Our Team at Morgan Stanley Morristown Center 1 Branch

About David Fritz

David is a Managing Director in the Wealth Management Division of Morgan Stanley. He currently leads the firms Greater New Jersey Market – made up of more than 800 employees across nine branch locations.

David was born and raised on Long Island, NY and is a 1992 graduate of Stony Brook University - where he played lacrosse and earned a degree in Economics. Following graduation, he entered the United States Marine Corps where he served for 10 years as an Infantry Officer on both active duty and in the reserves.

David began his career in the Financial Services industry in 1996 as a Financial Advisor in San Francisco at PaineWebber. In 2001, he began his management career as a Producing Branch Manager in Santa Rosa, CA. In 2005 he joined Smith Barney where he began his dedicated management career. There he managed branches in Santa Rosa, San Rafael, and then San Francisco, CA. In 2009, upon the Morgan Stanley acquisition of Smith Barney, he moved to Sacramento, CA where he led the Sacramento Market for the next ten years. In 2019 he relocated back to the east coast to take on his current role.

David currently resides in Basking Ridge, NJ with his wife Lori and their Aussie Doodles - Ozzie and Roxie. His son Austin is currently a student at the University of Washington.

About Chris Gaglione

Chris Gaglione is a Senior Vice President and Market Business Service Officer for the Central New Jersey Market. Chris brings over 25 years of operations and compliance experience to the Complex. He has worked his entire career at Morgan Stanley and its predecessors, starting his career with Smith Barney in 1993. Chris is dedicated to providing outstanding support and maintaining a strong business and service culture throughout the Market.

Chris earned a B.S. Degree in Business Management from St. Johns University and holds the Financial Planning Associate designation. He also holds the Series 3,4,7,8,63 and 65 licenses. Chris resides in Manalapan, New Jersey with his wife Janet, two daughters, Megan and Jackie and his dog and cat. Outside of the office, Chris is an avid sports fan, especially baseball and enjoys passing his free time reading and exercising.

About Heather Hado

Heather has worked in the financial service business since 2003 and has held various positions with both Morgan Stanley and predecessor firm Smith Barney. She began her career in an entry level position at Morgan Stanley while pursuing her B.S. in Finance at Montclair State University. In 2004 Heather joined Smith Barney where she learned extensive operational knowledge. From there she progressed into a Senior Risk Officer role, and now into her current role as a Senior Risk Officer. During this time she not only completed her B.S. degree with Magna Cum Laude honors but also obtained an MBA in Finance at Rutgers University. Both Heather’s academic and professional experience has helped her form a deep understanding for financial services from a multitude of perspectives. She resides in Millburn NJ with her husband Eric, her son Ryan, and rescue dog Bailey.

About Jonathan Markle

Jon Markle is a First Vice President and Associate Market Manager with Morgan Stanley in the Central New Jersey Market. Jon started his career in 1995 with Merrill Lynch as an Intern in the Exton, Pennsylvania office. He held numerous roles there including Client Associate and Financial Advisor.

In 2002, Jon transitioned to Merrill Lynch Investment Managers in Princeton, New Jersey as an Internal Wholesaler. BlackRock purchased Merrill Lynch Investment Managers in 2006 and shortly thereafter, Jon became an External Wholesaler with the newly combined firm. Jon covered the Merrill Lynch channel in New Jersey.

Jon joined Morgan Stanley in 2016 as a Business Development Manager in the Philadelphia Complex. A year later he transferred to the Central New Jersey Complex and in 2019, he became an Associate Complex Manager.

Jon holds a B.S. in Accounting and Finance from West Chester University and he’s a Certified Investment Management Analyst. He also holds his Series 7, 66, 9 and 10 licenses. Jon resides in Old Bridge, New Jersey and enjoys cooking and spending time at the beach with his wife Holly and children Troy and Ashley.

About Erin Burke

Erin Burke is a Senior Vice President and Associate Market Manager of the Morgan Stanley Central New Jersey Market. Erin began her career in financial services as an intern with Bridgehaven Financial in Warren, New Jersey. She joined Morgan Stanley Smith Barney in Warren, NJ as an Analyst in the firm's Portfolio Management Group. Erin transitioned to Blackrock in Princeton, NJ as an Investment Management Consultant covering the Greater Boston & San Francisco areas. She joined Lord Abbett in Jersey City, NJ as a Regional Consultant covering Michigan, Wisconsin & Minnesota then covered both the East and West Coast furthering the firms’ Municipal Separately Managed Account offerings in the role of Advisor Solutions Consultant. She was then tapped as Team Leader of the Advisor Solutions Group.

Erin rejoined Morgan Stanley as a Business Development Manager in the Western New Jersey Complex, the complex expanded to the Central New Jersey Complex and she continued her role of Business Development Manager. She is currently the co-Associate Market Manager.

Erin holds a B.S. in Business Administration from Seton Hall University in South Orange, NJ where she majored in Management and minored in Economics. She holds the Series 7, 66, 9 and 10 FINRA licenses. Erin resides in West Caldwell, New Jersey with her fiancée Lou. She enjoys running, hiking, riding her Peloton, visiting the Jersey Shore and spending time with her niece and nephews.

About Art Flinn

Art Flinn is a Senior Private Banker and team lead in the Central New Jersey Market. Art joined Morgan Stanley Private Bank during its formation in 2010, working in various New Jersey offices since that time. Art focuses on providing custom banking solutions to MS wealth management clients, partnering with Financial Advisors on meeting their clients lending needs.

Art came to Morgan Stanley after working at Wells Fargo Bank as a business banker in the Summit, NJ office. Prior to Wells Fargo Art worked at Lehman Brothers in their small business capital lending division. Art is a graduate of Seton Hall University and currently lives in Morristown, NJ with his wife Kim and four children.

About Antoinette Robinson

Antoinette Robinson has over 32 years of experience in financial services joining Morgan Stanley in 2012 after 23 years of service at RBC Wealth Management. Antoinette holds a B.S. in Business Administration and Marketing from Delaware State University. As the current Market Administrator for the Central New Jersey Market, Antoinette provides exceptional service to Financial Advisors and Support Service Professionals. It is important to her to maintain a strong culture within the Branches and Market.

She currently resides in Somerset, New Jersey and enjoys playing basketball, golf and an avid reader of American History. She enjoys volunteering at her Branch and church functions (soup kitchen, community centers, and educational programs). Antoinette loves "giving back" to people in need and mentoring homeless teenagers. Her favorite quote is "The smallest act of kindness is worth more than the grandest intention".

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Branch Address

340 Mount Kemble Avenue
Morristown, NJ 07960
US
Branch:
(973) 236-3500(973) 236-3500
Toll-Free:
(800) 526-9075(800) 526-9075
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.

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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