Our Story

The Stevens Group at Morgan Stanley works with a select group of physicians, business owners and high net worth families to help them generate predictable income in an unpredictable world.  Through long-term planning and a proactive approach to asset allocation, we emphasize the importance of establishing reliable cash flow.

You can be assured that our team is prepared to help in almost every aspect of your financial life with one over-riding goal in mind; to try to ensure that you will have as much money as you need for as long as you live.

We limit the size of our practice striving to provide concierge level service and the best possible experience to each of our clients.  Whether you are new to the wealth management process or already have a financial advisor and want a second opinion, you will receive a comprehensive examination of your financial health.  That includes everything from your current investment portfolio, lending needs and insurance to your tax situation and estate preservation.

You’ve worked hard to get where you are today.  Now let us work hard to help you navigate the rest of your financial life.
Services Include
  • Financial Planning1
  • Professional Portfolio Management2
  • Estate Planning Strategies3
  • Retirement Planning4
  • Life Insurance5
  • Alternative Investments6
  • Long Term Care Insurance7
  • Lending Products
  • Structured Products8
  • Cash Management9
  • 401(k) Rollovers
  • 529 Plans10
  • Annuities11
  • Certificates of Deposit12
  • Corporate Bonds13
  • Divorce Financial Analysis14
  • Exchange Traded Funds15
  • Fixed Income16
  • Municipal Bonds17
  • Planning for Education Funding18
  • Syndicate19
  • Trust Accounts20
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

    Location

    303 Lippincott Dr
    Ste 300
    Marlton, NJ 08053
    Direct:
    (856) 489-2556(856) 489-2556
    Toll Free:
    (866) 408-6984(866) 408-6984

    Meet Stevens Group

    About Me

    A Financial Advisor with almost 30 years in this business, I offer you an experienced professional who understands the importance of having long-term plans and goals while not reacting to any short-term volatility.  Preserving your financial health and working to help you meet your long-term income needs are my key objectives.
    After graduating from Lehigh University with a Bachelor of Science in Finance and Management, I became a financial advisor with E.F. Hutton, which today is part of Morgan Stanley*.  Working at Morgan Stanley* allows me to fulfill my passion of helping people maintain their financial health and plan for a predictable future.
    Over the years I have received a Certified Financial Planner™ (CFP®) designation from the College of Financial Planning in Denver and a Certified Investment Manager Analyst (CIMA®) certificate from the Wharton School of Business.
    A large part of my business is working as a virtual “chief financial officer” for small business owners and physicians while helping them deal with concerns specific to their profession.
    When not helping clients, I enjoy spending time with my family, coaching lacrosse and soccer and giving back to the community through my involvement in the Food Bank of South Jersey, Jewish Family Children’s Services, the American Heart Association, the Cure Fragile X Foundation and The Cherry Hill Lacrosse Club.  I also serve as President of The Island House Board of Trustees in Margate, NJ.
    My wife Cindy and I live in Cherry Hill, New Jersey with our greatest assets, our son and two daughters.
    Securities Agent: CA, DE, FL, GA, HI, IL, MA, ME, MI, MN, MO, NC, NJ, NV, NY, OH, PA, TN, TX, VA, WA; Investment Advisor Representative; General Securities Representative; Transactional Futures/Commodities; Managed Futures
    NMLS#: 1255508

    About Me

    With a decade of industry experience, I bring you the attention you expect and deserve from a professional advisor.  Focusing on your goals and helping you navigate every phase of the financial planning process is my mission.
    Upon graduation from Drexel University with a Bachelor of Science in Business Administration, I spent two years as a financial advisor with TD Wealth Management where I received my Chartered Retirement Planning CounselorSM (CRPC®) designation from the College for Financial Planning in 2009. From TD, I was recruited to help establish an institutional trading desk at Beneficial Bank where I spent two years building an operation that ranked in the top ten nationally in municipal note underwriting.
    I joined Morgan Stanley in early 2011 and immediately started working with Eric Stevens, a Senior Vice President with over 25 years of industry experience at the time.  Together we offer our clients access to both of our extensive backgrounds as well as the resources and intellectual capital of one of the leading firms in the industry.  In 2015 I obtained my CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and I remain passionate about continuing to advance my own education and proficiency in order to better serve my clients.
    In my free time, I enjoy spending time with family and staying active by playing roller hockey on weekends and skiing or golfing whenever I can.  I’m also involved in the Southern Jersey Chamber of Commerce and the Drexel Alumni Association.
    My wife, Leia, and I live in Sewell, New Jersey with our two wonderful children, Parker and Reagan.
    Securities Agent: CA, DE, FL, GA, HI, IL, ME, MI, MN, MO, NC, NJ, NV, NY, OH, PA, TN, TX, VA, WA; Investment Advisor Representative; General Securities Representative; Managed Futures
    NMLS#: 1275654

    About Me

    I have worked in the financial services industry for the past 31 years. Having started in the business as a marketing assistant I transitioned to a Municipal Sales Liaison for Gruntal & Co. and then EF Hutton in New York I also worked as a Municipal bond trader for INVEST prior to moving to Southern New Jersey in 1989 Since then I have successfully completed financial advisor training with Morgan Stanley, have served as part of the Smith Barney management team in Atlantic City for seven years then returned to servicing clients in 2008 which is where I find the most satisfaction. I hold Series 7, 63 & 65 licenses. I am also licensed with the state of New Jersey for Life and Health Insurance.
    It is my varied experiences in the industry and knowledge of financial products and markets that enable me to better assist clients with inquiries and resolve issues.
    I live in Williamstown, New Jersey with my husband. My hobbies are stained-glass and sewing. I enjoy Broadway musicals, museums and theme parks. But, mostly I enjoy spending time with family and friends.
    From Our Team

    Microsoft Word - The Retirement Tipping Point.docx


    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.
    Learn more about The Simple Six-Step Retirement Checkup

    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
    How to Prepare for Changes this Tax Season

    How to Prepare for Changes this Tax Season

    April 15th will be here before you know it. Here’s an overview of the latest tax changes and what the new law could mean for your situation.
    Learn more about How to Prepare for Changes this Tax Season

    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.
    Learn more about Financial Transition: A Guide for Women

    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.
    Learn more about 6 Keys to Building a Startup

    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.
    Learn more about A New Roadmap for Mission Alignment

    Mosaic

    Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.

    More from Morgan Stanley

    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
    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.
    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 Stevens Group today.
    Market Information Delayed 20 Minutes
    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

    1Morgan 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.

    2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable 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.

    3Morgan 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.

    4Morgan 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.

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

    6Alternative 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 suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

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

    8Structured Investments are complex and not suitable for all investors, and there is no assurance that a strategy of using structured product for wealth preservation, yield enhancement, and/or interest rate risk hedging will meet its objectives.

    9Morgan 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

    10Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

    11Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    12CDs are insured by the FDIC, an independent agency of the U.S. Government, up to a maximum of $250,000 (including principal and accrued interest) for all deposits held in the same insurable capacity (e.g. individual account, joint account, IRA etc.) per CD depository. Investors are responsible for monitoring the total amount held with each CD depository. All deposits at a single depository held in the same insurable capacity will be aggregated for the purposes of the applicable FDIC insurance limit, including deposits (such as bank accounts) maintained directly with the depository and CDs of the depository.

    13Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

    14Morgan 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.

    15An investment in an exchange-traded fund involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor's ETF shares, if or when sold, may be worth more or less than the original cost.

    16Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

    17Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.

    18Morgan 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.

    19Participating in a new issue/syndicate is subject to availability and suitability. IPOs are highly speculative and may not be suitable for all investors because they lack a stock-trading history and usually involve smaller and newer companies that tend to have limited operating histories, less-experienced management teams, and fewer products or customers. Also, the offering price of an IPO reflects a negotiated estimate as to the value of the company, which may bear little relationship to the trading price of the securities, and it is not uncommon for the closing price of the shares shortly after the IPO to be well above or below the offering price.

    20Morgan 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.

    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: http://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 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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