Jeffrey Ohl
Senior Vice President, Wealth Management,
Financial Advisor
Direct:
(516) 683-3131(516) 683-3131
My Story and Services
Jeff is a Senior Vice President and Financial Advisor at Morgan Stanley’s Garden City, NY office. He is a founding partner of Altman/Ohl Group, a team of three investment professionals who develop strategically tailored investment programs, unique to each client’s circumstances and needs. He leverages his vast experience of 35 years and educational background to help identify key opportunities for his clients and to drive a cohesive financial strategy.
Jeff was born and raised in New York and graduated with honors from Cornell University with a Bachelor Degree in Economics with minor in Business. He began his career on Wall street as a Financial Advisor in 1986. Jeff joined Morgan Stanley in 2009 and has been a Financial Advisor at Morgan Stanley for over thirteen years. His objectives for his clients are to build and preserve their wealth, maintain their lifestyle and develop a legacy they can be proud of. Jeff uses an analytical approach to create solutions that are tailored to his clients’ unique needs. It gives him great satisfaction knowing that he is helping families to build plans to navigate the ups and downs of today’s financial markets.
Jeff resides in Garden City, New York with his beautiful wife Debbie and their son Brendan. He leads very active lifestyle. Jeff is an avid golfer and enjoys travelling, scuba diving and fishing. He loves coaching his son and watching him play his various sports.
Jeff was born and raised in New York and graduated with honors from Cornell University with a Bachelor Degree in Economics with minor in Business. He began his career on Wall street as a Financial Advisor in 1986. Jeff joined Morgan Stanley in 2009 and has been a Financial Advisor at Morgan Stanley for over thirteen years. His objectives for his clients are to build and preserve their wealth, maintain their lifestyle and develop a legacy they can be proud of. Jeff uses an analytical approach to create solutions that are tailored to his clients’ unique needs. It gives him great satisfaction knowing that he is helping families to build plans to navigate the ups and downs of today’s financial markets.
Jeff resides in Garden City, New York with his beautiful wife Debbie and their son Brendan. He leads very active lifestyle. Jeff is an avid golfer and enjoys travelling, scuba diving and fishing. He loves coaching his son and watching him play his various sports.
Securities Agent: NJ, AR, VT, UT, NC, HI, TX, NV, MI, IL, TN, OR, NM, MA, AL, WV, WI, SC, NH, MO, KS, AZ, MN, KY, DC, WY, OK, MT, MS, DE, WA, VA, PA, NY, IA, CO, MD, IN, FL, CA, RI, OH, ME, GA, CT; General Securities Representative; Investment Advisor Representative
NMLS#: 1875362
NMLS#: 1875362
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
1200 Franklin Avenue 2nd
Fl
Garden City, NY 11530
US
Direct:
(516) 683-3131(516) 683-3131
Wealth Management
Global Investment Office
Portfolio Insights
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Ready to start a conversation? Contact Jeffrey Ohl 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)
