Lionel M Goldberg
Senior Vice President,
Financial Advisor,
Financial Planning Specialist
Direct:
(516) 227-2837(516) 227-2837
Toll-Free:
(800) 645-8600(800) 645-8600
Industry Award WinnerMy 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 highly seasoned and respected investment professionals, a premier trading and execution platform, and a full spectrum of investment choices.
Securities Agent: NM, MN, VA, MA, GA, CA, AZ, NC, DC, PA, OH, CO, CT, RI, NY, NV, HI, DE, SC, TX, WA, NJ, NH, MD, FL, TN, IL; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 1253119
NMLS#: 1253119
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Education and Licensing
- BA - Business Management, 1985- Ithaca College, Ithaca, NY
- Life Insurance License
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent
- Series 7 - General Securities Representative
- Series 8 - General Securities Sales Supervisor
Client Service Team
Nicholas Crocco - Client Service Associate
Phone:
(516) 227-2966(516) 227-2966
Email:Nicholas.Crocco@morganstanley.com
Nick Crocco brings a wealth of knowledge and a strong commitment of client service to our team. He graduated in 2020 from Marist College in Poughkeepsie, NY, earning a B.S. in Accounting with a Minor in Business Administration. Shortly after graduation, Nick began his career as an Investment Funds Tax Associate at RSM US, a prestigious accounting firm in New York. In this role, he specialized in tax preparation for hedge fund and private equity clients.
In March of 2022, Nick transitioned to Morgan Stanley as a Digital Virtual Engagement Associate. At Morgan Stanley, he excelled in assisting financial advisors nationwide. He leveraged Morgan Stanley’s firm tools, enhanced client relationships, improved prospecting efforts, and played a part in growing the book of business of all his teams.
In July of 2024, Nick moved to his current role as a Registered Client Service Associate with The Peninsula Group at Morgan Stanley, one of his teams he serviced while in the Digital VEA Program. As a team member of The Peninsula Group, Nick is dedicated to providing every client with the highest level of service, striving to make a positive impact on the lives and families he assists. His commitment to excellence and personalized service sets him apart in the wealth management field.
Nick currently resides in Babylon, NY. When he's not assisting clients or collaborating with his team, he enjoys spending time on the golf course with his friends and celebrating his Italian heritage by playing bocce with his father in local leagues and tournaments across the country.
In March of 2022, Nick transitioned to Morgan Stanley as a Digital Virtual Engagement Associate. At Morgan Stanley, he excelled in assisting financial advisors nationwide. He leveraged Morgan Stanley’s firm tools, enhanced client relationships, improved prospecting efforts, and played a part in growing the book of business of all his teams.
In July of 2024, Nick moved to his current role as a Registered Client Service Associate with The Peninsula Group at Morgan Stanley, one of his teams he serviced while in the Digital VEA Program. As a team member of The Peninsula Group, Nick is dedicated to providing every client with the highest level of service, striving to make a positive impact on the lives and families he assists. His commitment to excellence and personalized service sets him apart in the wealth management field.
Nick currently resides in Babylon, NY. When he's not assisting clients or collaborating with his team, he enjoys spending time on the golf course with his friends and celebrating his Italian heritage by playing bocce with his father in local leagues and tournaments across the country.
Matthew Maher - Client service associate
Phone:
(516) 227-2963(516) 227-2963
Email:Matthew.Maher@morganstanley.com
Matthew is a graduate of the University of South Carolina’s Darla Moore School of Business, where he earned a Bachelor of Science in Business Administration with a major in Finance and a minor in Sports & Entertainment Management. His academic background provided a strong foundation in financial principles and insight into the intersection of finance and the entertainment industry.
Currently, Matthew serves as the Peninsula Groups Client Relations Analyst, where he supports the delivery of comprehensive financial planning and investment management services. His responsibilities include analyzing client portfolios, assisting with internal and external money movement, and ensuring a high level of client satisfaction.
Previously, Matthew gained experience in investment management, sales, and advanced estate planning, developing the ability to navigate complex financial strategies and deliver tailored client solutions. Guided by a strong client-first philosophy, he has earned both the SIE and Series 7 licenses and is currently pursuing the Series 66. With a commitment to continuous learning and relationship-driven service, Matthew is focused on contributing to client success and the continued growth of Morgan Stanley.
Currently, Matthew serves as the Peninsula Groups Client Relations Analyst, where he supports the delivery of comprehensive financial planning and investment management services. His responsibilities include analyzing client portfolios, assisting with internal and external money movement, and ensuring a high level of client satisfaction.
Previously, Matthew gained experience in investment management, sales, and advanced estate planning, developing the ability to navigate complex financial strategies and deliver tailored client solutions. Guided by a strong client-first philosophy, he has earned both the SIE and Series 7 licenses and is currently pursuing the Series 66. With a commitment to continuous learning and relationship-driven service, Matthew is focused on contributing to client success and the continued growth of Morgan Stanley.
Location
1200 Franklin Avenue 2nd
Fl
Garden City, NY 11530
US
Direct:
(516) 227-2837(516) 227-2837
Toll-Free:
(800) 645-8600(800) 645-8600
Fax:
(516) 336-8359(516) 336-8359
Awards and Recognition
Forbes Best-In-State Wealth Management Teams
Forbes Best-In-State Wealth Management Teams Source: Forbes (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period 3/31/23-3/31/24.
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
A Simple Six-Step Retirement Checkup
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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
Rational Investing in an Age of Uncertainty
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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
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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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 Lionel M Goldberg today.
1Morgan 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.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
