Marc Goldstein
Executive Director,
Wealth Advisor,
Senior Portfolio Management Director
Direct:
(914) 225-5685(914) 225-5685
Toll-Free:
(888) 499-8544(888) 499-8544
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
For me, retirement planning means more than providing my clients with investment advice. It means helping them maintain the financial independence they’ve worked their whole lives to achieve.My consultative process begins with an in-depth discussion of your current finances and future objectives. We’ll address issues you might have overlooked and determine how we can help you adjust your investment strategy to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.
Securities Agent: NM, CA, SC, IL, PA, NY, CT, AZ, MD, GA, NJ, FL, OK, NH, HI, DE, DC, VA, OR, NC, IA, WV, WA, TN, MO, MA, WI, TX, PR, OH, ME, KY, NV, MI, LA, CO; General Securities Representative; Investment Advisor Representative
NMLS#: 1262334
NMLS#: 1262334
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Client Service Team
Andrew B. Goldstein - Financial Advisor, Portfolio Manager, Financial Planning Specialist
Phone:
(914) 225-3404(914) 225-3404
Email:andrew.b.goldstein@morganstanley.com
Andrew is a Financial Advisor Associate with The Canterbury Group at Morgan Stanley where he focuses on providing holistic financial planning and exemplary levels of service to clients. Andrew’s background in finance and passion for investing allows him to utilize various investment vehicles and conduct preliminary financial assessments to create customized plans for each client. Additionally, his role includes researching and analyzing trends in the market to help maintain the team’s active portfolios.
Prior to starting with The Canterbury Group, Andrew worked as an associate for other retail teams in the wealth management field. Additionally, Andrew worked on the institutional side within Morgan Stanley’s Graystone Consulting Division where he focused on corporate retirement solutions and equity compensation plans. In this role, Andrew helped to fill the gaps between the institutional and retail businesses by soliciting new investment opportunities for multiple advisors. There he learned to maneuver the intricacies of complex corporate plans which enable him to advise low level employees to c-suite executives on everything from diversification from single stock concertation to Rule 144 filings.
Andrew received his bachelor’s degree in Finance from the Robert H. Smith School of Business. While enrolled at the University of Maryland, he was an active member of the OZ Sports Philanthropy Club and a campus ambassador for various social networking start-ups where he helped to increase their collegiate exposure.
Andrew was raised in Briarcliff Manor, New York where he received numerous honors as a multi-sport athlete and spent time volunteering with The Miracle League of Westchester and Habitat for Humanity initiatives. He currently resides in the Chelsea neighborhood of Manhattan and enjoys boxing, attending sporting events and travelling in his free time. Andrew has obtained the firm’s Financial Planning Specialist designation and is Series 7 and 66 Licensed.
Prior to starting with The Canterbury Group, Andrew worked as an associate for other retail teams in the wealth management field. Additionally, Andrew worked on the institutional side within Morgan Stanley’s Graystone Consulting Division where he focused on corporate retirement solutions and equity compensation plans. In this role, Andrew helped to fill the gaps between the institutional and retail businesses by soliciting new investment opportunities for multiple advisors. There he learned to maneuver the intricacies of complex corporate plans which enable him to advise low level employees to c-suite executives on everything from diversification from single stock concertation to Rule 144 filings.
Andrew received his bachelor’s degree in Finance from the Robert H. Smith School of Business. While enrolled at the University of Maryland, he was an active member of the OZ Sports Philanthropy Club and a campus ambassador for various social networking start-ups where he helped to increase their collegiate exposure.
Andrew was raised in Briarcliff Manor, New York where he received numerous honors as a multi-sport athlete and spent time volunteering with The Miracle League of Westchester and Habitat for Humanity initiatives. He currently resides in the Chelsea neighborhood of Manhattan and enjoys boxing, attending sporting events and travelling in his free time. Andrew has obtained the firm’s Financial Planning Specialist designation and is Series 7 and 66 Licensed.
Securities Agent: SC, FL, NJ, HI, DE, LA, WV, MD, IL, AZ, ME, OK, KY, IA, GA, CA, MA, DC, CT, CO, WA, TX, PA, OR, NY, NH, NC, PR, NV, KS, AR, MI, WI, VA, NM, IN; General Securities Representative; Investment Advisor Representative
Christopher Stone - Financial Advisor, Financial Planning Specialist
Phone:
(914) 225-2515(914) 225-2515
Email:chris.g.stone@morganstanley.com
Chris joined The Canterbury Group at Morgan Stanley Wealth Management in July 2022 as a Financial Advisor. The Team is comprised of five professionals bringing their clients approximately 90 years of combined market knowledge in the financial services industry.
Prior to joining Morgan Stanley, Chris was a Trader at Axiom Investors covering Asian Equities. While overseeing the execution of Japan and Asia ex-Japan equity and currency orders he successfully built and maintained strong relationships with multiple brokerage firms on the street.
Chris began his career at Deutsche Asset Management where he worked for eight years, becoming an Assistant Vice President of Active Equity Trading in this span. Utilizing the skillset he developed at DeAM, Chris advanced his career to Senior Trader, spending time at both Akana Capital Management and International Value Advisers, LLC prior to making his way to Axiom.
Chris earned his MBA in Finance from St. John’s University and a Bachelor's Degree in Anthropology from The University at Buffalo.
In his free time, Chris enjoys participating with his family in various recreational activities such as hiking, ice skating, tennis and swimming as well as coaching his daughter’s basketball team and son's baseball team. Chris is an avid Buffalo Bills fan and enjoys playing the clarinet.
Prior to joining Morgan Stanley, Chris was a Trader at Axiom Investors covering Asian Equities. While overseeing the execution of Japan and Asia ex-Japan equity and currency orders he successfully built and maintained strong relationships with multiple brokerage firms on the street.
Chris began his career at Deutsche Asset Management where he worked for eight years, becoming an Assistant Vice President of Active Equity Trading in this span. Utilizing the skillset he developed at DeAM, Chris advanced his career to Senior Trader, spending time at both Akana Capital Management and International Value Advisers, LLC prior to making his way to Axiom.
Chris earned his MBA in Finance from St. John’s University and a Bachelor's Degree in Anthropology from The University at Buffalo.
In his free time, Chris enjoys participating with his family in various recreational activities such as hiking, ice skating, tennis and swimming as well as coaching his daughter’s basketball team and son's baseball team. Chris is an avid Buffalo Bills fan and enjoys playing the clarinet.
Securities Agent: FL, CT, NY, NJ, CO, NV, NM, MI, AL, VT, PR, LA, GA, TX, CA, WA, HI, AZ, PA, MA, KY, VA, OK, OH, MD, IA, WI, OR, NC, ME, DE, MO, IL, DC, SC, NH; General Securities Representative; Investment Advisor Representative
Vincent Tozzo - Wealth Management Associate
Phone:
(914) 225-5112(914) 225-5112
Email:vincent.tozzo@morganstanley.com
Vince graduated from Lebanon Valley College (PA.), with a Bachelor of Science in Business Administration in 2007. He has worked in the financial services industry since 2007, when he became an Operations Associate at Smith Barney. Vince worked in operations at Smith Barney’s White Plains, NY office, while also running day-to-day operations at their satellite office in Scarsdale, NY. He moved to the Smith Barney Mt. Kisco office in November 2008. He continued his work in operations until he was promoted to Branch Manager’s Assistant in July 2012. In that position, he played an intricate role in leading the office through the Smith Barney/Morgan Stanley joint venture. In March 2013, Vince accepted an opportunity to become a Registered Client Service Associate in Morgan Stanley’s Purchase office.
In April 2013, Vince joined The Canterbury Group and brought with him, 5+ years’ worth of knowledge and skills from operations and management. The skillset Vince brings to his role as Registered CSA enables him to bring a unique perspective to the client’s Morgan Stanley experience. Moreover, his calm demeanor and positive attitude make him a trusted and valued member of the team.
Vince resides in Fairfield, CT with his wife, Kristen and his three children, Sienna, Dean and Anthony.
In April 2013, Vince joined The Canterbury Group and brought with him, 5+ years’ worth of knowledge and skills from operations and management. The skillset Vince brings to his role as Registered CSA enables him to bring a unique perspective to the client’s Morgan Stanley experience. Moreover, his calm demeanor and positive attitude make him a trusted and valued member of the team.
Vince resides in Fairfield, CT with his wife, Kristen and his three children, Sienna, Dean and Anthony.
Audra Gerken - Sr. Client Service Associate
Phone:
(914) 225-5689(914) 225-5689
Email:audra.gerken@morganstanley.com
Audra began her financial service career with Morgan Stanley in August 2004 as a sales assistant in the White Plains, NY office of Morgan Stanley. In 2005, Audra transferred to the wealth management office in Purchase, NY to be an executive assistant to the Director of the Branch Managers Task Force. In 2006, Marc Goldstein had joined Morgan Stanley from Smith Barney and recruited Audra to join his team as a client service associate. Audra has played an intricate role in developing deep comprehensive client relationship.
Audra’s administrative skills and responsibilities continue to expand dramatically, as does her passion and dedication to the standard of client service excellence. Audra works diligently to maintain the highest standards of client service and administrative support.
Audra is Bronx native who has resided in Westchester County with her husband Richard since 1993. Audra has two daughters, Crystal and Danielle, and is blessed with a grandson David. Audra enjoys travel and trips to the beach with her family.
Audra’s administrative skills and responsibilities continue to expand dramatically, as does her passion and dedication to the standard of client service excellence. Audra works diligently to maintain the highest standards of client service and administrative support.
Audra is Bronx native who has resided in Westchester County with her husband Richard since 1993. Audra has two daughters, Crystal and Danielle, and is blessed with a grandson David. Audra enjoys travel and trips to the beach with her family.
Location
2000 Westchester Ave 1nc
Purchase, NY 10577
US
Direct:
(914) 225-5685(914) 225-5685
Toll-Free:
(888) 499-8544(888) 499-8544
Fax:
(914) 225-5532(914) 225-5532
Wealth Management
Global Investment Office
Portfolio Insights
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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
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
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
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
Donor Advised Funds: A Smart Way to Manage Your Giving
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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 Marc Goldstein today.
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
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)
