Our Team at Morgan Stanley Northern New Jersey Market

About Scott Fleming

As the Market Executive for Northern New Jersey, Scott’s only goal is to serve others. One of Scott’s guiding principles is “I work for you.” With a servant leadership style, Scott’s focus for his advisors is to enhance efficiencies in advisory practices in support of client service, solutions, and growth. The management team shares the servant leadership vision. His team consists of members from a broad array of financial service experience from sales, service, risk and management.

Scott returned to Morgan Stanley in 2019, most recently leading the Downtown Los Angeles and Manhattan Beach market. Prior to his return, Scott held various leadership roles at prominent wealth management firms across the country, from Tampa, Florida to Boulder, Colorado. Scott’s vast experience has brought him from coast to middle America to coast, ultimately allowing him to leverage his diverse background in support of your business.

Personally, coming to Northern New Jersey is a return home. Not only did Scott grow up in Basking Ridge, this is a homecoming for his wife of over 30 years, Lee. They have two daughters Casey and Bailey. In Scott’s free time, he has previously served on the board of the Juvenile Diabetes Research foundation (JDRF) in support of his daughter Bailey. Scott is also an accomplished cyclist and tri-athlete. He has participated in over 100 triathlons and the prestigious Ironman races. Scott brings the same passion, endurance, and commitment he has for his family and races to people and businesses he serves.

About Sabrina Gagliotta

Sabrina started her career on Wall Street trading technology stocks for institutional and retail clients at Charles Schwab. After 6 years as a trader, she joined Bloomberg LP to build trading technology for the buy side (investment managers, pension funds, and hedge funds) and the sell side communities. Over her 12-year career at Bloomberg, she held various global leadership roles in Product Development, Implementations, and Sales & Trading. In those roles, Sabrina was responsible for delivering measurable and unique solutions around product features, data analysis, technology, analytics, and market structure. She also drove revenues and managed client relationships. Sabrina was passionate and instrumental in driving Bloomberg’s Diversity and Inclusion efforts through the execution of a business plan she helped define. After leaving Bloomberg, she joined a FinTech, Thesys CAT, as Business Manager overseeing the daily tasks and responsibilities of the organization and its employees.

Sabrina Gagliotta is currently the SVP/Associate Market Manager for the Northern New Jersey Complex based in Paramus, NJ. She joined Morgan Stanley in November 2019. Sabrina is part of the Women in Wealth LIFT Council, and is a member of the Events committee.

Sabrina received her MBA from Cornell University and a Bachelor of Arts in Mathematics and Italian from the University of Pennsylvania. She holds FINRA Series 7, 24, 66, 9/10, and 3 exams.

Sabrina resides in River Vale, NJ and has a 14-year-old son. With her family, she enjoys traveling, spending summers at the shore, and watching Justin play sports throughout the year.

About Richard Less

Richard Less is the Managing Director, Market Manager for the Paramus North branch here at Morgan Stanley. Rich uses a customized, 5 Star Model approach to help Financial Advisors structure their practice. Rich helps the advisors in his Market obtain new business by utilizing the discovery process, developing a business plan for the individuals and teams, keeping a consistent client service model, and showing the advisors' investment experience. With regards to the Standard of Care for the clients, Rich and his team stress goal setting, customizing investment plans, consistent review and monitoring, the adaption of modern/digital contacts- Morgan Stanley Online, E-Signatures and E-Authorization, and Email campaigns.

Rich is passionate about the opportunity to provide each Financial Advisor the proper resources to ensure the clients are receiving the best advice and service, which should lead to further growth of the advisors' respective practices. Rich's main goals within his team is to have the best Financial Advisors in his demographic. Advisors that embrace technology, holistic financial planning, exemplify the highest standard of care such that they are the best equipped to handle the solutions to the most sophisticated financial issues that our clients may present, are pivotal in operating a successful branch. Rich and his team strive to have strong camaraderie amongst the employees and clients.

Rich attended Villanova University, where he obtained a BS in Finance. From there, he began in the financial services industry as a Financial Advisor in 1989 for Morgan Stanley. Since then, Rich has held the titles of Branch Manager, Complex Manager, Divisional Business Development Manager, and a Regional Director. In his free time, Rich enjoys spending time with his family, golfing, traveling, and is a member of the Upper Montclair Country Club.

About Danielle Furze

Danielle, a seasoned financial professional with over two decades of experience, leads the Paramus, New Jersey market with a service-oriented philosophy that extends beyond clients to encompass the well-being of advisors. Her approach goes beyond conventional business planning, as she and her team actively engage with Financial Advisors (FAs) based on their preferences and needs.

Graduating from Hofstra University with a bachelor's degree in International Business, Danielle's journey in financial services began while still in college. Her commitment to continuous learning led her to pursue an MBA in Finance. Early in her career, she embraced the dynamic nature of the industry, starting as a Sales Assistant at Dean Witter and later advancing to a management role at UBS.

Danielle's extensive experience in Regional management provided her with a unique perspective on the firm-wide tools and expertise available to FAs. Joining Morgan Stanley as a Regional Business Service Officer, she dedicated over 12 years to this role before assuming the position of Manager of the Paramus Branch in the Northern New Jersey Market in 2020.

Beyond the financial world, Danielle's passion for empowering young women led her to serve on the board of the Girl Scouts of Northern New Jersey. She believes in the organization's mission to cultivate leadership skills, viewing it as a harmonious effort alongside the Branch's, Market's, and Firm's initiatives to enhance diversity within the Financial Advisor population.

Outside the office, Danielle enjoys spending time with her family, traveling, and balancing her professional acumen with a commitment to making a positive impact both within the financial realm and the broader community.

About Rhonda Peluso

Rhonda began her financial services career in 1998 with a boutique investment firm in New York, before moving to Orlando, Florida in 2000 to work with Bank of America Investments. After growing her own successful practice based around Family Wealth Planning, she felt driven to pass on the fruits of her entrepreneurial efforts to others. In 2006 she moved into management with Smith Barney, becoming Associate Market Manager for its Harrisburg, PA Market. Since joining Morgan Stanley in 2009 Rhonda has held several managerial positions, including Associate Market Manager, Market Business Development Manager and Sub-Market Manager. Since 2012 she has been Manager of the Little Falls Branch.

Rhonda is devoted to her family and to her community. She is active with the Father English Center which helps the hungry and homeless in the Patterson, New Jersey area, and with Oasis, which provides a safe haven for women and children. Rhonda is dedicated to providing mentoring to the next generation and believes in growing her team from a cultural as well as numbers perspective. She has been a leader on Morgan Stanley’s national and regional Diversity Councils

About Isaac Lim

Isaac Lim is a Senior Risk Officer in the Northern New Jersey Market here at Morgan Stanley. His goal as the Senior Risk Officer is to help advisors and teams maximize growth while minimizing risk. Isaac approaches this by creating structure and organization around advisory practices keeping businesses on track for sustainable growth. He is a resource to the market to answer questions and consult on risk related situations. What Isaac really enjoys is the opportunity to proactively educate on the changing regulatory landscape helping advisors avoid peril. Isaac wants candidates that are considering the NNJ Market at Morgan Stanley, to see the value that risks brings as true partners to the business.

Isaac developed an interest in financial services shortly after college but it was Morgan Stanley’s core values that drew him to the firm. At the time, the 4 core values were a simple but clear guide to executing first class business. The addition of the 5th core value, Commit to Diversity and Inclusion, really solidified the position that Morgan Stanley is the place to be.

Isaac began his career in the financial services industry in January of 2013. He started at Morgan Stanley as a Client Service Associate. He became registered, then worked towards his management licenses. Isaac served as a CSA for three and a half years. Isaac then transitioned to a Risk Officer role in New York City for four years prior to his current position as the Senior Risk Officer for the NNJ Market.

Isaac attended and graduated from Rutgers University in New Brunswick, New Jersey, where he obtained a degree in Sport Management. During his time at Rutgers, Isaac was a member and captain of the Division 1 golf team and a member of the Cap and Skull senior honors society. In his personal time, Isaac is a huge fan of Arsenal Football Club. Most of his free time is spent watching Premier League while chasing his wife and kids.

About Sophia Gilkes

Sophia Gilkes currently serves as the Market Business Service Officer in the Northern New Jersey Market at Morgan Stanley. Her responsibilities include increasing client connectivity and penetration to enhance revenue generation across the complex. Additionally, she leads a Service and Business management team supporting Financial Advisors and Support Professionals.

With nearly 20 years of experience in the finance industry and almost 15 years in leadership, Sophia has a strong foundation and brand for herself within this field. Her career started at UBS in Tampa, Florida in 2003 she quickly progressed and later accepted a role as a Recruit Onboarding Specialist in New York, which brought her back to home to Westchester, NY. In this position, she led training sessions and helped management teams successfully transition Ultra High Net Worth advisors along the East Coast. In 2012, Sophia joined Morgan Stanley as an Associate Vice President and Business Service Manager covering the now Soundview.

Sophia received her BA in finance from University of Tampa and most recently, she obtained an Executive MBA from Fordham University where she graduated in 22 months Summa Cum Laude. Remarkably, she began the program just six weeks after giving birth to twin girls and while being a dedicated mother to a 7-year-old and a wife. Sophia is known for her active involvement in her community, Sophia strongly believes in helping others achieve success. "The way to achieve your own success is to be willing to help somebody else get it first,” and because of this belief Sophia serves as a mentor with Girls Inc.is a member of the National Diversity and Inclusion Council at Morgan Stanley, active volunteer with Feeding Westchester and has served as the co-Director of a youth outreach program called "MindShapers" a program that sought to provide mentorship and help to youth from underserved communities achieve secondary education.

About Don Janevski

Don Janevski is a Private Banker serving Morgan Stanley’s Wealth Management offices in New Jersey.

Don began his career in financial services in 2003, and joined Morgan Stanley in 2015 as an Associate Private Banker. Prior to joining the firm he was a Mortgage Loan Consultant and a Mortgage Product Specialist with Silver Financial Capital Group, as well as a Branch Manager with First Lenders Mortgage.

Don received a Bachelor of Business Administration degree in Marketing and Management from Montclair State University. He and his family live in Fair Lawn, New Jersey.

Don donates his time as a Fair Lawn youth sports coach. Outside of the office, Don enjoys spending time with family and friends, exercising and painting.

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Branch Address

150 Clove Road
Little Falls, NJ 07424
US
Branch:
(973) 890-3000(973) 890-3000
Toll-Free:
(800) 227-8588(800) 227-8588
Fax:
(973) 200-1277(973) 200-1277

Branch Manager

Rhonda Peluso
Phone:
(973) 890-3001(973) 890-3001

Branch Address

61 South Paramus Road, 3rd
Fl
Paramus, NJ 07652
US
Branch:
(201) 444-1200(201) 444-1200
Fax:
(201) 670-3410(201) 670-3410

Branch Manager

Rich Less
Phone:
(201) 967-6229(201) 967-6229

Branch Address

61 Paramus Rd.
1st Fl
Paramus, NJ 07652
US
Branch:
(201) 712-4000(201) 712-4000
Toll-Free:
(800) 488-0181(800) 488-0181
Fax:
(201) 712-4006(201) 712-4006

Branch Manager

Danielle Furze
Phone:
(201) 712-4011(201) 712-4011

Northern New Jersey Branch

Find a Financial Advisor

Branch Address

150 Jfk Parkway
2nd Fl
Short Hills, NJ 07078
US
Branch:
(973) 467-6300(973) 467-6300
Toll-Free:
(800) 927-0227(800) 927-0227
Fax:
(973) 376-5813(973) 376-5813

Branch Manager

Scott Fleming
Phone:
(973) 921-6538(973) 921-6538
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.

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© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.

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CRC 6491812 04/2024