Bianca Capozzi, Pacesetter's Club 2025
My Mission Statement
My Story and Services
Sometimes I say that my career began at age ten. My father was a Financial Advisor who often brought me to work with him. I admired how he treated every client with kindness, respect, and compassion. He always had the answers. Perhaps that’s why I pursued the designation of Financial Planning Specialist. It’s a certification that puts me in an even better position to help clients attain additional confidence.
Life lessons I learned as a student-athlete at Muhlenberg College are the importance of discipline, teamwork, and focus when striving for greater success. I bring the same passion and enthusiasm to serving my client’s needs. Their success is what drives me.
I live in northern NJ, and when I’m not working, I enjoy traveling, scuba diving, oil painting, and mountain biking. Giving back to my community is important to me. I volunteer at the Clifton Animal Shelter weekly to help animals to help animals in need.
Forbes Best-In-State Wealth Management Teams
Source: Forbes (Awarded Jan 2025) Data compiled by SHOOK Research LLC for the period 3/31/23-3/31/24
NMLS#: 2514215
- Personal & Family goals
- Investment background
- Sources of wealth
- Documentation & investor information
- Structure / content of financial holdings
- Income sources
- Status review of trust & estate plans
- Liquidity Needs
- Stages of wealth cycle
- Portfolio asset allocation
- Growth
- Growth & Income
- Safety
- Speculation
- Aggressive
- Estate planning advice - working with clients' attorneys
- Insurance needs analysis
- Borrowing & liability management
- Executive compensation analysis
- Philanthropy
- Cash flow analysis
- Reccomendations for tactical adjustments to review goals & objectives
- Consolidated performance reporting
- Ongoing risk assessment & analysis
- Coordination with tax & legal advisors
- Trust services & administration
TOOLS FOR CLIENTS LIKE YOU TO LEVERAGE
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
Sign up for eDelivery today and start receiving email notifications as soon as your account documents are available on Morgan Stanley Online or the Morgan Stanley Mobile App. It's quick, convenient & secure.
A variety of planning-related tools—including our award-winning Goals Planning System (GPS) and LifeView—which enable us to provide a single, comprehensive snapshot of your finances and adapt a wealth plan to your ever-changing life demands and modify goals as needed.
For eligible Platinum CashPlus brokerage account clients with The Platinum Card® from American Express, exclusively for Morgan Stanley. Certain Morgan Stanley Debit Cardholders may also qualify. Terms apply.
The Morgan Stanley Global Investment Office provides you with world-class thought leadership, timely market commentary, and portfolio ideas to help guide your investment decisions.
Our Portfolio Risk Platform, backed by institutional-caliber analytics, assesses thousands of risk factors using a holdings-based approach to assess a portfolio's exposures, analyze how securities behave together across portfolios and forecast how they influence risk and return moving forward.
Learn about our latest security measures, how we are safeguarding your assets and personal information and find actionable insights and resources on important cybersecurity topics to enhance your own online security.
Estate Planning
Your financial plan will be tailored to your family's specific needs and ambitions. Knowing our clients is undeniably one of our greatest assets as wealth advisors. We have found that the best way to assist you in achieving your goals is through a strong foundation.
We have seen some of the most challenging financial situations. No matter what life brings, we are prepared to face your challenges and build a plan to ensure your financial success.
With a broad range of investment products and knowledge, we build a plan that covers the whole picture. From estate planning to tax savings and everything in between, we build an extensive plan for your needs.
Our team will continuously be monitoring your plan to ensure that it stays on track. Given changes that take place in life, we are always on standby ready to adjust your plan and goals as your financial picture changes.
Client Service Team
Phone: (973) 890-3885
Email: lauren.m.saxton@morganstanleypwm.com
Phone: (973) 890-8073
Email: carla.gomory@morganstanley.com
Phone: (973) 890-3883
Email: alexis.wamsley@morganstanley.com
Location
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
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:
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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
