Anthony Viskovic
Private Banker
Peter Gilligan
Senior Vice President, Wealth Management,
Financial Advisor,
CERTIFIED FINANCIAL PLANNER®
Direct:
(732) 936-3352(732) 936-3352
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
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: FL, IL, WA, VT, TX, NY, NC, PA, CT, CO, WI, SC, MD, NJ, IN, IA, AR, WV, OK, OH, MA, KY, CA, AZ, VA, GA, NH, MI, ME, DE, HI, AK; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1297776
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
Client Service Team
Melissa Dodson - Portfolio Associate
Phone:
(732) 936-3325(732) 936-3325
Email:melissa.dodson@morganstanley.com
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.
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
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
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact Peter Gilligan 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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame 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
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame 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
CRC 6491812 (04/2024)