Dana Jordan
Private Banker
Mark Mohtashemi, CFP®, CPWA®, RMA®, QPFC
Vice President, Wealth Management,
Financial Advisor,
CERTIFIED FINANCIAL PLANNER®,
Portfolio Manager
Direct:
(516) 227-2824(516) 227-2824
Toll-Free:
(800) 488-4083(800) 488-4083
My Mission Statement
Helping busy professionals feel confident that they are on track to achieve their life goals while also addressing the needs of their children and/or aging parents
My Story and Services
Mark is a Certified Financial Planner and former practicing attorney focusing on comprehensive financial planning, tax mitigation techniques, estate planning and risk management.
Mark serves on the Executive Board of the Estate Planning Council of Nassau County.
Prior to joining Morgan Stanley, Mark was an attorney at Wilmer Cutler Pickering Hale and Dorr LLP – a leading, full-service international law firm.
Mark earned a Master of Laws (LL.M.) degree, with distinction, at Georgetown Law Center. He also holds a Master of Business Administration (M.B.A.) and Juris Doctor (J.D.), cum laude, from Pepperdine University, as well as a Bachelor of Science (B.S.) degree in Psychology from Fordham University.
Mark was born and raised on Long Island and resides in Huntington with his wife and two sons.
Mark serves on the Executive Board of the Estate Planning Council of Nassau County.
Prior to joining Morgan Stanley, Mark was an attorney at Wilmer Cutler Pickering Hale and Dorr LLP – a leading, full-service international law firm.
Mark earned a Master of Laws (LL.M.) degree, with distinction, at Georgetown Law Center. He also holds a Master of Business Administration (M.B.A.) and Juris Doctor (J.D.), cum laude, from Pepperdine University, as well as a Bachelor of Science (B.S.) degree in Psychology from Fordham University.
Mark was born and raised on Long Island and resides in Huntington with his wife and two sons.
Securities Agent: DC, AZ, VA, NM, NY, MO, ME, MD, ID, IA, CA, AR, TX, RI, OR, MA, LA, DE, WA, TN, SC, PA, OK, NH, AL, AK, WI, OH, MN, IN, VT, NC, GA, NJ, MI, NV, KS, FL, CT, CO, IL; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1270213
NMLS#: 1270213
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
All of my clients have something in common – namely, they want one less thing to worry about. You have too much to do, too little time and many competing priorities. Allow yourself to focus on what is most important while knowing I am here for you.
If any of the characteristics below resonate with you, let’s talk and mutually decide whether it makes sense to work together.
Do you…
• Work long hours
• Struggle to achieve work-life balance due to competing priorities
• Want to delegate financial planning and management to a credentialed, trustworthy advisor
• Have investable assets between $500,000 and $50 million
• Feel that getting on-track to achieve your life goals is more important than just “beating the market”
If any of the characteristics below resonate with you, let’s talk and mutually decide whether it makes sense to work together.
Do you…
• Work long hours
• Struggle to achieve work-life balance due to competing priorities
• Want to delegate financial planning and management to a credentialed, trustworthy advisor
• Have investable assets between $500,000 and $50 million
• Feel that getting on-track to achieve your life goals is more important than just “beating the market”
Now that video conferencing has become such an integral part of our lives, I am offering Virtual Second Opinions at no cost to anyone looking for help or guidance. Call me to set up a call or virtual Zoom meeting to discuss items below or other issues on your mind.
Personal Check-Up
You may be asking some or all of these questions:
Am I saving enough to retire someday?
Am I taking too much or too little risk with my investments?
Do I have the appropriate amount and type of insurance to protect my family?
Can I be doing something to reduce my taxes?
Who will handle my finances if I am unable to do so?
Who will make healthcare decisions for me if I can't?
What will happen to my assets and debts when I die?
Am I saving enough to retire someday?
Am I taking too much or too little risk with my investments?
Do I have the appropriate amount and type of insurance to protect my family?
Can I be doing something to reduce my taxes?
Who will handle my finances if I am unable to do so?
Who will make healthcare decisions for me if I can't?
What will happen to my assets and debts when I die?
Caring for Others
You may be asking some or all of these questions:
Am I saving enough to pay for college, weddings and helping my kids?
Are my kids educated and responsible when it comes to money?
How will I take care of my aging parents if I am working?
Can they afford long term care, if needed?
Can something be done to preserve and protect their assets?
Is their estate plan up to date and in accordance with their current wishes?
Am I saving enough to pay for college, weddings and helping my kids?
Are my kids educated and responsible when it comes to money?
How will I take care of my aging parents if I am working?
Can they afford long term care, if needed?
Can something be done to preserve and protect their assets?
Is their estate plan up to date and in accordance with their current wishes?
Financial Planning Process for Clients
"A goal without a plan is just a wish" - Antoine de Saint-Exupéry
My approach focuses on comprehensive planning utilizing evidence-based analysis and sophisticated risk management strategies.
The emphasis is process, not products, and here are the steps involved in the financial planning relationship:
Introductory Meeting (15 - 20 minutes)
• Address your initial questions, needs and concerns
• Overview of who we are, what we do and how we do it so you will know exactly what to expect and whether it makes sense to schedule a follow-up/discovery meeting
Discovery Meeting (45 - 60 minutes)
• I want to learn about you and will ask about 7 key areas we consider fundamental to understand your needs and how we can be helpful
o Values – what is important to you and why?
o Goals – what are you trying to accomplish?
o Relationships – who are the most significant people in your life?
o Finances – assets, liabilities, income, expenses and risk tolerance
o Advisors – who are your trusted advisors (CPA, attorney, etc.)?
o Process – how involved do you want to be in managing your finances?
o Interests – what do you enjoy and what motivates you?
Financial Plan and Investment Strategy Review Meeting (60 minutes: 1 - 2 weeks after Discovery Meeting)
• Review summary of the 7 key areas discussed in the Discovery Meeting
• Review investment strategy, risk metrics and tax-efficiency
• Propose strategies to create a sustainable income stream, if needed
Comprehensive Wealth Planning Meeting (60 minutes: 3 - 4 weeks after Investment Planning Meeting)
• Review comprehensive Financial Plan
• Analyze the current probability of achieving your goals and what actions can be taken to improve the probability of success
• Review Investment Proposal based on your personal goals and risk tolerance
• Retirement Planning
• Insurance and Risk Management Analysis
• Liability Planning
• Cash Flow Planning
• Tax Mitigation Strategies
• Wealth Transfer / Trust and Estate Planning Considerations
• Education Planning (if applicable)
• Philanthropy Management (if applicable)
Mutual Commitment Meeting (15 minutes)
• Confirmation of commitment, expectations of each other and review of next steps to implement the plan
Ongoing Standard of Care
• Open communication
• Quarterly monitor sent to secure Morgan Stanley Online in-box updating progress toward goals
• Periodic portfolio reviews
• Due diligence on investments
• Annual review of your comprehensive financial plan
• Ad-hoc meetings and calls, as needed
My approach focuses on comprehensive planning utilizing evidence-based analysis and sophisticated risk management strategies.
The emphasis is process, not products, and here are the steps involved in the financial planning relationship:
Introductory Meeting (15 - 20 minutes)
• Address your initial questions, needs and concerns
• Overview of who we are, what we do and how we do it so you will know exactly what to expect and whether it makes sense to schedule a follow-up/discovery meeting
Discovery Meeting (45 - 60 minutes)
• I want to learn about you and will ask about 7 key areas we consider fundamental to understand your needs and how we can be helpful
o Values – what is important to you and why?
o Goals – what are you trying to accomplish?
o Relationships – who are the most significant people in your life?
o Finances – assets, liabilities, income, expenses and risk tolerance
o Advisors – who are your trusted advisors (CPA, attorney, etc.)?
o Process – how involved do you want to be in managing your finances?
o Interests – what do you enjoy and what motivates you?
Financial Plan and Investment Strategy Review Meeting (60 minutes: 1 - 2 weeks after Discovery Meeting)
• Review summary of the 7 key areas discussed in the Discovery Meeting
• Review investment strategy, risk metrics and tax-efficiency
• Propose strategies to create a sustainable income stream, if needed
Comprehensive Wealth Planning Meeting (60 minutes: 3 - 4 weeks after Investment Planning Meeting)
• Review comprehensive Financial Plan
• Analyze the current probability of achieving your goals and what actions can be taken to improve the probability of success
• Review Investment Proposal based on your personal goals and risk tolerance
• Retirement Planning
• Insurance and Risk Management Analysis
• Liability Planning
• Cash Flow Planning
• Tax Mitigation Strategies
• Wealth Transfer / Trust and Estate Planning Considerations
• Education Planning (if applicable)
• Philanthropy Management (if applicable)
Mutual Commitment Meeting (15 minutes)
• Confirmation of commitment, expectations of each other and review of next steps to implement the plan
Ongoing Standard of Care
• Open communication
• Quarterly monitor sent to secure Morgan Stanley Online in-box updating progress toward goals
• Periodic portfolio reviews
• Due diligence on investments
• Annual review of your comprehensive financial plan
• Ad-hoc meetings and calls, as needed
Client Service Team
Jennifer Kiezel
Phone:
(516) 227-5637(516) 227-5637
Email:Jennifer.Kiezel@morganstanley.com
Pamela Heffner-Lecher - Portfolio Associate
Phone:
(516) 227-2911(516) 227-2911
Email:Pamela.Heffner-Lecher@morganstanley.com
Location
1200 Franklin Avenue 2nd
Fl
Garden City, NY 11530
US
Direct:
(516) 227-2824(516) 227-2824
Toll-Free:
(800) 488-4083(800) 488-4083
Fax:
(516) 908-3807(516) 908-3807
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Angelo Loumbas
Family Office Resource Generalist
About Dana Jordan
Dana Jordan is a Private Banker serving Morgan Stanley Wealth Management offices in New York.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Dana began her career in financial services in 2017 when she joined Morgan Stanley as a Lending Analyst in Private Banking Operations. She most recently returned to the firm in 2022. Prior to joining the firm, she was a Mortgage Professional at JP Morgan Private Bank.
Dana is a graduate of Loyola University Maryland, where she received a Bachelor of Business Administration in Finance. She lives in Long Island, New York. Outside of the office, Dana donates her time to the American Legion Auxiliary Unit 1006. She is a Senior Gold Medalist and USFSA (U.S. Figure Skating Association) member, and enjoys partaking in CrossFit.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Dana began her career in financial services in 2017 when she joined Morgan Stanley as a Lending Analyst in Private Banking Operations. She most recently returned to the firm in 2022. Prior to joining the firm, she was a Mortgage Professional at JP Morgan Private Bank.
Dana is a graduate of Loyola University Maryland, where she received a Bachelor of Business Administration in Finance. She lives in Long Island, New York. Outside of the office, Dana donates her time to the American Legion Auxiliary Unit 1006. She is a Senior Gold Medalist and USFSA (U.S. Figure Skating Association) member, and enjoys partaking in CrossFit.
NMLS#: 1974422
About Angelo Loumbas
Angelo is the Family Office Resources Generalist for Family Office Resources in the New York Metro and New England regions. Angelo provides specialized knowledge to ultra-high net worth clients and their Morgan Stanley Financial Advisors across a broad range of family wealth management issues, including family governance/dynamics, wealth education, strategic estate and financial planning, philanthropy management, lifestyle advisory and customized asset allocation and portfolio construction. Angelo has over twenty-five years experience advising wealthy families, business owners, and philanthropic organizations.
Originally from Chicago, Angelo practiced law for 15 years and represented ultra-high net worth clients and the businesses they owned, as well as major philanthropic organizations. Angelo is admitted to the Society of Trust and Estate Practitioners. He has spoken on topics such as “Conditions Suggesting a Management Buyout” before the Chicago Bar Association Corporation and Business Law Committee, “Tax Consequences of Intra-Family Loans,” before the Chicago Bar Association Trust Law Committee, and “Conversations about Wealth and Philanthropy with Prospective Donors” before the Chicago Council on Planned Giving.
Prior to rejoining Morgan Stanley in his current position in 2018, Angelo advised wealthy clients in the financial services industry for 10 years, first as a Wealth Strategist with US Trust in Chicago, then a Wealth and Estate Planning Specialist within Family Office Resources in Chicago, and finally as a Senior Wealth Planning Strategist for the Wells Fargo Private Bank in Greenwich, Connecticut. Angelo earned his B.A. from DePauw University, his M.B.A. from the University of Notre Dame, and his law degree from Indiana University at Bloomington. He is Series 7, 66 and 24 licensed. Angelo served as President of the Rotary Club of Chicago (“ROTARY/One”), the world’s first Rotary club, in 2009-2010, and now lives in Armonk, New York with his wife, a native New Yorker, and their two children.
Originally from Chicago, Angelo practiced law for 15 years and represented ultra-high net worth clients and the businesses they owned, as well as major philanthropic organizations. Angelo is admitted to the Society of Trust and Estate Practitioners. He has spoken on topics such as “Conditions Suggesting a Management Buyout” before the Chicago Bar Association Corporation and Business Law Committee, “Tax Consequences of Intra-Family Loans,” before the Chicago Bar Association Trust Law Committee, and “Conversations about Wealth and Philanthropy with Prospective Donors” before the Chicago Council on Planned Giving.
Prior to rejoining Morgan Stanley in his current position in 2018, Angelo advised wealthy clients in the financial services industry for 10 years, first as a Wealth Strategist with US Trust in Chicago, then a Wealth and Estate Planning Specialist within Family Office Resources in Chicago, and finally as a Senior Wealth Planning Strategist for the Wells Fargo Private Bank in Greenwich, Connecticut. Angelo earned his B.A. from DePauw University, his M.B.A. from the University of Notre Dame, and his law degree from Indiana University at Bloomington. He is Series 7, 66 and 24 licensed. Angelo served as President of the Rotary Club of Chicago (“ROTARY/One”), the world’s first Rotary club, in 2009-2010, and now lives in Armonk, New York with his wife, a native New Yorker, and their two children.
Wealth Management
Global Investment Office
Portfolio Insights
This is a video content
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
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
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.
Mosaic
Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
A Change of Greenery
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Ready to start a conversation? Contact Mark Mohtashemi today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3Morgan 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.
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.
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
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3Morgan 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.
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.
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)
