Managing Director, Wealth Management, Wealth Advisor, Global Sports and Entertainment Director, Family Wealth Director, Senior Portfolio Management Director
Phone:
(212) 643-5757(212) 643-5757
GGM Wealth Management Group at Morgan Stanley
Jeffrey S. GersonChristopher D. GuarinoGregory M. MeiselShawn P. Landau, CFP®Michael A. Gammarati, CFP®Joseph A. Gammarati, CFA®
Direct:
(212) 643-5757(212) 643-5757
Toll-Free:
(800) 223-4565(800) 223-4565
Our Mission Statement
We are dedicated to creating a tailored wealth management strategy that helps you maximize your capital, minimize risks, and navigate both life's challenges and triumphs with confidence. The team has been operating at Morgan Stanley for almost 40 years which distinctively positions us to offer the insight and experience needed to help you achieve your most important financial objectives.
Our Story
The GGM Wealth Management Group at Morgan Stanley has been serving the diverse financial needs of high-net-worth families for over 39 years. Our team includes talented professionals whose mission is to guide our clients through life’s financial hurdles to preserve and grow their wealth. By placing our clients’ goals first, we have grown into one of the largest and most recognized wealth management practices at Morgan Stanley and in the industry.
Our process combines exceptional service and proficient financial experience. The core team is comprised of six financial advisors and six supporting analysts/service associates, who have achieved industry-leading designations. This enables us to leverage the specific education and skills of each of our members to help address the unique financial needs of our clients.
Within Morgan Stanley our team has been recognized by the elite designation of Morgan Stanley’s Institute for Family Wealth Management and Global Sports & Entertainment divisions, having demonstrated proficiencies in working with clients on their generational wealth strategies.
We believe that establishing a financial plan centered on an in-depth understanding of our clients' goals, allows us to implement a comprehensive wealth management strategy and tailored asset allocation. By collaborating with our clients’ trusted advisors in the tax planning and estate planning fields we help ensure that our personalized strategies align with their legacy and income planning needs.
We combine the vast resources of a trusted global financial services firm with the individualized services of a boutique office experience for a tailored approach to help our clients manage the multiple facets of wealth. Because of this we are honored that many of these relationships have spanned several decades and multiple generations.
Disclaimer:
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
Our process combines exceptional service and proficient financial experience. The core team is comprised of six financial advisors and six supporting analysts/service associates, who have achieved industry-leading designations. This enables us to leverage the specific education and skills of each of our members to help address the unique financial needs of our clients.
Within Morgan Stanley our team has been recognized by the elite designation of Morgan Stanley’s Institute for Family Wealth Management and Global Sports & Entertainment divisions, having demonstrated proficiencies in working with clients on their generational wealth strategies.
We believe that establishing a financial plan centered on an in-depth understanding of our clients' goals, allows us to implement a comprehensive wealth management strategy and tailored asset allocation. By collaborating with our clients’ trusted advisors in the tax planning and estate planning fields we help ensure that our personalized strategies align with their legacy and income planning needs.
We combine the vast resources of a trusted global financial services firm with the individualized services of a boutique office experience for a tailored approach to help our clients manage the multiple facets of wealth. Because of this we are honored that many of these relationships have spanned several decades and multiple generations.
Disclaimer:
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
Services Include
- Professional Portfolio ManagementFootnote1
- Financial PlanningFootnote2
- Estate Planning StrategiesFootnote3
- Fixed IncomeFootnote4
- 401(k) Rollovers
- Trust AccountsFootnote5
- 529 PlansFootnote6
- Life InsuranceFootnote7
- Long Term Care InsuranceFootnote8
- Planning for Individuals with Special Needs
- Cash Management and Lending ProductsFootnote9
- Alternative InvestmentsFootnote10
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Digital Tools
Our comprehensive suite of digital tools are designed to help enhance virtually every aspect of your financial life. Here are a few of the technologies we have to offer our clients
Online Security Center
At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
Learn More About Online Security
eAuthorizations
With eAuthorizations, you can electronically authorize domestic and international, one-time/recurring transactions through Morgan Stanley Online and the Morgan Stanley Mobile App within minutes.
Enroll In eAuthorizations
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.
Learn More About Total Wealth ViewOur Clients
The GGM Group has demonstrated proficiencies in working with families spanning multiple generations, guiding them through complex wealth transitions and long-term financial strategies. Utilizing a comprehensive wealth planning approach, our team has the privilege of working with leaders in business, finance, sports, entertainment, legal and medical fields, widows, divorcees and others who have entrusted us with over $3.0 billion in assets (as of 1/31/2025). We take great pride in our ability to provide personalized, comprehensive financial strategies tailored to help meet the unique needs of individuals from various walks of life. Whether it’s supporting families through generational wealth transfers or navigating the intricate financial landscapes of high-profile athletes and entertainers, our team excels at creating robust plans that prioritize long-term financial success. These distinguished clients have placed their trust in us to oversee and manage their financial futures, and we are deeply committed to serving them with the highest level of integrity and dedication as possible.
This substantial responsibility underscores the confidence our clients have in our ability to handle their most important financial matters. At GGM, we view this trust as both a privilege and a commitment to continually provide exceptional service and guidance, striving to ensure that each client’s financial journey is prosperous.
This substantial responsibility underscores the confidence our clients have in our ability to handle their most important financial matters. At GGM, we view this trust as both a privilege and a commitment to continually provide exceptional service and guidance, striving to ensure that each client’s financial journey is prosperous.
What's Happening In Finance?
Here at Morgan Stanley, we strive to make complex financial ideas more digestible so that our clients understand what is being done on their behalf to plan for their financial future. We are firm believers of giving our clients as many resources as possible so they can stay informed about the latest market trends, outlooks, and breakdowns. The links below provide detailed analysis on interesting topics that are affecting the finance and business worlds.
Navigating the Emotional Transition of Selling a Business
Preparing for life after the sale of your business involves reflecting on your success and setting goals for the future.
Learn More
Empowering the Next Generation of Philanthropists
Millennials and Gen Z are bringing new energy to the future of giving and civic engagement.
Learn More
Why Integrating Technology is Critical for Successful Family Offices
A centralized system can optimize procedures, inform decisions and enhance security to drive operating leverage and scale.
Learn More
Wealth and Estate Planning Series
Explore a series of educational videos covering topics such as Foundational Estate Planning Documents, Estate & Gift Taxes, Grantor Retained Annuity Trusts (GRATs), Irrevocable Life Insurance Trusts and more.
Learn More
2025 M&A Outlook: 4 Trends Driving an Anticipated Rebound
A favorable regulatory environment and almost $3 trillion in uncommitted capital are among key factors that could lead to a comeback for mergers and acquisitions.
Learn More
GIC Weekly
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance, and fixed income.
Read the Latest Report
On The Markets Report
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy, and more.
Read the Latest Report
2025 Tax Tables
This helpful resource outlines the 2025 Income Tax Tables. With tax season seemingly always right around the corner, it's best to be as informed as possible.
Access the 2025 Tax TablesAwards & Accolades
2025: Forbes Best In State Wealth Management Teams
Source: Forbes (Jan 2025) 2025 Forbes Best-In-State Wealth Management Teams ranking awarded in 2025. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) for the period from 3/31/23–3/31/24.
2024: Barron's 2024 Top 250 Private Wealth Management Teams
Source: Barron's (May 2024) Barron's Top 250 Private Wealth Management Teams ranking awarded in 2024. This ranking was determined based on an evaluation process conducted by Barron's for the period from Jan 2023-Dec 2023.
2024: Forbes America's Top Wealth Management Teams: High Net Worth
Source: Forbes.com (November 2024) 2024 Forbes America’s Top Wealth Management Teams ranking awarded in 2024. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) for the period from 3/31/23–3/31/24.
2024: Forbes Best In State Wealth Management Teams
Source: Forbes.com (Jan 2024) 2024 Forbes Best-In-State Wealth Management Teams ranking awarded in 2024. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) for the period from 3/31/22–3/31/23.
2023: Forbes America's Top Wealth Management Teams: High Net Worth
Source: Forbes.com (November 2023) Forbes America’s Top Wealth Management Teams ranking awarded in 2023. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/22 – 3/31/23.
2023: Forbes Best In State Wealth Management Teams
Source: Forbes.com (January 2023) 2023 Forbes Best-In-State Wealth Management Teams ranking awarded in 2023. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/21 – 3/31/22.
2022: Forbes America's Top Wealth Management Teams: Private Wealth
Source: Forbes.com (November 2022) 2022 Forbes America’s Top Wealth Management Teams ranking awarded in 2022. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/21 – 3/31/22.
Location
1 Penn Plaza
43rd Fl
New York, NY 10119
US
Direct:
(212) 643-5757(212) 643-5757
Toll-Free:
(800) 223-4565(800) 223-4565
Mack Center IV, S 61 Paramus Road
Paramus, NJ 07652
US
Direct:
(201) 712-4050(201) 712-4050
Meet GGM Wealth Management Group
Christopher D. Guarino
Managing Director, Wealth Management, Financial Advisor, Senior Portfolio Management Director
Phone:
(212) 643-5858(212) 643-5858
Gregory M. Meisel
Executive Director, Wealth Advisor, Global Sports and Entertainment Director
Phone:
(212) 643-5918(212) 643-5918
Shawn P. Landau, CFP®
Executive Director, Financial Advisor, Family Wealth Director
Phone:
(212) 643-5727(212) 643-5727
Michael A. Gammarati, CFP®
Senior Vice President, Financial Advisor, Senior Portfolio Management Director
Phone:
(201) 712-4040(201) 712-4040
Phone:
(201) 712-4050(201) 712-4050
Lisa Guzman
Portfolio Associate
Phone:
(212) 643-5835(212) 643-5835
Jackie Minnehan
Portfolio Associate, Financial Planning Specialist
Phone:
(212) 643-5839(212) 643-5839
Nick DeSantis, CFP®*, CRPC®*
Portfolio Management Associate, Financial Planning Specialist
Phone:
(212) 643-5823(212) 643-5823
Michael Sinodinos, CFA®*
Portfolio Management Associate
Phone:
(212) 643-5896(212) 643-5896
Julia Zimm
Wealth Management Associate
Phone:
(212) 643-5742(212) 643-5742
Jon Toth
Financial Advisor, Financial Planning Specialist
Phone:
(212) 613-6755(212) 613-6755
About Jeffrey S. Gerson
Jeffrey Gerson has more than 38 years of experience providing financial advice, having joined Shearson Lehman Brothers (a predecessor firm to Morgan Stanley) in 1986. Mr. Gerson is a Family Wealth Director at Morgan Stanley, a Senior Sports and Entertainment Director and the senior strategic advisor for the GGM Group at Morgan Stanley. As a Family Wealth Director, Mr. Gerson is proficient in the areas of estate planning, philanthropy, alternative investments, control and restricted securities, banking and lending services and hedging / monetization. Mr. Gerson was the recipient of the 1998 Smith Barney Harry Irvine Award for high ethics, professionalism and commitment and contribution to Smith Barney and received the 2005 “Portfolio Manager of Year” Award from the Portfolio Management Institute (PMI), which he helped co-found.
Mr. Gerson has been featured on CNBC as a guest and a show host and has been interviewed by the Wall Street Journal, Worth Magazine, On Wall Street Magazine, Registered Rep, and other industry periodicals. He serves on the Board of Directors of Bethel Woods Center for the Arts and is a graduate of Hobart and William Smith Colleges.
Mr. Gerson has been featured on CNBC as a guest and a show host and has been interviewed by the Wall Street Journal, Worth Magazine, On Wall Street Magazine, Registered Rep, and other industry periodicals. He serves on the Board of Directors of Bethel Woods Center for the Arts and is a graduate of Hobart and William Smith Colleges.
Securities Agent: NC, KS, IN, IL, OH, ME, CA, RI, NJ, MA, WV, OR, MD, FL, DE, WY, WI, TN, MI, GA, CO, NY, IA, AZ, WA, VA, UT, TX, LA, KY, PR, SC, PA, NV, MO, ID, VT, NM, HI, DC, CT, NH; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1285038
NMLS#: 1285038
About Christopher D. Guarino
Christopher Guarino is a Senior Portfolio Management Director with Morgan Stanley’s Portfolio Management Group and the chief investment officer and Financial Advisor of the GGM Wealth Management Group. Since 1991, Mr. Guarino has focused on domestic and international portfolio management for institutions, endowments & foundations, trusts, family offices, and wealthy families. With responsibility for assets in excess of $2.8 billion as of October, 2024 he advises clients on investment policy reviews, and setting domestic, global and international strategic and tactical asset allocation.
Mr. Guarino graduated from Drexel University with a Bachelor of Science degree in Finance. He lives in New York City with his wife and three children.
Disclaimer:
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
Mr. Guarino graduated from Drexel University with a Bachelor of Science degree in Finance. He lives in New York City with his wife and three children.
Disclaimer:
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
Securities Agent: PA, ID, VT, CA, WI, SC, OH, NC, KS, IN, DC, PR, NY, NM, MI, ME, IA, CO, WY, WA, UT, TX, NH, MA, LA, TN, DE, AZ, WV, OR, CT, RI, FL, NJ, KY, IL, GA, NV, MO, MD, HI, VA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1282469
NMLS#: 1282469
About Gregory M. Meisel
Gregory Meisel helps deliver The GGM Group's comprehensive wealth management strategies. His intensive focus on high-net-worth families, athletes, entertainers, endowments, trusts and charitable foundations enables him to deliver the full resources of the team and Morgan Stanley Wealth Management to help benefit our clients. Mr. Meisel has more than 28 years of industry experience and has been with Morgan Stanley since 1996. He is a frequent lecturer within the firm at various Financial Advisor events, counseling the firm’s newer advisors about business practices and ethics.
Mr. Meisel is a graduate of Hobart College with a degree in economics. He is active in many local philanthropic organizations serving as a board member and trustee. Mr. Meisel lives in Tenafly, New Jersey with his wife Lisa Beth and his twin children Benjamin and Jordan.
Mr. Meisel is a graduate of Hobart College with a degree in economics. He is active in many local philanthropic organizations serving as a board member and trustee. Mr. Meisel lives in Tenafly, New Jersey with his wife Lisa Beth and his twin children Benjamin and Jordan.
Securities Agent: PA, NC, WA, ID, FL, VT, PR, MD, DC, WV, NY, IL, CO, OH, NJ, RI, NV, MI, MA, CT, UT, MO, KY, CA, WI, VA, OR, NM, LA, IA, AZ, KS, GA, TX, SC, NH, ME, IN, HI, DE, WY, TN; General Securities Representative; Investment Advisor Representative
NMLS#: 1282992
NMLS#: 1282992
About Shawn P. Landau
Shawn Landau drives the team’s financial planning practice. He helps clients develop, implement and monitor financial plans to achieve our clients’ unique objectives including the preservation of wealth, tax consciousness and ensuring that assets are administered across generations. Mr. Landau also provides tailored asset allocation advice to clients based upon their personal objectives and our team’s outlook for the fixed-income and equity markets. Having practiced law in New York City for five years prior to joining Morgan Stanley in 2000, Mr. Landau frequently collaborates with our Sports & Entertainment clients’, their business managers, agents, attorneys, tax professionals and other advisors to help ensure clients’ objectives are being achieved.
Mr. Landau received his juris doctor from Brooklyn Law School in 1994 and his bachelor’s degree, cum laude, from the University of Massachusetts at Amherst in 1990. He lives in Port Washington, New York with his wife and two children.
Mr. Landau received his juris doctor from Brooklyn Law School in 1994 and his bachelor’s degree, cum laude, from the University of Massachusetts at Amherst in 1990. He lives in Port Washington, New York with his wife and two children.
Securities Agent: CT, HI, PR, PA, NV, NM, KY, AZ, VA, RI, LA, GA, SC, NY, IN, OR, MA, WA, VT, TX, NJ, NH, NC, ID, IA, FL, MI, WV, DE, DC, TN, WY, WI, ME, KS, CO, CA, UT, OH, MO, MD, IL; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1268374
NMLS#: 1268374
About Michael A. Gammarati
Michael Gammarati co-heads the team’s financial planning practice. He works with clients to create strategies and financial plans necessary to help achieve their long-term financial objectives. The planning process includes cash flow management, tax planning, asset allocation, risk management, retirement and estate planning. Michael works diligently with our clients to help them identify their unique planning issues and objectives and design a plan to help them achieve their goals.
Mr. Gammarati began his financial services career with the Gerson, Guarino & Meisel Group at Morgan Stanley in 2004. He has achieved several financial planning and portfolio management designations during his tenure. Mr. Gammarati is a CERTIFIED FINANCIAL PLANNER™ practitioner as well as a CHARTERED RETIREMENT PLANNING COUNSELORSM. In 2009, he received the professional designation of Certified Portfolio Manager® from the Industrial Engineering and Operations Research Department of Columbia University. The program’s coursework focused on the study of statistics, accounting, asset allocation theory, capital asset pricing models, fixed income analysis, risk management, and foreign exchange.
Mr. Gammarati graduated magna cum laude from Quinnipiac University in 2004, with a Bachelor’s degree in Finance. In 2002 as part of a semester long program, he also studied in Florence, Italy through Richmond University. Mr. Gammarati currently resides in New Jersey with his wife and two children.
Mr. Gammarati began his financial services career with the Gerson, Guarino & Meisel Group at Morgan Stanley in 2004. He has achieved several financial planning and portfolio management designations during his tenure. Mr. Gammarati is a CERTIFIED FINANCIAL PLANNER™ practitioner as well as a CHARTERED RETIREMENT PLANNING COUNSELORSM. In 2009, he received the professional designation of Certified Portfolio Manager® from the Industrial Engineering and Operations Research Department of Columbia University. The program’s coursework focused on the study of statistics, accounting, asset allocation theory, capital asset pricing models, fixed income analysis, risk management, and foreign exchange.
Mr. Gammarati graduated magna cum laude from Quinnipiac University in 2004, with a Bachelor’s degree in Finance. In 2002 as part of a semester long program, he also studied in Florence, Italy through Richmond University. Mr. Gammarati currently resides in New Jersey with his wife and two children.
Securities Agent: MO, RI, PA, ME, IN, WY, WA, NV, IA, CT, CO, UT, MD, KS, HI, GA, TN, MI, NJ, NH, LA, ID, DC, AZ, WV, PR, OR, TX, OH, WI, VT, VA, NY, NC, MA, KY, IL, FL, DE, CA, SC, NM; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1282902
NMLS#: 1282902
About Joseph A. Gammarati
Securities Agent: OR, CT, WY, WV, RI, NH, DE, AZ, IN, GA, VA, TN, OH, NV, MI, ME, KS, HI, NJ, ID, DC, VT, UT, PA, CA, SC, MD, IL, FL, CO, NY, LA, WA, PR, NM, NC, KY, TX, MO, MA, IA; General Securities Representative; Investment Advisor Representative
NMLS#: 1819608
NMLS#: 1819608
About Lisa Guzman
Lisa Guzman is the lead administrator for our team, primarily responsible for establishing new accounts and handling client service requests such as checks, wire transfers and retirement account distributions. Lisa also works with Morgan Stanley's Executive Financial Services department to process sales of restricted and control stock.
Lisa has been with the GGM Group since 2000. She began her career as a Financial Manager for the Retail Workers Union, Local 1600, District 65. She later worked as a Production Assistant for a textile company, where she supervised order processing and production, working directly with more than 250 clients to keep them informed on all stages of order processing and execution.
Lisa has been with the GGM Group since 2000. She began her career as a Financial Manager for the Retail Workers Union, Local 1600, District 65. She later worked as a Production Assistant for a textile company, where she supervised order processing and production, working directly with more than 250 clients to keep them informed on all stages of order processing and execution.
About Jackie Minnehan
Work Cell: 917-885-7523
Office: 212-643-5839
Email: jacqueline.minnehan@morganstanley.com
Jacqueline's career at Morgan Stanley began in 2016, and she has been a member of the GGM Group for the entirety of time since. Prior to joining the firm, Jacqueline graduated magna cum laude and earned a bachelor’s degree in economics from Hobart and William Smith Colleges. Immediately following undergrad, Jacqueline attended Graduate School at Michigan State University.
Office: 212-643-5839
Email: jacqueline.minnehan@morganstanley.com
Jacqueline's career at Morgan Stanley began in 2016, and she has been a member of the GGM Group for the entirety of time since. Prior to joining the firm, Jacqueline graduated magna cum laude and earned a bachelor’s degree in economics from Hobart and William Smith Colleges. Immediately following undergrad, Jacqueline attended Graduate School at Michigan State University.
About Nick DeSantis
As a registered associate for the GGM group, Nick supports the team primarily in the areas of financial planning and portfolio construction. Utilizing Morgan Stanley’s LifeView® planning software and the framework of the Chartered Retirement Planning CounselorSM designation*, Nick helps construct and deliver holistic financial plans to our clients which align their investment portfolios with their goals.
Additionally, Nick aids in the construction of the team’s portfolio’s utilizing Morgan Stanley’s Global Investment Committee research, and through analysis of stocks, bonds, ETFs, mutual funds, and separately managed accounts. With the GGM Group’s position as part of Morgan Stanley’s Global Sports & Entertainment division, Nick will serve as a liaison to our professional athlete clients.
Prior to joining the Gerson, Guarino & Meisel Group in 2018, Nick served as a Financial Advisor at Merrill Edge in Baltimore, MD, as well as a Financial Planning Associate at Heritage Financial Consultants, working closely with its’ founder in delivering client’s financial plans and strategic portfolio construction.
Nick received his bachelor’s in Communications and Business from Brooklyn College in 2014, and currently resides in Brooklyn, NY.
*This role cannot solicit or provide investment advice
Additionally, Nick aids in the construction of the team’s portfolio’s utilizing Morgan Stanley’s Global Investment Committee research, and through analysis of stocks, bonds, ETFs, mutual funds, and separately managed accounts. With the GGM Group’s position as part of Morgan Stanley’s Global Sports & Entertainment division, Nick will serve as a liaison to our professional athlete clients.
Prior to joining the Gerson, Guarino & Meisel Group in 2018, Nick served as a Financial Advisor at Merrill Edge in Baltimore, MD, as well as a Financial Planning Associate at Heritage Financial Consultants, working closely with its’ founder in delivering client’s financial plans and strategic portfolio construction.
Nick received his bachelor’s in Communications and Business from Brooklyn College in 2014, and currently resides in Brooklyn, NY.
*This role cannot solicit or provide investment advice
About Michael Sinodinos
Michael Sinodinos is a CFA Charterholder* and Senior Client Service Associate. Michael’s primary responsibilities include areas such as portfolio management, financial planning and analysis utilizing Morgan Stanley’s vast resources. Michael began his career at Knight Capital Group and spent time in trading and analysis at City National Rochdale investment management. He joined the GGM Wealth Management Group at Morgan Stanley in 2018.
Michael graduated from Stony Brook University in 2014 with a Bachelor’s of Science in business management and minor in sustainability studies. Michael is involved with and helps to organize charitable events for the Diabetes Research Institute Foundation and volunteers with the Its My Park program which restores parks throughout NYC. He is also a member of the Young leaders Group and Private Wealth Management committee at the CFA society of New York.
The CFA designation is widely regarded in the global financial industry for its rigorous focus on current investment knowledge, analytical skill, and ethical standards.
*This role cannot solicit or provide investment advice
Michael graduated from Stony Brook University in 2014 with a Bachelor’s of Science in business management and minor in sustainability studies. Michael is involved with and helps to organize charitable events for the Diabetes Research Institute Foundation and volunteers with the Its My Park program which restores parks throughout NYC. He is also a member of the Young leaders Group and Private Wealth Management committee at the CFA society of New York.
The CFA designation is widely regarded in the global financial industry for its rigorous focus on current investment knowledge, analytical skill, and ethical standards.
*This role cannot solicit or provide investment advice
About Julia Zimm
Julia has 6 years of experience as an associate in the financial services industry. Prior to joining Morgan Stanley she worked for UBS Financial Services, Inc. for 3 years. She was responsible for client services, account management, and the onboarding process from start to finish.
Julia joined The GGM Wealth Management Group in 2020. She enjoys the relationships she creates with new and existing clients and strives to provide them with a seamless and enjoyable experience.
She graduated from Washington College in 2015 with a Bachelor of Arts in Business Management and a minor in English. She was also on the Women's Lacrosse team for all 4 years. In her spare time, Julia loves running, volunteering at Muddy Paws Rescue in NYC, reading a good book, and traveling when possible
Julia joined The GGM Wealth Management Group in 2020. She enjoys the relationships she creates with new and existing clients and strives to provide them with a seamless and enjoyable experience.
She graduated from Washington College in 2015 with a Bachelor of Arts in Business Management and a minor in English. She was also on the Women's Lacrosse team for all 4 years. In her spare time, Julia loves running, volunteering at Muddy Paws Rescue in NYC, reading a good book, and traveling when possible
About Jon Toth
Jon is a former six-year NFL veteran who has leveraged the discipline, strategic mindset, and resilience he developed on the field into a successful career in wealth management. Throughout his NFL career, Jon exemplified leadership, teamwork, and an unwavering commitment to excellence—qualities he now channels into helping athletes and high-net-worth individuals achieve their financial goals.
Jon's approach combines a deep understanding of both the sports world and wealth management, along with access to an influential network through his personal and professional connections. This rare combination allows him to provide clients with a tailored, insider perspective that distinguishes him and his team from others in the space.
Passionate about empowering others, Jon draws on his own experience navigating life after professional sports to offer empathetic, customized financial advice. With a focus on stability and future planning, he is committed to building lasting client relationships and helping ensure his clients' financial well-being both during and beyond their careers in sports.
Jon's approach combines a deep understanding of both the sports world and wealth management, along with access to an influential network through his personal and professional connections. This rare combination allows him to provide clients with a tailored, insider perspective that distinguishes him and his team from others in the space.
Passionate about empowering others, Jon draws on his own experience navigating life after professional sports to offer empathetic, customized financial advice. With a focus on stability and future planning, he is committed to building lasting client relationships and helping ensure his clients' financial well-being both during and beyond their careers in sports.
Securities Agent: ID, AZ, WY, WV, VA, UT, TX, TN, MA, LA, WA, NY, NV, NJ, NC, KS, IL, IA, CT, WI, MD, FL, OR, NM, KY, CA, OH, VT, PA, CO, RI, MI, GA, DC, SC, ME, HI, PR, IN, DE, NH, MO; General Securities Representative; Investment Advisor Representative
Contact Jeffrey S. Gerson
Contact Christopher D. Guarino
Contact Gregory M. Meisel
Contact Shawn P. Landau
Contact Michael A. Gammarati
Contact Joseph A. Gammarati
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
Supriya A. Jagnanan
Associate Private Banker
About Supriya A. Jagnanan
Supriya Jagnanan is an Associate Private Banker serving Morgan Stanley Wealth Management offices in New York.
Associate Private Bankers partner with Private Bankers and 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.
Supriya began her career in financial services in 1994 and joined Morgan Stanley in 2022 as an Associate Private Banker. Prior to joining the firm, she was a Senior Branch Manager at HSBC Bank. She also served as a
Premier Sales Coach and a Senior Premier Relationship Manager at HSBC Bank.
Supriya lives in Forest Hills, New York with her family. Outside of the office, Supriya enjoys spending time with her family, cooking and traveling.
Associate Private Bankers partner with Private Bankers and 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.
Supriya began her career in financial services in 1994 and joined Morgan Stanley in 2022 as an Associate Private Banker. Prior to joining the firm, she was a Senior Branch Manager at HSBC Bank. She also served as a
Premier Sales Coach and a Senior Premier Relationship Manager at HSBC Bank.
Supriya lives in Forest Hills, New York with her family. Outside of the office, Supriya enjoys spending time with her family, cooking and traveling.
NMLS#: 470933
Wealth Management
Global Investment Office
Portfolio Insights
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
LifeView® Goal Analysis Client Questionnaire
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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
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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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
Wealth Management for Athletes and Entertainers
Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
- Investment Management
- Wealth Transfer & Philanthropy
- Private Banking Solutions
- Family Governance & Wealth Education
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Philanthropy
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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 GGM Wealth Management 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’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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
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 and other legal matters.
4Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
5Morgan 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.
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.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Morgan 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
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 appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
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’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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
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 and other legal matters.
4Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
5Morgan 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.
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.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Morgan 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
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 appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
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)
