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
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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.


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

    Global Investment Committee Weekly

    Investment and Market Perspectives

    On the Markets

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