
Our trustee platform is “open architecture,” meaning that we provide you with access and ability to select an
appropriate third-party corporate trustee for your trust account. Trust Specialists, within Morgan Stanley,
analyze client trust documents and situations and then suggest a fiduciary solution for your needs and goals.
Learn Moreappropriate third-party corporate trustee for your trust account. Trust Specialists, within Morgan Stanley,
analyze client trust documents and situations and then suggest a fiduciary solution for your needs and goals.
Equity Compensation
Equity compensation can play a significant role in your overall wealth plan. Browse the below resources for more information and contact our team with any questions.
10b5-1 Plan Concentrated Position Toolkit
The concentrated position toolkit assists in curating and navigating an expansive suite of specialized resources to address concentrated positions.
Learn More Here
Equity Compensation Can Have Complex Implications
Your Compensation Package may Include an Equity Plan. Learn more about various equity compensation forms below.
Learn More Here
Maximizing Your Executive Equity Compensation
Learn how executives can define a strategy that efficiently navigates the complexities of equity awards to achieve their personal financial goals.
Learn More Here
Making the Most of Your Sudden Wealth
Inheriting sudden wealth can present unique challenges and opportunities. View the link below to learn more.
Learn More Here
Employee Stock Option Analysis
View the link below to learn about Nonqualified Stock Options, Incentive Stock Options, and Restricted Stock Awards.
Learn More Here
4 Tax Management Strategies To Consider for Your Equity Compensation
Using an effective tax management strategy for your equity compensation can not only reduce your tax liabilities but can also enhance your after-tax returns.
Learn More HereAWARDS AND PRESS
Scott C. Wilson
Barron's "Top 100 Financial Advisors" (2009 - 2024)
Barron’s "Top 100 Private Wealth Management Teams" (2021-2024)
Forbes' "Top Wealth Advisors" (2017 - 2024)
Barron's "Top 1,200 Financial Advisors State-by-State" (2010 - 2024)
Forbes' "Best-In-State Wealth Advisors" (2020 - 2025)
Financial Times "400 Top Financial Advisors" (2014 - 2017)
Barron’s "Top 100 Private Wealth Management Teams" (2021-2024)
Forbes' "Top Wealth Advisors" (2017 - 2024)
Barron's "Top 1,200 Financial Advisors State-by-State" (2010 - 2024)
Forbes' "Best-In-State Wealth Advisors" (2020 - 2025)
Financial Times "400 Top Financial Advisors" (2014 - 2017)
Crystal K. Ho
Barron’s "Top 100 Private Wealth Management Teams" (2021-2024)
Forbes' "Best-In-State Women Wealth Advisors - NYC" (2022-2024)
Barron's "Top 100 Women Financial Advisors" (2021, 2024)
Forbes' "Best-In-State Wealth Advisors" (2021-2025)
Forbes' "Top Women Wealth Advisors" (2020 - 2023)
Forbes' "Top Next Gen Advisors" (2017 - 2020)
Forbes' "Best-In-State Next Gen Advisors" (2019)
MAKERS @ Morgan Stanley (2016)
Forbes' "Best-In-State Women Wealth Advisors - NYC" (2022-2024)
Barron's "Top 100 Women Financial Advisors" (2021, 2024)
Forbes' "Best-In-State Wealth Advisors" (2021-2025)
Forbes' "Top Women Wealth Advisors" (2020 - 2023)
Forbes' "Top Next Gen Advisors" (2017 - 2020)
Forbes' "Best-In-State Next Gen Advisors" (2019)
MAKERS @ Morgan Stanley (2016)
2009-2021, 2024 Barron's Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2009-2024). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
2021-2024 Barron's Top 100 Private Wealth Management Teams (formerly referred to as Barron's Top 50 Private Wealth Management Teams, Barron's Top 50 Private Wealth Advisory Teams)
Source: Barrons.com (Awarded April 2021-2022). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
2017-2021 Forbes America's Top Wealth Advisors
Source: Forbes.com (Awarded 2017-2021). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of the year the award was issued.
2010-2022 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2010-2022). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2020-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2020-2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Financial Times 400 Top Financial Advisors
Source: ft.com (Awarded Mar 2017) Data compiled by the Financial Times based on time period from 9/30/14 - 9/30/16.
Financial Times 400 Top Financial Advisors
Source: ft.com (Awarded Mar 2016) Data compiled by theFinancial Times based on time period from 9/30/13 - 9/30/15.
Financial Times 400 Top Financial Advisors
Source: ft.com (Awarded Mar 2015) Data compiled by Financial Times based on time period from 9/30/13 - 9/30/14.
Financial Times 400 Top Financial Advisors
Source: ft.com (Awarded Mar 2014) Data compiled by Financial Times based on time period from 9/30/12 - 9/30/13.
2022, 2024 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2022, 2023). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
2021-2024 Barron's Top 100 Private Wealth Management Teams (formerly referred to as Barron's Top 50 Private Wealth Management Teams, Barron's Top 50 Private Wealth Advisory Teams)
Source: Barrons.com (Awarded April 2021-2022). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Barron's Top 100 Women Financial Advisors 2024
Source: Barron's (July 2024) Barron's Top 100 Women Financial Advisors ranking awarded in 2024. This ranking was determined based on an evaluation process conducted by Barron's for the period from Apr 2023-Mar 2024.
2020-2024 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2020-2022 Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
2017-2024 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2017-2020 Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
2019 America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors,
Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2019). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Source: Barrons.com (Awarded 2009-2024). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
2021-2024 Barron's Top 100 Private Wealth Management Teams (formerly referred to as Barron's Top 50 Private Wealth Management Teams, Barron's Top 50 Private Wealth Advisory Teams)
Source: Barrons.com (Awarded April 2021-2022). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
2017-2021 Forbes America's Top Wealth Advisors
Source: Forbes.com (Awarded 2017-2021). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of the year the award was issued.
2010-2022 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2010-2022). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2020-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2020-2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Financial Times 400 Top Financial Advisors
Source: ft.com (Awarded Mar 2017) Data compiled by the Financial Times based on time period from 9/30/14 - 9/30/16.
Financial Times 400 Top Financial Advisors
Source: ft.com (Awarded Mar 2016) Data compiled by theFinancial Times based on time period from 9/30/13 - 9/30/15.
Financial Times 400 Top Financial Advisors
Source: ft.com (Awarded Mar 2015) Data compiled by Financial Times based on time period from 9/30/13 - 9/30/14.
Financial Times 400 Top Financial Advisors
Source: ft.com (Awarded Mar 2014) Data compiled by Financial Times based on time period from 9/30/12 - 9/30/13.
2022, 2024 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2022, 2023). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
2021-2024 Barron's Top 100 Private Wealth Management Teams (formerly referred to as Barron's Top 50 Private Wealth Management Teams, Barron's Top 50 Private Wealth Advisory Teams)
Source: Barrons.com (Awarded April 2021-2022). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Barron's Top 100 Women Financial Advisors 2024
Source: Barron's (July 2024) Barron's Top 100 Women Financial Advisors ranking awarded in 2024. This ranking was determined based on an evaluation process conducted by Barron's for the period from Apr 2023-Mar 2024.
2020-2024 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2020-2022 Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
2017-2024 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2017-2020 Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
2019 America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors,
Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2019). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Location
55 East 52nd Street 10th
Fl
New York, NY 10055
US
Direct:
(212) 603-6100(212) 603-6100
Meet Atlas Group
Crystal K Ho, CFP®
Managing Director, Private Wealth Management, Private Wealth Advisor, Alternative Investments Director
Phone:
(212) 603-6296(212) 603-6296
Reid E. Wilson, CAIA, CIMA®
Private Wealth Advisor
Phone:
(212) 603-6161(212) 603-6161
Robin Weintraub, CFP®*
Senior Vice President, Chief of Staff, Business Development Director, Private Wealth Management
Phone:
(212) 603-6123(212) 603-6123
Sydney J. Schneider
Registered Associate
Phone:
(212) 603-6267(212) 603-6267
Daniel DiNatale
Client Service Associate
Phone:
(212) 230-3745(212) 230-3745
About Scott C Wilson
Scott was born and raised in Canton, Ohio. He received a full scholarship to attend the Wharton School at the University of Pennsylvania. After graduating with honors in economics, he began his career at Bankers Trust, where he swiftly advanced to the position of investment officer, overseeing $300 million in equities for corporate retirement funds.
He then left Bankers Trust to attend Harvard Business School and graduated with his MBA in 1978. Scott then joined Salomon Brothers' Investment Bank, where he worked in M&A and Corporate Finance, running the Investment Bank's Steel Group for a decade as the managing director.
In 2002, he merged his passion for investing with extensive management connections and joined Morgan Stanley's Private Wealth Management business. Scott and his team effectively manage around $10.5 billion as of September 30th, 2024 in client assets, focusing on delivering personalized wealth planning, responsive client care, and access to Morgan Stanley's platforms for ultra-high-net-worth individuals and families.
Scott has consistently ranked among the Top 100 Financial Advisors by Barron's from 2009 to 2024, with his highest ranking at #37 in 2024. He is also recognized in Barron's Top 1,200 State By State Advisors (NY) and listed as one of Forbes' Top 250 Wealth Advisors and Forbes Best-In-State Wealth Advisors 2023 for NYC (Private Wealth). In 2019, he was inducted into the Barron's Hall of Fame Advisor List, an honor reserved for advisors featured on the Barron's Top 100 Advisors List for at least ten years.
Scott is married to Lisa Wilson and is a father to three Millennials. He has actively served as a trustee for the Boys' Club of New York and contributed as a board member of The Hill School in Pottstown, PA, for 10 years. In addition to his career, Scott has accomplished multiple double squash titles, completed two marathons, and is dedicated to enhancing his golfing abilities.
AUM for Atlas Group as of 12/31/2022
Named to Barron’s 2024 Top 250 Private Wealth Management Teams (barrons.com) 2024 Ranking
Source: Barron's.com (Awarded May 2024) Data compiled by Barron's based on time period from Dec 2022 - Dec 2023.
2009-2024 Barron's Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State) - Source: Barrons.com (Awarded 2009-2022) Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Barron's Top 1,200 Financial Advisors: State-by-State - Source: Barron's.com (Awarded Mar 2022) Data compiled by Barron's based on time period from Sept 2020 - Sept 2021.
Forbes Best-In-State Wealth Advisors - Source: Forbes.com (Awarded Apr 2022) Data compiled by SHOOK Research LLC based on time period from 6/30/20 - 6/30/21.
Named to: Forbes 2022-2024 America’s Top Wealth Advisors List - SHOOK Research Rankings
Source: Forbes.com (Awarded April 2024) Data compiled by SHOOK Research LLC based on time period from 12/31/22 – 12/31/23
Barron's Hall Of Fame 2019 List - Source: The Barron’s “Hall of Fame” list, published throughout 2022. Based on Barron’s rankings received over the prior 10 years.
Barron's Top 100 Financial Advisors
Source: Barron's.com (Awarded April 2023) Data compiled by Barron's based on time period from Dec 2021 - Dec 2022.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
Barron's Top 1,200 Financial Advisors: State-by-State
Source: Barron's.com (Awarded Mar 2023) Data compiled by Barron's based on time period from Sept 2021 - Sept 2022.
He then left Bankers Trust to attend Harvard Business School and graduated with his MBA in 1978. Scott then joined Salomon Brothers' Investment Bank, where he worked in M&A and Corporate Finance, running the Investment Bank's Steel Group for a decade as the managing director.
In 2002, he merged his passion for investing with extensive management connections and joined Morgan Stanley's Private Wealth Management business. Scott and his team effectively manage around $10.5 billion as of September 30th, 2024 in client assets, focusing on delivering personalized wealth planning, responsive client care, and access to Morgan Stanley's platforms for ultra-high-net-worth individuals and families.
Scott has consistently ranked among the Top 100 Financial Advisors by Barron's from 2009 to 2024, with his highest ranking at #37 in 2024. He is also recognized in Barron's Top 1,200 State By State Advisors (NY) and listed as one of Forbes' Top 250 Wealth Advisors and Forbes Best-In-State Wealth Advisors 2023 for NYC (Private Wealth). In 2019, he was inducted into the Barron's Hall of Fame Advisor List, an honor reserved for advisors featured on the Barron's Top 100 Advisors List for at least ten years.
Scott is married to Lisa Wilson and is a father to three Millennials. He has actively served as a trustee for the Boys' Club of New York and contributed as a board member of The Hill School in Pottstown, PA, for 10 years. In addition to his career, Scott has accomplished multiple double squash titles, completed two marathons, and is dedicated to enhancing his golfing abilities.
AUM for Atlas Group as of 12/31/2022
Named to Barron’s 2024 Top 250 Private Wealth Management Teams (barrons.com) 2024 Ranking
Source: Barron's.com (Awarded May 2024) Data compiled by Barron's based on time period from Dec 2022 - Dec 2023.
2009-2024 Barron's Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State) - Source: Barrons.com (Awarded 2009-2022) Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Barron's Top 1,200 Financial Advisors: State-by-State - Source: Barron's.com (Awarded Mar 2022) Data compiled by Barron's based on time period from Sept 2020 - Sept 2021.
Forbes Best-In-State Wealth Advisors - Source: Forbes.com (Awarded Apr 2022) Data compiled by SHOOK Research LLC based on time period from 6/30/20 - 6/30/21.
Named to: Forbes 2022-2024 America’s Top Wealth Advisors List - SHOOK Research Rankings
Source: Forbes.com (Awarded April 2024) Data compiled by SHOOK Research LLC based on time period from 12/31/22 – 12/31/23
Barron's Hall Of Fame 2019 List - Source: The Barron’s “Hall of Fame” list, published throughout 2022. Based on Barron’s rankings received over the prior 10 years.
Barron's Top 100 Financial Advisors
Source: Barron's.com (Awarded April 2023) Data compiled by Barron's based on time period from Dec 2021 - Dec 2022.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
Barron's Top 1,200 Financial Advisors: State-by-State
Source: Barron's.com (Awarded Mar 2023) Data compiled by Barron's based on time period from Sept 2021 - Sept 2022.
Securities Agent: VA, DE, UT, NY, HI, CA, WI, VT, TX, MN, IL, PR, GA, DC, AZ, WY, WA, TN, OK, NC, ME, IN, PA, OH, MT, CT, CO, SD, NV, NJ, MO, SC, MI, MD, FL, OR, RI, NH, MA; General Securities Principal; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1282708
NMLS#: 1282708
About Crystal K Ho
Crystal is a Managing Director with the Atlas Group at Morgan Stanley Private Wealth Management, focusing on customized asset allocation strategies for ultra-high-net-worth individuals and families. As a Certified Financial Planner™ (CFP®), she collaborates closely with clients to build comprehensive financial plans that align with their long-term goals. Crystal is also a key contributor to Morgan Stanley’s Digital Advisory Committee, Alternative Investment Advisory Committee, and EDGE (Excellence in Diversity through Growth and Empowerment) initiative. Before joining Morgan Stanley in 2003, Crystal gained valuable international experience in the arts, interning at prestigious institutions such as Christie’s in New York and Hong Kong, and the Getty Museum in Los Angeles. These roles provided her with rare insights into both the financial and philanthropic aspects of the art world.
Crystal’s experience and leadership have earned her significant recognition, including being named a MAKER at Morgan Stanley in 2016, honoring her advocacy for women in the industry. She has consistently been recognized by Forbes and Barron’s, featuring on Forbes’ America’s Top Next Generation Wealth Advisors (2017-2020), Forbes’ Best-In-State Next-Gen Advisors New York (2019), Forbes’ Best-In-State Wealth Advisors NYC – Private Wealth (2021-2025), and Forbes’ Top Women Wealth Advisors (2021). Most recently, Crystal has appeared on Barron’s Top 100 Women Financial Advisors (2024), Forbes’ Best-In-State Women Wealth Advisors NYC (2022-2024), Forbes’ Top Wealth Management Teams (2023-2024), and Barron’s Top Private Wealth Management Teams (2021-2024).
Originally from Pasadena, California, Crystal graduated cum laude from Barnard College, Columbia University, with a B.A. in Art History. She now resides in New York City and is a mentor for the Women’s Leadership Alliance. Additionally, she has served on the Legal Aid Society’s New Leadership Board and has been a board member and competitor in the D10 (also known as the Wall Street Decathlon), an athletic competition that supports pediatric cancer research at Memorial Sloan Kettering. Outside of work, Crystal enjoys exploring art galleries and museums, trying new restaurants, and staying active with Barry’s workouts.
Disclosures:
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
Forbes America's Top Women Wealth Advisors
Source: Forbes.com (Awarded Mar 2021) Data compiled by SHOOK Research LLC based on time period from 9/30/19 - 9/30/20.
2023-2024 Forbes America's Top Wealth Management Teams
Source: Forbes.com (Awarded 2023-2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year the award was issued.
2021-2024 Barron's Top 100 Private Wealth Management Teams (formerly referred to as Barron's Top 100 Private Wealth Management Teams, Barron's Top 50 Private Wealth Management Teams, Barron's Top 50 Private Wealth Advisory Teams)
Source: Barrons.com (Awarded April 2021-2024). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
2017-2020 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2017-2020). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
2021-2025 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2021-2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2022-2024 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2022-2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
Barron's Top 100 Women Financial Advisors
Source: barrons.com (Awarded July 2024) Data compiled by Barron's for the period Apr 2023-Mar 2024.
Awards Disclosures | Morgan Stanley
Crystal’s experience and leadership have earned her significant recognition, including being named a MAKER at Morgan Stanley in 2016, honoring her advocacy for women in the industry. She has consistently been recognized by Forbes and Barron’s, featuring on Forbes’ America’s Top Next Generation Wealth Advisors (2017-2020), Forbes’ Best-In-State Next-Gen Advisors New York (2019), Forbes’ Best-In-State Wealth Advisors NYC – Private Wealth (2021-2025), and Forbes’ Top Women Wealth Advisors (2021). Most recently, Crystal has appeared on Barron’s Top 100 Women Financial Advisors (2024), Forbes’ Best-In-State Women Wealth Advisors NYC (2022-2024), Forbes’ Top Wealth Management Teams (2023-2024), and Barron’s Top Private Wealth Management Teams (2021-2024).
Originally from Pasadena, California, Crystal graduated cum laude from Barnard College, Columbia University, with a B.A. in Art History. She now resides in New York City and is a mentor for the Women’s Leadership Alliance. Additionally, she has served on the Legal Aid Society’s New Leadership Board and has been a board member and competitor in the D10 (also known as the Wall Street Decathlon), an athletic competition that supports pediatric cancer research at Memorial Sloan Kettering. Outside of work, Crystal enjoys exploring art galleries and museums, trying new restaurants, and staying active with Barry’s workouts.
Disclosures:
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
Forbes America's Top Women Wealth Advisors
Source: Forbes.com (Awarded Mar 2021) Data compiled by SHOOK Research LLC based on time period from 9/30/19 - 9/30/20.
2023-2024 Forbes America's Top Wealth Management Teams
Source: Forbes.com (Awarded 2023-2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year the award was issued.
2021-2024 Barron's Top 100 Private Wealth Management Teams (formerly referred to as Barron's Top 100 Private Wealth Management Teams, Barron's Top 50 Private Wealth Management Teams, Barron's Top 50 Private Wealth Advisory Teams)
Source: Barrons.com (Awarded April 2021-2024). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
2017-2020 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2017-2020). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
2021-2025 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2021-2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2022-2024 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2022-2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
Barron's Top 100 Women Financial Advisors
Source: barrons.com (Awarded July 2024) Data compiled by Barron's for the period Apr 2023-Mar 2024.
Awards Disclosures | Morgan Stanley
Securities Agent: CA, WA, PR, NJ, HI, WI, VA, TN, MT, MN, AZ, TX, GA, DC, VT, MI, CO, SD, SC, PA, NY, NH, ME, DE, NV, UT, RI, OH, MO, LA, IN, NC, MA, IL, FL, OR, MD, CT, WY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1272776
NMLS#: 1272776
About Reid E. Wilson
Reid Wilson is a second-generation advisor and partner at the Atlas Group. He is passionate about guiding wealthy families from diverse financial backgrounds. He aims to help these families navigate the complexities of substantial wealth, saving them valuable time and assisting them in making responsible choices that can ensure the growth and preservation of their assets.
Reid earned his Bachelor's Degree in Physics from Bowdoin College. Before his tenure at Morgan Stanley, he gained valuable experience at Bloomberg and BlackRock. With designations as a Chartered Alternative Investment Analyst (CAIA) and Certified Investment Manager Analyst (CIMA) advisor, Reid brings his clients a wealth of knowledge and experience.
Reid's professional success is complemented by his strong faith, which shapes his unique client approach. Reid firmly believes that family lies at the heart of generational wealth creation, preservation, and the shaping of a lasting legacy.
When he's not working, Reid enjoys spending time in his hometown of New York City, pursuing his love for cooking, staying active, exploring new destinations, and cherishing moments with friends.
Reid earned his Bachelor's Degree in Physics from Bowdoin College. Before his tenure at Morgan Stanley, he gained valuable experience at Bloomberg and BlackRock. With designations as a Chartered Alternative Investment Analyst (CAIA) and Certified Investment Manager Analyst (CIMA) advisor, Reid brings his clients a wealth of knowledge and experience.
Reid's professional success is complemented by his strong faith, which shapes his unique client approach. Reid firmly believes that family lies at the heart of generational wealth creation, preservation, and the shaping of a lasting legacy.
When he's not working, Reid enjoys spending time in his hometown of New York City, pursuing his love for cooking, staying active, exploring new destinations, and cherishing moments with friends.
Securities Agent: DC, TN, VA, OR, OK, MI, WA, VT, ME, MN, GA, CT, RI, LA, MA, IL, DE, CO, CA, NV, AZ, UT, NH, MT, MD, WI, ND, SD, SC, PA, NC, IN, HI, WY, TX, PR, OH, NY, NJ, MO, FL; General Securities Representative; Investment Advisor Representative
NMLS#: 2472665
NMLS#: 2472665
About Robin Weintraub, CFP®*
Robin began her career at J & W Seligman mutual funds and has spent the last 30 years on Wall Street with firms L.F. Rothschild, Unterberg, Towbin, PaineWebber and Smith Barney. She’s worked in various capacities ranging from administration to management. Her interest in finance, coupled with the enjoyment she derives from working with clients led her to join The Atlas Group. She is a Certified Financial Planner™* and her role includes client service, trading and managing the team.
Robin graduated with a Bachelor of Science degree from the State University of New York at Oneonta, where she studied Speech Communications, Audiology and Speech Pathology. She lives with her husband, Sol, in East Brunswick, NJ and they have two grown daughters. In her spare time, she loves spending time with her family, reading, photography and traveling.
*This role cannot solicit or provide investment advice
Robin graduated with a Bachelor of Science degree from the State University of New York at Oneonta, where she studied Speech Communications, Audiology and Speech Pathology. She lives with her husband, Sol, in East Brunswick, NJ and they have two grown daughters. In her spare time, she loves spending time with her family, reading, photography and traveling.
*This role cannot solicit or provide investment advice
About Sydney J. Schneider
Sydney joined Morgan Stanley Private Wealth Management in June 2021. Her role involves working closely with clients and supporting the team's analytics and client administration functions.
Sydney graduated cum laude from the University of Miami with a Bachelor of Science in Business Administration in Finance and a minor in Marketing. Sydney's career at Morgan Stanley began as a Branch Analyst, where she gained experience in various areas of Wealth Management. During this time, she collaborated with the Private Banking team, Risk Officers, Business Service Officers, and the Business Development Manager.
Originally from Westchester, New York, Sydney's interests outside of work include spending time with her family and friends, running, exploring new destinations, and savoring different cuisines.
Sydney graduated cum laude from the University of Miami with a Bachelor of Science in Business Administration in Finance and a minor in Marketing. Sydney's career at Morgan Stanley began as a Branch Analyst, where she gained experience in various areas of Wealth Management. During this time, she collaborated with the Private Banking team, Risk Officers, Business Service Officers, and the Business Development Manager.
Originally from Westchester, New York, Sydney's interests outside of work include spending time with her family and friends, running, exploring new destinations, and savoring different cuisines.
About Daniel DiNatale
Daniel started as a Client Service Associate at Morgan Stanley Private Wealth Management in February 2023. In this pivotal role, he is dedicated to providing exceptional service in managing clients' account-related matters, supporting the team with his knowledge and dedication.
Daniel holds a Bachelor of Science in Economics from Villanova University, with a minor in Business. He also has a background in Computer Science. Before joining Morgan Stanley, Daniel worked as an independent adjuster in the insurance industry.
Originally from Cedar Grove, New Jersey, Daniel enjoys playing soccer, working out, and spending time with friends and family in his free time.
Daniel holds a Bachelor of Science in Economics from Villanova University, with a minor in Business. He also has a background in Computer Science. Before joining Morgan Stanley, Daniel worked as an independent adjuster in the insurance industry.
Originally from Cedar Grove, New Jersey, Daniel enjoys playing soccer, working out, and spending time with friends and family in his free time.
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Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
- Intergenerational Planning
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Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Morgan 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.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan 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
Awards Disclosures
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Morgan 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.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan 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
Awards Disclosures
CRC 4237142 (02/2025)
