Mark Tobias
Managing Director, Wealth Management,
Financial Advisor,
Senior Portfolio Management Director
Direct:
(732) 435-2225(732) 435-2225
Toll-Free:
(800) 272-1370(800) 272-1370
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Welcome
Mark Tobias at Morgan Stanley* is committed to understanding your unique financial objectives. Together, we will develop a comprehensive long-term investment plan. Whether it be retirement or trust services, education funding, IRA rollovers, money management, insurance or lending services, the experienced professionals located in New Brunswick, New Jersey are ready to draw on the resources of Morgan Stanley* to help you reach your specific wealth management goals.
NMLS#: 1285385
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Education
- Tulane University BS - Business Administration, 1982
- Series 7 - NYSE/NASD General Securities Agent
- Series 63 - Uniform Securities Agent, State
- Series 65 - Investment Advisory Agent
- Annuity and Life Insurance Licensed
Experience
1983 - Present: Morgan Stanley
-Managing Director- Wealth Management
Senior Investment Management Specialist /
Portfolio Manager / Financial Advisor
New Brunswick, NJ; New York
-Managing Director- Wealth Management
Senior Investment Management Specialist /
Portfolio Manager / Financial Advisor
New Brunswick, NJ; New York
Awards
2010-2020 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2010-2020). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Source: Barrons.com (Awarded 2010-2020). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
- 2020 Barron's Top 1200 Financial Advisors in the Country
- 2019 Barron's Top 1200 Financial Advisors in the Country
- 2018 Barron's Top 1200 Financial Advisors in the Country
- 2017 Barron's Top 1200 Financial Advisors in the Country
- 2016 Barron's Top 1200 Financial Advisors in the Country
- 2015 Barron's Top 1200 Financial Advisors in the Country
- 2014 Barron's Top 1200 Financial Advisors in the Country
- 2013 Barron's Top 1000 Financial Advisors in the Country
- 2012 Barron's Top 1,000 Financial Advisors in the Country
- 2011 Barron's Top 1,000 Financial Advisors in the Country
- 2010 Barron's Top 1,000 Financial Advisors in the Country
- President's Council Smith Barney
- Chairman's Council Smith Barney
- Director's Council Smith Barney
- Director's Advisory Group
In The Press
We are pleased to announce that Mark S. Tobias, Managing Director – Wealth Management, Senior Portfolio Management Director, Investment Management Consultant has been named to Barron’s annual list of America’s Top 1200 Advisors for a sixth year in a row (2013-2019). The “Barron’s Top 1200 Advisors” is a select group of individuals who are screened on a number of criteria. See Press Release for details.
(2013,2014,2015,2016,2017,2018,2019) Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (2013,2014,2015,2016,2017,2018,2019. Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
(2013,2014,2015,2016,2017,2018,2019) Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (2013,2014,2015,2016,2017,2018,2019. Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Client Service Team
Mary Perrone
Mary began her career in the financial services industry in 1987 and joined Morgan Stanley in 2005. She currently holds her Series 7, 63, and 67 licenses and has been a Portfolio Management Associate since 2010.
As a Portfolio Management Associate, she is a skilled and trusted point of contact for our clients and supports the daily management of client portfolios and operations for the group. With more than 35 years of industry experience, Mary specializes in cash management, lending, retirement, and estate settlements.
Mary is a lifelong resident of Staten Island and a lover of country music and travel. She enjoys spending time with her husband Steven and daughter Meagan and taking a daytrip to the beach.
As a Portfolio Management Associate, she is a skilled and trusted point of contact for our clients and supports the daily management of client portfolios and operations for the group. With more than 35 years of industry experience, Mary specializes in cash management, lending, retirement, and estate settlements.
Mary is a lifelong resident of Staten Island and a lover of country music and travel. She enjoys spending time with her husband Steven and daughter Meagan and taking a daytrip to the beach.
Csilla Daloia
Location
340 Mount Kemble Avenue
Morristown, NJ 07960
US
Direct:
(732) 435-2225(732) 435-2225
Toll-Free:
(800) 272-1370(800) 272-1370
Fax:
(732) 435-2255(732) 435-2255
Wealth Management
Global Investment Office
Portfolio Insights
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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Ready to start a conversation? Contact Mark Tobias today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
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.
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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
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.
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)
