My Story

I would be remiss if I said that Wealth Management was my first choice as a career. An Education major in college, working seven summers at a camp for the visually handicapped during high school and college, my career path was tilted in a much different direction. As I look back over the years, the seeds for a career in finance was sown early…I just didn’t recognize it at the time. I can honestly say we didn’t have much growing up, but we felt as though we had enough. We had food on the table and a roof over our head. Vacations were not extravagant; the Jersey shore was just fine. Dinner out was limited to the local Howard Johnsons and Mario’s for pizza.   My parents had modest paying jobs but still managed to pay off the house over the years like many of their generation. They believed in payroll deduction, Savings Bonds and in my mother’s case a Stock Purchase Plan.  When I needed spending money the reply I often heard was “money doesn’t grow on trees you know”, you had to figure another way. I mowed a lot of lawns and shoveled more snow then I care to remember but I survived. I believe our practice reflects the values of the people and experiences that have mentored me along the way. We take a very practical and common sense approach to our investing. We believe that your financial success is a series of small steps strung together to reach the end goal. Our mantra is this:  you do the best you can to control what you can control and minimize what you can’t. Markets move up, down and sideways…that movement is out of our control. Creating and sticking to a plan is within our reach.Assisting individuals and families make sensible decisions about their future has been extremely rewarding.  We also take pride in our work in the community. Our culture of giving back has led to volunteer opportunities with organizations such as the Community Food Bank of NJ, the Seeing Eye, Habitat for Humanity and Special Olympics.
Services Include
  • Financial Planning1
  • Professional Portfolio Management2
  • Retirement Planning3
  • 401(k) Rollovers
  • Business Planning4
  • Executive Financial Services5
  • Philanthropic Services
  • Lending Products
  • Sustainable Investing6
  • Life Insurance7
Securities Agent: NJ, WY, WA, VT, VA, SC, RI, PA, OH, NY, NM, NC, MD, FL, CT, CA, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1274441
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

Whether you're planning for your retirement, to fund education for your children or grandchildren, to buy a vacation home or to leave a legacy for the next generation, you need a wealth strategy that will serve as the roadmap to your future.


Leveraging our vast resources - including intellectual capital, experience and dedicated personal service - we can work with you to create a personalized wealth strategy.  Then, over time, we can adapt it to changing circumstances, helping you achieve - and protect - your goals.

    Client Service Team

    • Kitty Kong - Portfolio Associate

    Location

    1200 Mt Kemble Avenue
    Fl 2
    Morristown, NJ 07960
    US
    Direct:
    (973) 425-2333(973) 425-2333
    From My Desk

    Maximum Benefit and Contribution Limits 2012-2018


    Investment and Market Perspectives

    On the Markets

    Retirement

    Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
    • 401(k) Rollovers
    • IRA Plans
    • Retirement Income Strategies
    • Retirement Plan Participants
    • Annuities
    The Simple Six-Step Retirement Checkup

    The Simple Six-Step Retirement Checkup

    Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.
    • Asset Management
    • Wealth Planning
    • Traditional Investments
    • Alternative Investments
    • Impact Investing
    Investing in Artificial Intelligence and Automation

    Investing in Artificial Intelligence and Automation

    AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

    Family

    Creating customized financial strategies for the challenges that today's families face.
    • Estate Planning Strategies
    • 529 Plans / Education Savings Planning
    • Long Term Care Insurance
    • Special Needs Planning
    • Trust Services
    A Parent's Guide to Talking to Your Kids About Money

    A Parent's Guide to Talking to Your Kids About Money

    Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.

    Business Planning

    Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
    6 Keys to Building a Startup

    6 Keys to Building a Startup

    Entrepreneurs share ideas and learnings from the experience of starting a company.

    Philanthropy

    Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing
    Choosing an Environmental Charity

    Choosing an Environmental Charity

    There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

    More from Morgan Stanley

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    Morgan Stanley and Justin Rose: A Winning Team

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    Sign Up for eDelivery

    Sign Up for eDelivery

    With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
    Learn more about Sign Up for eDelivery
    Reserved | Living & Giving

    Reserved | Living & Giving

    Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
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    Your Financial World. On the Go.

    Your Financial World. On the Go.

    With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
    Learn more about Your Financial World. On the Go.
    Access Morgan Stanley Online

    Access Morgan Stanley Online

    Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
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    Ready to start a conversation? Contact Paul Murray today.
    Market Information Delayed 20 Minutes
    1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

    2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

    3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

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    5Tax laws are complex and 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 and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

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    7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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    CRC 2019752 10/2018