Nancy Anderson
Senior Vice President,
Financial Advisor
Direct:
(973) 993-5232(973) 993-5232
My Mission Statement
By delivering disciplined guidance, clear education and proactive service, I strive to turn complexity into clarity—helping empower clients to build, preserve and transfer wealth with purpose.
My Story and Services
Nancy Anderson’s career has been dedicated to wealth management, spanning 38 years where she has developed comprehensive knowledge of retirement planning, investment solutions, and legacy planning. She has focused on building long-term client relationships anchored in thoughtful guidance, clear communication, and a planning-led approach. Nancy partners with individuals and families who want a steady, informed perspective as they make important financial decisions—and who value a relationship that can evolve as their lives, priorities, and circumstances change.
Nancy takes time to understand each client’s goals, timelines, and preferences, as well as the personal values that shape their definition of success. From there, she helps clients organize their financial lives and develop a strategy designed to address both near-term needs and longer-term objectives. Depending on the client’s situation, this may include retirement planning, education funding, cash flow and liquidity needs, investment strategy, and legacy considerations. Nancy emphasizes practical, actionable next steps and aims to ensure clients feel informed and supported at each stage of the planning process.
Clients often appreciate Nancy’s calm, collaborative style and her ability to translate complex financial topics into clear, understandable terms. She believes that confidence comes from clarity—knowing what you own, why you own it, and how your strategy is intended to work over time. Nancy also recognizes that markets and life events can be unpredictable, which is why she places importance on revisiting assumptions, monitoring progress toward goals, and refining plans as circumstances change.
Nancy graduated from Pace University’s Lubin School of Business with a B.B.A in Finance and Economics. She is committed to giving back to her community by supporting several charitable organizations through ongoing volunteerism and philanthropic involvement, and she values contributing time and resources to causes that strengthen and serve those around her. She is a dedicated professional and a proud mother of three and grandmother of two. Outside of work, she values time with family and brings the same commitment, care, and resilience to her professional responsibilities. Nancy lives an active lifestyle with her husband and enjoys spending time at the Mendham Golf and Tennis Club.
Nancy takes time to understand each client’s goals, timelines, and preferences, as well as the personal values that shape their definition of success. From there, she helps clients organize their financial lives and develop a strategy designed to address both near-term needs and longer-term objectives. Depending on the client’s situation, this may include retirement planning, education funding, cash flow and liquidity needs, investment strategy, and legacy considerations. Nancy emphasizes practical, actionable next steps and aims to ensure clients feel informed and supported at each stage of the planning process.
Clients often appreciate Nancy’s calm, collaborative style and her ability to translate complex financial topics into clear, understandable terms. She believes that confidence comes from clarity—knowing what you own, why you own it, and how your strategy is intended to work over time. Nancy also recognizes that markets and life events can be unpredictable, which is why she places importance on revisiting assumptions, monitoring progress toward goals, and refining plans as circumstances change.
Nancy graduated from Pace University’s Lubin School of Business with a B.B.A in Finance and Economics. She is committed to giving back to her community by supporting several charitable organizations through ongoing volunteerism and philanthropic involvement, and she values contributing time and resources to causes that strengthen and serve those around her. She is a dedicated professional and a proud mother of three and grandmother of two. Outside of work, she values time with family and brings the same commitment, care, and resilience to her professional responsibilities. Nancy lives an active lifestyle with her husband and enjoys spending time at the Mendham Golf and Tennis Club.
Securities Agent: MI, FL, WA, VT, TX, MT, NJ, NC, MA, PA, MO, VI, NH, NY, KS, TN, SC, CT, CA, ME, GA, VA; General Securities Representative; Investment Advisor Representative
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
LEADING A FULFILLING RETIREMENT
The retirement planning landscape is shaped by evolving economic conditions, regulatory updates, and the diverse financial needs of individuals. When preparing for a client's retirement, Nancy delves into a variety of topics, including effective retirement savings plans, investment strategies tailored to different life stages, and risk management techniques to safeguard your future.
Nancy also examines the impact of current market trends and demographic shifts on retirement planning, offering insights into how these factors may influence your financial decisions. Nancy's goal is to equip you with the knowledge and tools necessary to make informed choices that align with your long-term objectives.
Nancy also examines the impact of current market trends and demographic shifts on retirement planning, offering insights into how these factors may influence your financial decisions. Nancy's goal is to equip you with the knowledge and tools necessary to make informed choices that align with your long-term objectives.
Making the Most of Your Retirement Savings
Carefully managing distributions from your portfolio during retirement can help you save on taxes, leaving you more money to spend and enjoy.
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Tax Smart Strategies for Your Retirement
Smart tax planning can help you save more for retirement and keep more of what you've already saved. Consider these tax-efficient retirement planning strategies.
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What Kind of Retiree Do You Want to Be?
Everyone has a different idea of their dream retirement. Whatever you envision, it’s essential to plan ahead so that your nest egg will last.
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Are You Prepared for Retired Life?
Your retirement has the potential to be the most fulfilling period of your life–but you need to have a plan for your time as well as your finances.
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How Insurance Can Help with Retirement Planning
Insurance isn't just for supporting dependents if something happens to you. It can also be part of a long-term retirement strategy.
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Financially Smart Ways to Take Money Out of Retirement Accounts
Discover how planning for required minimum distributions from retirement accounts can help you fund future needs and support loved ones.
Learn MoreKEEPING YOU CONNECTED
Morgan Stanley’s comprehensive suite of digital resources has been carefully designed to help enhance each and every aspect of your financial portfolio and life. Learn more about some of the Modern Wealth Management Tools that we offer to our valued clients.
Morgan Stanley Online
Beyond viewing your account balance and activity, Morgan Stanley Online (MSO) has a suite of features that allow you to manage your everyday finances from paying bills and sending money to transferring funds and authorizing transactions with eAuthorizations.
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Morgan Stanley Mobile App
Access your account wherever, whenever using the Morgan Stanley Mobile App. It gives you the same capabilities as Morgan Stanley Online from the convenience of your phone or tablet.
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Total Wealth View
View all your external financial accounts directly in Morgan Stanley Online or the mobile app. By linking your accounts, you'll benefit from more informed wealth planning, secure data access and convenient connectivity.
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Digital Vault
Digital Vault allows for easy sharing and convenient access to your most important documents from wills and deeds to financial statements and tax fillings. Easily manage your encrypted financial records all in one place.
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MS Reserved
Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's most valued clients. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
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Family Office Resources
Morgan Stanley Family Office Resources provides specialized, technical expertise to select clients across a broad range of family wealth management issues. Our core capabilities span three complimentary areas of focus including Governance & Legacy, Wealth Strategies and Signature Access.
Learn MoreEVERYTHING YOU NEED, ALL IN ONE PLACE
At Morgan Stanley Wealth Management, exclusive access to vast resources, combined with our unique capabilities, gives me the means to support your goals at every stage in your life.
Financial Planning
Morgan Stanley Financial Planning can show you a single, comprehensive snapshot of your finances. I can help you create a wealth plan that's adaptable to the different stages of your life using our award-winning tools- Goals Planning System (GPS) and LifeView.
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Advice and Solutions
My clients benefit from access to the intellectual capital of our Global Investment Committee, a group of leading market thinkers uniquely dedicated to providing high-quality, industry-leading investment ideas to Wealth Management clients.
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Investment Management
At Morgan Stanley Investment Management, our goal is to provide strong long-term performance to a diverse client base of governments, institutions, corporations, advisors and individuals worldwide. Our investment solutions include a broad range of alternative investments, active investment strategies, customization strategies, sustainability expertise and tax-management solutions.
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Cybersecurity
Your security is my top priority. Morgan Stanley proactively defends our systems and monitors our digital landscapes to anticipate issues before they arise and responds appropriately when they do. The Firm is actively supporting a multitude of layers of security. Read more about the cybersecurity resources used by the firm below.
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Lending and Cash Management
I recognize that clients and their families have unique needs that require dedicated experience and capabilities. My goal is to help simplify your financial life with a combination of cash management and lending solutions designed to complement your investment strategy and support your financial goals.
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Tax Management Services
Morgan Stanley Total Tax 365 offers a full spectrum of tax-efficient solutions to help mitigate the tax drag on your portfolio—so you can keep more of what you earn and improve after-tax returns.
Learn MoreINVESTOR RESOURCES
It has never been more important to have a financial plan in place to get you to where you want to be. To help stay up to date on the broader economy as well as with personal finance best practices, I have provided some resources below to help you to get started.
Morgan Stanley Insights
Morgan Stanley’s latest updates on markets, economies, global trends and more. Check out our insights here.
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On The Markets Research Report
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
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GIC Weekly Research Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
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Thoughts on the Market Podcast
With perspectives on the forces shaping the market, join Morgan Stanley’s top analysts and strategists as they discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
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Morgan Stanley Five Ideas Financial Newsletter
Incisive market insights, the latest macroeconomic trends, unparalleled expertise, have all of this delivered straight to your inbox weekly.
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Wealth and Estate Planning Video Series
Explore a series of educational videos covering topics such as Foundational Estate Planning Documents, Estate & Gift Taxes, Grantor Retained Annuity Trusts (GRATs), Irrevocable Life Insurance Trusts and more.
Learn MoreLocation
340 Mount Kemble Avenue
Morristown, NJ 07960
US
Direct:
(973) 993-5232(973) 993-5232
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
A Simple Six-Step Retirement Checkup
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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
Iran Conflict: Seven Takeaways for Investors
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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
529 Plans: A Powerful Tool to Save for Education
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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
Ready to start a conversation? Contact Nancy Anderson today.
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.
2When 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.
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 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
5Morgan 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.
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. 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.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When 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.
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 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
5Morgan 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.
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. 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.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4665150 (8/2025)
