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
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheckLink Opens in New Tab.*

Client Service Team

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    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.
    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
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    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.
    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
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    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.
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    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.

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

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
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4 Financially Smart Ways to Take Money Out of Retirement Accounts

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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
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2025 Global Economic Outlook: U.S. Policies May Temper Global Growth

Global growth is likely to be around 3% in 2025 and 2026, as tariff and immigration policies begin to slow the U.S. economy late next year, and China's underperformance restrains emerging markets.

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
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Taking Control of Your Finances After Death of a Spouse

Financial planning after a divorce or death can be trying, but with the right approach and the right advice you can turn a difficult situation into empowerment.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Qualified Retirement Plans
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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
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Donor Advised Funds: A Smart Way to Manage Your Giving 

There’s more to charitable giving than you may realize. Here’s one method that may be a tax-efficient way to give and can help maximize your impact.

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.
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The Business Case for a Financially Resilient Workforce

In the face of turbulent markets, the word “resilience” may be top of mind. Broadly speaking, resilience is the ability to “bounce back” when encountering life’s inevitable challenges.
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.

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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.

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Awards DisclosuresLink Opens in New Tab
CRC 6491812 (04/2024)