Jeffrey M Hollander
Senior Vice President, Wealth Advisor - Branch Manager
Phone:
(518) 386-2922(518) 386-2922
Morgan Stanley
Latham Branch Office
You define success, we help you achieve it
1212 Troy Schenectady Road
Latham, NY 12110
US
Branch:
(518) 386-2900(518) 386-2900
Toll-Free:
(800) 438-5843(800) 438-5843
Branch Manager
JEFFREY M. HOLLANDERPhone:
(518) 386-2922(518) 386-2922
About Morgan Stanley Latham Branch
Our Financial Advisors strive to earn the trust of many individuals, families and institutions while helping them achieve their goals. With a full suite of services, our objective is to deliver the resources that can best accomplish each client’s unique goals.
We look forward to working together.
We look forward to working together.
Services Provided
- Retirement PlanningFootnote1
- Saving for CollegeFootnote2
- Maintaining Cash Flow
- Long-term Care InsuranceFootnote3
- Traditional Investments
- Alternative InvestmentsFootnote4
- Insurance ServicesFootnote5
- Investing with ImpactFootnote6
- Legacy PlanningFootnote7
- Succession PlanningFootnote8
- Family Mission Statements
- Next Generation EducationFootnote9
- Lending SolutionsFootnote10
- Cash Management SolutionsFootnote11
Our Team at Morgan Stanley Latham Branch
Emilio LaPietra
Vice President, Financial Planning Director
About Jeffrey M Hollander
With over 36 years of experience at Morgan Stanley and its predecessor firms, I currently serve as a Financial Advisor with the firm. My primary responsibilities are organizing and managing clients’ financial lives which includes: Financial & Retirement Planning, Investment Strategies, Portfolio Management, Risk Management and Wealth Transfer.
My clients come from many different backgrounds which includes high net worth families, private businesses, and corporate executives. Our team, The Mohawk Valley Group works to create a meaningful difference in clients’ lives by guiding them to make well-informed financial decisions for themselves and their families.
As a Branch Manager for the Latham office of Morgan Stanley for the past 13 years, I am also tasked with the overall success for clients, the branch, and its professional staff.
Prior to joining the Latham branch, my experience includes serving as a Branch Manager in Roseland, NJ (2004-2008), Sales Manager in Purchase, NY (2000-2004), and as a Financial Advisor on Long Island, NY (1983-2000).
I graduated from SUNY Albany with a Bachelors of Arts degree in History & English in 1977. Shortly after, I worked for Dun & Bradstreet serving in several capacities including: Credit Analyst, Senior Staff Accountant, Manager - Accounting Operations, and Product Manager. While working at D&B, I earned my MBA at Hofstra University with a concentration in Banking, Finance, and Investments.
I currently reside in Niskayuna, NY with my wife of over 40 years, Barbara and I have 3 grown daughters: Rachel, Jaime and Jaclyn. I also have 3 grandchildren, Jack, Eden, and Mia. My hobbies include golf, gardening, reading, and travelling.
My passion over the past 20 years is to help in alleviating food insecurity by serving on the Board of Directors of the Regional Food Bank of Northeastern NY as well as its Development and Finance Committees.
My clients come from many different backgrounds which includes high net worth families, private businesses, and corporate executives. Our team, The Mohawk Valley Group works to create a meaningful difference in clients’ lives by guiding them to make well-informed financial decisions for themselves and their families.
As a Branch Manager for the Latham office of Morgan Stanley for the past 13 years, I am also tasked with the overall success for clients, the branch, and its professional staff.
Prior to joining the Latham branch, my experience includes serving as a Branch Manager in Roseland, NJ (2004-2008), Sales Manager in Purchase, NY (2000-2004), and as a Financial Advisor on Long Island, NY (1983-2000).
I graduated from SUNY Albany with a Bachelors of Arts degree in History & English in 1977. Shortly after, I worked for Dun & Bradstreet serving in several capacities including: Credit Analyst, Senior Staff Accountant, Manager - Accounting Operations, and Product Manager. While working at D&B, I earned my MBA at Hofstra University with a concentration in Banking, Finance, and Investments.
I currently reside in Niskayuna, NY with my wife of over 40 years, Barbara and I have 3 grown daughters: Rachel, Jaime and Jaclyn. I also have 3 grandchildren, Jack, Eden, and Mia. My hobbies include golf, gardening, reading, and travelling.
My passion over the past 20 years is to help in alleviating food insecurity by serving on the Board of Directors of the Regional Food Bank of Northeastern NY as well as its Development and Finance Committees.
Securities Agent: VI, SD, PA, WI, WA, VT, VA, UT, TX, SC, RI, PR, OR, OH, NY, NM, NJ, NH, ND, NC, MT, MS, MN, MI, MD, NV, IN, IL, ID, IA, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK, MA, NE; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 172764
NMLS#: 172764
About Emilio LaPietra
Emilio is familiar to many of you from his days in Albany. Emilio holds his CFP and MBA. Prior to rejoining Morgan Stanley, Emilio spent the last 8 years at Fidelity Investments where he provided financial planning and advice for investors.
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Branch Address
1212 Troy Schenectady Road
Latham, NY 12110
US
Branch:
(518) 386-2900(518) 386-2900
Toll-Free:
(800) 438-5843(800) 438-5843
Fax:
(518) 386-2995(518) 386-2995
1When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
2Tax laws are complex and are 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative 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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan 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, charitable giving, philanthropic planning and other 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, charitable giving, philanthropic planning and other legal matters.
9Tax laws are complex and are 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan 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
11Morgan 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
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
2Tax laws are complex and are 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative 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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan 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, charitable giving, philanthropic planning and other 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, charitable giving, philanthropic planning and other legal matters.
9Tax laws are complex and are 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan 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
11Morgan 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
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
CRC 6491812 04/2024