Our Team at Morgan Stanley Morristown Center 2 Branch

Photo of Joseph Moschella

Joseph Moschella

Executive Director, Market Manager
Phone:
(973) 993-5214(973) 993-5214

About Joseph Moschella

Joseph Moschella, Executive Director, Branch Manager. Joe is a native of Morristown, N.J., he graduated Rutgers University with a Bachelor of Science degree in Business Management, class of 1992. He entered the Financial Services industry later that year and joined Dean Witter Reynolds as a Financial Advisor. Joe remained in that role through the merger of Morgan Stanley and Dean Witter, and eventually transitioned to a Sales Management role in 2005. In 2006, he became the Branch Manager of the Morgan Stanley Pearl River, N.Y. branch. Following the merger of Morgan Stanley and Smith Barney in 2009, he held a series of sales and branch management roles in the Western N.J. Complex and then in 2015, he became the Branch Manager of the Morgan Stanley Morristown, N.J. location. Joe celebrated 30 years with the firm in October of 2022. In his free time, Joe enjoys the outdoors, sports, boating & fishing, and especially spending time with his family where they reside in Randolph, N.J.
Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY; Investment Advisor Representative; BM/Supervisor; General Securities Representative; Managed Futures

About Sue Orsulak

Suzanne Orsulak (Sue) has over 30 years of experience in the Wealth Management field.

As a Business Service Officer, Sue ensures both clients and Financial Advisors receive the highest level of service from Morgan Stanley.

Sue relies upon her industry knowledge to proactively resolve issues, enhance the client experience and streamline processing requests.

Prior to joining Morgan Stanley, Sue was an Operations Manager at Financial Northeastern Companies in Fairfield, NJ. In that role, Sue managed the operations and support staff of a full service broker-dealer mainly serving institutions with fixed income products.

Sue graduated from Glassboro State College (now Rowan University) and lives in Boonton Township, NJ with her husband Mike, son Nicholas and rescue dog Freddy!

In her spare time, Sue enjoys traveling to warm weather destinations, boating and spending time with family and friends.
Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY; Investment Advisor Representative; BM/Supervisor; General Securities Representative; Transactional Futures/Commodities; Managed Futures

About Nora DeFalco

Nora DeFalco is a Complex Risk Officer for the Central NJ Complex. Nora is based out of Morristown, NJ and also covers the New Brunswick, NJ branch. She has over 30 years of experience in the Financial Services Industry. Her responsibilities include ensuring that our Financial Advisors and Service Professionals are educated and aware of compliance, risk policy, business ethics and regulatory and compliance practices. She supervises the activity of the Financial Advisors and Client Account utilizing various mechanisms, remediates risk and maintains a consistent controlled environment.

Nora DeFalco resides in Roxbury, NJ with her husband Bruce, her son, Christian, daughter Madison and German Shepherd, Luna. She is a graduate of William Paterson University.

In her spare time, Nora enjoys spending time with her family and friends, watching her daughter’s soccer games and going to the gym.
Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, VA; Investment Advisor Representative; BM/Supervisor; General Securities Principal; General Securities Representative; Transactional Futures/Commodities; Managed Futures

About Jingtong Zhi

Jingtong Zhi had been with the firm since 2020, started out as a Registered Client Service Associate for a Financial Advisor. Then moved into the branch administrator role in 2022 servicing both the Morristown branch office and the complex branch office in Florham Park, NJ.

Within her role as a Client Service Associate, she had become fully registered, completing her SIE, Series 7, Series 66, as well as her Series 9 & 10 exams.

Jingtong graduated from Loyola University Maryland, and now lives in Morris County, NJ with her grey tabby cat Soba.

Outside of work, she enjoys powerlifting, going to concerts, trying new foods and restaurants, traveling and sharing great memories with friends and family

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Branch Address

340 Mount Kemble Avenue
Morristown, NJ 07960
US
Get Directions
Branch:
(973) 267-4545(973) 267-4545
Toll-Free:
(800) 524-2423(800) 524-2423
Fax:
(973) 993-5276(973) 993-5276
1When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

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2Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.

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3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

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

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6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.

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7Morgan 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, charitable giving, philanthropic planning and other legal matters.

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8Morgan 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, charitable giving, philanthropic planning and other legal matters.

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9Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.

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10Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

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11Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

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Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.

Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.

© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.

Awards Disclosures
CRC 6491812 04/2024