Christopher Stone, CRPC®, CEPA®

Marc Goldstein has been a Registered Financial Advisor focusing on Wealth Management since 1992. He prides himself in client communications working in conjunction with his client base to build individualized investment strategies designed to address each client’s special needs. Considering present market conditions, Marc has found that Income Generation is a common theme for a majority of his client base. Over the many years of his career, he has developed and refined investment choices to help cover his client’s goals which create a balanced portfolio to help mitigate market fluctuations. He can help address any financial aspects that his clients may face, including Retirement Planning, Estate Planning Strategies, College Planning, Income Generation, Wealth Protection, Risk Mitigation and access to Lending Services. Marc is a graduate of the University of Maryland with a Master’s Degree in Public Services from Long Island University. Marc used his education and experience to be offered a position with the United States Department of State as a federal agent. This career put him in close proximity with many Heads of State and Dignitaries from around the world. Marc credits his high level of client service today to his experiences from this previous career. Marc has been married to his wife, Doreen, for 25 years and has 3 wonderful children, Erica, Andrew and Alec.

Andrew is a Financial Advisor with The Canterbury Group at Morgan Stanley where he focuses on providing holistic financial planning and exemplary levels of service to clients. Andrew’s background in finance and passion for investing allows him to utilize various investment vehicles and conduct preliminary financial assessments to create customized plans for each client. Additionally, his role includes researching and analyzing trends in the market to help maintain the team’s active portfolios.

Prior to starting with The Canterbury Group, Andrew worked as an associate for other retail teams in the wealth management field. Additionally, Andrew worked on the institutional side within Morgan Stanley’s Graystone Consulting Division where he focused on corporate retirement solutions and equity compensation plans. In this role, Andrew helped to fill the gaps between the institutional and retail businesses by soliciting new investment opportunities for multiple advisors. There he learned to maneuver the intricacies of complex corporate plans which enable him to advise low level employees to c-suite executives on everything from diversification from single stock concertation to Rule 144 filings.

Andrew received his bachelor’s degree in Finance from the Robert H. Smith School of Business. While enrolled at the University of Maryland, he was an active member of the OZ Sports Philanthropy Club and a campus ambassador for various social networking start-ups where he helped to increase their collegiate exposure.

Andrew was raised in Briarcliff Manor, New York where he received numerous honors as a multi-sport athlete and spent time volunteering with The Miracle League of Westchester and Habitat for Humanity initiatives. He currently resides in the Chelsea neighborhood of Manhattan and enjoys boxing, attending sporting events and travelling in his free time. Andrew has obtained the firm’s Financial Planning Specialist designation and is Series 7 and 66 Licensed.

Vince graduated from Lebanon Valley College (PA.), with a Bachelor of Science in Business Administration in 2007. He has worked in the financial services industry since 2007, when he became an Operations Associate at Smith Barney. Vince worked in operations at Smith Barney’s White Plains, NY office, while also running day-to-day operations at their satellite office in Scarsdale, NY. He moved to the Smith Barney Mt. Kisco office in November 2008. He continued his work in operations until he was promoted to Branch Manager’s Assistant in July 2012. In that position, he played an intricate role in leading the office through the Smith Barney/Morgan Stanley joint venture. In March 2013, Vince accepted an opportunity to become a Registered Client Service Associate in Morgan Stanley’s Purchase office.

In April 2013, Vince joined The Canterbury Group and brought with him, 5+ years’ worth of knowledge and skills from operations and management. The skillset Vince brings to his role as Registered CSA enables him to bring a unique perspective to the client’s Morgan Stanley experience. Moreover, his calm demeanor and positive attitude make him a trusted and valued member of the team.

Vince resides in Fairfield, CT with his wife, Kristen and his three children, Sienna, Dean and Anthony.

Audra began her financial service career with Morgan Stanley in August 2004 as a sales assistant in the White Plains, NY office of Morgan Stanley. In 2005, Audra transferred to the wealth management office in Purchase, NY to be an executive assistant to the Director of the Branch Managers Task Force. In 2006, Marc Goldstein joined Morgan Stanley from Smith Barney and recruited Audra to join his team as a Client Service Associate. Audra has played an intricate role in developing deep comprehensive client relationships.

Audra’s administrative skills and responsibilities continue to expand dramatically, as does her passion and dedication to the standard of client service excellence. Audra works diligently to maintain the highest standards of client service and administrative support.

Audra is a Bronx native who has resided in Westchester County with her husband Richard since 1993. Audra has two daughters, Crystal and Danielle, and is blessed with a grandson David. Audra enjoys travel and trips to the beach with her family.