My Story

Less anxiety. More confidence.

Life is complex. Turn on the news and the headlines are either confusing or contradictory. It seems like every day the markets reach a new high or low. With so much instability it’s become a challenge to feel financially secure, let alone optimistic.

That’s where I come in. As the Executive Director and Family Wealth Advisor for The Palm Oaks Group, my goal is to simplify your financial world. That starts by getting to know you as an investor—and as a person. By deeply understanding the goals you have for yourself and family, we can forge a path that helps take you where you want to go.

My commitment to clients has resulted in a lot of industry recognition, including Forbes naming me one of “America’s Best-in-State Wealth Advisors (2018-2024)”. But what really drives me is my connection with my clients. What I’m truly most proud of is that I’ve retained 98% of my clientele over the years. There’s no better endorsement of success than that.

I’ll be with you to celebrate milestones or provide objectivity and clarity during life’s difficult situations. Whether it’s managing your tax burden and creating enough retirement income for life—or dealing with a loss of a loved one or a divorce, I will find that strategy to help you be financially secure. After all, you deserve it.
Claudine Callison-Siero Brochure
Learn more about my specialty in Equity Compensation
Services Include
Securities Agent: NJ, DE, PR, PA, NY, MO, MD, OR, MI, AZ, WI, VA, MT, MN, KY, IN, ID, FL, AR, NM, NC, WA, TX, OK, NV, SC, MS, DC, CA, WY, VT, NH, IL, GA, CO, RI, CT, OH, ME, MA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1261933
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
    2025 Best-in-State Wealth Management Teams
    Source: Forbes.com (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period 3/31/23–3/31/24.
    2025 Forbes Top Women Best-In-State
    Source: Forbes.com (Awarded Feb 2025) Data compiled by SHOOK Research LLC for the period 9/30/23-9/30/24
    Icon Image
    2024 Best-in-State Wealth Advisor
    Source: Forbes.com (Awarded April 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22-6/30/23.

About You

What’s your definition of success?

I’m fortunate to work with a diverse clientele, including successful business owners, Wall Street professionals, members of the LGBTQ community and a range of High Net Worth and Ultra High Net Worth people. While they all have individual goals, the one thing they have in common is they’re driven to succeed.

There is no “one size fits all” solutions when it comes to fulfilling individual goals. I believe in collaboration and the personal touch. And having the full resources of a global powerhouse like Morgan Stanley can certainly open new doors for you.
    Financial Planning
    Together, we’ll create a tailor-made financial plan that charts a course for your success. It’s my job to keep things simple and clearly explain your investments options, challenges, and opportunities.
    Retirement Planning
    While there is a growing trend among Americans to worry about running out of money during retirement, together we’ll create a plan designed to create dependable income for life.
    Estate Planning
    Taking care of your loved ones is such an important part of your life. I can help you create a plan that helps mitigate their tax risks, while positioning them to continue in your success story for generations to come.
    Divorce Financial Analysis
    I’m not only a Certified Divorce Financial Analyst, I’m also a divorcee. That combination means I have the unique experience to offer so much more than emotional support. I’ll help you create financial stability as you enter the next chapter of your life. You’ll need someone on your team that understands today’s challenges and helps you navigate through the stress of divorce.
    Women & Wealth
    When my father passed away at an early age, my mother suddenly had to reinvent herself, especially when it came to our finances. That experience influenced my life, so I carved out a role in the financial world. I’m passionate about helping women secure a successful future and leave a lasting legacy for those they care about.

About Me

I began my financial services career with Morgan Stanley in 1998. Before that I was an Advertising Sales Executive with MTV Networks, which I landed after receiving my Bachelor of Science degree from Ithaca College while studying Business, Communications and Finance.
    Core Values
    • Client Advocate - I advocate for my clients, first and foremost, for financial matters.
    • Integrity - Clients’ interests always come first and in every interaction.
    • Organization - I strive to simplify and provide order to clients’ financial lives
    • Passion for Helping People - I am passionate about helping my clients and their families achieve their goals.
    On a Personal Note
    I’m the proud parent of a wonderful young daughter. We currently divide our time between Saddle River, NJ and Palm Beach, FL. We’re fortunate to be able to enjoy all four seasons and spend a lot of in-person time with family, friends, clients, co-workers and teammates. I’ve recently become an avid pickleball player! My other hobbies include golf, travel, reading, walking, yoga and Pilates.
Claudine has been helping clients to grow and preserve their wealth for more than 20 years. She focuses on financial planning and comprehensive wealth management tailored to each client’s individual needs. Claudine especially enjoys educating clients on wealth management and personal finances.

As a Certified Divorce Financial Analyst, Claudine has in-depth knowledge of tax implications and divorce-related asset distribution. She works with clients and their attorneys during divorce, advising on the financial aspects of the process and provides financial planning, budgeting, cash management services and general guidance after divorce.

Committed to providing clients with the best advice possible, Claudine earned the Family Wealth Advisor title from Morgan Stanley. The designation enables her to work with families across generations to help define their goals. In addition, as a Portfolio Management Director, Claudine is part of a select group of Morgan Stanley Financial Advisors who have successfully completed the rigorous Portfolio Management Certification Program and met established standards that are well-respected throughout the industry. As a Portfolio Management Director, Claudine is able to provide discretionary portfolio management for clients.

Claudine began her financial services career with Morgan Stanley and its predecessor firms in 1998. Previously, she was an Advertising Sales Executive with MTV Networks after receiving her Bachelor of Science degree from Ithaca College, studying Business, Communications and Finance.

Claudine is President of the Whispering Pines Women’s Golf League, Treasurer of the Saddle River Branch of the Valley Hospital Ladies Auxiliary, a member of the Manhattan Woods Golf Club and an active member in the Saddle River Residents and Valley Clubs. In her spare time, Claudine enjoys golf, travel, fine wines and dining, along with spending time with her daughter, Tori.

    Client Service Team

      Carousel Associate Image
      Lauren Saxton - Senior Registered Client Service Associate
      Phone:
      (973) 890-3885(973) 890-3885
      Email:lauren.m.saxton@morganstanleypwm.com
      Carousel Associate Image
      Carla Gomory, CRPC® - Portfolio Associate, Financial Planning Associate
      Phone:
      (973) 890-8073(973) 890-8073
      Email:carla.gomory@morganstanley.com
      Carousel Associate Image
      Alexis Wamsley, CFP® - Wealth Management Associate, Financial Planning Associate
      Phone:
      (973) 890-3883(973) 890-3883
      Email:alexis.wamsley@morganstanley.com

    Location

    1801 N.Military Tr
    Ste 300
    Boca Raton, FL 33431
    US
    Direct:
    (973) 890-3884(973) 890-3884
    Toll-Free:
    (800) 227-8588(800) 227-8588
    Fax:
    (973) 890-3059(973) 890-3059

    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
    Photo of Adam Guralnick

    Adam Guralnick

    Private Banker

    About Adam Guralnick

    Adam Guralnick 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.

    Adam began his career in financial services in 2002, and joined Morgan Stanley in 2021 as an Associate Private Banker. Prior to joining the firm, he was a Wealth Management Banker at UBS. He also served as a UHNW Associate Private Banker at Citi Private Bank and a Merrill Lynch Banking Advisor.

    Adam is a graduate of the University at Buffalo, where he received a Bachelor of Arts in Communication and a Master of Arts in Informatics. He lives in Livingston, New Jersey with his family. Outside of the office, Adam enjoys traveling, sports, and spending time with his family.
    NMLS#: 1114313
    Wealth Management
    Global Investment Office

    Portfolio Insights

    Read More about On the Markets
    Read "On the Markets"

    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
    Learn More about Retirement
    4 Financially Smart Ways to Take Money Out of Retirement Accounts
    Article Image

    4 Financially Smart Ways to Take Money Out of Retirement Accounts

    Discover how planning for required minimum distributions from retirement accounts can help you fund future needs and support loved ones.

    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
    Learn More about Investing
    2025 Global Economic Outlook: U.S. Policies May Temper Global Growth
    Article Image

    2025 Global Economic Outlook: U.S. Policies May Temper Global Growth

    Global growth is likely to be around 3% in 2025 and 2026, as tariff and immigration policies begin to slow the U.S. economy late next year, and China's underperformance restrains emerging markets.

    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
    Learn More about Family
    Are You Prepared for Tax Day?
    Article Image

    Are You Prepared for Tax Day?

    The countdown to Tax Day has begun. Here are some strategies to consider as the deadline approaches.

    Business Planning

    Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
    • Succession Planning
    • Business Planning
    • Qualified Retirement Plans
    Learn More about Business Planning
    Financial Planning for Life After Selling a Business
    Article Image

    Financial Planning for Life After Selling a Business

    Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

    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
    Learn More about Philanthropy
    Donor Advised Funds: A Smart Way to Manage Your Giving 
    Article Image

    Donor Advised Funds: A Smart Way to Manage Your Giving 

    There’s more to charitable giving than you may realize. Here’s one method that may be a tax-efficient way to give and can help maximize your impact.

    Financial Wellness

    Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
    • Reduce employee stress,
    • Improve retention and engagement, and
    • Set themselves apart by offering comprehensive financial wellness benefits.
    Learn More about Financial Wellness
    The Business Case for a Financially Resilient Workforce
    Article Image

    The Business Case for a Financially Resilient Workforce

    In the face of turbulent markets, the word “resilience” may be top of mind. Broadly speaking, resilience is the ability to “bounce back” when encountering life’s inevitable challenges.
    Ready to start a conversation? Contact Claudine Callison-Siero today.
    Market Information Delayed 20 Minutes
    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.

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    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, charitable giving, philanthropic planning and other legal matters.

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    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.

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    5Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

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    6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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    7When 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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.

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    8Morgan 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.

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    Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.

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    Awards Disclosures
    CRC 6491812 (04/2024)