Port Jefferson Branch Office

Jose M. Rosario is a highly experienced Portfolio Manager and an International Client Advisor at Morgan Stanley. With a Dedicated team of multilingual investment professionals, Jose is committed to addressing the increasingly intricate and personalized requirements of his clients. He offers a range of services through Morgan Stanley, including Financial Advising and Investment Management, comprehensive wealth planning, access to private markets and Alternative Investments solutions, family wealth advisory, cash management and lending solutions to private clients and their families.

With a career that began in 1993 at Merrill Lynch & Co, Jose led and co-managed a diverse portfolio of international private clients, focusing on Latin American jurisdictions, Mexico and the United States. His passion and commitment to assisting his international clients achieve their desired lifestyle and leave a lasting legacy has earned him the esteemed designation of International Client Advisor.

Jose proudly served in the United States Navy from 1987 to 1996 as a member of the VFA-131 ‘Wildcats’, an F/A-18 strike fighter squadron. During his service, he actively participated in vital military missions worldwide. For his exceptional service and commitment, he was honored with the Navy Achievement Medal on three separate occasions. Jose’s focus was Aerospace Engineering with the US Navy and further expanded to finance and economics at the Florida State College. He holds several securities licenses and is registered as an investment advisor in over 25 U.S states.

John P. Fitzpatrick is an Executive Director and Wealth Advisor at Morgan Stanley and the founding partner of the Fitzpatrick Capital Group. He is deeply dedicated to helping individual clients, their families and small businesses, realize their financial goals.

Over his 39 years in practice, John has built a strong reputation as a trusted and thoughtful advisor known for helping families meet their multigenerational financial objectives. He provides comprehensive private wealth management services with a concentration on estate planning strategies and tax efficient investing.

John is deeply involved in the community, serving as a member of the St. Charles Hospital Foundation Board for the past 20 years, in the role of Chairman for the last 12. He has served as a member of the Finance Board at Infant Jesus RCC for 13 years, serving as Co-Chairman of the Board for the past 9 years. He has previously held positions on the board of directors at Theater Three in Port Jefferson as a member of the Board of Trustees of Catholic Charities for the Diocese of Rockville Centre. John spent many years as a volunteer basketball coach for Infant Jesus CYO and Our Lady of Wisdom Regional School, and as a baseball and softball coach with Terryville Little League. In recognition for his service, John was awarded the St. Charles Hospital Theodore Roosevelt Award in 2010 and the prestigious Spirit of St. Charles Award in 2023.

John started his career at Paine Webber in 1984, spending 21 years at the firm as it transitioned to UBS Wealth Management, with a 5-year interlude at Prudential Securities, before joining Morgan Stanley in 2010. He graduated from Hauppauge High School in 1979 and the University of Buffalo in 1983. At UB, John was the captain of the Basketball team, becoming one of only four members of the 1,000 Point Club and ended his career as the all-time leader in games played. He graduated with a B.S. from the School of Business.

Mr. Fitzpatrick has been married to his wife Mary for 38 years and resides in Port Jefferson, New York. Together they have four daughters and one son, three sons-in-law, and four precious granddaughters, Grace, Amelia, Nora and Rosalie.

Katelyn Dolan, CFA, CFP^® is a Financial Advisor with the Fitzpatrick Capital Group at Morgan Stanley. She is excited to be serving the many exceptional families that have placed their confidence in the team over the years. Within the practice, she focuses on thoughtful, tax-efficient financial planning for professionals in the finance industry.

After working hard for your money, you want to feel confident that you are maximizing its potential to meet your goals. As a CERTIFIED FINANCIAL PLANNER™, Katelyn is committed to taking a comprehensive, detail-oriented approach to help her clients do just that. Having spent the beginning of her career in a sales and trading role, she is familiar with the compliance hurdles inherent to working in finance and knows how to work with them. She recognizes that many of her clients already have a deep knowledge of the market or product in which they specialize, and value an advisor who can take a big picture, unbiased approach to managing the moving pieces in their personal lives.

In her role on the team, Katelyn puts a dedicated focus on delivering elements that are unique to Morgan Stanley, in particular its extensive Alternatives platform (largest among the wire houses) and Total Tax 365 capabilities. In her work with clients, she is committed to the principles of honesty, hard work and framing decisions from the perspective of “future you.”

Prior to joining Morgan Stanley, Katelyn spent 12 years on the trading floor at Citi, covering institutional clients in equity derivatives, convertible bonds and US rate products. She graduated magna cum laude from Cornell University with a major in Applied Economics & Management.

Katelyn is the oldest daughter of John Fitzpatrick, founding partner of the Fitzpatrick Capital Group, and the sister of Julie Murphy, CFA. She and her husband, Doug, recently moved to Long Island after over a decade in New York City and are learning to embrace the quirks of suburban life with their two young daughters.

Julie G. Murphy, CFA is a Financial Advisor with the Fitzpatrick Capital Group at Morgan Stanley. She is thrilled to be working alongside her family to serve and support the wonderful clients and families that have entrusted their wealth and planning to the team.

Within the family practice, Julie has taken a dedicated interest in serving busy physicians at various stages of their careers. She understands the unique financial planning challenges that exist for physicians and their families. These particularities have shaped the financial plan of her own family, given her husband Neal's career as a medical oncologist. She sees how hard her clients work for their patients and she strives to provide confidence to their financial lives so that they can focus their time and attention on being world-class physicians. Julie helps them maximize their earnings potential, preserve their assets, manage their debt, and plan appropriately for life outside of medicine - everything from saving for children's education to retirement and estate planning strategies.

Julie leverages her background as an advisor to professional investors to deliver intelligent solutions across the Morgan Stanley platform. These include loan consolidation and debt management strategies, holistic retirement and succession planning, and advice surrounding supplemental malpractice and umbrella insurance coverage. Her work is guided by a commitment to the values of integrity, candor and service.
 
Before coming to Morgan Stanley, Julie spent 11 years at J.P. Morgan Chase & Co. There she served as a publishing analyst covering various sectors within fixed income markets for large institutional and private banking clients. She graduated magna cum laude from Cornell University with double majors in Biology and Applied Economics & Management.

Julie is so happy to be living back in her hometown, Port Jefferson, New York. She and her husband recently moved from New York City with their two young daughters, Amelia and Rosalie. Julie is the second child of John Fitzpatrick, and sister to Katelyn Dolan.

The Anglim Group was founded by Stephen and Kevin Anglim, two brothers who understand family dynamics and how they influence the way people manage their finances and plan for future goals. We employ a comprehensive financial planning approach that incorporates your investments, but goes far beyond to encompass retirement planning, estate planning strategies, lending solutions, risk management - in short, every aspect of your financial life.

We've been helping families plan for future goals over the past two decades, and while those goals may sometimes be similar, the circumstances around them generally differ.

Some people have been planning for retirement diligently throughout their career. Others suddenly realize that retirement is almost upon them and they haven't saved nearly enough.

Some families wish to leave an equal inheritance to each of their children. Others have had more than one marriage and must now consider more than one family.

Some clients own their own businesses, while others are corporate executives. Each faces very different challenges everyday.

We take great pride in the fact that we've maintained extremely positive relationships working with clients through many market cycles. Our goal is for our clients to feel increased comfort, even in difficult economic times, as a result of our relationship. We attribute this comfort to our long-term approach that takes into account client's needs at every stage of life.

Justin has been working in the financial services industry for over 25 years. He focuses on developing a customized approach to financial management, which involves a thorough planning process and steadfast commitment to providing outstanding service.

Prior to joining Morgan Stanley, Justin worked for Merrill Lynch and served as a Vice President of their Wealth Management Division. He earned the Chairman's Club Award for Extraordinary Client Service during his tenure. Justin has a graduate degree in finance and earned his M.B.A. from Hofstra University's Zarb School of Business.

As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.