Kelly A. Walsh
Executive Director, Branch Manager
Phone:
(732) 435-2200(732) 435-2200
Morgan Stanley
Morristown Center 4 Branch Office
You define success, we help you achieve it
340 Mount Kemble Avenue
Morristown, NJ 07960
US
Branch:
(973) 236-3500(973) 236-3500
Toll-Free:
(800) 272-1370(800) 272-1370
Branch Manager
Kelly A. WalshPhone:
(732) 435-2200(732) 435-2200
About Morgan Stanley Morristown Center 4 Branch
What We Do?
Morgan Stanley helps individuals, families, institutions and governments raise, manage and distribute the capital they need to achieve their goals. In Morgan Stanley’s New Brunswick Branch, we have assembled a network of experienced Financial Advisors who are dedicated to the needs of their clients, as well as their community. Our Advisors service a wide range of clients, including major corporations, nonprofit institutions, private equity and venture capital firms, corporate executives, sophisticated investors, and high net worth families. This clientele relies on proven experience and the most advanced technological resources available to help them set objectives, create goals-based plans and meet their financial objectives.
Where We Are
New Brunswick is called The Hub City and is located in the heart of New Jersey, midway between New York City and Philadelphia. It is rich in innovation and history. George Washington, Ben Franklin, Alexander Hamilton and John Adams are just a few historical leaders and innovators who made history here before, during and after the Revolutionary War. It is the birthplace of the college that became Rutgers University. New Brunswick has an eye on growth and is undergoing an urban renaissance that will serve as a model for other cities. It includes the development of
The New Jersey Innovation and Technology Hub at New Brunswick station. The $665 million Hub’s lab-to-marketplace aligns with innovation, creativity, technology, science and research, thereby attracting world-class talent, creating jobs and contributing to the state economy. According to the New Brunswick Development Corporation, “a city is never finished,” and innovation will thrive by bringing together a top-25 global corporation with the local hospitals and university in one site where future physicians will be trained. Along with The Hub there will
be over 4 million square feet of vibrant mixed-use development, offering a pedestrian-oriented retail experience for employees, students, residents and commuters. In addition, New Brunswick offers fine dining and a transformed theater district, including a cultural center and the fully renovated State Theatre of New Jersey. New Brunswick is a powerful engine for economic growth.
Who We Are
One of our primary objectives is to continuously add to our team of experienced and self-motivated Financial Advisors. Our Advisors and support professionals enjoy the full support of the Branch and Complex Management Team, as well as senior leadership within the firm. We believe the professionals in our complex are of the highest caliber and we continually seek to add similar talent to our New Brunswick family. Financial Advisors in the New Brunswick Branch often meld their skills to work on teams that are led by Advisors with seasoned tenure. Each provides clients with personalized service and counsel.
We value collaboration, entrepreneurship, continued education and pursuing professional designations. We believe our Advisors thrive because we foster an environment of integrity and professionalism, both with our clients and one another.
Over the last 30 years, I have had the opportunity to build meaningful bonds with Advisors and Support Professionals, as well as leaders around the firm. I am confident that you will discover numerous opportunities with us to take your practice to the next level. I look forward to the continuing process of exploring how our team in New Brunswick within the Central New Jersey Complex can serve you and your clients.
Morgan Stanley helps individuals, families, institutions and governments raise, manage and distribute the capital they need to achieve their goals. In Morgan Stanley’s New Brunswick Branch, we have assembled a network of experienced Financial Advisors who are dedicated to the needs of their clients, as well as their community. Our Advisors service a wide range of clients, including major corporations, nonprofit institutions, private equity and venture capital firms, corporate executives, sophisticated investors, and high net worth families. This clientele relies on proven experience and the most advanced technological resources available to help them set objectives, create goals-based plans and meet their financial objectives.
Where We Are
New Brunswick is called The Hub City and is located in the heart of New Jersey, midway between New York City and Philadelphia. It is rich in innovation and history. George Washington, Ben Franklin, Alexander Hamilton and John Adams are just a few historical leaders and innovators who made history here before, during and after the Revolutionary War. It is the birthplace of the college that became Rutgers University. New Brunswick has an eye on growth and is undergoing an urban renaissance that will serve as a model for other cities. It includes the development of
The New Jersey Innovation and Technology Hub at New Brunswick station. The $665 million Hub’s lab-to-marketplace aligns with innovation, creativity, technology, science and research, thereby attracting world-class talent, creating jobs and contributing to the state economy. According to the New Brunswick Development Corporation, “a city is never finished,” and innovation will thrive by bringing together a top-25 global corporation with the local hospitals and university in one site where future physicians will be trained. Along with The Hub there will
be over 4 million square feet of vibrant mixed-use development, offering a pedestrian-oriented retail experience for employees, students, residents and commuters. In addition, New Brunswick offers fine dining and a transformed theater district, including a cultural center and the fully renovated State Theatre of New Jersey. New Brunswick is a powerful engine for economic growth.
Who We Are
One of our primary objectives is to continuously add to our team of experienced and self-motivated Financial Advisors. Our Advisors and support professionals enjoy the full support of the Branch and Complex Management Team, as well as senior leadership within the firm. We believe the professionals in our complex are of the highest caliber and we continually seek to add similar talent to our New Brunswick family. Financial Advisors in the New Brunswick Branch often meld their skills to work on teams that are led by Advisors with seasoned tenure. Each provides clients with personalized service and counsel.
We value collaboration, entrepreneurship, continued education and pursuing professional designations. We believe our Advisors thrive because we foster an environment of integrity and professionalism, both with our clients and one another.
Over the last 30 years, I have had the opportunity to build meaningful bonds with Advisors and Support Professionals, as well as leaders around the firm. I am confident that you will discover numerous opportunities with us to take your practice to the next level. I look forward to the continuing process of exploring how our team in New Brunswick within the Central New Jersey Complex can serve you and your clients.
Services Provided
- Retirement PlanningFootnote1
- Saving for CollegeFootnote2
- Maintaining Cash Flow
- Long-term Care InsuranceFootnote3
- Traditional Investments
- Alternative InvestmentsFootnote4
- Insurance ServicesFootnote5
- Investing with ImpactFootnote6
- Legacy PlanningFootnote7
- Succession PlanningFootnote8
- Family Mission Statements
- Next Generation EducationFootnote9
- Lending SolutionsFootnote10
- Cash Management SolutionsFootnote11
Our Team at Morgan Stanley Morristown Center 4 Branch
Eileen Keenan
Vice President, Branch Service Officer
Phone:
(732) 435-2239(732) 435-2239
Nora DeFalco
First Vice President, Risk Officer
Phone:
(973) 993-5277(973) 993-5277
Marko Gjini
Branch Administrator
Phone:
(732) 846-2806(732) 846-2806
Interested in a Career at Morgan Stanley?
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Branch Address
340 Mount Kemble Avenue
Morristown, NJ 07960
US
Branch:
(973) 236-3500(973) 236-3500
Toll-Free:
(800) 272-1370(800) 272-1370
Fax:
(973) 200-1273(973) 200-1273
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.
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.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
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.
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.
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.
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
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
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
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.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
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.
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.
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.
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
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
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