About Me

For me, retirement planning means more than providing our clients with investment advice. It means helping them maintain the financial independence they've worked their whole lives to achieve. It means striving to ensure they have the means to pursue what's most important to them. And it means understanding them as people with unique goals, values and circumstances that determine the strategies I develop on their behalf. With a focus on retirement, the team advises clients on both the accumulation and distribution phases of retirement planning. As clients approach retirement they are transitioned from a focus on accumulation and growth to a strategy designed to help generate income while maintaining a comfortable lifestyle.As a husband and father of three living on Long Island, I firmly understand the challenges of balancing current and future financial goals. For over 15 years, I have worked with my clients and their families to secure their financial futures while helping them maintain their desired lifestyles. During that time, I had the honor of serving as a Morgan Stanley Branch Manager, which improved my ability to think strategically and make difficult decisions. When you work with me, you benefit from all of my personal and professional experience, as well as all of the resources that Morgan Stanley has to offer.
Services Include
  • Wealth Consulting
  • Wealth Management1
  • Asset Management2
  • Financial Planning3
  • Planning for Education Funding4
  • Retirement Planning5
Securities Agent: TX, CA, WI, VT, VA, TN, SC, PA, OH, NY, NV, NJ, NH, NC, MN, MI, MD, MA, IN, IL, ID, GA, FL, DE, CT, AZ; Managed Futures; General Securities Representative; BM/Supervisor; Investment Advisor Representative
NMLS#: 104393
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

Discuss: Our consultative process begins with an in-depth discussion of your current finances and future objectives.

Discover: Once I understand your goals and needs, I will help you identify new opportunities as well as potential threats to the success of your financial plan.

Deliver: Finally, I'll determine how I can help you adjust your investment strategy to make sure you remain on track to achieving your goals. The last stage of this process is ongoing, as I will be there to provide advice and recommend changes to your portfolio as your life and goals evolve over time.

    Client Service Team

    • Jodi Juliano - Senior Registered Client Services Associate

    Location

    58 South Service Rd
    Ste 400
    Melville, NY 11747
    US
    Direct:
    (631) 755-1641(631) 755-1641
    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
    From Clueless to Clued In: Teaching Teens About Money

    From Clueless to Clued In: Teaching Teens About Money

    As your children grow into young adults, you can help them learn how to manage their own finances. Here’s how to go about it.

    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
    Facing Financial Stress? Your Employer May Be Able to Help

    Facing Financial Stress? Your Employer May Be Able to Help

    Many of us face money worries. You may be able to get advice and education from an unexpected source.

    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.

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    Your Financial World. On the Go.

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    Access Morgan Stanley Online

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    Ready to start a conversation? Contact Paul Schroeder today.
    Market Information Delayed 20 Minutes
    1Morgan 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.

    2Morgan 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.

    3Morgan 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.

    4Morgan 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.

    5Morgan 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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    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.

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    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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