Our Story and Services

Successful people, partnerships and families have goals and aspirations that drive their personal and professional success. Parents want to create better opportunities for their children, a child wants to rise above the success of their parents, and a business owner or executive wants to create an environment that motivates employees to achieve results for the organization. The list of unique driving forces is endless, but all have one thing in common; the desire to make the best decisions in pursuit of these goals. The key challenges are to consider the range of options, select the correct decisions, execute effectively and prepare for unlikely or unexpected outcomes.

The Kallenekos Marino Group at Morgan Stanley Wealth Management has over 60 years of combined experience* servicing executives, business owners and their families who want to make optimal decisions in the pursuit of their goals. Our proprietary process involves understanding and updating our clients’ needs and objectives through a thorough and continuous discovery process.

The specific experience of each member of our team is put to work for our clients in the following areas: executive compensation and benefits, advanced estate planning strategies and charitable giving, tax- and cost- conscious investment management, retirement planning, financial planning, client service and relationship management.

Through this process, we strive to have our clients’ questions and doubts transformed into decisions made with confidence. For a complimentary confidential review of your current plan and initial conversation contact us at (212) 503-2324.
Services Include
  • Wealth Consulting
  • Financial Planning1
  • Executive Financial Services2
  • Executive Benefit Services3
  • Stock Option Plans4
  • Planning for Education Funding5
  • Asset Management6
  • Lending Products
  • Business Succession Planning7
  • Estate Planning Strategies8
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

101 Park Avenue
24th Floor
New York, NY 10178
US
Direct:
(212) 503-2324(212) 503-2324
Toll-Free:
(800) 323-7788(800) 323-7788

Meet Kallenekos Marino Group

About Me

After beginning his career as a Certified Public Accountant and Tax Lawyer, Dino earned his LL.M degree in Taxation from NYU School of Law. Around this same time, he began his career with Pfizer where he spent 7 years supporting the Human Resources, Legal, Controllers and Treasury departments in operating the Company’s 401k, stock option, pension and welfare benefit plans. His areas of focus were employee benefits and executive compensation as Manager of Tax Planning for Pfizer.

In 1996, Dino applied his deep understanding of executive compensation and benefits programs to the creation of the Kallenekos Marino Group at Morgan Stanley. As a partner, his primary responsibilities include meeting with clients to develop custom wealth planning strategies that integrate their benefits and family wealth. He also directs the investment strategy, portfolio construction, and implementation of executive compensation and benefits strategies for clients. Tax mitigation and risk management are crucial elements and client service centered around trust is paramount.
Securities Agent: NJ, WA, VT, VA, SC, PR, PA, OR, OH, NY, NM, NH, NC, MI, ME, MD, MA, LA, IL, FL, DE, DC, CT, CO, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 1253291

About Me

As a partner in the Kallenekos Marino Group of 22 years, John brings over 28 years of experience with advanced estate planning strategies, charitable gifting, portfolio construction and retirement planning. John works with clients on implementing tax- and risk- conscious saving, investment, education, retirement and estate planning strategies.

John graduated Pace University with a BBA and a concentration in Finance. John continued his education by receiving his Certified Financial Planner™ (CFP®) designation in 1996.
Securities Agent: NJ, CT, WA, VT, VA, SC, PR, PA, OR, OH, NY, NM, NH, NC, MI, ME, MD, MA, LA, IL, FL, DC, CO, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 1282514

About Me

After graduating from Chaminade High School on Long Island, Frank went on to study Finance and Economics at Villanova University. During his time at Villanova, he discovered the impact a financial advisor can have on individuals and families. To compliment his undergraduate studies and gain experience with financial planning, complex insurance products and new business development, Frank worked for New York Life Insurance Company and Penn Mutual Insurance company until shortly after graduation in 2016.

In 2017, Frank joined the Kallenekos Marino Group to lead business development by rolling out the team’s successful wealth planning advice and service model to the next generation of corporate executives and client’s children.
Securities Agent: CT, VA, PA, NY, NJ, NH, IL, FL, CO, CA; General Securities Representative; Investment Advisor Representative

About Me

Aine has served as one of the first points of contact for the team for the last five years. Throughout her time with the group, she has developed an extensive knowledge of clients executive benefits plan and stock awards programs that has been integrated into a custom service model and financial planning program.

She graduated with a BA from Catholic University of America in 2011 and received her Certified Financial Planner (CFP®) designation in 2016.
Securities Agent: CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, ME, MI, MO, NC, NH, NJ, NM, NY, OH, PA, PR, SC, VA, VT, WA, WV; Investment Advisor Representative; General Sercurities Representative

About Me

Quong has been an integral member of the Kallenekos Marino Group since 2002. Her primary focus has been to oversee the efficient and compliant operational and internal administrative activities of the team. Among Quong's responsibilities are account opening, transactions of securities and insurance vehicles, and assisting clients and their accountants and attorneys.

Quong earned her B.A In Business Administration from Mercy College and previously held positions at American Express, Grant Thornton, and the Office of the Mayor of City of New York.
Investment and Market Perspectives

On the Markets

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
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

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
Investing in Artificial Intelligence and Automation

Investing in Artificial Intelligence and Automation

AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

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
A Parent's Guide to Talking to Your Kids About Money

A Parent's Guide to Talking to Your Kids About Money

Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
Facing Financial Stress? Your Employer May Be Able to Help

Facing Financial Stress? Your Employer May Be Able to Help

Many of us face money worries. You may be able to get advice and education from an unexpected source.

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
Choosing an Environmental Charity

Choosing an Environmental Charity

There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

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Ready to start a conversation? Contact Kallenekos Marino Group today.
Market Information Delayed 20 Minutes
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

1Morgan 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.

2Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

3Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

8Morgan 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.

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