Gregg Gelber, CPM®
Executive Director,
Financial Advisor,
Senior Portfolio Management Director,
Insurance Planning Director,
Alternative Investments Director,
Lending Specialist
Direct:
(305) 460-7902(305) 460-7902
Industry Award WinnerMy Mission Statement
Creating a stress-free life by providing financial freedom, which allows you to sleep at night.
About Us
I believe that people deserve a predictable, low-stress, and rewarding investment experience. My purpose and goal every day is to provide a superior level of comfort and relief to my clients.
At the core of why I do what I do is a desire to help people. The foundation of my consulting practice was significantly influenced by both of my parents. I was fortunate enough to be raised in a household that provided aligned ideals and beliefs but helped people in very different ways. Growing up and early in my career, I spent a lot of time at my father’s CPA office. Watching him, I learned the level of commitment and reliability required to establish a true consultative practice and become the trusted resource for all of my clients’ financial matters. My mother on the other hand, taught me how to build meaningful relationships through empathy and her nurturing spirit. She was unfortunately sick for the majority of my life, but it was her positive energy and devotion to her friends and family that significantly impacted my development. It was those two balanced approaches which instilled the framework of what makes me tick.
I live in Pinecrest, Florida with my wife, two sons and our mini schnauzer. I’m an advocate for nutrition and exercise. I enjoy painting, traveling, watching sports, and spending time with my family. I am also involved in fundraising and creating awareness for various cancer research foundations. This is something that has been near and dear to my heart since my mother passed away 21 years ago AFTER battling three stints of breast cancer for 18 years prior to that. I'm also proud to be involved in the Nicklaus Children's Hospital Foundation, through the Ambassador's Legacy Council and The Melissa Institute for Violence Prevention and Treatment.
At the core of why I do what I do is a desire to help people. The foundation of my consulting practice was significantly influenced by both of my parents. I was fortunate enough to be raised in a household that provided aligned ideals and beliefs but helped people in very different ways. Growing up and early in my career, I spent a lot of time at my father’s CPA office. Watching him, I learned the level of commitment and reliability required to establish a true consultative practice and become the trusted resource for all of my clients’ financial matters. My mother on the other hand, taught me how to build meaningful relationships through empathy and her nurturing spirit. She was unfortunately sick for the majority of my life, but it was her positive energy and devotion to her friends and family that significantly impacted my development. It was those two balanced approaches which instilled the framework of what makes me tick.
I live in Pinecrest, Florida with my wife, two sons and our mini schnauzer. I’m an advocate for nutrition and exercise. I enjoy painting, traveling, watching sports, and spending time with my family. I am also involved in fundraising and creating awareness for various cancer research foundations. This is something that has been near and dear to my heart since my mother passed away 21 years ago AFTER battling three stints of breast cancer for 18 years prior to that. I'm also proud to be involved in the Nicklaus Children's Hospital Foundation, through the Ambassador's Legacy Council and The Melissa Institute for Violence Prevention and Treatment.
Securities Agent: DE, NV, VA, CT, MO, TX, NY, PA, MD, DC, CO, MA, GA, FL, NJ, IL, AZ, SC, CA, WA, NC; General Securities Representative; Investment Advisor Representative
NMLS#: 1282652
NMLS#: 1282652
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
I consider myself a financial therapist, providing clients with the feeling of ease to live their lives, knowing their financial future is in safe hands. The trust and intimacy established within these relationships are the cornerstone of our practice. Our services include taking a consultative approach across the following financial areas:
Financial Planning
Your goals, assets, liabilities, and other important financial information are gathered and analyzed through Morgan Stanley’s robust planning software. We utilize that data to establish a financial plan that assists us in providing recommendations on allocation, savings, spending, and giving throughout your lifetime. Our involvement in this process spans across all financial matters, including wealth management, tax, estate and insurance planning.
Private Banking and Cash Management
We offer clients a comprehensive suite of cash management and lending solutions. Our PBG National Sales Team (Private Bankers, Associate Private Bankers, UHNW Specialists, and Cash Management Specialists), help with applying for a loan, refinancing a mortgage or setting up online bill pay solutions.
Wealth and Asset Management
This process starts with risk assessment and management. Based on your goals, we take a holistic approach to bring all the aspects of your financial life together. We use our analysis and experience to develop a customized investment strategy for you.
As a Portfolio Management Director, I specialize in managing fixed income portfolios. My approach differentiates from most advisors by creating a model predicated around consistency and predictability in an often volatile and unpredictable environment. We manage equities and alternative investments by incorporating and leveraging partnerships and managers within Morgan Stanley’s platform. We serve families who are looking for a trusted, single-source solution that can best manage their diverse financial needs.
As a Portfolio Management Director, I specialize in managing fixed income portfolios. My approach differentiates from most advisors by creating a model predicated around consistency and predictability in an often volatile and unpredictable environment. We manage equities and alternative investments by incorporating and leveraging partnerships and managers within Morgan Stanley’s platform. We serve families who are looking for a trusted, single-source solution that can best manage their diverse financial needs.
Retirement Planning
This is paramount for ensuring a successful retirement and we bring intense focus on this process. You have worked hard to get where you are today, now it is up to us to help you live the retirement you have always dreamed of.
Two areas of focus are:
• Corporate Retirement Plans
We work with companies to develop and manage their corporate retirement plans and bring our experience and resources to the table to take this burden off of you.
• 401(k) Rollovers
Rollovers can be beneficial to you in several ways. It can help simplify your life by consolidating your assets. We can ensure that there is no overlap or concentration of securities. We can make taking required minimum distributions easier. You also have the full suite of an open platform from which to choose investments from.
Two areas of focus are:
• Corporate Retirement Plans
We work with companies to develop and manage their corporate retirement plans and bring our experience and resources to the table to take this burden off of you.
• 401(k) Rollovers
Rollovers can be beneficial to you in several ways. It can help simplify your life by consolidating your assets. We can ensure that there is no overlap or concentration of securities. We can make taking required minimum distributions easier. You also have the full suite of an open platform from which to choose investments from.
Insurance and Estate Planning
With our knowledge and experience in insurance planning, we evaluate your risks and goals to establish potential life insurance needs. We work with your estate planning specialists as a team approach to creating a plan to minimize income replacement risk and/or estate taxes.
Business Succession Planning
A lot of thought and planning goes into a successful succession strategy. We can help you navigate the requirements of working with other professionals in addition to us, to achieve the results you want. We can help you by sharing our experience with other businesses just like you and have ideas and strategies to help you grow or sell your business.
We strive to guide individuals, families, and businesses toward their investment goals through a reliable process and an impeccable service experience. We believe that identifying financial solutions begins with a solid understanding of each client’s situation, goals, objectives, and risk tolerance. Our disciplined approach allows us to work with you to craft a solution that helps meet your individual financial needs. We feel that clear communication, expectations, and education are pillars to a healthy, valuable relationship. It is truly an honor and privilege to help you achieve your financial goals.
Step 1: Introductory Meeting
Our relationship begins with an initial discussion aimed towards getting to know you, your lifestyle, and your future goals. We try to gain a full understanding of what you are trying to accomplish before agreeing to work together.
Step 4: Action Items & Next Steps
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform. We then follow up with you regarding our analysis and specific investment recommendations, which may include adjustments to your financial plan, investment allocation, company benefits and insurance coverage. We also work with your tax and legal advisors to help evaluate your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Step 2: Discovery Meeting
During the discovery meeting, we collectively examine your financial goals by reviewing your current financial situation and developing a plan that can help you achieve the financial outcome you envision for yourself. This starts with an analysis of your assets, liabilities and risk exposures enabling us to formulate strategies and customize a predictable plan.
Step 5: Implementation Meeting
We communicate and work with you to create prospective strategies custom designed for your specific needs. Recommended changes could include logistics, tax efficiency, asset allocation adjustments, saving/benefit modifications, and investment management.
Step 3: Financial Plan Presentation
Financial planning presentations are the essential blueprints to map out your financial success. We start with a draft and review our findings to develop a plan that evolves throughout your life. We factor in contributions, distributions, current and future expenses, as well as potential liquidity events, so we can plan for retirement or whatever goals we set forth. This also provides a holistic asset allocation analysis for your investments, helping ensure a comprehensive guide to maintaining your lifestyle throughout your lives and into the next generation.
Step 6: Monitoring & Performance Tracking
Finally, we will be constantly monitoring your assets and analyzing your performance tracking data, seeking to ensure your financial expectations are being met and adjusted accordingly. In coordination with your other advisors, we conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs. We keep a high degree of communication with you to make sure your concerns and requests are always addressed. We make sure you not only fully understand our procedures, but also the logistics involved and communication throughout the relationship. We set the steps, timeline and expectations for onboarding, investing, regularly scheduled calls, meetings and financial plan reviews, in addition to continuing education for you and the next generation.
Certified Portfolio Manager (CPM®)
This designation is a collaboration of the Academy of Certified Portfolio Managers and NYU Stern. Those who hold this designation have extensive knowledge in financial statement analysis, corporate finance, fixed income analysis, equity analysis, fiduciary responsibility, quantitative methods, derivatives, and portfolio management.
Forbes Best-In-State Wealth Advisors
Gregg Gelber was named to Forbes Best-In-State Wealth Advisors for the state of Florida in 2021-2024. Advisors are selected based on an algorithm of qualitative and quantitative criteria. This includes, in-person interviews, industry experience, compliance records, revenue produced, and assets under management.
2021-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Award: 2021-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2021-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Award: 2021-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Forbes Magazine Best in State Wealth Management Teams
Gregg Gelber’s team, The Carlin Wealth Management Group was named #1 Forbes Best-In-State Wealth Management Teams in Miami, Florida in 2023 and #2 in 2024.
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC as of 3/31/23.
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC as of 3/31/23.
Barron’s Top 250 Private Wealth Management Teams
Gregg Gelber’s team, The Carlin Wealth Management Group was named once again as Barron’s Top 250 Private Wealth Management Teams in 2025.
Source: Source: Barron's.com (Awarded May 2025) Data compiled by Barron's based on time period from Dec 2023 - Dec 2024.
Source: Source: Barron's.com (Awarded May 2025) Data compiled by Barron's based on time period from Dec 2023 - Dec 2024.
Forbes America's Top Private Wealth Management Teams 2022-2025
Gregg Gelber’s team, The Carlin Wealth Management Group was named once again as Forbes America’s Top Private Wealth Management Teams in 2025.
Source: Forbes.com (Awarded 2022-2025) Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of the year the award was issued.
Source: Forbes.com (Awarded 2022-2025) Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of the year the award was issued.
Insurance Planning Director
This is an exclusive Morgan Stanley accreditation program that recognizes advisors who provide their expertise in insurance planning and meet specific criteria.
Alternative Investment Director
This is a Morgan Stanley Wealth Management designation program developed for advisors who have significantly incorporated Alternative Investments into their practice and serve as ambassadors for the asset class.
Community Involvement
• Nicklaus Children’s Hospital
- Ambassador’s Legacy Council
- Young Ambassador Group
• Florida Breast Cancer Coalition
• Melissa Institute for Violence Prevention and
Treatment
• UM Sylvester Comprehensive Cancer Center
- Ambassador’s Legacy Council
- Young Ambassador Group
• Florida Breast Cancer Coalition
• Melissa Institute for Violence Prevention and
Treatment
• UM Sylvester Comprehensive Cancer Center
Lending Specialist
This is a Morgan Stanley designation program that recognizes advisors who provide their expertise and effectiveness in lending offerings.
Client Service Team
Delia Fung - Wealth Management Associate
Phone:
(305) 476-3324(305) 476-3324
Email:Delia.Fung@morganstanley.com
Delia is a Wealth Management Associate for The Gelber Group, and has been with Morgan Stanley since 2018. Her primary focus is offering operational and administrative support, enhancing client relationships, and providing first-class service to clients.
She has been in the financial services industry since 2013. Prior to joining the firm, she worked at Santander Private Banking servicing High Net Worth clients from Latin America.
Delia graduated from Florida International University with a Bachelor’s degree in Business Administration. She is fully licensed holding her Series 7 and Series 66.
She has been in the financial services industry since 2013. Prior to joining the firm, she worked at Santander Private Banking servicing High Net Worth clients from Latin America.
Delia graduated from Florida International University with a Bachelor’s degree in Business Administration. She is fully licensed holding her Series 7 and Series 66.
Andrew D. Swanson - Client Service Associate
Phone:
(305) 460-7823(305) 460-7823
Email:Andrew.Swanson1@morganstanley.com
Andrew Swanson is a Client Service Associate and Marketing Strategist who partners with tenured Private Wealth Managers, Commercial Bankers, and Owner-Developers to enhance the overall relationship. After spending over 2 decades in banking, finance, and investments working for multi-billion international companies, Andrew knows what truly drives conversations, successful sales campaigns, and client interviews – and it’s not mastering the marketing flavor of the week. It’s how well you connect with the heart-beating people you’re trying to help and communicate your understanding back to them.
Andrew is well traveled and has been to many places around the world, and continues to explore new places and establish fresh relationships. In addition to being a seasoned traveler, Andrew is a native to the South Florida area and is an avid sports fan, fisherman, and golfer. Andrew attended Gulliver Preparatory and is active Alumni Board member.
Andrew carries his 7, 66, and 214 (Life Including Variable Annuity) Licenses.
Andrew is well traveled and has been to many places around the world, and continues to explore new places and establish fresh relationships. In addition to being a seasoned traveler, Andrew is a native to the South Florida area and is an avid sports fan, fisherman, and golfer. Andrew attended Gulliver Preparatory and is active Alumni Board member.
Andrew carries his 7, 66, and 214 (Life Including Variable Annuity) Licenses.
Location
220 Alhambra Circle 10th
Fl
Coral Gables, FL 33134
US
Direct:
(305) 460-7902(305) 460-7902
Awards and Recognition
Barron's Top 250 Private Wealth Management Teams
2022-2025 Barron's Top 100 Private Wealth Management Teams (formerly referred to as Barron's Top 100 Private Wealth Management Teams, Barron's Top 50 Private Wealth Management Teams, Barron's Top 50 Private Wealth Advisory Teams) Source: Barrons.com (Awarded April 2022-2025). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Forbes Best-In-State Wealth Advisors
2021-2024 Forbes Best-In- State Wealth Advisors Source: Forbes.com (Awarded 2021-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Forbes Best-In-State Wealth Management Teams
2022-2025 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded 2022-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
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Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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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
Rational Investing in an Age of Uncertainty
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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
529 Plans: A Powerful Tool to Save for Education
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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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Ready to start a conversation? Contact Gregg Gelber, CPM® 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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4665150 (8/2025)
