Joseph Reap, CRPC®
Managing Director, Private Wealth Management, Private Wealth Advisor
Phone:
(212) 230-3673(212) 230-3673
Morgan Stanley Private Wealth Management
The Liberty Park Group
Joseph Reap, CRPC®Omer MasoodWilliam H CarnesRamy Assaf, CRPC®Matthew DeCrosta, CFP®Adam ShayoGerald FerranteWilliam Bello, CRPC®
Direct:
(212) 230-3673(212) 230-3673
Industry Award WinnerOur Mission Statement
Delivering the experience, resources and personalized service needed to help affluent families address their most complex wealth management issues.
Our Story
At The Liberty Park Group, we are a dedicated team of financial professionals who combine our talents to serve a select group of affluent families and individuals. We work to help our clients make informed decisions about any financial matter, particularly the growth and protection of their assets and the creation of multi generational wealth transfer strategies. We treat these families as we would our own, aspiring to build lasting, meaningful relationships based on trust, integrity and superior client service.
Our team understands how to help families like yours address the complex, multifaceted challenges of managing your wealth in accordance with your specific needs and aspirations. Drawing on over 125 years of collective experience and the vast resources of Morgan Stanley, we can help you evaluate near-term needs, plan for long-term objectives and act as a sounding board for investment ideas. With particularly deep experience in the fixed income markets, we can help you protect your assets and generate the income you need to maintain your lifestyle. Most importantly, we can help you develop and implement a comprehensive wealth management plan based on your aspirations for yourself, your family and your community.
We look forward to learning more about you and your family, and discussing how we can help you pursue your most important goals.
Our team understands how to help families like yours address the complex, multifaceted challenges of managing your wealth in accordance with your specific needs and aspirations. Drawing on over 125 years of collective experience and the vast resources of Morgan Stanley, we can help you evaluate near-term needs, plan for long-term objectives and act as a sounding board for investment ideas. With particularly deep experience in the fixed income markets, we can help you protect your assets and generate the income you need to maintain your lifestyle. Most importantly, we can help you develop and implement a comprehensive wealth management plan based on your aspirations for yourself, your family and your community.
We look forward to learning more about you and your family, and discussing how we can help you pursue your most important goals.
Capabilities
- Investment Management
- Retirement & Pension Plans
- Comprehensive Wealth Planning
- Family Governance & Wealth Education
- Philanthropy Management
- Pre-Liquidity Planning
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About PWM
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
- Approximately 350 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $980 billion in AUM1
- Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December, 2024
Source: Barron's.com (May 2024) 2024 Barron's Top 250 Private Wealth Management Teams awarded in 2024. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
FAMILY OFFICE RESOURCES
Family Office Resources (FOR) provides specialized technical expertise to ultra-high net worth clients across a broad range of family wealth management issues. View our linked resources below to learn more about Morgan Stanley Family Office Resources capabilities.
Family Office Resources Overview
As your family grows and your wealth increases, you may face more subtle and profound wealth management issues. As the demands of your family grow and evolve, you will likely need professionals who have expanded capabilities.
Philanthropy Management
Philanthropy Management supports individuals, families, corporate and private foundations, and nonprofit organizations by offering a suite of services to help define and realize clients' charitable missions. View the link below to learn more about Philanthropy Management.
Family Governance and Wealth Education
For many UHNW clients, the most difficult wealth planning challenge they face relates not to their financial capital, but to their human capital. Family Governance Services is a comprehensive offering designed to support each family's unique challenges.
Estate Planning Strategies
Our experienced professionals are available to discuss various tax, trust and estate strategies with you
and your advisors, help facilitate the implementation of those strategies, and focus on the integration of your investment plans.
Donor Advised Funds
While many individuals and families have a deep commitment to philanthropy, charitable giving is not limited to those with significant wealth. Donor advised funds (DAFs) are among the easiest and most tax-advantaged ways to give to charity for donors across the spectrum of wealth.
Trust Services
Our trustee platform is "open architecture," meaning that we provide you with access and ability to select an appropriate third-party corporate trustee for your trust account. Trust Specialists, within Morgan Stanley, analyze client trust documents and situations and then suggest a fiduciary solution for your needs and goals.
ESTATE PLANNING
Our experienced professionals are available to discuss various tax, trust and estate strategies with you
and your advisors, help facilitate the implementation of those strategies, and focus on the integration of your
investment plans.
US Legacy Income Trusts Brochure
The U.S. Legacy Income Trusts (Trusts) are next-generation charitable planned giving instruments established by the U.S. Charitable Gift Trust® (Gift Trust), a tax-exempt public charity offering donor advised funds.
Spousal Lifetime Access Trusts (SLAT) Illustration
View the presentation below to learn more about SLATs.
Gifting the Estate Tax Exemption While Maintaining Access
The gift and estate tax exemption amount is $12.92 million in 2023. Many clients wish to use the exemption but are concerned with maintaining control of the funds and maintaining access should they need it.
Concentrated Position Toolkit
The concentrated position toolkit assists in curating and navigating an expansive suite of specialized resources to address concentrated positions.
Equity Compensation Can Have Complex Implications
Your Compensation Package may Include an Equity Plan. Learn more about various equity compensation forms below.
Maximizing Your Equity Compensation
Learn how executives can define a strategy that efficiently navigates the complexities of equity awards to achieve their personal financial goals.
CLIENT CENTER
Our comprehensive suite of digital tools are designed to help enhance virtually every aspect of your financial life. Our Client Center contains important Modern Wealth Management tools and other resources we have to offer our clients.
Morgan Stanley Online (MSO)
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley Mobile App.
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.
CashPlus
Enjoy unlimited ATM fee rebates worldwide with the Morgan Stanley Debit Card, along with no foreign transaction fees, no cash advance fees, unlimited checkwriting, and more.
Digital Vault
The Digital Vault on Morgan Stanley Online and the Mobile App allows you to build a central, shared document library where all documents are stored using encryption.
E-Sign
E-Sign is a digital, paperless alternative to the traditional means of obtaining signatures from clients on paperwork. There is no registration process for you to begin using E-Sign - all you need is a valid email address and phone number.
E-Delivery
E-Delivery allows you to securely save, print, send, and receive documents at any time from both Morgan Stanley Online and the Morgan Stanley Mobile App.
E-Authorization
E-Authorizations allows you to approve transactions electronically and securely on Morgan Stanley Online and the Morgan Stanley Mobile App.
Reserved Living and Giving
Reserved Living & Giving is a complimentary loyalty program available to clients with a minimum of $1M in AUM, that can help them save time and money on travel, gifts, automobiles and more.
Location
55 East 52nd Street 10th
Fl
New York, NY 10055
US
Direct:
(212) 230-3673(212) 230-3673
2150 Highway 35
Suite 200
Sea Girt, NJ 08750
US
Direct:
(212) 230-3567(212) 230-3567
Meet The Liberty Park Group
Omer Masood
Senior Vice President, International Client Advisor, Portfolio Management Director
Phone:
(212) 603-6165(212) 603-6165
William H Carnes
Senior Vice President, Financial Advisor, Financial Planning Specialist
Phone:
(212) 230-3674(212) 230-3674
Phone:
(212) 603-6209(212) 603-6209
First Vice President, Wealth Management, Financial Advisor, CERTIFIED FINANCIAL PLANNER®, Portfolio Management Director, Workplace Advisor – Equity Compensation
Phone:
(212) 603-6253(212) 603-6253
Phone:
(212) 603-6245(212) 603-6245
Gerald Ferrante
Managing Director, Wealth Management, Financial Advisor
Phone:
(732) 974-5032(732) 974-5032
First Vice President, Financial Advisor, Branch Manager, Financial Planning Specialist, Chartered Retirement Planning Counselor
Phone:
(732) 974-5002(732) 974-5002
James Valentino
Vice President, Director of Investments
Phone:
(212) 230-3675(212) 230-3675
Denice S. Layne
Assistant Vice President, Director of Business Strategy
Phone:
(212) 603-6105(212) 603-6105
Dominick Granati
Wealth Management Associate
Phone:
(212) 603-6292(212) 603-6292
Stephanie DeCrosta
Wealth Management Associate, Financial Planning Associate*
Phone:
(732) 974-5098(732) 974-5098
Danielle Magrini
Wealth Management Associate
Phone:
(732) 974-5033(732) 974-5033
Debra Jennings
Senior Client Service Associate
Phone:
(212) 230-3567(212) 230-3567
Isabel Oramas
Senior Client Service Associate
Phone:
(212) 603-6172(212) 603-6172
Angela Gjuraj
Client Service Associate
Phone:
(646) 813-8036(646) 813-8036
About Joseph Reap
A 19-year Morgan Stanley veteran, Joe Reap leads a team that helps affluent families and individuals address the complex challenges of managing significant wealth. Drawing on extensive experience in the fixed income markets, Joe works with many of the team’s clients to create and implement investment strategies designed to help protect their assets and provide the income needed to sustain their lifestyles. Among the many designations he has acquired, Joe is a Chartered Retirement Plans SpecialistSM, Financial Planning Specialist, Senior Investment Management Consultant and Senior Portfolio Manager. He served on the Morgan Stanley President’s Council for 10 and spent three years on the management team. Prior to his financial services career, Joseph was founder of J.R. Industrial Catering serving as President for 15 years.
Joe is a graduate of Saint Joseph’s Regional High School and moved on to William Patterson University to study business and finance. Highly active in his community, he serves as a board member of the American Cancer Society, chairing their golf and gala committees. Joe has also been a Grand Knight of the Knights of Columbus and a board member of the Ramsey Education Foundation. He and his wife, Karen, are proud recipients of the Morgan Stanley Community Leadership Award.
Outside of work, Joe enjoys fishing, traveling and golf, and is a member of the Eagle Oaks Golf Club in New Jersey and the Classics Golf Club in Naples, Florida.
Joe is a graduate of Saint Joseph’s Regional High School and moved on to William Patterson University to study business and finance. Highly active in his community, he serves as a board member of the American Cancer Society, chairing their golf and gala committees. Joe has also been a Grand Knight of the Knights of Columbus and a board member of the Ramsey Education Foundation. He and his wife, Karen, are proud recipients of the Morgan Stanley Community Leadership Award.
Outside of work, Joe enjoys fishing, traveling and golf, and is a member of the Eagle Oaks Golf Club in New Jersey and the Classics Golf Club in Naples, Florida.
Securities Agent: MI, VI, ME, OH, NY, KY, ID, DE, CO, AZ, VA, RI, OK, PR, AR, CA, WA, TX, SC, PA, OR, NV, NE, NC, GA, WI, UT, TN, NH, ND, MD, MA, IN, WV, NM, FL, CT, AL, SD, MO, LA, HI, MT, KS, WY, VT, NJ, MS, MN, IL, IA, DC, AK; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1265306
NMLS#: 1265306
About Omer Masood
Omer provides financial advice and manages assets for high net worth, corporate and institutional clients globally, including the United States, Europe, Asia and Latin America. He’s also experienced in transitioning private companies to the IPO stage.
Omer offers more than 15 years of experience in investment management, investment banking and corporate finance, including various positions on Wall Street. He joined Morgan Stanley in 2011 after being impressed by the firm’s dedicated management team and strong corporate infrastructure.
No matter the situation, Omer takes satisfaction in helping clients achieve their goals, and appreciates the trust and confidence they place in him. Additionally, he actively mentors new and junior employees to assist them in reaching their potential.
Omer earned his bachelor’s degree in Business, Marketing and Finance from Michigan State University in 2006 and his MBA from the Columbia University Business School in 2015.
Disclaimer:
Not all products and services are available in all jurisdictions or countries
Omer offers more than 15 years of experience in investment management, investment banking and corporate finance, including various positions on Wall Street. He joined Morgan Stanley in 2011 after being impressed by the firm’s dedicated management team and strong corporate infrastructure.
No matter the situation, Omer takes satisfaction in helping clients achieve their goals, and appreciates the trust and confidence they place in him. Additionally, he actively mentors new and junior employees to assist them in reaching their potential.
Omer earned his bachelor’s degree in Business, Marketing and Finance from Michigan State University in 2006 and his MBA from the Columbia University Business School in 2015.
Disclaimer:
Not all products and services are available in all jurisdictions or countries
Securities Agent: HI, CA, WV, MS, AK, SD, WA, RI, OH, NE, WI, TX, PA, NV, MA, KY, IL, FL, UT, SC, NC, IN, VI, ND, ID, TN, LA, IA, AL, OR, NY, MN, AZ, VT, ME, MD, OK, NH, MT, MI, GA, AR, WY, PR, NJ, MO, KS, DE, CT, VA, DC, CO, NM; General Securities Representative; Investment Advisor Representative
NMLS#: 1394811
NMLS#: 1394811
About William H Carnes
Drawing on over 19 years of experience in the financial services industry, William Carnes helps affluent families and individuals develop and implement comprehensive wealth management plans based on their needs, goals and challenges. A partner in the Group, William has earned designations as a Portfolio Manager and Financial Planning Specialist. Prior to joining Morgan Stanley, he spent five years working as a manager at Staples, Inc. William graduated from the University of Massachusetts Amherst with a bachelor’s degree in business administration in 1992.
When not at the office, he enjoys skiing, golf and running. Over the past number of years he has run in Tough Mudders, marathons and half marathons. For the past three years he led the fundraising efforts that sent his daughters cheer team to the UCA National Cheerleading championship in Florida.
When not at the office, he enjoys skiing, golf and running. Over the past number of years he has run in Tough Mudders, marathons and half marathons. For the past three years he led the fundraising efforts that sent his daughters cheer team to the UCA National Cheerleading championship in Florida.
Securities Agent: IN, IA, HI, PR, OR, MO, FL, RI, NV, ND, MI, KY, DE, CA, WI, VT, VI, OH, NJ, NE, SC, MS, MA, ID, GA, AZ, AK, AR, LA, KS, WV, WA, VA, UT, ME, CT, AL, OK, MT, CO, WY, NM, MN, IL, TX, NY, NH, NC, MD, DC, TN, SD, PA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1265292
NMLS#: 1265292
About Ramy Assaf
Ramy Assaf focuses on providing clients with customized, tax-efficient portfolios that are easy to understand. With his deep knowledge of the options market, Ramy helps clients generate additional income and manage portfolio volatility.
Ramy joined Morgan Stanley in 2011, and offers more than 20 years of experience in financial services. He enjoys helping clients build their wealth and achieve their life goals, and emphasizes providing a consistent education, along with outstanding service and ongoing communication.
Ramy serves a diverse clientele with individuals from a wide range of industries, backgrounds and regions.
Ramy joined Morgan Stanley in 2011, and offers more than 20 years of experience in financial services. He enjoys helping clients build their wealth and achieve their life goals, and emphasizes providing a consistent education, along with outstanding service and ongoing communication.
Ramy serves a diverse clientele with individuals from a wide range of industries, backgrounds and regions.
Securities Agent: WA, AL, ID, SC, OH, MO, IN, AZ, WY, TN, RI, MD, WI, UT, MA, MT, VI, MS, VT, ND, VA, PR, NM, NC, MN, CA, AK, TX, OR, ME, DC, KS, IA, CO, NJ, MI, LA, HI, DE, PA, NY, NV, NE, KY, GA, CT, WV, SD, OK, NH, IL, FL, AR; General Securities Representative; Investment Advisor Representative
NMLS#: 578737
NMLS#: 578737
About Matthew DeCrosta
Matthew DeCrosta works with clients in areas such as financial planning, portfolio management, equity compensation, cash management, lending, and insurance.
Matthew focuses on providing exemplary service, minimizing tax burdens, and keeping client costs low. While he advises individuals from a variety of backgrounds, many clients are employed in the technology and cybersecurity industries. He frequently consults with corporate executives and American expatriates to help them navigate the complex investment restrictions they often face.
Matthew’s career in financial services began in 2014 with Morgan Stanley. His father was a CFP® which enabled Matthew to learn at an early age how clients should be treated. He enjoys how every day is different as he works closely with clients to help find solutions to their unique problems and concerns. Matthew strives to ensure clients are comfortable with their investment strategy to provide financial confidence for both the present and future—especially since so many individuals worry about outliving their savings.
Matthew grew up in New Haven, CT, and graduated from nearby Quinnipiac University. He’s active in the community, including being a board member for Statement Arts, a non-profit organization that believes in the power of an integrated arts education to cultivate the next generation of leaders who can inspire social and cultural change.
Away from the office, Matthew enjoys spending time with his wife Stephanie, and sons Santino & Carmine. He also loves to bass fish, and is a collector of hand carved lures.
Matthew focuses on providing exemplary service, minimizing tax burdens, and keeping client costs low. While he advises individuals from a variety of backgrounds, many clients are employed in the technology and cybersecurity industries. He frequently consults with corporate executives and American expatriates to help them navigate the complex investment restrictions they often face.
Matthew’s career in financial services began in 2014 with Morgan Stanley. His father was a CFP® which enabled Matthew to learn at an early age how clients should be treated. He enjoys how every day is different as he works closely with clients to help find solutions to their unique problems and concerns. Matthew strives to ensure clients are comfortable with their investment strategy to provide financial confidence for both the present and future—especially since so many individuals worry about outliving their savings.
Matthew grew up in New Haven, CT, and graduated from nearby Quinnipiac University. He’s active in the community, including being a board member for Statement Arts, a non-profit organization that believes in the power of an integrated arts education to cultivate the next generation of leaders who can inspire social and cultural change.
Away from the office, Matthew enjoys spending time with his wife Stephanie, and sons Santino & Carmine. He also loves to bass fish, and is a collector of hand carved lures.
Securities Agent: AZ, ME, WI, AK, HI, NH, KY, FL, WV, UT, TN, DC, CT, SC, OR, MN, IA, VT, PA, NE, NC, MO, KS, ND, SD, MA, VI, TX, PR, OK, NY, NM, NJ, CA, AL, RI, NV, MS, MI, MT, MD, LA, OH, GA, AR, WY, WA, VA, IN, CO, DE, ID, IL; General Securities Representative; Investment Advisor Representative
NMLS#: 1347345
NMLS#: 1347345
About Adam Shayo
Adam Shayo advises clients in areas such as financial planning, portfolio management, cash management and lending, and stock risk mitigation. As a Workplace Advisor - Equity Compensation, he’s knowledgeable about workplace benefits, and has received rigorous training in this field. Adam can help clients determine how their equity compensation fits into their overall goals and financial strategy.
In 2018, Adam joined Morgan Stanley because of the tremendous platforms and other resources the firm offers to help clients reach their goals. He believes empathy is an important quality as a Financial Advisor. Adam enjoys working with clients face-to-face, understanding their needs and ambitions, and developing customized plans for them. It’s important to him that his clients can potentially look to the future with greater confidence.
Adam is a native of Brooklyn, New York, and received a B.A. degree with a concentration in Finance from SUNY Albany in 2018. He’s proud to have graduated with a highest-in-class GPA of 3.9.
In 2018, Adam joined Morgan Stanley because of the tremendous platforms and other resources the firm offers to help clients reach their goals. He believes empathy is an important quality as a Financial Advisor. Adam enjoys working with clients face-to-face, understanding their needs and ambitions, and developing customized plans for them. It’s important to him that his clients can potentially look to the future with greater confidence.
Adam is a native of Brooklyn, New York, and received a B.A. degree with a concentration in Finance from SUNY Albany in 2018. He’s proud to have graduated with a highest-in-class GPA of 3.9.
Securities Agent: CT, NV, MO, MD, VT, MT, MS, WV, HI, NJ, NH, AZ, SC, NY, DC, AL, TX, PA, LA, CA, WI, NM, ME, KY, CO, SD, ID, AK, VI, ND, UT, TN, FL, WA, MA, IA, RI, NE, NC, MN, IL, VA, PR, OH, MI, KS, AR, WY, OR, OK, IN, GA, DE; General Securities Representative; Investment Advisor Representative
NMLS#: 1841093
NMLS#: 1841093
About Gerald Ferrante
For nearly 37 years, Gerry has been with Morgan Stanley and its predecessor firms. He began his career in the industry as a Financial Advisor at Merrill Lynch prior to joining the firm in 1985 as a National Training Officer. Throughout his career, he held various positions including Branch Manager, Regional Director and Complex Manager. In 2020 through 2021 he served as Special Advisor in the Northeast Region utilizing his extended experience in the business. As of January 2022, Gerry joined The Liberty Group as a Financial Advisor. He likes to say, “I have come full circle in a career that I have cherished, with a firm and its leadership that I have the utmost respect for with colleagues that I am proud to work with and love.” He further adds, I consider it a privilege to continue to strive to embody Morgan Stanley’s Core Values in serving our clients.”
Gerry has served on the Branch Manager Council, National Recruiting Council, Fixed Income Advisory Board, the firm’s Legal Advisory Board, and as a FINRA arbitrator. He was named one of the top 100 Wall Street Managers by On Wall Street Magazine many times over*. Gerry has also represented the firm in the Wall Street Journal and Registered Rep Magazine, and made appearances on the CBS Nightly News and on national television in Japan.
Named as an Honoree at the 2011 Gala, Gerry has been actively involved in the Northern New Jersey chapter of the American Cancer Society as well as the Northern New Jersey MS Society. He is also a member of the Columbus Citizen’s Foundation where he and his wife also sponsor a scholarship for the private education of a needy high school student. Gerry is also an active supporter of the Marine Corp Council as well as Hope For the Warriors annually during Fleet Week. He and his wife Pam, are also sponsors of K-9’s for Warriors, an organization that finds, trains and unites support dogs for veterans in need. Continuing his philanthropic endeavors and under his guidance, the complex was the recipient of the Presidential Service Award for excellent volunteering efforts during Global Volunteer Month in 2011 and 2013.
Gerry was presented with the prestigious 2016 Corporate Partnership Award by MJHS for his work with Menorah Home and Hospital in his home town Brooklyn, New York. In addition to normal nursing and rehabilitation services, Menorah’s inpatient hospice residence is the first in New York City to care for children as well as adults. This has been of particular interest to Gerry as he is also a supporter of The Morgan Stanley Children’s Hospital.
Gerry was named a Maker at the end of 2019. This honor is in recognition of Gerry’s support of Woman in the corporate and private sector. He is most proud of that recognition as he was nominated by the many women he had been privileged to work with. Most recently, Gerry was honored by Statement Arts in 2021 at their annual golf outing for the philanthropic work promoting music and the arts within NYC’s public schools for under privileged students.
Gerry earned a Bachelor of Science degree in History, Education and Economics from SUNY Oneonta and a Master of Arts in Public Affairs from the W. Averell Harriman School for Management and Public Policy, SUNY Stony Brook. Most recently he was named Alumni of Distinction by SUNY Oneonta. He also endows a scholarship there so that a student in need may expand their education by studying overseas.
Gerry is an avid golfer, enthusiastic supporter of all New York sports teams. He and his wife love to travel to all parts of the world. Gerry and his wife Pam live in Sea Girt, New Jersey and have two grown daughters, Debra and Danielle. Danielle is married to son-in-law Cristian who now have a new addition to the family, baby Christian.
Gerry has served on the Branch Manager Council, National Recruiting Council, Fixed Income Advisory Board, the firm’s Legal Advisory Board, and as a FINRA arbitrator. He was named one of the top 100 Wall Street Managers by On Wall Street Magazine many times over*. Gerry has also represented the firm in the Wall Street Journal and Registered Rep Magazine, and made appearances on the CBS Nightly News and on national television in Japan.
Named as an Honoree at the 2011 Gala, Gerry has been actively involved in the Northern New Jersey chapter of the American Cancer Society as well as the Northern New Jersey MS Society. He is also a member of the Columbus Citizen’s Foundation where he and his wife also sponsor a scholarship for the private education of a needy high school student. Gerry is also an active supporter of the Marine Corp Council as well as Hope For the Warriors annually during Fleet Week. He and his wife Pam, are also sponsors of K-9’s for Warriors, an organization that finds, trains and unites support dogs for veterans in need. Continuing his philanthropic endeavors and under his guidance, the complex was the recipient of the Presidential Service Award for excellent volunteering efforts during Global Volunteer Month in 2011 and 2013.
Gerry was presented with the prestigious 2016 Corporate Partnership Award by MJHS for his work with Menorah Home and Hospital in his home town Brooklyn, New York. In addition to normal nursing and rehabilitation services, Menorah’s inpatient hospice residence is the first in New York City to care for children as well as adults. This has been of particular interest to Gerry as he is also a supporter of The Morgan Stanley Children’s Hospital.
Gerry was named a Maker at the end of 2019. This honor is in recognition of Gerry’s support of Woman in the corporate and private sector. He is most proud of that recognition as he was nominated by the many women he had been privileged to work with. Most recently, Gerry was honored by Statement Arts in 2021 at their annual golf outing for the philanthropic work promoting music and the arts within NYC’s public schools for under privileged students.
Gerry earned a Bachelor of Science degree in History, Education and Economics from SUNY Oneonta and a Master of Arts in Public Affairs from the W. Averell Harriman School for Management and Public Policy, SUNY Stony Brook. Most recently he was named Alumni of Distinction by SUNY Oneonta. He also endows a scholarship there so that a student in need may expand their education by studying overseas.
Gerry is an avid golfer, enthusiastic supporter of all New York sports teams. He and his wife love to travel to all parts of the world. Gerry and his wife Pam live in Sea Girt, New Jersey and have two grown daughters, Debra and Danielle. Danielle is married to son-in-law Cristian who now have a new addition to the family, baby Christian.
Securities Agent: WI, HI, AR, VT, TX, NE, FL, CT, WV, VA, SD, AK, MI, UT, TN, SC, MO, OR, NY, IA, DE, AL, ID, WA, RI, NV, MN, GA, AZ, WY, OH, NM, NC, MA, KY, IN, IL, VI, ME, DC, CA, PA, OK, ND, KS, CO, PR, NH, MT, MS, MD, LA, NJ; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
About William Bello
I began my Wall Street career as an Institutional Equity Sales trader in 1991. I left the Institutional side of the business in 2005 as Managing Director of US Equities and Trading for Nomura Securities. I began my career advising individual clients on their investments and personal finances at what was ostensibly the worst possible time to launch such a venture – at the beginning of the 2007-2009 recession. At the same time, however, I reasoned that if I was ever going to make the switch from Institutional Trading that marked the first fifteen years of my career, this was it. People needed advice in that environment and I realized that if I could help them weather the storm, I’d be providing an invaluable service.
Beyond investment expertise, I’m a Chartered Retirement Planning Counselor ® and a Morgan Stanley credentialed Financial Planning Specialist. As a result, I can provide my clients with comprehensive financial plans that contain tangible recommendations for all of their financial goals and objectives.
In addition to my practice I currently serve as the Producing Manager for our Sea Girt Branch. I take a lot of pride in this position and make every effort to work closely with other practices in the office to assist them with the constantly changing landscape of our profession. I assist each practice in how to use Modern Wealth Management techniques to enhance and grow their already successful practices.
I graduated from Canisius College in Buffalo, NY with a BS in Finance before beginning my financial services career as an Institutional Equity Trader with several firms catering to well-known broker dealers and investment management firms. I have also served as Sales Manager, Head of FA Training and Resident Director at Merrill Lynch in Princeton, NJ prior to joining Morgan Stanley in 2001. I have just over 30 years Financial Services experience.
Outside of the office, I’m passionate about golf and I played competitive amateur events throughout the NJ, NY and PA area. I volunteer with the New Jersey State Golf Association as a tournament official. I have been married for over 25 years to my wonderful wife Lisa who is a Reference Librarian at the Brick Branch of the Ocean County Library. We have a 22-year-old son Christian who is currently working for Morgan Stanley in their Virtual Engagement Program.
Beyond investment expertise, I’m a Chartered Retirement Planning Counselor ® and a Morgan Stanley credentialed Financial Planning Specialist. As a result, I can provide my clients with comprehensive financial plans that contain tangible recommendations for all of their financial goals and objectives.
In addition to my practice I currently serve as the Producing Manager for our Sea Girt Branch. I take a lot of pride in this position and make every effort to work closely with other practices in the office to assist them with the constantly changing landscape of our profession. I assist each practice in how to use Modern Wealth Management techniques to enhance and grow their already successful practices.
I graduated from Canisius College in Buffalo, NY with a BS in Finance before beginning my financial services career as an Institutional Equity Trader with several firms catering to well-known broker dealers and investment management firms. I have also served as Sales Manager, Head of FA Training and Resident Director at Merrill Lynch in Princeton, NJ prior to joining Morgan Stanley in 2001. I have just over 30 years Financial Services experience.
Outside of the office, I’m passionate about golf and I played competitive amateur events throughout the NJ, NY and PA area. I volunteer with the New Jersey State Golf Association as a tournament official. I have been married for over 25 years to my wonderful wife Lisa who is a Reference Librarian at the Brick Branch of the Ocean County Library. We have a 22-year-old son Christian who is currently working for Morgan Stanley in their Virtual Engagement Program.
Securities Agent: NC, NJ, TN, VI, WV, PR, WY, WI, WA, VT, MN, VA, UT, TX, SD, SC, RI, PA, OR, OK, OH, NY, NV, NM, NH, NE, ND, MT, MS, MO, MI, ME, MD, MA, LA, KY, KS, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK, IN; BM/Supervisor; General Securities Principal; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 579299
NMLS#: 579299
About James Valentino
With over two decades of experience in financial services, James Valentino supports the team’s efforts to create customized investment strategies for affluent families and individuals. Employing Morgan Stanley's proprietary framework for risk-reward analysis, James works to identify investment opportunities for clients, analyze portfolios on a quarterly basis and prepare performance reports and presentation materials. He is also charged with keeping the team’s clients abreast of appropriate insight and analysis from the Morgan Stanley Global Investment Committee.
James began his financial services career in 2001, working as a specialist clerk at the New York Stock Exchange. He then spent a year at Merrill Lynch before joining Morgan Stanley in 2008. James earned an A.S. in business administration at LaGuardia Community College and went on to earn a B.B. in finance from Baruch College
James is a passionate outdoors enthusiast. Whether diving into the depths of the ocean, casting a line for the perfect catch, or navigating the wilderness, James finds solace and adventure in nature. In addition to conquering the great outdoors and navigating financial landscapes, he is a dedicated family person. A loving spouse and proud parent of two, James finds joy in balancing the thrill of adventure with the warmth of family life. Together, they create a harmonious blend of outdoor escapades and cherished moments at home, making his journey through life truly fulfilling.
James began his financial services career in 2001, working as a specialist clerk at the New York Stock Exchange. He then spent a year at Merrill Lynch before joining Morgan Stanley in 2008. James earned an A.S. in business administration at LaGuardia Community College and went on to earn a B.B. in finance from Baruch College
James is a passionate outdoors enthusiast. Whether diving into the depths of the ocean, casting a line for the perfect catch, or navigating the wilderness, James finds solace and adventure in nature. In addition to conquering the great outdoors and navigating financial landscapes, he is a dedicated family person. A loving spouse and proud parent of two, James finds joy in balancing the thrill of adventure with the warmth of family life. Together, they create a harmonious blend of outdoor escapades and cherished moments at home, making his journey through life truly fulfilling.
About Denice S. Layne
Denice Layne has spent a over decade working in client-facing positions in the financial services industry. Supporting the team’s advisors, Denice assists clients with financial transactions, helps to establish new accounts and supports clients with special service requests. She was elected to participate in the Morgan Stanley Leadership Readiness Program, which prepares employees for leadership roles within the firm.
Prior to joining The Liberty Group in 2014, Denice worked as a senior vault teller at JP Morgan Chase Bank, and as a financial representative at the Mutual of Omaha Insurance Company. After receiving an A.A.S. in business management from the Borough of Manhattan Community College, she went on to earn a B.S. in business management and finance from Brooklyn College.
Away from work, Denice is active in community development efforts in her native Brooklyn. She also has over 25 years of experience as a professional dancer across a broad range of styles.
Prior to joining The Liberty Group in 2014, Denice worked as a senior vault teller at JP Morgan Chase Bank, and as a financial representative at the Mutual of Omaha Insurance Company. After receiving an A.A.S. in business management from the Borough of Manhattan Community College, she went on to earn a B.S. in business management and finance from Brooklyn College.
Away from work, Denice is active in community development efforts in her native Brooklyn. She also has over 25 years of experience as a professional dancer across a broad range of styles.
About Stephanie DeCrosta
Stephanie DeCrosta joined Morgan Stanley in 2015 as a Client Service Associate. She has since held several client-facing positions within the firm. Stephanie assists the team on a part-time basis with client engagement, digital support, trade execution and ensures we are up to date on the firms newest tools and initiatives .
Stephanie lives in Bloomfield, NJ with her husband, Matthew and their two sons. She is a certified yoga instructor who is passionate about health and wellness. As a family they enjoy running around outside, spending time with loved ones and hanging out at the Jersey Shore.
*This role cannot solicit or provide investment advice
Stephanie lives in Bloomfield, NJ with her husband, Matthew and their two sons. She is a certified yoga instructor who is passionate about health and wellness. As a family they enjoy running around outside, spending time with loved ones and hanging out at the Jersey Shore.
*This role cannot solicit or provide investment advice
About Danielle Magrini
Danielle has spent over 20 years in the financial services industry. She currently works directly with the Branch Manager in our Sea Girt, NJ office where she provides a high level of administrative support to the Branch as well as works directly with Financial Advisors. She is committed to providing clients with the outstanding service model that the team prides itself on delivering. Danielle helps establish accounts and facilitate any special client request.
Danielle worked with AG Edwards and Wachovia Securities prior to joining Morgan Stanley in 2007. She has a degree in Communications from NYU and recently completed her Series 7 and Series 66.
A long-time resident of the Jersey Shore, Danielle spends most of her spare time reading on the beach.
Danielle worked with AG Edwards and Wachovia Securities prior to joining Morgan Stanley in 2007. She has a degree in Communications from NYU and recently completed her Series 7 and Series 66.
A long-time resident of the Jersey Shore, Danielle spends most of her spare time reading on the beach.
About Debra Jennings
Debra Jennings draws on over 20 years of experience in financial services to deliver an outstanding service experience to the Group’s clients. She serves as the administrator and team coordinator, contributing to the smooth functioning of the office and helping make sure that the client requests are handled promptly and accurately.
Debra began her career in financial services with Deutsche Asset Management in 1999 as a Data Management Associate. She worked through various operations roles there including investment support and client support.
Outside of work, Debra is an active committee member for Staten Island Autism Warriors. Through her committee involvement, Debra has helped plan judgment-free family events for the Autism Community of Staten Island, volunteered her time at the family events and has volunteered her time fundraising to help cover the costs of the events.
Debra began her career in financial services with Deutsche Asset Management in 1999 as a Data Management Associate. She worked through various operations roles there including investment support and client support.
Outside of work, Debra is an active committee member for Staten Island Autism Warriors. Through her committee involvement, Debra has helped plan judgment-free family events for the Autism Community of Staten Island, volunteered her time at the family events and has volunteered her time fundraising to help cover the costs of the events.
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Awards and Recognition
Forbes Best-In-State Wealth Advisors
2020-2025 Forbes Best-In- State Wealth Advisors Source: Forbes.com (Awarded 2020-2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Wealth Management
Global Investment Office
Portfolio Insights
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Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan 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
Awards Disclosures | Morgan Stanley
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan 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
Awards Disclosures | Morgan Stanley
CRC 4237142 (02/2025)
