My Story and Services

My paramount goal is achieve your stated goals and simplify your financial life. We take a holistic approach to wealth planning that focuses on investment philosophy, tax considerations, trust and estate planning strategies and philanthropic pursuits.
Securities Agent: NJ, WV, WI, WA, VT, VA, TX, SC, PA, OH, NY, NH, MI, ME, MD, MA, KY, IN, IL, GA, FL, DE, CT, CO, CA, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1297776
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Education and Licensing
  • A.B. Intl' Affairs - Lafayette College
  • M.B.A. Finance - New York University
Real estate investors
Life science professionals
Technology executives

    Client Service Team

    • Melissa Dodson - Portfolio Associate
      Melissa Dodson is a Registered Portfolio Associate who has been with Morgan Stanley for 18+ years. She works to cultivate productive relationships with clients through exceptional service. Her role includes administrative support, assisting with operational needs and trading assistance.

      Melissa holds a Bachelor’s Degree in Psychology from Kean University. She currently holds her Series 7 (General Securities Representative) and Series 66 licenses (Combined State Law).

      She resides in Brick, NJ with her husband and two children.

    Location

    20 Linden Place
    Red Bank, NJ 07701
    US
    Direct:
    (732) 936-3352(732) 936-3352
    1290 6th Avenue
    12th Floor
    New York, NY 10011
    US
    From My Desk

    Global Investment Committee Weekly


    Investment and Market Perspectives

    On the Markets

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