How I Can Help

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.Let yourself focus on what is most important while knowing I am here for you.
Services Include
  • Financial Planning1
  • Asset Management2
  • Trust Accounts3
  • Estate Planning Strategies4
  • Philanthropic Services
  • Life Insurance5
  • Long Term Care Insurance6
Securities Agent: AZ, CA, CO, CT, DC, FL, IL, MD, MT, NC, NJ, NY, OH, PA, SC, TX, VA; Investment Advisor Representative; General Securities Representative; Managed Futures
NMLS#: 1270213
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Education

  • B.S., Psychology, Fordham University
  • M.B.A., Pepperdine University School of Business and Management
  • J.D., cum laude, Pepperdine University School of Law
  • LL.M., with distinction, Georgetown Law Center

Associations

  • Estate Planning Council of Nassau County
  • North Shore Land Alliance
  • Long Island Community Foundation
  • New York State Society of CPAs (NYSSCPA)
  • Nassau County Bar Association
  • New York State Bar Association (NYSBA)

Experience

Morgan Stanley, Financial Advisor:  2011 - present
Wilmer Cutler Pickering Hale and Dorr, Attorney:  2004 - 2011

    My Clients

    Professionals - e.g. attorneys, physicians
    High net worth, multi-generational families

      Location

      855 Franklin Avenue
      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
      From My Desk

      Do You Know Where All Your Retirement Savings Are?


      Investment and Market Perspectives

      On the Markets

      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
      The Simple Six-Step Retirement Checkup

      The Simple Six-Step Retirement Checkup

      Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

      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
      Five Smart Strategies to Use a Bonus or Raise

      Five Smart Strategies to Use a Bonus or Raise

      Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

      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
      Financial Transition: A Guide for Women

      Financial Transition: A Guide for Women

      Here's how to take control of your finances if a death or divorce leaves you holding the reins.

      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
      A New Roadmap for Mission Alignment

      A New Roadmap for Mission Alignment

      Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

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      Access Morgan Stanley Online

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      Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
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      Ready to start a conversation? Contact Mark Mohtashemi today.
      Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to 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.

      2Morgan 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.

      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.

      4Morgan 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.

      5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      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 securities/instruments, services, investments and investment strategies discussed in this material may not be suitable 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”) 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.

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      *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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