Stephanie Hong
First Vice President, Wealth Management,
Financial Advisor,
Alternative Investments Director,
Senior Portfolio Manager
Direct:
(516) 227-2996(516) 227-2996
Toll-Free:
(800) 488-4083(800) 488-4083
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
WELCOME
As your Financial Advisor, I 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, I can help you to preserve and grow your wealth. You will have access to highly seasoned and respected investment professionals, a premier trading and execution platform, and a full spectrum of investment choices.
What I Do
• Provide comprehensive wealth management designed to address every dimension of clients' financial lives:
• Portfolio Management — Institutional-caliber investment management tailored to your objectives, risk parameters, and long-term priorities
• Alternative Investments — Access to differentiated opportunities typically available only to sophisticated investors
• Estate & Legacy Planning — Multi-generational strategies designed to preserve, protect, and transfer wealth with intention
• Tax-Efficient Planning — Forward-looking strategies designed to help preserve and optimize wealth
What I Do
• Provide comprehensive wealth management designed to address every dimension of clients' financial lives:
• Portfolio Management — Institutional-caliber investment management tailored to your objectives, risk parameters, and long-term priorities
• Alternative Investments — Access to differentiated opportunities typically available only to sophisticated investors
• Estate & Legacy Planning — Multi-generational strategies designed to preserve, protect, and transfer wealth with intention
• Tax-Efficient Planning — Forward-looking strategies designed to help preserve and optimize wealth
Securities Agent: TN, CO, MO, IL, NC, CT, NJ, MA, VA, TX, MD, PA, CA, AK, OK, MI, AL, NY, NV, GA; General Securities Representative; Investment Advisor Representative
NMLS#: 1672123
NMLS#: 1672123
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Retire with Confidence
Planning for retirement is an important step toward building and maintaining long-term financial confidence. This retirement resource center is designed to help you explore key planning considerations—from defining your goals and evaluating income needs to preparing for life after work—using Morgan Stanley insights and tools. As your Financial Advisor, I’m here to provide education and guidance and help you apply these resources to your situation so you can make informed decisions and stay on track toward the retirement you envision.
Preparing for Retirement
As your Financial Advisor, I can help you navigate retirement planning with personalized strategies aligned to your goals, values and vision for the future. Together, we can define what retirement means for you, evaluate your income needs and assess key risks such as longevity, market volatility, inflation and changing lifestyle priorities.
Learn More Here
Retirement Goals: How to Achieve Yours
The path to your ideal retirement may have some twists and turns, but smart planning can help you reach your destination. Where are you in your retirement journey? Whether you're building momentum early, refining your strategy as retirement approaches, or transitioning into taking income, a clear plan can help you prioritize next steps and stay aligned with your goals. The right approach can also help you prepare for the "unknowns"—market swings, inflation, healthcare costs, and longevity—so you can navigate changes with greater confidence.
Learn More Here
Retirement Insights
Our retirement planning services focus on providing comprehensive solutions to help businesses and individuals optimize their retirement plan outcomes. Additionally, the firm offers a wide array of products and services tailored to support companies of all sizes and various retirement plan objectives. This includes designing and implementing financial education programs, providing turnkey solutions to lower fiduciary risk and reduce administration, and offering investment management options evaluated by the Global Investment Office team.
Learn More Here
Tax-Smart Strategies for Your Retirement
Taxes can significantly impact your retirement savings and income. Our team will review your tax situation and identify opportunities for tax optimization. We'll help you explore tax-efficient investment strategies, evaluate tax implications, and identify methods to potentially reduce your tax burden during retirement.
Learn More HereInnovative Strategies for Your Portfolio
Alternatives are the investments that go beyond traditional stocks and bonds. They can open doors to unique opportunities to help grow and protect your wealth, and have long sought to offer enhanced returns, portfolio diversification, lower volatility, as well as potential tax efficiency.
As your Financial Advisor and Alternative Investments Director, I can help you evaluate whether alternative investments fit your overall plan, risk tolerance and time horizon—since these investments are not appropriate for all investors and can involve higher fees, greater complexity and limited liquidity, with the risk of loss.
As your Financial Advisor and Alternative Investments Director, I can help you evaluate whether alternative investments fit your overall plan, risk tolerance and time horizon—since these investments are not appropriate for all investors and can involve higher fees, greater complexity and limited liquidity, with the risk of loss.
Tax & Physicians
2026 Maximum Benefit and Contribution Limits
Take a look at the maximum benefit and contribution limits for retirement accounts up until the year of 2026. Click below to view.
Access the 2026 Maximum Benefit and Contribution Limits
Rules for Inherited IRAs
If you have inherited an IRA, we wanted to make you aware of the recently finalized rules published by the IRS. There are a number of rules that govern the process. The IRS regulations include answers to frequently asked questions. If you have any more questions or would like to discuss further, please feel free to reach out.
IRA Rules for Inherited IRAs
How Artificial Intelligence Could Reshape Health Care
The industry is in the early stages of using AI and machine learning to drive new revenue and boost efficiency.
Click here to read moreLocation
1200 Franklin Avenue 2nd
Fl
Garden City, NY 11530
US
Direct:
(516) 227-2996(516) 227-2996
Toll-Free:
(800) 488-4083(800) 488-4083
Fax:
(972) 450-6650(972) 450-6650
Two Jericho Plaza
1st Floor , Wing A
Jericho, NY 11753
US
Direct:
(800) 488-4083(800) 488-4083
Wealth Management
Global Investment Office
Portfolio Insights
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
A Simple Six-Step Retirement Checkup
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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
Iran Conflict: Seven Takeaways for Investors
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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
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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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
Ready to start a conversation? Contact Stephanie Hong today.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4665150 (8/2025)
