My Story and Services

My goal is to understand your financial needs and then align the resources to help you meet or exceed them. I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.
Services Include
Securities Agent: WA, PA, OR, NJ, FL, OH, MN, DE, NV, NM, NC, MD, KY, GA, TN, VA, SC, CO, HI, DC, TX, IL, AZ, CT, NY, MA, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 991898
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

By Your Side for All of Life’s Milestones

Our clients are much more than a portfolio of assets – they are individuals, families and corporate decision makers with active lives, who seek a team of trusted advisors who will provide them with thorough and objective advice on a full range of financial challenges.

Over the years, we have developed a dynamic and collaborative practice that includes a diverse group of clients who need professional financial guidance on the following activities:

- Minimizing taxes through advanced asset management solutions
- Managing risk and providing family protection
- Enjoying retirement without a change in lifestyle
- Preparing the next generation to effectively manage wealth and carry family values forward
- Managing a life-changing event with confidence
- Financing a major acquisition
- Passing wealth to loved ones and loved organizations
- Achieving long-term philanthropic goals
- Providing client companies and their employees with comprehensive financial wellness, retirement and financial planning programs
Our clients include:
  • Professionals in the healthcare, legal, financial and technology industries
  • CEOs and corporate executives
  • Business owners and self-made entrepreneurs
  • Retirees and individuals planning for retirement
  • Family offices and families spanning multiple generations
  • Young professionals in the early stages of their careers
  • Women seeking guidance for themselves and their family
  • Companies seeking assistance to offer or enhance their retirement plan and financial wellness programs to their workforce
  • Referrals from existing clients and industry professionals

Our Process

The hallmark of our wealth management approach is a longstanding commitment to building customized strategies from the ground up, utilizing the global resources of Morgan Stanley. Our process identifies solutions that reflect your personal values, priorities and goals – all while striving to achieve specific financial targets.
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    1. DISCOVERY MEETING
    • Listen and understand your financial situation
    • Discuss how we can help you solve your challenges
    • Prioritize your goals
    • Gather important information
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    2. WEALTH PLANNING MEETING
    • Review your initial financial plan, developed using world-class financial planning tools
    • Identify any changes needed
    • Gather additional information
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    3. ACTION PLAN DISCUSSION
    • Review and finalize your plan, which encompasses a full spectrum of services, including investments, insurance and wealth transfer strategies
    • Receive your approval to implement
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    4. IMPLEMENTATION
    • Prepare and complete necessary paperwork
    • Set up tools to provide convenient access to your accounts, including Morgan Stanley Online
    • Aggregate outside accounts and liabilities for a cohesive view of your net worth
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    5. ONGOING MONITORING
    • Apply a strict due diligence process to evaluate investment performance
    • Schedule regular calls and meetings to discuss progress towards your financial and legacy goals

Our Core Strengths

We believe successful wealth management begins and ends with personalized service. We enjoy working with individuals and families who seek the same type of long-term, fully-engaged relationships we value and who appreciate the following attributes we believe set us apart from other advisory teams.
    Long-Term Relationships
    Successful wealth management begins with personalized service and attention. We invite potential clients to meet with us to share their needs and expectations. We look forward to working with business owners and professionals who seek the kind of long-term, fully engaged relationships we value. The bond we form is fundamental to our mission, and it is our hope that it spans generations.
    Extensive Experience
    Our team of 10 wealth management professionals has a concentration of experience and education that is rare in one group of Financial Advisors. With more than 150 combined years of industry experience, we have acquired the wisdom and skills to tackle the challenges of significant wealth. Our priority is to help you prepare for all of life’s milestones and be your first call for any financial matter – no matter how simple or complex the situation.
    Tax-Aware Investing
    Investing for the future is not only about how much you earn, but how much you keep. We have extensive knowledge in tax-advantaged investments, thanks to our decades of experience in advanced asset management and wealth protection strategies. We bring a level of sophistication that very few advisors can offer in this dynamic investment arena.
    Total Wealth Management
    Retirement assets, equity compensation and insurance policies should not be managed as separate entities, but as vital components of your overall financial picture. As an experienced advisory team, we take a holistic approach to wealth management. All of your assets – including the benefits you receive from your employer – will be integrated to help ensure they are working together to meet your overall goals.
    Superior Standard of Care
    Every decision we make will be focused on doing the right thing for you. We simplify your financial life, offering the most efficient solutions for your consideration with unbiased, objective advice. Most importantly, we treat all clients as if they each owned $100 million. We are fiercely committed to a service model that emphasizes responsiveness, transparency and approachability. We are creative problem solvers who put your interests ahead of our own.

MY SUITE OF SERVICES

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    Cash Management
    I can help your family with cash management, budget issues, advice on large purchases, or even help your child understand investments.
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    Portfolio Management
    I will work closely with you to understand your needs while actively maintaining the focus and discipline necessary to guide your portfolio in the most challenging market cycles.
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    Retirement Planning
    I especially enjoy assisting you as you approach retirement. I will make sure your financial choices reflect your goals and help you shift from wealth accumulation to income management and wealth transfer strategies.
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    Education Planning
    Assisting my clients in planning for higher education is one of the many objectives I take pride in. Witnessing these aspirations come to fruition inspires me to go above and beyond for my clients.
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    401(k) Rollover
    When transitioning to a new job, it's not uncommon to overlook the various possibilities presented by your employer's retirement plan amidst the numerous challenges you may face. I can aid you in evaluating your alternatives and examining the pertinent factors you should take into account.
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    Life Insurance
    Creating a comprehensive wealth plan entails more than just pursuing returns. It also entails identifying and managing potential risks, providing a safety net for unforeseen circumstances. Allow me to assist you in preparing for and shielding against life's unpredictable twists and turns.

Client Service Team

    Carousel Associate Image
    David Janczyk - Registered Client Service Associate
    Phone:
    (516) 227-2949(516) 227-2949
    Email:David.Janczyk@morganstanley.com

Location

1200 Franklin Avenue 2nd
Fl
Garden City, NY 11530
US
Direct:
(516) 227-2917(516) 227-2917
Wealth Management
Global Investment Office

Portfolio Insights

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
Taking Control of Your Finances After Death of a Spouse
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Taking Control of Your Finances After Death of a Spouse

Financial planning after a divorce or death can be trying, but with the right approach and the right advice you can turn a difficult situation into empowerment.

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
2025 Global Economic Outlook: U.S. Policies May Temper Global Growth
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2025 Global Economic Outlook: U.S. Policies May Temper Global Growth

Global growth is likely to be around 3% in 2025 and 2026, as tariff and immigration policies begin to slow the U.S. economy late next year, and China's underperformance restrains emerging 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
4 Financially Smart Ways to Take Money Out of Retirement Accounts
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4 Financially Smart Ways to Take Money Out of Retirement Accounts

Discover how planning for required minimum distributions from retirement accounts can help you fund future needs and support loved ones.

Financial Wellness

Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
  • Reduce employee stress,
  • Improve retention and engagement, and
  • Set themselves apart by offering comprehensive financial wellness benefits.
The Business Case for a Financially Resilient Workforce
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The Business Case for a Financially Resilient Workforce

In the face of turbulent markets, the word “resilience” may be top of mind. Broadly speaking, resilience is the ability to “bounce back” when encountering life’s inevitable challenges.
Ready to start a conversation? Contact Radcliffe Blackwood Jr. today.
1Alternative 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.

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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.

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3Morgan 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

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4When 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.

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5Morgan 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.

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6Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.

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7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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8Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

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9When 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.

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10Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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. 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.

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11Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.

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Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.

The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

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.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney.  The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.

Awards Disclosures
CRC 6491812 (04/2024)