Georgia Alexis
Senior Vice President, Wealth Management, Financial Advisor, Portfolio Manager
Phone:
(973) 912-7769(973) 912-7769
The Canoe Brook Group at Morgan Stanley
Direct:
(973) 735-1058(973) 735-1058
Our Mission Statement
Helping you secure and grow your wealth, so you can focus on living well.
Our Story and Services
The Canoe Brook Group is a three-person wealth management team entrusted with client assets exceeding $350 million. We were originally founded in 2013 as The Shore Group but decided to take on a new team name effective December 2024. We pride ourselves on bringing a full suite of world class advisory services and customized strategies to help our clients fulfill their personal and financial goals. With almost 70 years of combined industry experience our team applies a disciplined investment approach driven by proactive financial planning. Understanding the unique generational needs of each client, we are well prepared to help them protect the wealth they created while generating the income needed to support their desired lifestyle and charitable endeavors.
We think of ourselves as an extended family that offers exceptional service to our clients. Our name represents a location with a rich and storied history. The leaders of the continental army, and signers of the declaration of independence met here to observe British troop movements around NYC. The Canoe Brook Group serves as a boutique group and family office within a global investment powerhouse.
We think of ourselves as an extended family that offers exceptional service to our clients. Our name represents a location with a rich and storied history. The leaders of the continental army, and signers of the declaration of independence met here to observe British troop movements around NYC. The Canoe Brook Group serves as a boutique group and family office within a global investment powerhouse.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
FINANCIAL PLANNING PROCESS
From start to finish, we institute a holistic financial planning process with every client. We begin every relationship by getting a thorough understanding of a client's total financial picture: their investments, cash management, retirement plans, and primarily their goals and values. From there, we implement a comprehensive financial plan that will align with these goals and values.
Discovery and Goals Analysis
The process begins with a conversation in order to fully understand you, your family, and your current financial situation. We then discuss your future investment goals, liquidity needs, retirement plans, and finally your values.
Evaluate & Implement
At this point, a strategy begins to be implemented based on the objectives discussed in the discovery analysis. We use our extensive knowledge in financial, retirement, estate planning and risk management along with the firm's world class resources in cash management and lending solutions.
Ongoing Communication
Continuing the conversation allows us to ensure that your current goals are top of mind when executing the strategies on your behalf. Our service showcases we are there for clients every step of the way and provide all clients with an ease of mind.
Ongoing Review
As soon as your financial plan and strategy is developed, we adopt these plans to our quarterly monitoring system to ensure your plan stays on track.
COMPREHENSIVE FINANCIAL PLANNING
Regardless of what stage your life is in - moving ahead in your career, enjoying retirement, or somewhere in between - as your Financial Advisors, we can help you achieve your financial goals.
Using a suite of tools that include goal-specific analysis, we can work with you to create a realistic, holistic strategy that integrates the various aspects of your financia life, including your investments and cash management needs.
We can create your personal roadmap to help achieve and protect your goals - a framework that makes the connection between your life goals and your financial resources, and provide a baseline for future discussions.
2024 Tax Tables
The 2024 tax tables detail the marginal tax rates for various income brackets and filing statuses. Important deadlines include the 2024 estimated tax payments and the last day to file federal income tax returns. Other key details include the tax rates on long-term capital gains, the Child Tax Credit, and various retirement plan contribution limits.
Manage Debt
We thouroughly review your mortgage, car loans, credit cards, and any other debts that you may have in order to help determine where you can save on interest and create a timeline for your debt payments by prioritizing which ones should be paid off first.
Insurance
We take an extremely close look at your financial profile to decipher what type(s) of insurance most fit your needs, and determine if your current insurance policies are best suited for you and your goals
Retirement
Leading up to and through retirement, The Canoe Brook Group helps you identify the most appropriate ways to obtain the income you need and help ensure that you are on track to achieve for financial goals.
Online Tools and Features Available to You
Morgan Stanley strives to ensure it serves clients with technology that is safe, efficient, and smart. As part of our services, these resources are readily available to all of our clients. Learn more about each tool and feature to see how it could help manage and secure your financial journey.
Morgan Stanley Online (MSO)
Morgan Stanley Online (MSO) gives users the view of their account balance and activity, and also encompasses a suite of features that allow you to manage your everyday finances. From paying bills and sending money to transferring funds and authorizing transactions.
Morgan Stanley Mobile App
Securely access your Morgan Stanley account from virtually anywhere. Simply download it to your mobile device and use your Morgan Stanley Online username and password to log in for MSO resources on the go.
Goals Planning System (GPS)
Goals Planning System (GPS) is a Morgan Stanley's own integrated planning tool. Build on the firms intellectual capital and capabilities. GPS is an intuitive and efficient platform used to quickly assess whether a client is "on track" to achieving their finance goals.
LifeView Portal
LifeView is a suite of planning tools that include goal based analysis that Financial Advisors can use with clients to create a realistic, holistic strategy that integrates the various aspects of an individual's financial life, including investments and cash management needs.
Portfolio Risk Platform
Portfolio Risk Platform - Powered by Aladdin is a risk management platforms that provides comprehensive risk estimation and reporting across a broad range of asset classes and security types. This platform provides a holistic view to better enable risk to be effectively monitored and managed.
Spending & Budgeting Tool
Track spending habits and manage savings by using Morgan Stanley's Spending & Budgeting Tool. This tool helps advisors monitor client cash flows across both internal and external accounts. This tool makes it easy for you and your Financial Advisor to see your complete financial picture.
Upcoming Firm Events
We hope you will join us for this upcoming event.
U.S. Policy Pulse: Trump 2.0 and the Markets
DATE: February 25, 2025 at 4:15 p.m. ETJoin Morgan Stanley Wealth Management Chief Investment Officer, Lisa Shalett, on Tuesday, February 25, for a conversation with Chief Economic Strategist and Global Head of Thematic and Macro Investing, Ellen Zentner, and Head of U.S. Public Policy, Monica Guerra, on the top policy and regulatory actions that could impact investors in the months ahead.
CRC4192005 02/2025
Online
Location
150 Jfk Parkway
2nd FL
Short Hills, NJ 07078
US
Direct:
(973) 735-1058(973) 735-1058
Meet The Canoe Brook Group
Keith Charles Langworthy
Vice President, Wealth Management, Financial Advisor, Portfolio Manager
Phone:
(973) 921-6563(973) 921-6563
Rocky Garretson
Registered Client Relationship Analyst, Financial Planning Specialist
Phone:
(973) 735-1058(973) 735-1058
About Georgia Alexis
Georgia is a highly experienced wealth manager with over 25 years of experience in the financial industry. She is passionate about helping her clients achieve their financial goals to build a secure future for themselves and their families.
Georgia is known for her personalized approach to wealth management and has a proven track record of success in helping her clients grow their wealth. She takes the time to understand each client's individual needs and circumstances before developing a customized financial plan. She is also committed to keeping her clients informed of the latest market trends and investment strategies.
Georgia is known for her personalized approach to wealth management and has a proven track record of success in helping her clients grow their wealth. She takes the time to understand each client's individual needs and circumstances before developing a customized financial plan. She is also committed to keeping her clients informed of the latest market trends and investment strategies.
Securities Agent: UT, WA, NC, AL, NH, GA, DC, CO, PA, MD, VA, TN, NY, NM, CA, SC, OK, IN, OH, TX, RI, AZ, NJ, ME, KS, WV, NV, MS, DE, MN, MA, HI, CT, MI, IL, FL; General Securities Representative; Investment Advisor Representative
NMLS#: 1261768
CA Insurance License #: OD26865
NMLS#: 1261768
CA Insurance License #: OD26865
About Keith Charles Langworthy
Keith Charles Langworthy is a Vice President and Portfolio Manager with Morgan Stanley, in Short Hills, N.J. He has the ability to help investors with virtually any financial need, and he focuses mainly on financial, retirement and estate planning and tax management strategies.
Keith offers a high level of attention to his clients. He does not simply manage wealth; he advises clients on their liabilities, risk and insurance as well as aligns clients’ accounts with their legal and accounting documents. He takes a significant interest in the lives of his clients and is always willing to use his broad experience, knowledge and industry contacts to help them anyway he can.
In a business career that has spanned four decades, Keith has firmly established a stellar reputation for working extremely well with all types of investors, from high-net-worth individuals, multigenerational families and C-suite executives to doctors, attorneys and non-profits. He is very approachable, enjoys meeting new people and takes the time to get to know clients well to understand fully their unique goals and needs.
Since Keith has spent over a dozen years working as a financial advisor with Morgan Stanley, he is highly adept at leveraging the firm’s global capabilities and vast resources to his clients’ benefit. Moreover, he has established strong relationships with a wide range of employees at the firm, which enables him to accomplish tasks for his clients in a timely fashion.
Raised in a family that emphasized the importance of integrity and professionalism, Keith knew that he would eventually have a career in financial services long before he entered the industry. In fact, his credentials are especially noteworthy. He graduated with a Bachelor’s degree in Finance and Economics, with honors, and received a Master’s degree in Marketing, both from New York University.
Keith has worked in corporate finance and private equity and has served as a senior executive. He considers himself first and foremost an economist. He is proud to say that during periods of market upheaval, he typically receives few calls from worried clients because, in addition to being proactive, he designs portfolios to take a lot of the emotion out of investing.
When communicating with clients Keith explains in easy-to-understand language the reasons behind market and economic conditions and patiently answers all client questions, clearly and succinctly.
2014-2024 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2014-2024) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.
Keith offers a high level of attention to his clients. He does not simply manage wealth; he advises clients on their liabilities, risk and insurance as well as aligns clients’ accounts with their legal and accounting documents. He takes a significant interest in the lives of his clients and is always willing to use his broad experience, knowledge and industry contacts to help them anyway he can.
In a business career that has spanned four decades, Keith has firmly established a stellar reputation for working extremely well with all types of investors, from high-net-worth individuals, multigenerational families and C-suite executives to doctors, attorneys and non-profits. He is very approachable, enjoys meeting new people and takes the time to get to know clients well to understand fully their unique goals and needs.
Since Keith has spent over a dozen years working as a financial advisor with Morgan Stanley, he is highly adept at leveraging the firm’s global capabilities and vast resources to his clients’ benefit. Moreover, he has established strong relationships with a wide range of employees at the firm, which enables him to accomplish tasks for his clients in a timely fashion.
Raised in a family that emphasized the importance of integrity and professionalism, Keith knew that he would eventually have a career in financial services long before he entered the industry. In fact, his credentials are especially noteworthy. He graduated with a Bachelor’s degree in Finance and Economics, with honors, and received a Master’s degree in Marketing, both from New York University.
Keith has worked in corporate finance and private equity and has served as a senior executive. He considers himself first and foremost an economist. He is proud to say that during periods of market upheaval, he typically receives few calls from worried clients because, in addition to being proactive, he designs portfolios to take a lot of the emotion out of investing.
When communicating with clients Keith explains in easy-to-understand language the reasons behind market and economic conditions and patiently answers all client questions, clearly and succinctly.
2014-2024 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2014-2024) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.
Securities Agent: DC, ME, NH, KS, FL, CA, SC, RI, MI, IN, TX, OH, NJ, CT, GA, AZ, MD, CO, WA, PA, NY, NC, MN, MA, IL, DE, VA, UT, NV; General Securities Representative; Investment Advisor Representative
NMLS#: 1278992
NMLS#: 1278992
About Rocky Garretson
Rocky is serving as a Registered Client Relationship Analyst for The Canoe Brook Group at Morgan Stanley.
Rocky joined Morgan Stanley in 2022 as a Virtual Engagement Associate, creating customized strategies for 33 Financial Advisors and supporting them in their daily operations. He holds the FINRA Series 7, 63 and 66 licenses and is a Candidate for CFP® certification.
Prior to joining Morgan Stanley, Rocky graduated from Fairleigh Dickinson University with a BA in Business Administration for Information Systems and an MBA in Finance. He was also a Division I soccer player at FDU.
Rocky currently resides in Jersey City, NJ and enjoys exercising, watching sports and spending time with his family.
Rocky joined Morgan Stanley in 2022 as a Virtual Engagement Associate, creating customized strategies for 33 Financial Advisors and supporting them in their daily operations. He holds the FINRA Series 7, 63 and 66 licenses and is a Candidate for CFP® certification.
Prior to joining Morgan Stanley, Rocky graduated from Fairleigh Dickinson University with a BA in Business Administration for Information Systems and an MBA in Finance. He was also a Division I soccer player at FDU.
Rocky currently resides in Jersey City, NJ and enjoys exercising, watching sports and spending time with his family.
Contact Georgia Alexis
Contact Keith Charles Langworthy
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
Adam Guralnick
Private Banker
Lucas Cervelli
Planning Associate
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.
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
About Lucas Cervelli
Lucas Cervelli is a Planning Associate at Morgan Stanley providing dedicated financial planning support to Financial Advisors and their teams. Operating as an extension of the FA/Team, he collaborates with clients to discover and define goals that matter most to them. Leveraging state of the art technology, he will evaluate various options and their potential outcomes to help clients confidently choose the appropriate course of action. Lucas provides expertise across a wide suite of Morgan Stanley planning tools designed to assist in the areas of investment accumulation, retirement, education, major purchase, cash flow, risk management, tax efficiency, and wealth transfer planning.
He earned his undergraduate degree from The College of New Jersey and received the Financial Planning Specialist® designation from the College for Financial Planning. Lucas is originally from Hunterdon County, New Jersey and currently resides in Lebanon Township, New Jersey.
He earned his undergraduate degree from The College of New Jersey and received the Financial Planning Specialist® designation from the College for Financial Planning. Lucas is originally from Hunterdon County, New Jersey and currently resides in Lebanon Township, New Jersey.
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
Are You Prepared for Tax Day?
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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
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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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
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Ready to start a conversation? Contact The Canoe Brook Group 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)
