Soundview Legacy Group at Morgan Stanley

Bill has been a registered Financial Advisor for more than two decades, assisting clients in bull markets, bear markets, and everything in between. He joined Morgan Stanley in 2011 after 12 years at Citigroup. Bill now leads a team based out of Morgan Stanley’s Wealth Management Corporate Headquarters in Purchase, NY. He serves the needs of high net worth clients throughout the United States helping to design tailored solutions that reflect their unique circumstances.

Bill works closely with the Morgan Stanley Trust Services group to ensure that his clients are properly aligned when it comes to their estate plan. He strongly believes that proper planning is not just about investing but so much more. The team emphasizes intellectual consistency, in-depth customization, and committed service which helps streamline the complexities of financial planning for high net worth families. Bill has extensive experience guiding clients through the wealth accumulation and distribution process as each phase of life merits a dedicated strategy. Bill has been named to Morgan Stanley's prestigious Presidents Club, an elite group of the firm's Financial Advisors.

Bill currently resides in Bronxville, NY with his wife Alison and four children, Matthew, Emma, Michael and Gregory

Thomas Interlicchio leads a wealth management practice that is designed to focus on deep discovery and goal-based financial planning. He launched his career in 2010 at Citigroup Wealth Management before joining Morgan Stanley in 2011.

Tom focuses on understanding his client’s goals in order to tailor a suitable wealth management plan while striving to ensure protection against cyclical market uncertainties. He has extensive experience providing an array of clientele with custom portfolio management, retirement income design, corporate retirement plans, financial planning and assistance with estate planning strategies. His perception and depth of knowledge attracts a broad range of investors whose core value is to identify their short and long-term financial goals.

Whether your focus is immediate income, building wealth for retirement, or providing a lasting financial legacy, Tom is relentless in providing a financial roadmap that is unique to you as an individual.

Over the years, Tom has leveraged several strategic partnerships within the firm which has added tremendous value to the client’s experience and satisfaction, such as estate planning notions, lending solutions, insurance planning and much more. Specific lifestyle needs, cash-flow requirements, and wealth preservation goals are the foundation of the teams work and are areas of focus that are pivotal during the onboarding process. Tom has been named to Morgan Stanley's prestigious Masters Club, an elite group of the firm's Financial Advisors.

Tom, a former Division One lacrosse player, is still very active in the sport as he is a Director for the Predators Lacrosse club in Westchester, NY. He lives in Katonah, NY with his wife Elizabeth and two children Madelyn and Logan.

Thomas J. Interlicchio holds the following registrations: Series 66; Series 7.

Forbes Best-In-State Top Next Gen Wealth Advisors 2023 & 2024
Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors
Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22.

With 22 years of industry experience, Mario has been dedicated to helping families and businesses achieve their financial and personal goals since he began in 2002. Joining Morgan Stanley in 2007, Mario prides itself on providing tailored solutions for any scenario, ensuring that clients receive comprehensive support in navigating their most complex financial challenges.

Mario's passion for his work stems from his commitment to his clients, whom he considers friends. He believes that spending quality time with them is the most rewarding aspect of his role. He is fluent in Italian and holds a life insurance license, along with registrations from FINRA, NYSE American LLC, Nasdaq, and NYSE. Educated at Concordia (now part of Iona) in Tuckahoe, NY, where he earned his B.S. in Business, Mario is an avid golfer and a lover of NYC culture. While most of his immediate family resides in the U.S., he maintains close ties with his extended family overseas, visiting them every couple of years.

Seth Thompson is diligent in his quest to help clients set and reach their financial goals. But this laser-focus comes with a soft side, including a reputation as someone who listens to clients – no surprise – very intensely. Only in this way can Seth deliver on his core purpose: to make your money work as hard for you as you did for it.

Always employing an educational approach, Seth guides clients in making decisions based on a long-term, goal-focused investment philosophy with their best interests at heart. Seth deeply believes it best to formulate a financial strategy based not on a view of the economy or markets, but rather your own version of financial success. Said another way, the only benchmark Seth cares about is the one that measures your financial goals.

With that said, Seth focuses his efforts on designing, implementing, and monitoring bespoke financial plans. His knowledge of markets, thoughtfulness, and meticulous attention to detail is evident throughout his work. Whether in the accumulation, distribution, or transfer phase of one’s life, Seth’s high-touch approach to communication allows his clients to remain in-the-know and involved in their own successes.

Seth earned his Bachelor of Arts degree from The Pennsylvania State University (University Park, PA) in 2005. Prior to joining Morgan Stanley in 2024, Seth successfully built a thriving and robust practice in Oakmont, PA where he developed his esteemed reputation while working with Edward Jones Investments.

He earned the prestigious CERTIFIED FINANCIAL PLANNER™ (CFP^®) designation in 2022 after meeting the rigorous academic, experience, and ethical requirements set forth by the Certified Financial Planner^® Board of Standards.

Seth and his wife, Andrea, currently reside in suburban Pittsburgh. Both are avid sports fans who enjoy staying physically active. Additionally, Seth and Andrea are travel enthusiasts and enjoy spending time with friends and family.

With over 12 years of financial services experience, Steven is a Wealth Management associate on the McCormack Interlicchio Group. His primary focus is on providing first-class client service and strategic operational support to the group's clients. He assists the Group’s Financial Advisors in creating performance reports and in implementing investment decisions made in client meetings. He executes buy and sell trade orders as well as handles the setup and reporting of Alternative Investments and managed accounts on the team. He received his B.S. in Sports Management from The University of Massachusetts, Amherst.
Steven resides in Syosset, NY with his wife, Jodi and two children Zach and Avery.

Steven Bekoff holds the following registrations: Series 66; Series 7

Peter joined the McCormack Interlicchio Group in 2021 after 7 years at Merrill Lynch. His primary focus is providing top notch client service to the group’s clients. He assists the group’s Financial Advisors in financial planning to help clients set goals, develop a plan, and track their progress. He is also available to execute buy and sell trade orders, assist with updates on existing accounts, requests for funds disbursements, and other related tasks. He received his B.B.A. in Finance from Pace University. Peter is an avid golfer and skier who also enjoys spending time with family and friends. Peter is also a big Yankees and Giants fan and loves going to concerts. Peter resides in Pearl River, NY.

Peter O’Connor holds the following registrations: Series 66; Series 7

Svetlana Fiumara is a Registered Client Service Associate for the Soundview Legacy Group at Morgan Stanley. Svetlana plays a vital role in providing administrative and operational support to the team’s financial advisors. Svetlana is passionate about building meaningful relationships and assisting them in achieving their financial and personal goals.

Svetlana graduated from Pace University with a degree in Business studies. She holds Series 7 and Series 66 licenses and is a Registered Associate. Outside of the office, Svetlana enjoys spending time with her family and loves skiing. She also has a passion for ballet and classic literature.