Frank Columbia
Senior Vice President,
Financial Advisor
Direct:
(631) 755-1625(631) 755-1625
My Mission Statement
To provide personalized, comprehensive financial planning and goal-driven wealth management solutions.
My Story
Frank has been in the financial services industry and with Morgan Stanley for over 27 years. He is committed to ensuring that every financial decision reflects the short, medium, and long-term goals of each client. Frank begins with a comprehensive written financial plan, then develops, implements, and executes customized strategies for both investments and holistic wealth management.
Frank’s interest in finance started at an early age. His father, a VP and 34-year veteran of US Trust Company in Manhattan, often involved Frank in financial planning and investment projects. Frank’s approach is personal, proactive, and educational, leveraging Morgan Stanley’s world-class resources and intellectual capital to serve his clients effectively.
He holds a B.A. in Business Administration from Dowling College, where he graduated Summa Cum Laude, and has also earned an Investment Consultant designation from the Wharton School of Business. Frank lives in Port Jefferson with his wife Christine and their daughter Ashley. In his free time, he enjoys road cycling, traveling, exploring technology, and spending quality time with his family.
Frank’s interest in finance started at an early age. His father, a VP and 34-year veteran of US Trust Company in Manhattan, often involved Frank in financial planning and investment projects. Frank’s approach is personal, proactive, and educational, leveraging Morgan Stanley’s world-class resources and intellectual capital to serve his clients effectively.
He holds a B.A. in Business Administration from Dowling College, where he graduated Summa Cum Laude, and has also earned an Investment Consultant designation from the Wharton School of Business. Frank lives in Port Jefferson with his wife Christine and their daughter Ashley. In his free time, he enjoys road cycling, traveling, exploring technology, and spending quality time with his family.
Securities Agent: NV, NH, NC, AZ, CA, CO, CT, DC, DE, FL, GA, MA, MD, NJ, WA, VT, VA, TX, TN, SC, PA, OK, NY; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1261879
NMLS#: 1261879
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
1. We identify and help you visualize your needs, wants, and wishes.
2. We create a comprehensive financial plan that outlines your goals.
3. We build an investment portfolio tailored to your risk tolerance, time horizon, and expectations.
4. We discuss and implement strategies for college planning, insurance, long-term care, and estate planning, if applicable.
5. We monitor your portfolio’s progress and schedule regular reviews for adjustments and enhancements.
6. We are proactive, valuing every relationship. Our goal is to provide the most comprehensive client experience.
2. We create a comprehensive financial plan that outlines your goals.
3. We build an investment portfolio tailored to your risk tolerance, time horizon, and expectations.
4. We discuss and implement strategies for college planning, insurance, long-term care, and estate planning, if applicable.
5. We monitor your portfolio’s progress and schedule regular reviews for adjustments and enhancements.
6. We are proactive, valuing every relationship. Our goal is to provide the most comprehensive client experience.
Client Service Team
Christine Columbia - Financial Advisor
Christine collaborates with Frank to create comprehensive, written financial plans for all clients. She helps clients feel confident in reaching their financial goals and works towards ensuring their success.
Christine’s background includes 8 years in marketing and advertising, and 8 years in the financial services industry. She joined Morgan Stanley in 2016.
She holds a B.S. in Marketing from York College of Pennsylvania. An avid student of the markets, Christine enjoys road cycling, traveling, reading, and attending the theater.
Christine’s background includes 8 years in marketing and advertising, and 8 years in the financial services industry. She joined Morgan Stanley in 2016.
She holds a B.S. in Marketing from York College of Pennsylvania. An avid student of the markets, Christine enjoys road cycling, traveling, reading, and attending the theater.
Colleen Clancy - Portfolio Associate
"Colleen Clancy brings over 33 years of experience to our clients. She began her career at Dean Witter in 1988. She also previously worked at Smith Barney.
Colleen is a Portfolio Associate and has her Series 7 and 66 licenses. Colleen is responsible for handling the team’s day to day operations, workflow and client administrative requests. She takes pride in building strong relationships with our clients.Colleen lives with her son, Joseph in Glen Cove, Long Island and enjoys spending quality time with family and friends."
Colleen is a Portfolio Associate and has her Series 7 and 66 licenses. Colleen is responsible for handling the team’s day to day operations, workflow and client administrative requests. She takes pride in building strong relationships with our clients.Colleen lives with her son, Joseph in Glen Cove, Long Island and enjoys spending quality time with family and friends."
Location
58 South Service Rd
Ste 400
Melville, NY 11747
US
Direct:
(631) 755-1625(631) 755-1625
Wealth Management
Global Investment Office
Portfolio Insights
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
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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
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
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
Donor Advised Funds: A Smart Way to Manage Your Giving
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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
Ready to start a conversation? Contact Frank Columbia today.
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
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)
