About Us

As your Financial Advisors, we 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 we can help you to preserve and grow your wealth. You’ll 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.
Services Include
  • Wealth Management1
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Location

Two Jericho Plaza
Jericho, NY 11753
US
Direct:
(516) 336-0700(516) 336-0700

Meet Morgan Stanley

About Me

Lisa B. Puntillo
Executive Director – Wealth Management

Lisa began her investment career at Sanford C. Bernstein & Co. where she was promoted to Principal. She joined Smith Barney in 2000 as a Senior Vice President, UBS in 2008 and Morgan Stanley in 2017. From 2007, she has been recognized by Barron’s as one of the Top 400 Female Brokers in the United States.

Fifteen years of Lisa’s 38 year career was spent in real estate development and finance. As an executive, she has drawn on her multifaceted business experience to advise high net worth clients for the past 23 years. Lisa holds a bachelor’s degree from Carnegie-Mellon University and has an MBA in finance from New York University. She has FINRA Series 7, 63, and 65 securities licenses and a Life and Health Insurance license.

Lisa is a member of the board of Trustees of Ithaca College and serves on Ithaca’s Endowment Investment Committee. She has been a member of the boards of The Association for a Better Long Island, The Grenville Baker Boys and Girls Club and the Lying-In Committee for New York Hospital.
Securities Agent: AZ, CA, CO, CT, DE, FL, GA, MA, MD, ME, MI, NC, NH, NJ, NY, PA, RI, TX, UT, VA, VT; General Securities Representative
NMLS#: 1653117

About Me

Donald T. Decker, CFA
Wealth Management Associate

Don’s career in the financial services industry began in 1995 with Morgan Stanley. He worked as a Group Manager and later as a Marketing Coordinator. In 1999 Don joined Prudential Securities as a Vice President in Equity Research and Sales and subsequently served as a Vice President in Institutional Sales. He joined Merrill Lynch in 2009 working as a Financial Advisor. Don chose to specialize in portfolio construction, securities research and performance analysis by joining UBS in 2012 as the Uniondale Branch Analyst. He is now a senior member of the Puntillo Team.

Don is a Chartered Financial Analyst charter holder and holds FINRA Series 7, 63, 66, 24, 9, and 10 securities licenses. He also holds a Life and Health Insurance license. Don has a BA in History and Economics from Fairfield University and is a Chaminade High School graduate.

About Me

Elaina L. Revans
Senior Registered Associate

Elaina began her financial services career in 2008 at JP Morgan in their Prime Services group. She served as a Client Account Manager for top tier hedge fund clientele for 5 years. Her role focused on serving as the client’s single point of contact across the entire firm to mitigate day-to-day production problems and find effective solutions. In 2013 she became a Relationship Manager at Millennium Management to learn the buy side of the hedge fund business.

Elaina then transitioned to Morgan Stanley Private Wealth Management in 2014 and became familiar with the retail side of the industry. By supporting a team of four Financial Advisors she quickly learned the needs of this client base and the responsibility that comes with managing personal wealth. She joined the Puntillo Team in September 2016.

Elaina holds FINRA Series 7 and 66 securities licenses and has a BS in Finance, Marketing and Economics from Fordham University.

About Me

Elizabeth Gidge
Senior Registered Associate

Elizabeth began her financial services career in 1989 at Smith Barney as a Client Service Associate. She quickly advanced to a supervisory role as Branch Administrator, followed by a 3 year term working with two Institutional Investor Group Financial Service teams. Elizabeth built relationships with Ultra High Net Worth individuals in which her responsibilities included asset allocation, daily position adjustments, trading, and maintaining YTD performance analyses for the teams’ managed money accounts. In 2007 Elizabeth moved to the role of Consulting Group Analyst preparing performance measurements for clients.

Elizabeth joined Morgan Stanley in 2016 managing the marketing responsibilities for an Ultra High Net Worth investment management team. She joined the Puntillo Team in May 2018.`

Elizabeth holds FINRA Series 7 and 66 securities licenses and has a BS in Psychology from St. Joseph’s University.
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
Five Smart Strategies to Use a Bonus or Raise

Five Smart Strategies to Use a Bonus or Raise

Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

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
Financial Transition: A Guide for Women

Financial Transition: A Guide for Women

Here's how to take control of your finances if a death or divorce leaves you holding the reins.

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
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.

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
A New Roadmap for Mission Alignment

A New Roadmap for Mission Alignment

Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

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Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
Learn more about Morgan Stanley and Justin Rose: A Winning Team
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

Access Morgan Stanley Online

Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
Learn more about Access Morgan Stanley Online
Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
Learn more about Sign Up for eDelivery
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
Ready to start a conversation? Contact Morgan Stanley today.
1Morgan 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.

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The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable 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”) 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.


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