Matthew Stone
Planning Associate
Bob Hart
Senior Vice President, Wealth Management,
Financial Advisor,
Senior Portfolio Manager
Direct:
(732) 974-5008(732) 974-5008
My Mission Statement
Helping you achieve financial and investment goals
My Story
The Group is headed by Robert (Bob) Hart, a Senior Vice President, Financial Advisor with nearly a quarter century of experience in the financial services industry. Bob has been creating comprehensive financial plans for high net worth investors since joining Dean Witter, a predecessor company of Morgan Stanley, in 1994.
Before becoming a Financial Advisor, Bob completed Dean Witter’s Financial Advisor training program. He is a graduate of Cortland State University, where he earned a Bachelor of Science degree in business.
Before becoming a Financial Advisor, Bob completed Dean Witter’s Financial Advisor training program. He is a graduate of Cortland State University, where he earned a Bachelor of Science degree in business.
Securities Agent: TX, AZ, RI, OH, ME, WI, SC, PA, NC, IL, CA, WA, VT, NV, MT, DE, DC, CO, TN, NM, MA, LA, ID, AR, VA, OK, MD, CT, AK, IN, WV, UT, MN, MI, IA, OR, NH, AL, NJ, GA, NY, HI, FL; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1798917
NMLS#: 1798917
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Advice Matters
As advisers we believe managing each client relationship with prudence, a long-term perspective and adherence to the highest standards of ethical behavior and personal responsibility is paramount.
Confidentiality
We understand confidentiality is core to any financial relationship. We recognize your personal and financial data is your private information, and we are committed to keeping it secure and confidential. At Morgan Stanley, we employ a full suite of strategies to protect your assets, guard your online interactions and keep your personal information as confidential as you intend it to be.
Code of Conduct
As your advisers, we are proud to uphold our firm’s personal code of conduct and work diligently to provide suitable strategies, products and services that put your interests above all else. We believe it is essential that our clients know not only what their adviser recommends, but why they recommend it.
Planning
We will help bring order to your financial life by assisting you in organizing your financial and personal affairs. We will prepare a comprehensive financial plan and work together to ensure your goals are established and implementation plan is agreed upon.
Accountability
We maintain a close personal and working relationship with our clients by scheduling frequent market and portfolio updates.
Proactive Communication
We will contact you during times of significant market volatility and work with you to anticipate and plan for changing financial and family needs.
Digital Tools
Our goal is simple: “To be the firm where the most talented advisors in the industry leverage cutting-edge technology and deliver customized wealth management solutions to their clients and their families to enable them to achieve their life goals.” The Firm strives to ensure it serves clients on market-leading technology platforms that are resilient, safe, efficient, smart, fast and flexible.
Morgan Stanley Online
Morgan Stanley Online digital capabilities and the Morgan Stanley Mobile App provide clients with access to their account information, enriched reporting tools, several cash management solutions and robust market research. The Morgan Stanley Mobile App provides clients with access to their accounts in just a few taps.
Morgan Stanley Online Log-In>
Asset Aggregation
The ability to view all of your assets together provides the opportunity to advise on your Morgan Stanley accounts with your entire financial picture in mind. Log into Morgan Stanley Online or download the Morgan Stanley Mobile App to link and add external accounts.
Asset Aggregation>
Digital Vault
The ability to view all of your assets together provides the opportunity to advise on your Morgan Stanley accounts with your entire financial picture in mind. Log into Morgan Stanley Online or download the Morgan Stanley Mobile App to link and add external accounts.
Digital Vault>
Premier Cash Management
Premier Cash Management is a program that recognizes and rewards clients for choosing Morgan Stanley for their everyday cash management needs. This program provides clients with select benefits, savings, and enhanced services.
A suite of cash management solutions that provides an attractive alternative to a traditional bank.
These solutions include depositing checks, withdrawing cash and paying your households bills from your Active Assets Accounts which allows you to manage your everyday finances alongside your long-term investments. As an added value, clients are rewarded for using the firm’s cash management solutions through the Premier Cash Management Program.
For More Information>A suite of cash management solutions that provides an attractive alternative to a traditional bank.
These solutions include depositing checks, withdrawing cash and paying your households bills from your Active Assets Accounts which allows you to manage your everyday finances alongside your long-term investments. As an added value, clients are rewarded for using the firm’s cash management solutions through the Premier Cash Management Program.
Goals Planning System
GPS helps clients define what they want out of life, and then creates a financial framework to bring these goals to life.
Client Benefits
A Plan Designed to Achieve Goals: A holistic Goals Planning System approach to Wealth Management can help tailor an investment framework that considers key aspects of a client's life, such as retirement age, healthcare costs, home buying, cash management, legacy needs, and potential withdrawal strategies.
Track Progress to Goals: Using goals as a benchmark, the investment strategy is continuously evaluated to ensure clients are on track.
Stay Flexible as Goals Change: As circumstances and goals change, Financial Advisors can help adjust priorities and introduce additional solutions.
GPS Video>Client Benefits
A Plan Designed to Achieve Goals: A holistic Goals Planning System approach to Wealth Management can help tailor an investment framework that considers key aspects of a client's life, such as retirement age, healthcare costs, home buying, cash management, legacy needs, and potential withdrawal strategies.
Track Progress to Goals: Using goals as a benchmark, the investment strategy is continuously evaluated to ensure clients are on track.
Stay Flexible as Goals Change: As circumstances and goals change, Financial Advisors can help adjust priorities and introduce additional solutions.
Location
2150 Highway 35
Suite 200
Sea Girt, NJ 08750
US
Direct:
(732) 974-5008(732) 974-5008
928 N Collier Blvd
3rd Floor
Marco Island, FL 34145
US
Direct:
(732) 974-5008(732) 974-5008
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
About Matthew Stone
Matthew Stone is a Planning Associate at Morgan Stanley providing dedicated financial planning support to Financial Advisors and their teams. Operating as an extension of the FA/Team, he collaborates with clients to discover and define goals that matter most to them. Leveraging state of the art technology, he will evaluate various options and their potential outcomes to help clients confidently choose the appropriate course of action. Matthew provides expertise across a wide suite of Morgan Stanley planning tools designed to assist in the areas of investment accumulation, retirement, education, major purchase, cash flow, risk management, tax efficiency, and wealth transfer planning.
He earned his undergraduate degree from Wake Forest University and received the Financial Planning Specialist® designation from the College for Financial Planning. Matthew is originally from New York and currently resides in New York City, NY.
He earned his undergraduate degree from Wake Forest University and received the Financial Planning Specialist® designation from the College for Financial Planning. Matthew is originally from New York and currently resides in New York City, NY.
Wealth Management
Global Investment Office
Portfolio Insights
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
Ready to start a conversation? Contact Bob Hart today.
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
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)
