Renee Morgan
Portfolio Associate
Phone:
(973) 660-4714(973) 660-4714
Chip Wieczorek, CFP®
Senior Vice President, Wealth Management,
Financial Advisor,
CERTIFIED FINANCIAL PLANNER®,
Portfolio Management Director
Direct:
(973) 425-8512(973) 425-8512
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
Chip started his career as an entrepreneur at the age of 19, starting his first business during his summers in college. After earning a degree from Rutgers University, he continued as a small business owner for several years and then made the switch to wealth management in 2006.
Prior to joining Morgan Stanley, Chip was a Director, Financial Advisor at Cary Street Partners where he helped clients with retirement planning, estate planning and investment management. Prior to that he was a Vice President, Wealth Advisor at Beacon Trust where he gained extensive knowledge of trusts, estate planning and estate administration as well as earning his CERTIFIED FINANCAL PLANNER™ designation in 2012. Chip started his career at Morgan Stanley Smith Barney as a financial advisor in 2006. Chip received his B.A. in Economics, with a concentration in Accounting, from Rutgers University.
Chip lives in Bernardsville with his wife and three sons. Outside of the office, he enjoys coaching and playing hockey, golf, traveling and spending time with his family.
Prior to joining Morgan Stanley, Chip was a Director, Financial Advisor at Cary Street Partners where he helped clients with retirement planning, estate planning and investment management. Prior to that he was a Vice President, Wealth Advisor at Beacon Trust where he gained extensive knowledge of trusts, estate planning and estate administration as well as earning his CERTIFIED FINANCAL PLANNER™ designation in 2012. Chip started his career at Morgan Stanley Smith Barney as a financial advisor in 2006. Chip received his B.A. in Economics, with a concentration in Accounting, from Rutgers University.
Chip lives in Bernardsville with his wife and three sons. Outside of the office, he enjoys coaching and playing hockey, golf, traveling and spending time with his family.
Securities Agent: TN, DE, MA, VI, OH, CO, WY, NE, PR, MS, DC, TX, VA, VT, WI, WA, UT, NM, NV, NJ, OK, OR, PA, ND, MO, HI, NC, KS, KY, GA, ME, MD, MN, FL, AL, AK, AR, WV, SD, SC, RI, NY, NH, MT, MI, LA, IN, IL, ID, IA, CT, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 2564560
NMLS#: 2564560
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
340 Mount Kemble Avenue
Morristown, NJ 07960
US
Direct:
(973) 425-8512(973) 425-8512
Meet My Team
About Renee Morgan
Renee' joined Morgan Stanley in 1999. Renee' has extensive operational experience in the securities industry and has earned praise for the exceptional level of service she provides. Renee' helps our wealth management clients with all aspects of their accounts, starting with the new account-opening process, and also supports our corporate plan participants. She takes great pride in her accuracy, attention to detail and impressive knowledge of day-to-day account operations.
Professional Details:
With Morgan Stanley since 1999
Associate in Business Management, Berkeley College, 1998
Professional Details:
With Morgan Stanley since 1999
Associate in Business Management, Berkeley College, 1998
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
Julian Cho
Private Banker
About Julian Cho
Julian Cho is a Private Banker serving Morgan Stanley Wealth Management offices in New Jersey.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Julian began his career in financial services in 2009, and joined Morgan Stanley in 2017 as an Associate Private Banker. Prior to joining the firm, he was a Private Client Banker at JP Morgan Chase.
Julian is a graduate of Nyack College, where he received a Bachelor of Science in Management and Finance. He lives in North Haledon, New Jersey with his family. Outside of the office, Julian enjoys billiards, surfing and kite boarding, fishing, skiing, and playing lacrosse.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Julian began his career in financial services in 2009, and joined Morgan Stanley in 2017 as an Associate Private Banker. Prior to joining the firm, he was a Private Client Banker at JP Morgan Chase.
Julian is a graduate of Nyack College, where he received a Bachelor of Science in Management and Finance. He lives in North Haledon, New Jersey with his family. Outside of the office, Julian enjoys billiards, surfing and kite boarding, fishing, skiing, and playing lacrosse.
NMLS#: 833560
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
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
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Are You Prepared for Tax Day?
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact Chip Wieczorek today.
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.
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
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)
