Christopher Tritsch
First Vice President, Wealth Management,
Financial Advisor
Direct:
(561) 620-5127(561) 620-5127
My Mission Statement
Our mission is to provide our clients the global perspective, diverse strategies and relevant guidance they need to help them move forward with confidence. Across our clients' portfolios, we follow a specific philosophy - we believe in the integrity of our decisions.
Welcome
----- The Experience and Dedication to Help Enrich Your Financial Life -----
Every client has a vision of their future; Where they want to be. What they want to be doing. We want you to think big—and I strive to help you pursue the financial flexibility to do the things that are important to you. Through dedication, hard work, and insightful advice and guidance, I can help pave the way with clear, customized strategies that align with your income requirements, risk tolerance, liquidity needs, time horizon and your wishes to provide for the next generation.
Since 1986, I have helped clients focus on their objectives and address them using wealth management strategies intended to balance near-term requirements and longer-term goals. By taking the time to fully understand who you are and what matters most to you, I can create the customized strategies you need, bringing the various aspects of your financial life together.
Every client has a vision of their future; Where they want to be. What they want to be doing. We want you to think big—and I strive to help you pursue the financial flexibility to do the things that are important to you. Through dedication, hard work, and insightful advice and guidance, I can help pave the way with clear, customized strategies that align with your income requirements, risk tolerance, liquidity needs, time horizon and your wishes to provide for the next generation.
Since 1986, I have helped clients focus on their objectives and address them using wealth management strategies intended to balance near-term requirements and longer-term goals. By taking the time to fully understand who you are and what matters most to you, I can create the customized strategies you need, bringing the various aspects of your financial life together.
Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY, AR, AK; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 521493
NMLS#: 521493
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheckLink Opens in New Tab.*
Introducing my Team
We believe success in achieving important financial goals starts with a comprehensive wealth strategy. We will help you define what is most important to you and then formulate the strategies that are appropriate for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that helps meet your lifestyle and legacy goals.
Tritsch, Tritsch and Cofone Group Wealth Management
A Wealth Management Process Designed to Strengthen Your Financial Life We can also help you with important strategic milestones such as:
- Identifying, prioritizing and balancing your financial goals
- Regularly determining and defining the financial risks you face
- Delivering portfolio strategies designed to uncover more opportunities while helping to manage potential investment risks across asset classes
- Formally reviewing your progress and measuring your results against your objectives
- Making appropriate modifications in response to market shifts or changes in your circumstances Our simple, yet direct process—establish objectives, set strategy, implement strategies and review progress—is designed to give you the freedom to explore your objectives and make informed decisions about how to address them.
Tritsch, Tritsch and Cofone Group Tailored Strategies
Clarity, Customization and Global Resources Help Define Your Strategy
As economic and financial market conditions change, so may your own financial situation. By blending strategies, we continually refine the wealth management approach that works best for you. We frequently turn to Morgan Stanley Research, which identifies and evaluates fresh investment opportunities that can affect many aspects of your
financial life.
In addition, we rely on the insight provided by the Investment Management & Guidance Group, whose rigorous due diligence of third-party money managers from around the world helps ensure that they meet Morgan Stanley's stringent standards. Once we have their recommendations, we track investment managers' performance to see that they align with your objectives, time frame, liquidity needs and risk tolerance.
One of the ways we can customize your wealth management strategy is by examining your goals and financial objectives from a variety of different perspectives. These include:
- Balance sheet review (net worth analysis)
- Access to credit and lending solutions
- Estate planning strategies
- Tax-minimization strategies
- Correlation analysis and other risk minimizing efforts (standard deviation, alpha)
- Tracking progress by means of a sophisticated process of periodic portfolio reviews
To Us, It's the Relationship that Matters
While there are certainly similarities among the individuals we choose to work with, there are of course many more differences. We acknowledge those differences and use them as a foundation upon which to build a relationship with you that can help define and strengthen your wealth management strategies.
The development of a customized strategy must take into account the various aspects of your financial life—your goals, financial objectives, and the issues and people that are important to you. We spend considerable time and effort developing robust strategies designed to endure market fluctuations, while still addressing your performance expectations and risk tolerance. Our in-depth understanding of you allows us to build a strong relationship with you, which we believe is an important foundation for the advice and guidance we offer.
As your dedicated team of Morgan Stanley advisors, we work steadily to foster a strong, evolving relationship with you. Our disciplined and structured, process-driven approach is designed to help you preserve your wealth now and in the future.
Client Service Team
Iliana Grozdeva - Client Associate
Phone:
(561) 620-5011(561) 620-5011
Email:Iliana.Grozdeva@morganstanley.com
Iliana Grozdeva is an accomplished professional currently lending her skilled focus as a licensed client associate at Morgan Stanley. Hailing originally from Bulgaria, Iliana's journey in the United States began in 2000 when she arrived as an exchange student in Wildwood, NJ. She later graduated with a bachelor's degree in business and marketing from a college in Wilmington, DE.
With a career spanning 14 years in the greater Philadelphia area, Iliana has honed her skills in the financial sector. She has a rich background in banking, having served as a licensed banker and assistant branch manager for Sovereign Bank/Santander. This experience provided her with a deep understanding of financial services and client needs.
In 2014, Iliana took the next step in her career journey by relocating to South Florida. It was during this time that she joined Merrill Lynch in Delray Beach, FL, where she has been making significant contributions as a licensed client associate. Her role involves navigating the complexities of wealth management and providing invaluable support to clients.
Iliana's commitment to professional growth is evident in her impressive list of licenses, including FINRA Series 6, 7, 63, and 66, as well as Life and Variable Annuity (FL 2-14). These certifications reflect her dedication to staying at the forefront of the financial industry.
Beyond her professional achievements, Iliana is a devoted mother to two sons. This dual role showcases her ability to balance a thriving career with the responsibilities of parenthood, underlining her resilience and multitasking capabilities. In her current position at Morgan Stanley, Iliana continues to exemplify professionalism, expertise, and a deep commitment to client success.
With a career spanning 14 years in the greater Philadelphia area, Iliana has honed her skills in the financial sector. She has a rich background in banking, having served as a licensed banker and assistant branch manager for Sovereign Bank/Santander. This experience provided her with a deep understanding of financial services and client needs.
In 2014, Iliana took the next step in her career journey by relocating to South Florida. It was during this time that she joined Merrill Lynch in Delray Beach, FL, where she has been making significant contributions as a licensed client associate. Her role involves navigating the complexities of wealth management and providing invaluable support to clients.
Iliana's commitment to professional growth is evident in her impressive list of licenses, including FINRA Series 6, 7, 63, and 66, as well as Life and Variable Annuity (FL 2-14). These certifications reflect her dedication to staying at the forefront of the financial industry.
Beyond her professional achievements, Iliana is a devoted mother to two sons. This dual role showcases her ability to balance a thriving career with the responsibilities of parenthood, underlining her resilience and multitasking capabilities. In her current position at Morgan Stanley, Iliana continues to exemplify professionalism, expertise, and a deep commitment to client success.
Location
1801 N.Military Tr
Ste 300
Boca Raton, FL 33431
US
Direct:
(561) 620-5127(561) 620-5127
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
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
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
Ready to start a conversation? Contact Christopher Tritsch today.
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients 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.
4When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
5Participating in a new issue/syndicate is subject to availability. IPOs are highly speculative and may not be appropriate for all investors because they lack a stock-trading history and usually involve smaller and newer companies that tend to have limited operating histories, less-experienced management teams, and fewer products or customers. Also, the offering price of an IPO reflects a negotiated estimate as to the value of the company, which may bear little relationship to the trading price of the securities, and it is not uncommon for the closing price of the shares shortly after the IPO to be well above or below the offering price.
6Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
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.
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Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients 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.
4When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
5Participating in a new issue/syndicate is subject to availability. IPOs are highly speculative and may not be appropriate for all investors because they lack a stock-trading history and usually involve smaller and newer companies that tend to have limited operating histories, less-experienced management teams, and fewer products or customers. Also, the offering price of an IPO reflects a negotiated estimate as to the value of the company, which may bear little relationship to the trading price of the securities, and it is not uncommon for the closing price of the shares shortly after the IPO to be well above or below the offering price.
6Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
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.
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CRC 6491812 (04/2024)
