Don Janevski
Private Banker
Joseph McHugh
Financial Advisor
Direct:
(973) 921-6511(973) 921-6511
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Securities Agent: CA, VA, SC, RI, PA, NY, NJ, NH, NC, ME, FL, DE, CT; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 2534875
NMLS#: 2534875
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My Detailed Process
My process begins and ends with listening. I ask questions about your life, your current financial situation, and your experience with investing . . . and then I listen. It’s an ongoing process through which I understand all I can about you, your family, your work, and your dreams for the future.
This disciplined process allows me to put together a comprehensive financial plan that is aligned with your values and goals. It also enables me to help you get your financial house in order and keep it organized over time.
This disciplined process allows me to put together a comprehensive financial plan that is aligned with your values and goals. It also enables me to help you get your financial house in order and keep it organized over time.
Step 1: Learn about You
- Listen carefully to understand what is important to you, your family, and your legacy
- Learn about the values that shape your decisions
- Identify any challenges and circumstances unique to your situation
- Learn about the values that shape your decisions
- Identify any challenges and circumstances unique to your situation
Step 2: Analyze Your Finances
Review your current and future financial situation to determine the likelihood of reaching your goals
- Identify any potential shortfalls or the impact of unexpected life events
- Reach out to your CPA and estate attorney to understand your existing tax and estate plans so we can coordinate our strategies
- Identify any potential shortfalls or the impact of unexpected life events
- Reach out to your CPA and estate attorney to understand your existing tax and estate plans so we can coordinate our strategies
Step 3: Develop & Present Your Plan
- Create a custom financial plan specifically for you using proprietary planning and risk analysis tools
- Present your plan in detail, explaining why I am recommending each strategy
- Refine your plan accordingly
- Openly discuss all costs involved
- Present your plan in detail, explaining why I am recommending each strategy
- Refine your plan accordingly
- Openly discuss all costs involved
Step 4: Implement Your Plan
Prioritize activities and establish timelines
- Initiate paperwork to move your assets to Morgan Stanley
- Implement each strategy we discussed
- Keep you updated each step of the way
- Initiate paperwork to move your assets to Morgan Stanley
- Implement each strategy we discussed
- Keep you updated each step of the way
Step 5: Provide Ongoing Service
- Continue to build our relationship, scheduling ongoing conversations based on a communication strategy that works for you
- Apply due diligence process to evaluate performance of your plan and investments
- Recommend adjustments over time to keep you on track towards achieving your goals
- Apply due diligence process to evaluate performance of your plan and investments
- Recommend adjustments over time to keep you on track towards achieving your goals
Morgan Stanley Online
Seamlessly and securely manage your investments and everyday finances in one place with Morgan Stanley Online (MSO) and the Morgan Stanley Mobile App.
Online Security Center
Morgan Stanley's digital tools are built with the security of client assets and data as a top priority. All login sessions to Morgan Stanley Online and the Morgan Stanley Mobile App have end-to-end, high-grade encryption.
Total Tax 365
Morgan Stanley Total Tax 365 offers access to a broad range of tax-efficient investment strategies and resources to help your clients.
Investing with Impact
Morgan Stanley's Investing with Impact Platform offers a diverse range of funds and other investments designed to advance environmental, economic and social goals — while striving for competitive performance.
Thoughts on the Market
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Innovative Ideas
- The Morgan Stanley Ideas podcast brings you revealing stories about the world of business, finance, technology and beyond. Click the link below to access a library of interesting content from the firm.
My experience
Morgan Stanley
Financial Advisor
Short Hills, NJ
November 2022 - Present
Short Hills, NJ
November 2022 - Present
Morgan Stanley
Financial Advisor
Short Hills, NJ
2002 - March 2010
Short Hills, NJ
2002 - March 2010
Client Service Team
Chris Ann Kavanagh - Senior Registered Client Service Associate
Phone:
(973) 921-6509(973) 921-6509
Location
150 Jfk Parkway 2nd
Fl
Short Hills, NJ 07078
US
Direct:
(973) 921-6511(973) 921-6511
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
Knetia Herrera
Associate Private Banker
About Don Janevski
Don Janevski 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.
Don began his career in financial services in 2003 and joined Morgan Stanley in 2015 as an Associate Private Banker. Prior to joining the firm, he was a Mortgage Loan Consultant and a Mortgage Product Specialist with Silver Financial Capital Group, as well as a Branch Manager with First Lenders Mortgage.
Don is a graduate of the Montclair State University, where he received a Bachelor of Business Administration in Marketing and Management. He lives in Emerson, NJ with his family. Outside of the office, Don enjoys spending time with family and friends, exercising and painting.
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.
Don began his career in financial services in 2003 and joined Morgan Stanley in 2015 as an Associate Private Banker. Prior to joining the firm, he was a Mortgage Loan Consultant and a Mortgage Product Specialist with Silver Financial Capital Group, as well as a Branch Manager with First Lenders Mortgage.
Don is a graduate of the Montclair State University, where he received a Bachelor of Business Administration in Marketing and Management. He lives in Emerson, NJ with his family. Outside of the office, Don enjoys spending time with family and friends, exercising and painting.
NMLS#: 197095
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 Knetia Herrera
Knetia Herrera is an Associate Private Banker serving Morgan Stanley Wealth Management offices in New Jersey.
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.
Knetia began her career in financial services in 2016, and joined Morgan Stanley in 2021 as an Associate Private Banker. Prior to joining the firm, she was a Licensed Private Client Banker, a Licensed Relationship Banker, and a Personal Banker at JP Morgan.
Knetia is a graduate of the University of West Indies, where she received a Bachelor of Science in Banking and Finance, and Southern New Hampshire University, where she received her Master of Science in Applied Economics. She lives in Bloomingdale, New Jersey with her family. Outside of the office, Knetia enjoys experimenting in the kitchen, partaking in adrenaline filled activities, and spending time with family and friends.
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.
Knetia began her career in financial services in 2016, and joined Morgan Stanley in 2021 as an Associate Private Banker. Prior to joining the firm, she was a Licensed Private Client Banker, a Licensed Relationship Banker, and a Personal Banker at JP Morgan.
Knetia is a graduate of the University of West Indies, where she received a Bachelor of Science in Banking and Finance, and Southern New Hampshire University, where she received her Master of Science in Applied Economics. She lives in Bloomingdale, New Jersey with her family. Outside of the office, Knetia enjoys experimenting in the kitchen, partaking in adrenaline filled activities, and spending time with family and friends.
NMLS#: 1615990
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
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
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
Ready to start a conversation? Contact Joseph McHugh 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.
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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.
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CRC 6491812 (04/2024)
