We Pursue Excellence Here

The Falcon Legacy Group is a team of dedicated financial professionals providing our clients with the tools they need to navigate the incredibly complex and ever changing landscape of the financial world. The Falcon Legacy carries with it a message of wisdom and transition. Through our tailored consultative process , we are able to craft customized strategies specific to our client's needs. We address the many questions associated with wealth accumulation and preservation of capital, efficient and effective estate planning strategies, business, education, retirement, and insurance planning with advisors experienced in each specific discipline.

The Falcon Legacy Group maintains a standard of excellence. We focus on core principles of process, advice, experience and premier client service. Our mission is to help you preserve and grow wealth for your life and legacy without compromise.
Services Include
  • Wealth Management1
  • Financial Planning2
  • Retirement Planning3
  • Professional Portfolio Management4
  • Cash Management and Lending Products5
  • 401(k) Rollovers
  • 529 Plans6
  • UGMA/UTMA7
  • Trust Accounts8
  • Estate Planning Strategies9
  • Alternative Investments10
  • Defined Contribution Plans11
  • Sustainable Investing12
  • Life Insurance13
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Falcon Legacy Group

    Location

    330 Fellowship Rd
    Ste 400
    Mount Laurel, NJ 08054
    US
    Direct:
    (856) 222-4532(856) 222-4532
    Toll-Free:
    (800) 932-0037(800) 932-0037
    Fax:
    (215) 789-4324(215) 789-4324

    Meet Falcon Legacy Group

    About Me

    Joseph Durso began advising clients with their finances in 1979. In 1987 he joined Smith Barney as Senior Vice President. He has been recognized by Smith Barney and now Morgan Stanley for outstanding client service through the firm’s Chairman’s or President’s clubs from 1987 to Present Day. Joseph has chosen to concentrate his work in the field of Investment Advisory Services. In 1998 he completed the rigorous coursework for Certified Investment Management Analyst, CIMA®. Joseph has also earned the distinction of being a Senior Investment Management Consultant within firms Consulting Group. Recently Joseph completed coursework for Corporate Retirement Plan Specialist, CRPS® and has since been designated as one of a select group of Corporate Retirement Director’s at Morgan Stanley.

    Joseph earned his Bachelor of Science degree from St. Joseph’s University. Originally from Philadelphia, he grew up in Cherry Hill and has lived in the area for over 50 years. He is active charitably and currently serves on the Board of Trustees for the Ronald McDonald House of Southern New Jersey was a former board member of Ronald McDonald House Charities Investment Program. He is an active member of the Association of Professional Investment Consultants. He is married to Lorraine and has two children, Matison and Anthony. In his spare time Joe is an avid golfer. He is a member of the Medford Village Country Club.
    Securities Agent: NJ, WA, VA, TX, TN, SC, RI, PA, OK, OH, NY, NH, NC, MI, MD, MA, LA, GA, FL, DE, DC, CT, CO, CA, AZ, AR; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
    NMLS#: 1504789

    About Me

    Sarah L. Silva is a licensed broker and Financial Advisor at Morgan Stanley.  She is a client-focused and relationship-oriented financial advisory professional who has developed excellent market insight and the industry acumen necessary to help guide individuals and businesses to financial success at all stages. With over 15 years of financial services and insurance industry experience, Sarah creates customized financial planning strategies for clients by assessing each client's present and future financial needs objectives and requirements.

    Sarah began her career working in regional banks throughout Southern NJ and Philadelphia, and quickly broadened her experience and training into other areas of the financial services industry and to various parts of the USA.  Serving both individual and institutional clients, Sarah offered assistance with business and personal capital investment, insurance, financial planning and management.  After almost 15 years, Sarah saw the benefits a full service advisory practice could offer her clients and made the decision to become a licensed Financial Advisor. Sarah is series 7, 63, 65 licensed, and holds licenses in life, accident, health and annuities.

    In 2016, Sarah was named President of The Red Shoe Society, a non-profit that supports The Ronald McDonald House in Camden, NJ. Sarah previously served as Treasurer, and has been actively involved with the society since 2013.
    Securities Agent: NJ, WA, VA, UT, TX, TN, SC, RI, PA, OK, OH, NY, NH, NC, MI, MD, MA, LA, IN, GA, FL, DE, DC, CT, CO, CA, AZ, AR; General Securities Representative; Investment Advisor Representative
    NMLS#: 370339

    About Me

    Jack Jibrine, Financial Advisor, began his career in 1988 at Morgan Stanley, and is still here today. Jack has been a recipient of many awards for outstanding client service and satisfaction. These awards consist of the President’s and Century Council. He earned the President’s Council in 1999 and the Century Council in 2000-2004.

    Given his analytical background, Jack focuses on helping clients find out where they stand financially today and developing a practical road map to get them where they want to be.

    Jack earned both his Bachelors and Masters of Science from Villanova University. Jack lives in Marlton, New Jersey where he lives with his wife Paula and his two children Amira and Nicole.
    Securities Agent: TX, OK, NJ, WY, WV, WA, VA, UT, TN, SC, RI, PA, OR, OH, NY, NH, NC, MO, MI, MD, MA, LA, KY, IN, IL, GA, FL, DE, DC, CT, CO, CA, AZ, AR; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
    NMLS#: 1274593

    About Me

    I have been in the financial industry for 28 years, both as a banker and investment advisor. The focus of my practice has been advising high net worth clients, closely held companies, and non-profits. My approach is holistic, helping my clients with the breadth and depth of advice needed to serve them and their successive generations.

    NMLS#: 1282659
    Securities Agent: NJ, WA, VA, TX, TN, SC, RI, PA, OK, OH, NY, NH, NC, MT, MI, MD, MA, LA, KY, IL, IA, GA, FL, DE, DC, CT, CO, CA, AZ, AR; General Securities Representative; Investment Advisor Representative
    NMLS#: 1282659

    Investment and Market Perspectives

    On the 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
    From Clueless to Clued In: Teaching Teens About Money

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    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
    The Simple Six-Step Retirement Checkup

    The Simple Six-Step Retirement Checkup

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    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
    Investing in Artificial Intelligence and Automation

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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
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
    Boosting Participation in Your Company's 401(k) Plan

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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
    Choosing an Environmental Charity

    Choosing an Environmental Charity

    There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

    Mosaic

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    Ready to start a conversation? Contact Falcon Legacy Group today.
    Market Information Delayed 20 Minutes
    1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

    2Morgan 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.

    3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

    4Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable 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.

    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

    6Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

    7Morgan 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.

    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.

    9Morgan 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.

    10Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

    11Tax laws are complex and subject to change. 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 and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

    12The 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.

    13Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    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 suitable 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”) 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.


    CRC 2019752 10/2018