Phone:
(631) 755-1618(631) 755-1618
Dorfman Steck Group at Morgan Stanley
Direct:
(516) 248-8600(516) 248-8600
Our Mission Statement
To empower our clients to achieve their financial aspirations with clarity and confidence. The Dorfman Steck Group delivers personalized, insightful guidance and tailored strategies. We are dedicated to building enduring relationships, grounded in trust and a commitment to long-term success
Working With The Dorfman Steck Group
The Dorfman Steck Group brings together the seasoned expertise and shared history of Robert Steck and Richard Dorfman, two lifelong friends whose professional journeys began side by side at Merrill Lynch.
After a period where both achieved individual success following their respective departures from Merrill Lynch, Rich and Robert found themselves reunited at Morgan Stanley. Recognizing their complementary strengths and deep personal trust, they decided to formalize their collaboration, establishing The Dorfman Steck Group.
This partnership allows them to synergize their decades of experience and dedicate an even greater focus to their clients, providing comprehensive and personalized financial guidance built on a foundation of mutual respect and a shared commitment to service.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Approach
We come to work each day dedicated to gaining your trust and having a meaningful impact on your life. In pursuit of this, we concentrate on specific actions that highlight our dedication to delivering an outstanding client experience:
Step 1: Introductory Meeting
We start by engaging in a preliminary discussion to gain insights into your interest, your priorities, and your future goals.
Step 2: Discovery Meeting
While every client situation is different, we start by learning about you, your family and your financial complexities. This step allows us to formulate specific strategies, and to customize the entire relationship.
Step 3: Financial Plan Presentation
By providing a tailored and comprehensive financial plan that addresses tax, legal, and risk considerations, opportunities to improve your financial affairs are identified. This allows you to focus on living your best life and preserving your legacy for generations to come.
Step 4: Implementation of a Customized Wealth Strategy
Our global investment platform provides strategies, based on rigorous analysis and due diligence, to construct your portfolio. This process aims to create the most efficient balance of risk and return for your specific investment strategy.
Step 5: Ongoing Monitoring
Recognizing that circumstances may change, consistent communication is key to ensuring financial plans remain relevant. Proactive contact will be made to discuss adjustments and address any personal changes. This step-by-step process is built around providing the best possible experience, emphasizing teamwork and personalized care to guide you toward a brighter financial future.
Planning for your goals and aspirations
The team uses various approaches to help clients reach their goals. Goals evolve throughout life, and the platform helps create a strategy to meet those changing needs. See the resources below for a more complete picture of the firm's offerings.
Wealth Management
Wealth management involves more than just finances. The goal is to connect with your personal life, family, career, and legacy goals to develop a customized strategy that reflects your unique aspirations and values.
Retirement Planning
A core strength is guiding you towards a secure and prosperous retirement. The intricacies of your complete retirement plan assets, including IRAs and RMDs, are handled, allowing you to transition into retirement with ease and confidence.
Real Estate
Morgan Stanley Real Estate Investing (MSREI) is the global private real estate investment management arm of Morgan Stanley. With ~200 professionals in 17 offices across 13 countries plus decades of experience investing internationally, MSREI is uniquely positioned to execute core and opportunistic strategies globally.
Cash Management Services
Strategic implementation of a financial plan involves actively managing cash flow and maintaining liquidity. Assistance is provided to address personal cash management and borrowing requirements, carefully considering the long-term impact on costs and taxes.
Applied Global Concentrated Equity
This global equity strategy focuses on a concentrated portfolio of global stocks, aiming for consistent outperformance through a flexible approach.
Alternative Investments
Our leading alternatives platform offers 200+ third-party and proprietary funds, including first look and exclusive opportunities, that may help qualified investors enhance returns, reduce volatility, manage taxes and generate income—while maintaining a goals-based approach for asset allocation.
Helpful Resources For Our Valued Clients
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Digital Vault
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
eDelivery
Sign up for eDelivery today and start receiving email notifications as soon as your account documents are available on Morgan Stanley Online or the Morgan Stanley Mobile App. It's quick, convenient & secure.
Total Tax 365
Taxes can be a substantial drag on investment returns. Morgan Stanley Total Tax 365 offers access to a broad range of tax-efficient strategies to help you integrate tax planning into your investment process all year long, maximize portfolio after-tax return potential and help keep more of what you earn.
Financial Planning
Morgan Stanley Financial Planning can show you a single, comprehensive snapshot of your finances. We can help you create a wealth plan that's adaptable to the different stages of your life using our award winning tools- Goals Planning System (GPS) and LifeView.
Morgan Stanley CashPlus Brokerage Account
Designed as a modern alternative to banking with the capabilities to help you access, move, and manage cash when you need it while enjoying exclusive benefits.
Global Investment Office
The Morgan Stanley Global Investment Office provides you with world-class thought leadership timely market commentary, and portfolio ideas to help guide your investment decisions.
Alternative Investments
Our leading alternatives platform offers 200+ third-party and proprietary funds, including first look and exclusive opportunities, that may help qualified investors enhance returns, reduce volatility, manage taxes and generate income—while maintaining a goals-based approach for asset allocation.
Insured Solutions
As a leader in the distribution of insurance and annuities, our offerings include disability, long-term care and property & casualty insurance, as well as fixed, indexed and variable annuities. Morgan Stanley offers these products in conjunction with its licensed insurance agency affiliates.
Preferred Savings Program
Once you open a Morgan Stanley Brokerage Account, you can make the most of your idle cash with our competitive Preferred Savings Program.
Looking to Buy a Home? How Cash Offers Can Give You an Edge
In hot housing markets, cash can help you get what you want. There are strategies that can help you make an all-cash offer.
Cash Management and Lending Solutions
At Morgan Stanley, we offer unique cash management and lending solutions to complement your investments and help simplify your finances.
Beyond Basic Borrowing
Most people borrow during the course of their lives. But it's important to be as strategic about borrowing as you are with the other areas of your financial life.
Preferred Certificates of Deposit (CDs)
Once you open a Morgan Stanley Brokerage Account, you can potentially grow your wealth with our competitive fixed rate Preferred Certificates of Deposit (CDs) offerings.
Media & Research
Morgan Stanley aims to simplify complex financial concepts so that clients can clearly understand their financial planning strategies and how they are designed to protect their future. To achieve this, they provide detailed analysis through accessible links on relevant topics impacting both current and future business and finance landscapes. This approach empowers clients to make informed decisions and build confidence in their financial future.
Global Investment Committee on the Markets
A monthly publication that summarizes the Global Investment Committee’s market outlook and contains thought-provoking essays that examine the forces shaping the investment landscape. Check out this month's edition below.
On The Markets
Thoughts on The Market Podcast
Our Chief Investment Officer and Chief US Equity Strategist Michael Wilson and his colleagues break down the forces shaping the market. Join in for a quick summary on the latest trends in the financial marketplace from some of the top minds at Morgan Stanley.
Thoughts On The Market Podcast
GIC Weekly Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
GIC Weekly Research Report
Morgan Stanley Ideas Podcast
From the use of satellite data technology to solve some of the world's most complex problems, to learning how not to follow the crowd when making decisions, The Morgan Stanley Ideas Podcast brings you revealing stories about the world of business, finance, technology and beyond. Click the link below for more information and to access a library of interesting content.
Morgan Stanley Ideas Podcast
2025 Federal Tax Tables
This document outlines the 2025 tax rate schedule, education and health savings account limits, retirement contribution and deduction limits, among other information.
View 2025 Tax Tables
Online Security Center
Safeguarding your assets and personal information remain a top priority at Morgan Stanley. Click the link to learn about our stringent security measures and how to help protect yourself online.
Online Security CenterLocation
1200 Franklin Avenue 2nd
Fl
Garden City, NY 11530
US
Direct:
(516) 248-8600(516) 248-8600
58 South Service Rd
Ste 400
Melville, NY 11747
US
Direct:
(631) 755-1618(631) 755-1618
Meet Dorfman Steck Group
Phone:
(516) 227-2920(516) 227-2920
Matthew Bernstein
Client Service Associate
Phone:
(516) 227-2922(516) 227-2922
Kathleen Flynn
Portfolio Associate
Phone:
(631) 755-1624(631) 755-1624
About Richard Dorfman
Richard Dorfman is a seasoned financial advisor at Morgan Stanley, bringing 36 years of comprehensive experience to his clients. He is passionate about crafting personalized financial strategies that align with each client’s unique values and objectives. Understanding that financial well-being impacts every aspect of life, Dorfman works diligently to help provide clarity and confidence. As a dedicated husband and father, he recognizes the importance of financial success for families and is committed to helping his clients achieve their most important financial aspirations, from education planning to retirement and beyond.
Securities Agent: WI, DC, KY, TX, OR, NY, MI, WA, PA, CT, TN, NJ, NC, LA, CO, VI, MA, IL, CA, AZ, SC, GA, VA, ME, VT, NV, NH, MD, FL; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 1321536
NMLS#: 1321536
About Robert Steck
Robert Steck, CFP is a highly experienced financial advisor at Morgan Stanley, bringing 38 years of dedicated service and expertise to his clients. As a Certified Financial Planner, Robert is committed to delivering comprehensive and personalized financial strategies. Residing in Garden City with his wife and three children, Robert understands firsthand the importance of sound financial planning for families, from education to retirement and beyond. He is passionate about building lasting relationships and empowering clients to achieve their unique financial goals.
Securities Agent: NC, CA, NV, NY, ME, LA, NH, GA, CT, WI, WA, NE, DC, TN, SC, NJ, PA, IL, AZ, VA, OR, VT, KY, MD, MA, CO, TX, FL; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 577691
NMLS#: 577691
About Matthew Bernstein
As a client service associate at Morgan Stanley, Matt Bernstein is a key resource for clients, leveraging his experience in wealth management. Matt’s genuine passion for helping people and his talent for solving financial problems are at the core of his approach. His unique background as the former Director of Player Personnel for the UCLA football program instilled in him a meticulous attention to detail and a strong commitment to team success – qualities he now applies to client service. Outside of the office, Matt his wife, and their two boys enjoy life in Melville, NY where he can often be found watching sports or pursuing his love for cooking.
About Kathleen Flynn
Kathleen Flynn is a highly experienced professional at Morgan Stanley, bringing 36 years of dedicated service to the firm. For the first 15 years of her career, Kathleen was an integral part of the retirement planning department, building a strong foundation of knowledge that continues to benefit her clients today. She is deeply passionate about her work and committed to helping individuals achieve their financial goals. Outside of the office, Kathleen enjoys an active lifestyle, including walking and playing pickleball, and cherishes time with her two amazing sons.
Contact Richard Dorfman
Contact Robert Steck
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
A Simple Six-Step Retirement Checkup
Article Image
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
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
529 Plans: A Powerful Tool to Save for Education
Article Image
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
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
Article Image
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.
Ready to start a conversation? Contact Dorfman Steck Group 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.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When 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.
3Morgan 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.
4Morgan 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.
5The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
6Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
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
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When 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.
3Morgan 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.
4Morgan 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.
5The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
6Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
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)
