Our Team at Morgan Stanley Soundview Market

About Terri Ferri

Terri Ferri is Managing Director, Market Executive for the Soundview Market. The Market is one of the largest in the NY Metro area and includes seven offices: Purchase, Westchester, Greenwich, Stamford, Westport, Ridgefield, and Fairfield, overseeing $72 billion in client assets. She was promoted to Market Executive in February of 2020, after her exceptional performance as Branch Manager of the Purchase branch for over six years.

Terri graduated from Fordham University in the Bronx, New York where she received a BS in Finance. She began her career with Morgan Stanley Wealth Management and its predecessor firms in 1993 and has held various senior leadership positions throughout her tenure. She has also held various senior management roles at Citibank. During her time at Citibank, Terri was Business Head for Citi Private Client Bankers and Regional Sales Manager for the Westchester, Connecticut, and Bronx.

Terri’s experience in various roles throughout her career has instilled in her the belief that effective communication and relationship building are keys to fostering a culture that allows everyone to reach their maximum potential. This dedication to constant improvement and first class service has resulted in his leadership responsibilities growing considerably throughout her career.

Terri is passionate and committed to giving back to the community; one of the firm’s core values. She strives to instill these values within her complex by rallying her team to get involved with several charities. In 2019, the Purchase Branch was the recipient of the Branch Community Service Award. Equally important to her, diversity and inclusion have remained at the forefront of the culture within her complex. As a woman in the industry, she understands the challenges that are faced and aims to establish a work environment that is inclusive and provides opportunity to all employees. As a champion of women in the workforce, she was recognized as 2018 Morgan Stanley MAKER, a designation dedicated to identifying and celebrating women of accomplishment who are making difference in the lives of colleagues, clients and their communities.

Outside of work, Terri enjoys cooking and spending time with her family. Deeply rooted in her Italian heritage, she strives to pass her family traditions along to her 2 daughters, Arielle and Toni. Although a Bronx native, Terri now resides in Westchester with her husband Seth.
Securities Agent: MT, VT, SD, IL, IA, VA, PR, UT, VI, OK, WI, TN, OH, SC, OR, WA, WV, WY, ME, NM, MN, PA, TX, IN, RI, NY, NE, NC, ND, MI, MA, LA, MD, MS, NJ, NV, DC, KY, NH, KS, AL, AZ, CO, MO, FL, GA, DE, CA, CT, HI, AK, AR, ID; BM/Supervisor; General Securities Representative; Investment Advisor Representative

About Michael Cavaliere

Michael Cavaliere is Senior Vice President and Associate Market Manager for the Soundview Market, responsible for playing an intricate role in the overall management of all aspects of the Market, including driving asset & revenue growth for over 300 financial advisors across seven offices in Westchester County, NY and Fairfield County, CT.

Michael joined Morgan Stanley over two decades ago and has held a number of roles, most notably as a Financial Advisor and a Director with the Annuity and Insurance Group. After spending 7 years with the firm, in 2008 he decided to pursue opportunities outside the firm to wholesale as well as hold sales leadership roles with firms that included ING, Alliance Bernstein & Cohen Steers. In 2017, Michael rejoined Morgan Stanley as a Business Development Manager having covered the Eastern Long Island and Park Ave Plaza (NYC) Markets where he was responsible for driving revenue and asset growth, increase proficiency of the firm’s modern tools, and being a connector of firm resources to all the financial advisors he served.

Michael earned his Bachelor of Science degree in Business Management from the State University of New York at Stony Brook, NY. Additionally, he holds the ChFC® (Chartered Financial Consultant®) designation from The American College of Financial Services. He is active in his community, whether that is on the sports fields or charity work with organizations such as Swim Across America. He currently resides in Bronxville, NY with his wife Megan and their three children Michael, Carter, Lily and their lab, Jack.

About Justin P. Lofaro

Justin P. Lofaro is a Vice President and Associate Market Manager of the Soundview Market at Morgan Stanley Wealth Management. He was promoted after serving the Market as a Business Development Manager where he helped 300+ Family Wealth Advisors in three key areas: growth, proficiency and connectivity on a daily basis. Justin joined Morgan Stanley in 2015 and ran the internal Annuity & Insurance Desk for 2-years prior to joining the Soundview Market Management team.

Justin has nearly 20-years of experience within the financial services industry, with a strong background in Alternative Investments. For the first 13-years of his career Justin spent time at various Hedge Funds progressing from operations, to internal sales/marketing and then an external sales director covering up to 22 states.

Justin and his wife Diana of 15-years live in Mahopac, NY with their 3 daughters; Isabella, Brianna and Victoria. They enjoy an active sports lifestyle and Justin volunteers as a Kindergarten soccer coach for his town.

About Shane Koproski

Shane Koproski is the Market Business Service Officer in the Soundview Market. Throughout his career, Shane has held various roles in Service and Operations. He has been in the industry for 24 years and with Morgan Stanley (Smith Barney) for 23 years.

He attended Western Connecticut State University and currently resides in New Canaan Connecticut with his wife, Lucia and son Dylan. In his free time, Shane enjoys fishing, gardening, swimming, and playing guitar.

About Alice Ryu

Alice Ryu is the Business Development Manager of the Soundview Market at Morgan Stanley Wealth Management based in the Purchase, NY office.

Alice is responsible for working with 300+ Financial Advisors to help drive revenue growth, scale, and grow their practice. In her current role, she helps Financial Advisors provide industry leading solutions to clients and ensure they adopt and have access to the full suite of products, resources, and services that Morgan Stanley has to offer.
Alice has over 10 years of experience in the financial services industry and joined Morgan Stanley in 2017. Prior to being promoted to her current position, she served as Wealth Advisor Associate and Training Specialist in the Soundview Market where she developed strong relationships with her Financial Advisors. Throughout her career, Alice has earned her Series 7, Series 66, and Life and Health licenses.

Alice is a graduate of Mount Holyoke College, with a Bachelor of Arts in International Relations. Outside of the office, Alice enjoys cooking, traveling, yoga, and volunteering at the Lucky Dog Refuge rescue center in Harbor Point. Although a California native, Alice now resides in Stamford, CT with her husband Joris.

About Todd Corbett

Todd Corbett Todd Corbett is an executive director at Morgan Stanley serving Connecticut and Long Island as a Senior Ultra High Net Worth Lending Specialist. Todd began his career in financial services in 2000. Prior to joining Morgan Stanley in 2010, Todd was a Senior Wealth Manager and Regional Team Manager for the Merrill Lynch Private Bank. He began his career with Bank of America, first as an Assistant Market Manager and then as a Senior Client Manager.

Todd graduated from Marist College with a Bachelor of Science in Business Management. He resides in Westport, Connecticut, with his wife and three children. Outside of the office, Todd dedicates his time to community organizations and spending time with friends and family. He also enjoys coaching youth baseball, traveling, and playing golf.

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Branch Address

1229 Post Road
Fairfield, CT 06824
US
Branch:
(203) 319-5140(203) 319-5140
Toll-Free:
(800) 925-3995(800) 925-3995
Fax:
(203) 319-5160(203) 319-5160

Branch Manager

Joseph J. Matthews
Phone:
(203) 319-5165(203) 319-5165

Branch Address

500 Post Road East 3rd
Fl
Westport, CT 06880
US
Branch:
(203) 226-4731(203) 226-4731
Toll-Free:
(800) 243-2557(800) 243-2557
Fax:
(203) 454-5842(203) 454-5842

Branch Manager

Scott Drever
Phone:
(203) 221-6006(203) 221-6006

Branch Address

One Fawcett Place
Greenwich, CT 06830
US
Branch:
(203) 661-3330(203) 661-3330
Toll-Free:
(800) 243-5977(800) 243-5977
Fax:
(203) 661-4280(203) 661-4280

Branch Manager

Jose A. Morales
Phone:
(203) 625-4815(203) 625-4815

Details

Free parking is available for clients across the street in Richard's lot. The reserved client parking spaces are on the right when pulling into Richard's, adjacent to the brick wall that runs parallel to Mason Street

Branch Address

4 Landmark Square 2nd
Floor
Stamford, CT 06901
US
Branch:
(203) 326-6900(203) 326-6900
Toll-Free:
(800) 233-2353(800) 233-2353
Fax:
(203) 967-7006(203) 967-7006

Branch Manager

Douglas A. Fodor
Phone:
(203) 967-7001(203) 967-7001

Branch Address

90 Grove St
Ridgefield, CT 06877
US
Branch:
(203) 894-3000(203) 894-3000
Toll-Free:
(888) 673-6481(888) 673-6481
Fax:
(203) 894-3050(203) 894-3050

Branch Manager

Richard Streisfeld
Phone:
(203) 894-3001(203) 894-3001

Branch Address

2000 Westchester Ave 1nc
Purchase, NY 10577
US
Branch:
(914) 225-5510(914) 225-5510
Toll-Free:
(800) 438-6509(800) 438-6509

Branch Manager

Terri Ferri
Phone:
(203) 221-6006(203) 221-6006

Soundview Branch

Find a Financial Advisor

Branch Address

2000 Westchester Ave 1nc
Purchase, NY 10577
US
Branch:
(914) 225-5510(914) 225-5510
Toll-Free:
(888) 499-8544(888) 499-8544

Branch Manager

Terri Ferri
Phone:
(914) 225-6735(914) 225-6735
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.

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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.

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3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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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.

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5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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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.

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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.

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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.

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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.

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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

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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

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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