My Story

Preston began his career at Morgan Stanley in 2002 as a Financial Advisor and Consulting Group Analyst. He has also held positions as a Senior Analyst within Morgan Stanley’s Institutional Consulting Group and as a Senior Investor Service Associate with two investment management firms.

Preston is a CERTIFIED FINANCIAL PLANNER™ (CFP®), a designation that is considered the recognized standard of excellence for competent and ethical personal financial planning. He has also earned the Certified Investment Management Analyst® (CIMA®) designation from the Wharton School of Business at the University of Pennsylvania.

Preston attended Pace University in New York, where he earned his BBA in Economics. He also earned his certificate of Financial Planning from New York University. Preston is a member of the Investment Management Consultants Association (IMCA), which provides financial advisors with advanced resources and education. On a personal note, Preston strives to better his community through his involvement with the Riverhead Rotary Club, as Treasurer of the Riverhead Rotary Charities and his position as Chair of the Temple Isaiah Caring Committee. Preston also enjoys competitive chess and is a member of the Long Island Chess Club.

tel: (631) 548-4017

fax: (631) 727-8172

email:preston.schoenfeld@morganstanley.com
Services Include
  • Financial Planning1
  • Retirement Planning2
  • Estate Planning Strategies3
  • Wealth Management4
  • Planning for Individuals with Special Needs5
  • Endowments and Foundations6
Securities Agent: NJ, WI, WA, VA, TX, TN, SC, RI, PA, OR, OH, NY, NM, NC, MI, ME, MD, MA, IL, GA, FL, DE, DC, CT, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1347327
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Client Service Team

  • Cindy E. Hubbard - Portfolio Associate, Financial Planning Associate
    Cindy joined The Kron Group' at Morgan Stanley in 2003, as a Client Service Associate. In 2005, she obtained her Series 7 and 63 professional licenses. Furthering her education, Cindy obtained her Financial Planning Associate designation in 2006, as well as her Series 66 professional license in 2014. In her current role as a Portfolio Associate, Cindy facilitates various administrative and operational functions for the group, all while maintaining a strong commitment to providing the highest level of client service.
    Cindy earned her B.S. in Business Management from Liberty University. She is a member of the Association Professional Investment Consultants (APIC) and serves as a licensed notary public. She currently resides in Riverhead with her husband John, three children and their new puppy. Cindy is an active member of her community. In her free time, you can find Cindy on a ball field, attending a school event or boating on the Great Peconic Bay with her family.
    tel: (631) 548-4004
    fax: (631) 727-8172
    email: cindy.e.hubbard@morganstanley.com

Location

611 E Main St
Riverhead, NY 11901
US
Direct:
(631) 548-4017(631) 548-4017
Toll-Free:
(800) 233-9195(800) 233-9195
Fax:
(631) 727-8172(631) 727-8172

Strategic Partners

The Experience to Guide You
Our steadfast committment is to enhance the advice you receive. Working in partnership allows us the opportunity to provide a more holistic approach to help you manage and meet your wealth management goals head-on.

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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Morgan Stanley and Justin Rose: A Winning Team

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Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
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Reserved | Living & Giving

Reserved | Living & Giving

Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
Your Financial World. On the Go.

Your Financial World. On the Go.

With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Learn more about Your Financial World. On the Go.
Access Morgan Stanley Online

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Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
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Ready to start a conversation? Contact Preston Schoenfeld today.
Market Information Delayed 20 Minutes
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

1Morgan 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.

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 Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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 matters involving trust and estate planning and other legal matters.

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.

6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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 matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

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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.


CRC 2019752 10/2018