The Navesink River Group

We strive to have a thorough understanding of our client's current financial situation and definition of a life well-lived. As hardworking individuals ourselves, it’s our goal to make your money work as hard as possible for you and your family. 

The Navesink River Group is focused on building and managing wealth for business owners, executives and individuals in or nearing retirement.  We bring 56 years of combined experience to the table along with a wide range of services and solutions offered by Morgan Stanley. We deliver strategies that can respond to both the expected and unexpected events in our client’s lives.

By providing objective advice and knowledgeable guidance, we create customized short and long-term financial plans that can be adapted throughout our client’s various life stages. Using proactive communication and collaboration, we help our clients create wealth management strategies designed to support today’s lifestyle needs, tomorrow’s goals and a legacy for future generations. 

We look forward to being a part of your success story,

Greg, Jamie and Steph
Services Include
  • UGMA/UTMA1
  • 401(k) Rollovers
  • Alternative Investments2
  • Annuities3
  • Asset Management4
  • Business Succession Planning5
  • Cash Management6
  • Certificates of Deposit7
  • Corporate Bonds8
  • Corporate Trust Services
  • Divorce Financial Analysis9
  • 529 Plans10
  • Endowments and Foundations11
  • Estate Planning Strategies12
  • Exchange Traded Funds13
  • Financial Planning14
  • Fixed Income15
  • Lending Products
  • Life Insurance16
  • Long Term Care Insurance17
  • Municipal Bonds18
  • Philanthropic Services
  • Professional Portfolio Management19
  • Qualified Plans
  • Retirement Planning20
  • Structured Products21
  • Trust Services*
  • Wealth Consulting
  • Wealth Management22
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

The Navesink River Group believes that managing wealth involves far more than managing an investment portfolio.  It begins with developing a holistic, comprehensive understanding of who you are and the financial forces at work in your life.  It means helping you understand and respond effectively to these forces.  And, of course, it means helping you invest your assets in a way that reflects the realities of your life and the uniqueness of your long term goals. 


Leveraging resources across the firm, we provide access to advice and investment management expertise while bringing clients a personalized local perspective.  Our process starts with learning about our clients to develop a deep understanding of their goals, circumstances and values, leading to a customized solution. We are committed to building a relationship of trust in which we can work closely with you to help you define your objectives, explore alternatives and choose the financial and investment strategies that are most appropriate for you.  As our relationship evolves, we hope you will come to regard us as a valued resource and professionals who can help you make a more informed decision on any financial issue.


As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the worlds most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

    Our Clients

    Our clients have diverse goals. Many are business owners with complex needs and a long-term horizon. Others are wealthy families who want us to work with their team of trusted advisors: attorneys, agents, and CPAs.  Together, using Morgan Stanley’s tremendous cache of resources, we can create a coordinated, comprehensive financial plan.


    We treasure the long-term relationships we have formed with our clients, some lasting for generations. Whether you want to plan for your retirement, or your children’s legacy, we will craft a portfolio aimed at preserving your capital, meeting your current financial needs, and creating the future you want for yourself and your family.

      Location

      20 Linden Place
      Red Bank, NJ 07701
      US
      Direct:
      (732) 224-3838(732) 224-3838

      Meet Navesink River Group

      About Me

      Jamie Blalock is a Second Vice President Financial Advisor at Morgan Stanley in Red Bank, NJ.  Being a part of one of the largest financial services wealth management firms in the world, Jamie has access to global resources in order to help clients meet their long term financial objectives and specific cash flow needs.   Jamie spends an incredible amount of time working with families to understand asset allocation, asset manager selection and specific investment strategies.

      Before the Morgan Stanley Smith Barney joint venture in June 2009, Jamie began his career in the finance field as a financial advisor with Legg Mason* in 2003.  Jamie was awarded the Blue Chip award from Smith Barney* in 2007, an award given for excellence in providing client services.

      Jamie is a 1994 graduate of the University of Delaware with a B.A. in Criminal Justice.  He was a member of the varsity lacrosse team at Delaware, having been the starting goalkeeper for 3 years.  He was also a member and officer of the Kappa Alpha Order.  He spends his free time today coaching youth lacrosse in his area. His other hobbies include golf, hockey and still playing the sport of lacrosse.  Jamie resides in Rumson, NJ with his wife Eileen, son Nicholas, and two daughters Allison and Brynn.   

      * A predecessor firm to Morgan Stanley

      Asset Allocation does not guarantee a profit or protect against a loss
      Securities Agent: NJ, WV, WA, VA, UT, TX, SC, RI, PA, OR, NY, NV, NC, MI, MD, MA, LA, IL, HI, GA, FL, DE, CT, CO, CA, AZ, AR; General Securities Representative; Investment Advisor Representative
      NMLS#: 1255304

      About Me

      Greg began his financial career with Merrill Lynch in 1992 in the World Financial Center NY, NY. In 1997, Greg transitioned to the Private Client Wealth Management Division within Merrill Lynch in Red Bank, NJ and, in 2008, joined Morgan Stanley, also Red Bank, NJ. He has been a Wealth Management professional for 19 years, and he has dedicated his career to helping his clients achieve their financial objectives. His goals-based approach focuses on a comprehensive Wealth Management plan and a commitment to providing outstanding service and advice. Greg has been entrusted to manage $200,000,000 in client assets as of May 1, 2018.

      Greg is from Brielle, NJ, and he attended high school at Christian Brothers Academy, Lincroft, NJ. He graduated Fordham University, Bronx, NY, in 1992, with a BA in Economics and a minor in Psychology.

      Greg has been actively involved in various charitable organizations through the years, including “Christmas in April” Jersey City, The Salvation Army Red Bank, and the Monmouth/Ocean County Brain Tumor Support Group.

      Greg, and his wife, Allison, are married fourteen years, and they have four children. In his free time, he enjoys various family activities, reading, and playing golf.
      Securities Agent: NJ, WV, WA, VA, UT, TX, SC, RI, PA, OR, NY, NV, NC, MI, MD, MA, LA, IN, IL, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR; Managed Futures; General Securities Representative; Investment Advisor Representative
      NMLS#: 1262219

      About Me

      Stephanie A Petrosini, Financial Advisor, began her career with Morgan Stanley immediately after graduating Summa Cum Laude from LIM College, where she received a Bachelor’s of Marketing. Her passion and success has resulted in her being awarded the Five Star Wealth Manager Award for 6 consecutive years 2013-2019, highlighting her dedicated work as a goal based advisor.

      Stephanie believes in working closely with clients to structure a personal, tailored strategy to manage not only their assets but also their liabilities. She continually monitors and adjusts the plan as the relationship and client goals evolve over time. This is a dynamic process that is structured to help maximize return and minimize risk.
      Priding herself on explaining the advantages and disadvantages of investments Stephanie recommends, she is equally as candid in regard to the risks associated and any fees involved. She views clients as family and is rewarded by the friendships that develop.

      Stephanie is deeply passionate about helping others in both her personal and professional life. She volunteers for causes close to her heart, such as the Alzheimer’s Association, and Veterans through America’s Corporate Partners, where she is a mentor. Stephanie also enjoys keeping fit, playing the piano, mentoring others, supporting her favorite football team and caring for her home in Holmdel.
      Securities Agent: NJ, VA, UT, SC, RI, PA, OR, NY, NC, MD, MA, LA, IL, HI, FL, DE, CT, CO, CA, AZ, AR; Managed Futures; General Securities Representative; Investment Advisor Representative
      NMLS#: 1252909
      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
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      Investing

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      • Asset Management
      • Wealth Planning
      • Traditional Investments
      • Alternative Investments
      • Impact Investing
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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
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      Business Planning

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      • Succession Planning
      • Business Planning
      • Retirement Plan Sponsors
      • Qualified Retirement Plans
      • Corporate Pension Funds
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      Ready to start a conversation? Contact Navesink River Group today.
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      1Morgan 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.

      2Alternative 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 suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

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

      4Morgan 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.

      5Morgan 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.

      6Morgan 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

      7CDs are insured by the FDIC, an independent agency of the U.S. Government, up to a maximum of $250,000 (including principal and accrued interest) for all deposits held in the same insurable capacity (e.g. individual account, joint account, IRA etc.) per CD depository. Investors are responsible for monitoring the total amount held with each CD depository. All deposits at a single depository held in the same insurable capacity will be aggregated for the purposes of the applicable FDIC insurance limit, including deposits (such as bank accounts) maintained directly with the depository and CDs of the depository.

      8Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

      9Morgan 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.

      10Investors 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.

      11Morgan 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.

      12Morgan 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.

      13An investment in an exchange-traded fund involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor's ETF shares, if or when sold, may be worth more or less than the original cost.

      14Morgan 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.

      15Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

      16Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      17Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      18Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.

      19Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

      20Morgan 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.

      21Structured Investments are complex and not suitable for all investors, and there is no assurance that a strategy of using structured product for wealth preservation, yield enhancement, and/or interest rate risk hedging will meet its objectives.

      22Morgan 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.

      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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