Anthony Viskovic
Private Banker
J. Paul GaNun, CPM®
Senior Vice President,
Financial Advisor,
Family Wealth Advisor,
Portfolio Manager,
Portfolio Management Director
Direct:
(732) 936-3363(732) 936-3363
My Mission Statement
One Mission, One Focus:
I combine decades of experience, insight and perspective with the world class intellectual capital at Morgan Stanley to create a comprehensive wealth strategy that is uniquely yours.
I combine decades of experience, insight and perspective with the world class intellectual capital at Morgan Stanley to create a comprehensive wealth strategy that is uniquely yours.
My Story
The quality of personalized service is the fundamental principle that drives everything I do. Therefore, my practice is limited to a select number of clients and their families, so I may deliver the dedicated time, attention and service they each deserve. You’ll find that whatever your goals are, I am committed to delivering the following core principles:
Services
- Experience: I will share wisdom gained from decades of experience working with affluent families in helping them solve problems and better plan for their future. I focus on helping people whose lives are in transition; specifically, individuals considering retirement, business owners selling their business, and those working through life-changing event, like the loss of a spouse or a divorce.
- Insight & Action: Combining deep personal knowledge of a client’s goals and circumstances with the extraordinary resources and thought capital at Morgan Stanley is the defining part of the experience that I provide. I profile extensively, create forward-thinking strategies designed to achieve your specific objectives, apply best in class products and services developed at Morgan Stanley to ensure quality results.
- Monitoring: Even the best strategy can be ineffective without focused, decisive action. That’s why our custom-created recommendations are clearly outlined with rationale and action steps. To help your strategy stay on track, we set timelines and meet with you regularly to measure progress and make any necessary adjustments.
- Customer Service: It is often the quality of service and responsiveness that set an advisor apart. When you invite me to assist you in planning and overseeing the financial future of your family, I take that trust very seriously. I will provide a culture of service, openness, and transparency. As a result, you will have a greater level of confidence in your finances, and spend more time doing those things that matter most to you.
Securities Agent: IL, DE, AZ, WY, VA, MI, AR, NC, GA, VT, OR, NY, TN, LA, SC, PA, NH, CO, WA, MD, FL, DC, CA, TX, OH, MO, MA, NV, NJ, MN, ID, CT, OK, KY, ND, MT; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1265026
NMLS#: 1265026
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Advice Matters
Not all advice is the same. Our advice is backed by advanced technology, exceptional insight and institutional scale that can't be found just anywhere.
Biography
With more than 20 years of investment experience, Paul has a thorough understanding of financial markets. He takes a holistic approach to wealth management and dedicates himself to helping his clients and their families’ achieve their financial goals. Paul started his investment career in 1996 at Merrill Lynch, as a financial consultant, after graduating with a Bachelor’s degree from St. Joseph’s University. Afterwards, Paul served as Vice President and Portfolio Manager, at Oppenheimer & Co., finally joining Morgan Stanley in 2007, where he serves as Senior Vice President.
Paul enjoys spending his free time with his family. He is an avid cyclist, photographer and enjoys traveling. He lives with his wife, Jenifer, their children, Madeleine and Conor, and their dog Reilly in Rumson, New Jersey.
Paul enjoys spending his free time with his family. He is an avid cyclist, photographer and enjoys traveling. He lives with his wife, Jenifer, their children, Madeleine and Conor, and their dog Reilly in Rumson, New Jersey.
United States
10828763
My Standard of Care
As your financial adviser I believe managing each client relationship with prudence, a long-term perspective and adherence to the highest standards of ethical behavior and personal responsibility is paramount.
Confidentiality
We understand confidentiality is core to any financial relationship. We recognize your personal and financial data is your private information, and we are committed to keeping it secure and confidential. At Morgan Stanley, we employ a full suite of strategies to protect your assets, guard your online interactions and keep your personal information as confidential as you intend it to be.
Code of Conduct
As your advisers, we are proud to uphold our firm’s personal code of conduct and work diligently to provide suitable strategies, products and services that put your interests above all else. We believe it is essential that our clients know not only what their adviser recommends, but why they recommend it.
Planning
We will help bring order to your financial life by assisting you in organizing your financial and personal affairs. We will prepare a comprehensive financial plan, assist in organizing critical documents, create an action matrix and work together to ensure your goals are not only established, but implemented as agreed upon.
Accountability
We maintain a close personal and working relationship with our clients by scheduling frequent market and portfolio updates. Through our planning process and action matrix, timelines are set to create accountability for various milestones. A continual monitor of your goals will be established through our Wealth Planning Monitor.
Proactive Communication
We will contact you during times of significant market volatility and work with you to anticipate and plan for changing financial and family needs. A regular interval of client contact is established to ensure that you are updated consistently on the status of your investment portfolios.
Digital Tools
Our goal is simple: “To be the firm where the most talented advisors in the industry leverage cutting-edge technology and deliver customized wealth management solutions to their clients and their families to enable them to achieve their life goals.” The Firm strives to ensure it serves clients on market-leading technology platforms that are resilient, safe, efficient, smart, fast and flexible.
Morgan Stanley Online
Morgan Stanley Online digital capabilities and the Morgan Stanley Mobile App provide clients with access to their account information, enriched reporting tools, several cash management solutions and robust market research. The Morgan Stanley Mobile App provides clients with access to their accounts in just a few taps.
Morgan Stanley Online Log-In>
Asset Aggregation
The ability to view all of your assets together provides the opportunity to advise on your Morgan Stanley accounts with your entire financial picture in mind. Log into Morgan Stanley Online or download the Morgan Stanley Mobile App to link and add external accounts.
Asset Aggregation>
Digital Vault
Keeping important documents and financial records organized and readily available is one the best gifts you can give those you love. In the event of catastrophe or serious illness, disability or death, your Family Records Organizer can immediately provide vital, timely information to both your family and professional advisors. The Digital Vault on Morgan Stanley Online and the Mobile App allows you and your clients to build a central, shared document library where all documents are stored using encryption.
Digital Vault>
Premier Cash Management
Premier Cash Management is a program that recognizes and rewards clients for choosing Morgan Stanley for their everyday cash management needs. This program provides clients with select benefits, savings, and enhanced services.
A suite of cash management solutions that provides an attractive alternative to a traditional bank.
These solutions include depositing checks, withdrawing cash and paying your households bills from your Active Assets Accounts which allows you to manage your everyday finances alongside your long-term investments. As an added value, clients are rewarded for using the firm’s cash management solutions through the Premier Cash Management Program.
For more information>A suite of cash management solutions that provides an attractive alternative to a traditional bank.
These solutions include depositing checks, withdrawing cash and paying your households bills from your Active Assets Accounts which allows you to manage your everyday finances alongside your long-term investments. As an added value, clients are rewarded for using the firm’s cash management solutions through the Premier Cash Management Program.
Goals Planning System
GPS helps clients define what they want out of life, and then creates a financial framework to bring these goals to life.
Client Benefits
A Plan Designed to Achieve Goals: A holistic Goals Planning System approach to Wealth Management can help tailor an investment framework that considers key aspects of a client's life, such as retirement age, healthcare costs, home buying, cash management, legacy needs, and potential withdrawal strategies.
Track Progress to Goals: Using goals as a benchmark, the investment strategy is continuously evaluated to ensure clients are on track.
Stay Flexible as Goals Change: As circumstances and goals change, Financial Advisors can help adjust priorities and introduce additional solutions.
GPS Video>Client Benefits
A Plan Designed to Achieve Goals: A holistic Goals Planning System approach to Wealth Management can help tailor an investment framework that considers key aspects of a client's life, such as retirement age, healthcare costs, home buying, cash management, legacy needs, and potential withdrawal strategies.
Track Progress to Goals: Using goals as a benchmark, the investment strategy is continuously evaluated to ensure clients are on track.
Stay Flexible as Goals Change: As circumstances and goals change, Financial Advisors can help adjust priorities and introduce additional solutions.
Location
20 Linden Place
Red Bank, NJ 07701
US
Direct:
(732) 936-3363(732) 936-3363
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
About Anthony Viskovic
Anthony Viskovic is a Private Banker serving Morgan Stanley Wealth Management offices in New Jersey.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Anthony began his career in financial services in 2004, and joined Morgan Stanley in 2010 as a Regional Lending Advisor. Prior to joining the firm, he was an Internal Banking Consultant at UBS Financial Services.
Anthony is a graduate of Rutgers University, where he received a Bachelor of Arts Degree in Economics. He lives in Ocean, New Jersey with his family. Outside of the office, Anthony enjoys being active, cooking, traveling and spending time with his family.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Anthony began his career in financial services in 2004, and joined Morgan Stanley in 2010 as a Regional Lending Advisor. Prior to joining the firm, he was an Internal Banking Consultant at UBS Financial Services.
Anthony is a graduate of Rutgers University, where he received a Bachelor of Arts Degree in Economics. He lives in Ocean, New Jersey with his family. Outside of the office, Anthony enjoys being active, cooking, traveling and spending time with his family.
NMLS#: 1427370
Private Bankers, Ultra High Net Worth ("UHNW") Specialists, PBG Market Managers, Lending Advisors, Mortgage Consultants, Regional Mortgage Specialist, Cash Management Specialists, Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan 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
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan 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
Wealth Management
Global Investment Office
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Ready to start a conversation? Contact J. Paul GaNun today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
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The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
