Thomas Hoagland
Executive Director, Branch Manager
Phone:
(609) 844-7925(609) 844-7925
Morgan Stanley
Princeton Lawrenceville Branch Office
You define success, we help you achieve it
1200 Lenox Dr.
Ste 300
Lawrenceville, NJ 08648
US
Branch:
(609) 844-7900(609) 844-7900
Toll-Free:
(800) 659-0650(800) 659-0650
Branch Manager
Thomas HoaglandPhone:
(609) 844-7925(609) 844-7925
About Morgan Stanley Princeton Lawrenceville Branch
No matter what you want to accomplish, our financial advisors will work with you to provide ongoing, comprehensive planning and investment advice to help you succeed in achieving your financial goals.
We service a wide range of clients including sophisticated investors, high net worth families, corporate executives, major corporations, nonprofit institutions, private equity and venture capital firms,. This clientele relies on proven experience and the most advanced technological resources available to help them set objectives, create goals-based plans to meet their financial objectives.
We service a wide range of clients including sophisticated investors, high net worth families, corporate executives, major corporations, nonprofit institutions, private equity and venture capital firms,. This clientele relies on proven experience and the most advanced technological resources available to help them set objectives, create goals-based plans to meet their financial objectives.
Services Provided
- Retirement PlanningFootnote1
- Saving for CollegeFootnote2
- Maintaining Cash Flow
- Long-term Care InsuranceFootnote3
- Traditional Investments
- Alternative InvestmentsFootnote4
- Insurance ServicesFootnote5
- Investing with ImpactFootnote6
- Legacy PlanningFootnote7
- Succession PlanningFootnote8
- Family Mission Statements
- Next Generation EducationFootnote9
- Lending SolutionsFootnote10
- Cash Management SolutionsFootnote11
Our Team at Morgan Stanley Princeton Lawrenceville Branch
Robert Les
Vice President, Risk Officer
Phone:
(609) 844-7994(609) 844-7994
Jeanne Howell
Branch Administrator
About Thomas Hoagland
Tom was named the Branch Manager of the Princeton, NJ office in October, 2019. He began his career in the financial industry in 1997 and has held a variety of roles within sales, trading, and risk and supervision. His work experience spans across corporate, regional and branch levels within Morgan Stanley, Smith Barney, Credit Suisse, and UBS.
As Branch Manager for the Princeton office, he is responsible for the oversight of more than 50 Financial Advisors and Support Professionals who manage over $7 billion of client assets and liabilities. (as of June 2024)
He was born and raised in New Jersey but now resides in Yardley, PA with his wife, Teresa, who are empty nesters Away from the office, Tom enjoys spending time with his family, on the golf course and at his family cottage in Maine. Tom played golf collegiately at Monmouth College in NJ and pursued a career in golf prior to entering the financial industry.
CRC 3750107 8/2024
As Branch Manager for the Princeton office, he is responsible for the oversight of more than 50 Financial Advisors and Support Professionals who manage over $7 billion of client assets and liabilities. (as of June 2024)
He was born and raised in New Jersey but now resides in Yardley, PA with his wife, Teresa, who are empty nesters Away from the office, Tom enjoys spending time with his family, on the golf course and at his family cottage in Maine. Tom played golf collegiately at Monmouth College in NJ and pursued a career in golf prior to entering the financial industry.
CRC 3750107 8/2024
Securities Agent: NJ, WY, WV, WI, WA, VT, VI, VA, UT, TX, TN, SD, SC, RI, PR, PA, OR, OK, OH, NY, NV, NM, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK; Managed Futures; Transactional Futures/Commodities; General Securities Representative; General Securities Principal; BM/Supervisor; Investment Advisor Representative
About Robert Les
Robert (Bob) Les is the Complex Risk Officer for Princeton, NJ (688) branch. He has been with Morgan Stanley since June of 2008 as a Sr. CRO in the former Jenkintown, PA Complex, a CRO in the Philadelphia Complex, as well as his current role of CRO in the Central NJ Complex. Prior to joining Morgan Stanley, Bob was the Chief Compliance Officer for a small Introducing Broker Dealer in Hamilton, NJ. Bob began his career in the Financial Industry in 1993 with Merrill Lynch; his last position at Merrill was as an Administrative Manager at the Merrill Lynch Financial Advisory Center (Merrill Edge). Bob received his undergraduate degree from Ursinus College. He holds his Series 3, 4, 7, 8, 24, 31, 53, 63 and 66. Bob lives in New Hope, PA with his wife and 2 boys.
Securities Agent: AZ, CA, CT, DC, DE, FL, GA, MA, MD, ME, NC, NH, NJ, NY, PA, RI, SC, TX, VA, VT, WV; Investment Advisor Representative; BM/Supervisor; General Securities Principal; General Securities Representative; Transactional Futures/Commodities; Managed Futures
About Jeanne Howell
Over two decades of financial experience spanning across a variety of positions within Merrill Lynch Pierce Fenner and Smith, Merrill Lynch Investment Managers and BlackRock. Responsibilities included the development and execution of institutional employee benefit plans including 401(k) plans. The distribution of non-proprietary mutual funds as well as Merrill Lynch Investment Management’s proprietary mutual fund and SMA platforms. At BlackRock, responsibilities included the creation and distribution of BlackRock’s retail marketing and thought leadership to Merrill Lynch’s network of 15,000 Financial Advisors.
Graduate of Rutgers University with a BS in Business. Professional licenses and designations include: National Association of Securities Dealers Series 7, 63, 65, Certified Investment Management Analyst (CIMA) and Accredited Retirement Plan Consultant (ARPC)
Graduate of Rutgers University with a BS in Business. Professional licenses and designations include: National Association of Securities Dealers Series 7, 63, 65, Certified Investment Management Analyst (CIMA) and Accredited Retirement Plan Consultant (ARPC)
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Branch Address
1200 Lenox Dr.
Ste 300
Lawrenceville, NJ 08648
US
Branch:
(609) 844-7900(609) 844-7900
Toll-Free:
(800) 659-0650(800) 659-0650
Fax:
(609) 651-4242(609) 651-4242
1When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
2Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan 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.
8Morgan 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.
9Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
11Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
2Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan 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.
8Morgan 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.
9Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
11Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
CRC 6491812 04/2024