The Conklin Group, CFP®

Paul M. Conklin is not just a financial advisor; he is a seasoned professional with a rich background in the financial services industry that spans almost four decades. He earned his degree in Economics from the State University of New York at Plattsburgh in 1984, marking the genesis of a career that seamlessly blends academic acumen with real-world expertise.
 
During his undergraduate years, Paul's journey into finance took an interesting turn when he interned for one of his professors. In this role, he assumed the responsibility of reporting closing prices for his mentor's personal portfolio holdings. This experience not only showcased Paul's meticulous attention to detail but also sparked a pivotal moment when he developed a strong relationship with his mentor's financial advisor. It was a suggestion from this advisor that inspired Paul to pursue a career in wealth management.
 
Clients describe Paul as more than just an advisor; he is an accessible, detail-oriented professional who possesses an intimate understanding of the intricacies of his portfolios. Holding the prestigious Certified Financial Planner (CFP^®) designation, Paul, through his unique team approach, establishes clear investment parameters with his clients, considering factors such as time horizon, risk tolerance, and return expectations. His dedication goes beyond financial management; Paul takes immense pride in helping clients build wealth and achieve their financial and personal goals.
 
Beyond the financial realm, Paul is deeply passionate about giving back to the community, particularly through supporting educational programs for underprivileged and gifted children. A former college athlete, his competitive spirit now finds expression on the golf course, where he actively participates as a member of the Trump National and Old Palm Golf Club. Paul and his wife Lois, along with their cherished dog Monty, call Palm Beach, Florida, home, embodying a life enriched not only by financial success but also by a commitment to community, sports, and a loving family.

Renee Manalansan began her career in the financial services industry in 1998 and more recently joined Morgan Stanley with a great deal of knowledge and career experiences from her former years as an Analyst and Registered Client Service Associate at Merrill Lynch.

The Assistant Vice President focuses on helping clients transition into retirement as well as young adults who are starting their careers and creating new wealth. She brings a globally diverse approach to cultivating client relationships and customizes individualized plans based on firm specific risk-management techniques, return expectations, and investment horizon. Renee believes in remaining hands-on with her client’s portfolios and is available to assist with daily decision making for financial related matters such as ATM accessibility, discretionary financing, lending/credit disputes, and investment opportunities.

Renee is fluent in three dialects including English, Filipino, and Spanish and holds multiple certifications that allow her to maximize the firm’s resources to grow and preserve client wealth across a broad spectrum. When asked about her differentiating approach to wealth management she notes, “it’s not about us, but rather the client feeling comfortable with the solutions we offer.”

Outside of the office Renee loves spending time with her dog and indulging in local cuisines while traveling to Europe with her friends, her husband Carlos, and son Miguel.

Ryan Conklin, armed with a Bachelor of Science in Business Administration from The College of Charleston, embarked on his financial career journey at Merrill Lynch, where he initially served as a Financial Operations Associate. This role not only laid the foundation for his operational expertise but also ignited a passion for client servicing. Eager to delve deeper into wealth management and financial planning, Ryan pursued licensure and seamlessly integrated into the Conklin team at Morgan Stanley.
 
In alignment with Morgan Stanley's esteemed standard, Ryan sets his paramount goals to ensure the preservation and security of his clients' best interests. His client-centric approach revolves around active listening, meticulous attention to detail, and a commitment to never overlooking client requests. Serving as the team's resident technology guru, Ryan leverages his operational expertise to make asset monitoring more accessible for clients, ensuring they have a clear view of the growth of their assets.
 
For Ryan, the swift efficiency of the team and their ability to execute timely actions on behalf of clients stand out as a massive competitive advantage and a favorite aspect of the business. This commitment to seamless operations reflects not only his dedication but also the team's shared ethos.
 
Outside the financial realm, Ryan resides in the vibrant community of Morris Plains, New Jersey, where he enjoys the comforts of a cozy townhome with his family. Engaging in a dynamic lifestyle, he serves as a Social Committee Member of the Madison Golf clubhouse, indulging in his passion for golf and fostering a sense of community. Beyond the green, Ryan finds joy in outdoor activities such as biking, attending live music events, and cheering on his favorite teams at sporting events. This multifaceted approach to life and leisure mirrors his commitment to excellence and client satisfaction in the financial domain.