Senior Vice President, Wealth Management, Financial Advisor, Financial Planning Specialist
Phone:
(516) 227-2883(516) 227-2883
Mancini Group at Morgan Stanley
Direct:
(516) 227-2967(516) 227-2967
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
About Us
You have worked hard to take care of yourself and your family, and your persistence has paid off. At The Mancini Group at Morgan Stanley, we care most about helping you put your wealth to work to achieve the lifestyle and legacy you envision. With our focus on comprehensive wealth management, we go beyond investment advice to address your full financial picture, from cash management and retirement planning to wealth transfer, liability management and business succession. Our personalized wealth management process is designed to provide a road map to your financial future. Leveraging our vast resources - including intellectual capital, experience and dedicated personal service - we can work with you to create a personalized wealth strategy. Then, over time, we can adapt it to changing circumstances, helping you to achieve - and protect - your goals.
Services Include
- Wealth ManagementFootnote1
- Retirement PlanningFootnote2
- Financial PlanningFootnote3
- 401(k) Rollovers
- Life InsuranceFootnote4
- Long Term Care InsuranceFootnote5
- Cash Management and Lending ProductsFootnote6
- Planning for Education FundingFootnote7
- Trust AccountsFootnote8
- Estate Planning StrategiesFootnote9
- Stock Plan ServicesFootnote10
- Stock Option PlansFootnote11
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
Making You Our Focus
Our planning-based approach to wealth management centers around you – your concerns, values, aspirations and vision for the future. Rather than tracking performance against a benchmark, we measure success by helping you meet your goals.
Whether you are seeking to fund a child’s education, transition a business, retire or something else, we make your goals our focus. Your life plan is the framework for all the advice and counsel we provide, so the wealth management strategy we develop together reflects your unique needs and long-term objectives and helps limit the amount of risk exposure to only what is necessary.
Whether you are seeking to fund a child’s education, transition a business, retire or something else, we make your goals our focus. Your life plan is the framework for all the advice and counsel we provide, so the wealth management strategy we develop together reflects your unique needs and long-term objectives and helps limit the amount of risk exposure to only what is necessary.
Tax Efficiency
In addition to aligning our recommendations with your time frame and market appetite, one of our biggest concerns is tax efficiency, knowing that what you keep is as important as gross return. Having a tax efficient portfolio is an integral part of any sophisticated financial plan.
Simplifying Your Financial Life
Successful families like yours have complex needs that required integrated wealth management strategies. Backed by the resources and intelligence of Morgan Stanley, we deliver the personalized care of a boutique firm, fully supported by capabilities of an industry powerhouse, so you get the services and solutions you demand and deserve.
We Are Here For You
Put simply, we have the skills, knowledge and experience to get things done and simplify your financial life, while always putting your interests first. In times of stress, financial or otherwise, we are here for you, our valued clients. Please call us anytime.
Goals Based Financial Planning
All members of The Mancini Group abide by the belief that every relationship should start with a comprehensive financial plan.
Using our suite of tools — our LifeView® platform — we can create your personal roadmap to help achieve and protect your goals — a framework that makes the connection between your life goals and your financial resources, and provides a baseline for future discussions.
LifeView® helps us:
•Analyze your current investments, and financial situation
•Review and prioritize your goals with you, such as Retirement
•Education funding
•Develop wealth transfer strategies
Click the link below to access the sample LifeView® Client Profile:
Using our suite of tools — our LifeView® platform — we can create your personal roadmap to help achieve and protect your goals — a framework that makes the connection between your life goals and your financial resources, and provides a baseline for future discussions.
LifeView® helps us:
•Analyze your current investments, and financial situation
•Review and prioritize your goals with you, such as Retirement
•Education funding
•Develop wealth transfer strategies
Click the link below to access the sample LifeView® Client Profile:
Location
1200 Franklin Avenue 2nd
Fl
Garden City, NY 11530
US
Direct:
(516) 227-2967(516) 227-2967
Fax:
(516) 209-3461(516) 209-3461
Meet Mancini Group
Senior Vice President, Wealth Management, Financial Advisor, Financial Planning Specialist
Phone:
(516) 227-2806(516) 227-2806
Financial Advisor, Workplace Advisor – Equity Compensation, Financial Planning Specialist
Phone:
(516) 227-2810(516) 227-2810
Lisa Bricca
Senior Registered Associate
Phone:
(516) 227-2967(516) 227-2967
About Joseph Mancini
With over 30 years of experience, Joseph assists individual clients in planning for their long-term goals without focusing on short-term market swings. Through a comprehensive discussion with clients, Joseph evaluates a client’s current and previous investment experience, reviews their assets with an eye toward estate planning and assesses their retirement planning needs.
In addition to Joseph’s securities licensing, he is also licensed to service our client’s Life Insurance, Variable Annuity, and Accident & Health Insurance needs.
In addition to Joseph’s securities licensing, he is also licensed to service our client’s Life Insurance, Variable Annuity, and Accident & Health Insurance needs.
Securities Agent: NJ, FL, WA, TX, NV, NM, GA, DC, AR, OH, CT, AK, OK, NC, MI, CA, VA, MD, IL, HI, CO, WV, MA, AL, SC, NY, OR, DE, AZ, RI, PA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1253112
CA Insurance License #: 0C00693
NMLS#: 1253112
CA Insurance License #: 0C00693
About Andrea Mancini
Andrea has a Bachelor’s Degree with a Concentration in Finance from Adelphi University in Garden City, NY. Andrea has over 20 years’ experience - having started in 1998 with Morgan Stanley legacy Smith Barney. She focuses on implementing a financial plan encompassing every stage of your life in order to help you achieve your financial goals while maintaining preservation of capital.
In addition to Andrea’s securities licensing, she is also licensed to service our client’s Life Insurance, Variable Annuity, and Accident & Health Insurance needs.
In addition to Andrea’s securities licensing, she is also licensed to service our client’s Life Insurance, Variable Annuity, and Accident & Health Insurance needs.
Securities Agent: MO, DE, TX, NH, MN, DC, AZ, NY, HI, SC, OH, MI, AK, MA, GA, CT, NV, NM, ME, OR, OK, NJ, KS, IL, FL, AL, WV, MD, CA, CO, AR, WA, VA, RI, PA, NC; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1253155
NMLS#: 1253155
About Christopher Mancini
Christopher is multi-faceted and holds dual rolls within The Mancini Group. He works closely with our clients during the financial planning process and ensures that no stone goes unturned. Having Christopher on the team furthers our effort to think of the big picture and instill wealth management strategies that will last for generations to come. We believe our clients can feel comfortable that the trust built with the Mancini family will continue to grow and be used to plan for the future.
Christopher also specializes in working with corporate stock plans as a Dedicated Equity Plan Specialist. He works with various Fortune 500 companies’ plans to assist their high level executives and employees in managing their equity compensation plans and complex financial needs.
In addition to Christopher's securities licensing, he is also licensed to service our client’s Life Insurance, Variable Annuity, and Accident & Health Insurance needs.
Christopher also specializes in working with corporate stock plans as a Dedicated Equity Plan Specialist. He works with various Fortune 500 companies’ plans to assist their high level executives and employees in managing their equity compensation plans and complex financial needs.
In addition to Christopher's securities licensing, he is also licensed to service our client’s Life Insurance, Variable Annuity, and Accident & Health Insurance needs.
Securities Agent: OK, NC, ME, MA, AL, OR, OH, NV, DE, CO, AZ, AK, PA, NM, NY, CT, VA, SC, RI, NJ, FL, DC, WA, MD, HI, GA, MI, IL, CA, TX; General Securities Representative; Investment Advisor Representative
NMLS#: 1789385
NMLS#: 1789385
Contact Joseph Mancini
Contact Andrea Mancini
Contact Christopher Mancini
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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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
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
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
Article Image
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Mancini Group today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When 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.
3Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Morgan 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
7When 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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
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.
9Morgan 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.
10Morgan 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.
11Morgan 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.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When 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.
3Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Morgan 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
7When 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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
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.
9Morgan 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.
10Morgan 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.
11Morgan 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.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
