Amy L. Cesarano
Senior Vice President, Resident Manager, Financial Advisor
Phone:
(607) 431-2261(607) 431-2261
Morgan Stanley
Oneonta Branch Office
You define success, we help you achieve it
493 Chestnut Street
Oneonta, NY 13820
US
Branch:
(607) 432-5000(607) 432-5000
Branch Manager
Daniel J. GrasmederPhone:
(518) 742-2052(518) 742-2052
About Morgan Stanley Oneonta Branch
Oneonta is home to the Table Rock Group at Morgan Stanley. As you may know, we have two locations: Glens Falls and Oneonta. Table Rocks have been safe, stable places for families to meet. Just north of Glens Falls the Table Rock is the launching place to the Ausable Chasm into Lake Champlain. Oneonta has its own Table Rock where generations of Oneontans have hiked and picnicked, while surveying views of two counties. We believe The Table Rock Group has the stability and ability to provide you or your family diverse knowledge, experience and qualification to provide you service that exceeds your expectations.
Our relationships with our clients and community spans generations. We take time to listen to our clients’ needs and wishes to help them attain their financial goals. We build meaningful relationships with their family. We act with integrity by doing the right thing and acting in the best interest of our clients. We deliver excellent service to you and your family now and for the generations to come.
Our relationships with our clients and community spans generations. We take time to listen to our clients’ needs and wishes to help them attain their financial goals. We build meaningful relationships with their family. We act with integrity by doing the right thing and acting in the best interest of our clients. We deliver excellent service to you and your family now and for the generations to come.
Our Team at Morgan Stanley Oneonta Branch
About Amy L. Cesarano
A Morgan Stanley employee of over two decades, Amy Cesarano credits her wide-ranging experience working in all areas of Wealth Management for her ability to recognize what it is her clients are looking to achieve, and working side-by-side with them to achieve it. As such, collaboration with clients and teammates alike, as well as a commitment to building relationships with those she serves, are pivotal focuses for Amy as she aides clients in mapping out where they would like to be financially, and putting together an actionable plan to get there.
Amy began her career at IBM where she was responsible for ensuring that employees were properly trained in repairing the many business machines of the company. The client-interfacing portion of this role, along with the relationship building and organizational demands, would prove to be useful as she joined Morgan Stanley predecessor firm Smith Barney in 1996. First as a Branch Administrator, and then moving on to the Financial Advisor training program, Amy specialized in planning, annuities, insurance, and marketing for her team. After a few years, Amy would again shift back to working in administration, eventually holding roles as Senior Complex Risk Officer, Senior Service Manager, and Associate Complex Manager. It is this diverse set of experiences working in both service and risk that Amy views as invaluable for her current role as a Financial Advisor. Because of this, she finds that she has a unique perspective on both the needs of her clients and what she as an Advisor is able to provide to meet those needs.
In her free time, Amy enjoys exercising, camping, and scrapbooking, as well as spending time with her husband Tom, and their twin boys Michael and Matthew.
Securities Agent: WY, NC, SC, PR, MO, HI, DE, MT, MS, TX, TN, RI, WA, LA, IL, SD, NV, PA, WI, FL, UT, OH, OK, ME, NE, AR, VA, CA, VI, ND, NJ, GA, OR, IA, AZ, NH, NM, NY, MN, MD, KY, IN, MI, DC, CT, AK, CO, AL, VT, MA; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1889138
Amy began her career at IBM where she was responsible for ensuring that employees were properly trained in repairing the many business machines of the company. The client-interfacing portion of this role, along with the relationship building and organizational demands, would prove to be useful as she joined Morgan Stanley predecessor firm Smith Barney in 1996. First as a Branch Administrator, and then moving on to the Financial Advisor training program, Amy specialized in planning, annuities, insurance, and marketing for her team. After a few years, Amy would again shift back to working in administration, eventually holding roles as Senior Complex Risk Officer, Senior Service Manager, and Associate Complex Manager. It is this diverse set of experiences working in both service and risk that Amy views as invaluable for her current role as a Financial Advisor. Because of this, she finds that she has a unique perspective on both the needs of her clients and what she as an Advisor is able to provide to meet those needs.
In her free time, Amy enjoys exercising, camping, and scrapbooking, as well as spending time with her husband Tom, and their twin boys Michael and Matthew.
Securities Agent: WY, NC, SC, PR, MO, HI, DE, MT, MS, TX, TN, RI, WA, LA, IL, SD, NV, PA, WI, FL, UT, OH, OK, ME, NE, AR, VA, CA, VI, ND, NJ, GA, OR, IA, AZ, NH, NM, NY, MN, MD, KY, IN, MI, DC, CT, AK, CO, AL, VT, MA; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1889138
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Branch Address
493 Chestnut Street
Oneonta, NY 13820
US
Branch:
(607) 432-5000(607) 432-5000
Fax:
(607) 432-5043(607) 432-5043
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.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5The 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.
6Morgan 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.
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 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.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5The 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.
6Morgan 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.
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 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