The SVS Wealth Management Team Story

The SVS Wealth Management Team, founded in 2007, has multiple financial advisors and support staff members. The benefit to you is that we offer an incredible range of advisors to handle your unique needs. Whether it is portfolio management, financial planning, business succession planning, lending, or multi-generational wealth planning – we collaborate as a team to help you achieve your goals.

We have extensive experience in Portfolio Management. This allows us to personalize portfolios around your needs, and provides you with complete transparency about the intricacies of your investments. If you’d like a second opinion about your current investments or would like a complimentary consultation, please contact us at your earliest convenience.
Services Include
  • Wealth Management1
  • Financial Planning2
  • Estate Planning Strategies3
  • Retirement Planning4
  • 401(k) Rollovers
  • Fixed Income5
  • Philanthropic Services
  • Alternative Investments6
  • Professional Portfolio Management7
  • Sustainable Investing8
  • Lending Products
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Working With You

Our goal is to help you build a financial plan that is as dynamic as you are. It’s not an easy task. It requires the collaboration of a team of specialists who go through all aspects of your financial life: Your assets and liabilities, insurance plans, employee benefits plan, social security estimates, and home mortgages.

We also want to know the nitty-gritty. We want to know if you’re thinking about buying a house, a car, and when it’s your son or daughter’s birthday. We want to learn about your family’s values, if you have any medical issues or health concerns. We also want to learn about your parents; are they stable financially, will you be the primary care-giver; what will their long-term care look like?

These may seem like small things, but by paying attention to the details we can help you make the best financial decisions possible. This is how, one day, we can help you achieve a lifestyle that is “work-optional.”

    Clients

    Our clients range from professionals, executives and business owners to professional athletes and entertainers. Wherever you are in the various phases of life and whatever career passions you pursue, we believe the power of collaboration is the best way for you to achieve your goals. We want to coordinate with your other advisors including attorneys and CPAs so everyone has a seat at the table in the times of your important milestones.

    Of course, as a client, you’ll also be supported by the full breadth and depth of Morgan Stanley, a global firm that is one of the largest and most respected wealth management firms in the world.

    Location

    1030 Broad Street 3rd
    Floor
    Shrewsbury, NJ 07702
    US
    Direct:
    (732) 389-5124(732) 389-5124
    Toll Free:
    (844) 850-9232(844) 850-9232

    Meet SVS Wealth Management

    About Me

    Stephen, one of the founders of the SVS Team, joined the firm in 2006. With over fifteen years of industry experience, Stephen’s leadership and drive help to propel the team forward.  Before Morgan Stanley, Stephen spent time as the Assistant Vice President at Wachovia, where he worked for eight years.  Stephen focuses on creating individualized strategies for our clients and ensures that such strategies align with both short and long term goals.  He understands that every client presents a different set of goals and challenges and as such creates specifically tailored investment strategies.  A graduate of Providence College, Stephen is a member of the Eastern Monmouth Chamber of Commerce. Currently, Stephen resides in Tinton Falls, NJ.
    Securities Agent: AK, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV; Investment Advisor Representative; BM/Supervisor; General Securities Principal; General Securities Representative; Managed Futures
    NMLS#: 1261797

    About Me

    Patricia E. Selin offers her clients a distinctive blend of professional investment counsel and personal service. She carefully evaluates her clients’ investment goals before recommending an investment strategy specifically tailored to their financial needs. Patricia began her financial services career in 1978, Patricia earned the CERTIFIED FINANCIAL PLANNERTM title in 1994 and, in 2000; she earned the Certified Investment Management Analyst (CIMA) designation from the Investment Management Consultants Associations, after completing the educational requirements held at The Wharton School of Business at the University of Pennsylvania. She holds Series 3, 4, 7, 8, 63 and 65 securities registrations in addition to life, health and variable annuities licenses. Patricia hosted a weekly radio show for 12 years. She is also a member of the Investment Management Consultant’s Association, the International Association of Financial Planners and the Financial Planning Association. Patty lives in Boca Raton, Florida with her husband and in her spare time enjoys tennis and reading.
    Securities Agent: AK, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV; Investment Advisor Representative; BM/Supervisor; General Securities Representative; Transactional Futures/Commodities; Managed Futures
    NMLS#: 1274500

    About Me

    Gary is currently the Senior Vice President/Senior Portfolio Manager/Financial Advisor at Morgan Stanley and has been in the securities industry for 34 years. He graduated from Carnegie Mellon University in 1974 with a BA/BS in Public Relations. Originally, Gary is from East Meadow, NY and currently resides in Great Neck, NY with his wife Ellen of 39 years. They have two wonderful children. Melanie who has a Master’s in speech pathology and Seth who has a Master’s in nutrition. Melanie is married to Jason Weingarten and they have a son named Gavin and a daughter named Maya Charlotte. Seth is married to Ilana Strauss and they have two daughters named Liv Cherry and Charlotte Clementine.

    Gary is responsible for placing money into equity strategies that the team has developed. Each Portfolio focuses on a combination of stocks, bonds, ETF’s or mutual funds – looking to create a cost effective, well-balanced approach. Technical analysis, covered call writing and research from various sources and publications are used to help create these models. The team tries to uncover all aspects of a client’s assets to assemble the right “lifeview.” The more we know about our clients, the easier it is to create the right solution for their needs.
    Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY; Investment Advisor Representative; General Securities Representative; Managed Futures
    NMLS#: 1282792

    About Me

    Michael is currently Sr. Vice President/Senior Portfolio Manager/Financial Advisor at Morgan Stanley. He was previously First Vice President /Wealth Advisor at UBS Financial Services. Michael graduated from Lehigh University with a B.A. in Accounting and received his MBA from the Lubin School of Business at Pace University. Currently, Michael resides in Manhattan with his wife Ellen Sinreich, a commercial real estate attorney, and his son Alex who is currently attending Emory University. Additionally, Michael has an adult son Brad who lives in Doylestown, PA. Outside of Morgan Stanley, Michael has been a partner for 30 years in the ownership of Maywood Tennis Club. Michael also serves on his coop board as Vice President, focusing on finance. Michael’s main areas of focus include estate planning, retirement planning, life and long term care insurance, annuities and alternative investments.
    Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY; General Securities Representative; Managed Futures
    NMLS#: 1290712

    About Me

    Maurice started his career as a young entrepreneur owning a small business. He transitioned into the financial services industry in 1997 at Merrill Lynch. Maurice attained the Certified Financial Planner designation in 2003 and moved his practice to Smith Barney in 2004. He focuses on comprehensive financial planning for clients. He guides clients to achieve their goals by using fundamental strategies to limit risk. He also focuses on initial public offerings in both equities and fixed income.
    He is a passionate soccer fan and also plays in a men’s league. Maurice immigrated to the United States when he was nine years old and became a naturalized U.S. citizen at age 20. He graduated Magna Cum Laude from Long Island University - Post.
    Maurice is fluent in Italian, and lives with his wife and two children in Freehold, NJ.
    Securities Agent: AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV; Investment Advisor Representative; General Securities Representative
    NMLS#: 1262264

    About Me

    Over 20 years industry experience
    Series 7, 63 and 65
    Life, Variable Life & Health Insurance Licensed
    Past Board Member, YMCA
    Past Board Member, Boys and Girls Village
    Wharton School of Business, Wealth Management Certification
    Bachelor of Arts, Finance
    Securities Agent: AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV; Investment Advisor Representative; General Securities Representative
    NMLS#: 1396107

    About Me

    With over 15 years of experience, Yuji brings a wealth of knowledge to the team.   He is actively involved in the building and maintaining of client relationships.   Along with Anthony, Yuji started at Smith Barney in 2005.  He is a CERTIFIED FINANCIAL PLANNER and holds the Financial Planning Specialist designation issued by Morgan Stanley.  Yuji uses a holistic approach while striving to offer our clients the highest level of service and makes it his mission to go above and beyond to help make our clients feel secure in their financial futures.  Yuji serves a volunteer fire fighter in Millwood, NY and lives in West Harrison, NY with his wife and two sons.
    Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY; Investment Advisor Representative; General Securities Representative; Managed Futures
    NMLS#: 1255380

    About Me

    Anthony D. Chuck is a Global Sports and Entertainment Director, Senior Portfolio Manager, Vice President, and Financial Advisor. He has been with Morgan Stanley, and Morgan Stanley affiliate companies, since 2006 and focuses providing a myriad of financial advice, concentrating his efforts on those in the entertainment field. He received his Bachelor’s in Communications and Psychology from the West Virginia Wesleyan College.

    Anthony’s practice was built around the unique needs of those in the public eye; professionals who value discretion with respect to their financial affairs. His extensive clientele includes musicians, professional athletes, talent agents, fashion models, business managers, and child actors.

    Anthony and his wife Debra, married for 20 years, reside in Mahwah, NJ with their two children. In his free time, Anthony enjoys playing soccer and volunteering as an EMT and Firefighter for the local Emergency Services.
    Securities Agent: AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV; Investment Advisor Representative; General Securities Representative
    NMLS#: 1278711

    About Me

    Richard joined the SVS Team at Morgan Stanley after over twenty five successful years in the private banking industry.  After serving for eleven years as a Vice President at Wachovia, Rich moved to PNC Wealth Management.  As Senior Vice President, he served in numerous roles, ultimately rising to Team Director and Senior Relationship Manager.  He joined Morgan Stanley in June of 2011 and quickly established himself as a leader within the team and the firm.  Richard holds both the Certified Financial Planner™ (CFP®) and Certified Trust Advisor (CTFA) designations.  He assists our clients with their most complex planning needs.  In his spare time, he enjoys playing golf, following college football and rooting for the New York Giants.  He is a board member of the Samaritan Center at the Jersey Shore and Jersey Shore Medical Center CAC.  Richard has two children and lives in Brielle, NJ with his wife, Marybeth.
    Securities Agent: AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV; Investment Advisor Representative; General Securities Representative
    NMLS#: 1261947

    About Me

    Rich utilizes an investment philosophy based on a fundamentally conservative approach to risk with an objective of increased long term total returns.  He is a graduate of Belmont Abbey College in North Carolina.  Rich, is a Ranger Qualified Army veteran who served in Vietnam and attained the rank of Captain.  He has the distinction of being awarded the Bronze Star.  Rich currently serves on the Executive Board of the Vietnam Veterans of America--Chapter 12.  He was elected to and served on the Fair Haven New Jersey Borough Council from 1994 to 2002 and he is a past Grand Knight of the Red Bank Knights of Columbus.  He is also a member of the Shrewsbury River Yacht Club and the Belmar Fishing Club.  Rich has a daughter and two lovely grandchildren and he resides in Fair Haven, NJ with his wife Nema.
    Securities Agent: AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV; Investment Advisor Representative; General Securities Representative
    NMLS#: 1279463

    About Me

    Tyler began his career with Morgan Stanley after graduating from Bucknell University with a Bachelor of Arts in Economics. Prior to Morgan Stanley, Tyler worked in various aspects of the golf industry.  Tyler is an efficient problem-solver who is dedicated to enhancing our client’s experience. He is devoted to providing individualized planning to each client taking into account their specific needs; utilizing goals based approach to financial planning. Tyler holds both the Chartered Retirement Planning Counselor® and the Chartered Retirement Plans Specialist Designations®. Furthermore, Tyler holds the Financial Planning Specialist Morgan Stanley designation. In 2014, Tyler was named to Morgan Stanley’s Pacesetter’s club.  A native of Little Silver, Tyler now lives in Tinton Falls.
    Securities Agent: AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV; Investment Advisor Representative; General Securities Representative
    NMLS#: 1274542

    About Me

    Chuck is at 2150 Hwy 35 in Sea Girt, NJ where he has been the Branch Manager of that Morgan Stanley office for more than 6 years. He has been on the board of two foundations, a planned giving consultant for the Diocese of NJ, and the past-president of the Red Bank Rotary. Chuck has held the title of Financial Planning Specialist for over 12 years. He helps his clients make wise decisions on how to spend, save, invest, borrow, give to charity, and pass wealth to future generations – all in a tax efficient manner according to his client’s individual risk tolerance. The foundation of his process includes a formal financial plan. Chuck has a B.S. from Indiana University and USPTA certification as a teaching tennis pro. He resides in Red Bank, NJ.
    Securities Agent: AK, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY; Investment Advisor Representative; BM/Supervisor; General Securities Representative
    NMLS#: 966864

    About Me

    Richard Garrity is a Vice President, Financial Planning Specialist.  After initially starting his career in banking, he transitioned that experience into providing financial advice at Morgan Stanley, where he has spent the majority of his professional life.   Richard focuses on customer service, tailored investment strategies and providing productive solutions for his clients.  His value proposition is helping people to accumulate and preserve their wealth and then transitioning that wealth into retirement income.  Richard enjoys traveling, golf, cycling, playing softball and dining.  Richard currently resides in Ocean, NJ with his wife Alma and three children.
    Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY; Investment Advisor Representative; General Securities Representative; Managed Futures
    NMLS#: 1279378

    About Me

    Michael Schwartz has been a financial advisor since 2007. He joined the Bronheim-Goldstein Group at UBS in 2006. Prior to being a financial advisor, Michael was the registered client service associate for the team. Michael joined PaineWebber as an intern in 1999 and was offered a fulltime position with UBS PaineWebber in 2003 where he worked as a Branch Service Associate in operations. Michael earned a Bachelor of Science degree in business management and finance from City University of NY – Brooklyn College. He also has an undergraduate degree in statistics and quantitative modeling from City University of NY – Baruch College. Michael, his wife Suzanne, and two young children, Bennett and Emerson live in Bay Ridge, Brooklyn.

    About Me

    Anthony is the founder of the SVS Team at Morgan Stanley and is a Portfolio Management Director, as well as overseeing all team operations. His area of focus is portfolio construction using technical analysis, fundamental and personalized portfolio management. He provides clients with a level of personalized portfolio management for high net worth individuals and institutional clients, creating customized investment strategies, portfolios and solutions. With over 30 years in the financial services industry, Anthony has the ability to recognize market changes and the affects those changes have on his clients’ portfolios. Anthony holds the titles of Managing Director - Wealth Management, Senior Investment Management Consultant, Senior Portfolio Management Director, Family Wealth Director and Financial Planning Specialist. He holds several designations including: Certified Portfolio Manager (CPM) and Chartered Retirement Planning Counselor. He played football at Union College in Schenectady, NY and was a first team All-American player. Anthony was one of the best defensive players in the program's illustrious history and was inducted into the Union College Athletics Hall of Fame November 2017. Anthony now resides in New Jersey with his wife and children.
    Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY; Investment Advisor Representative; General Securities Representative; Managed Futures
    NMLS#: 1253264

    About Me

    Before joining the SVS Team, Keith was a top-performing research analyst and fixed income portfolio manager.  He began his career at Smith Barney becoming the Senior Fixed Income Portfolio Strategist. From 2010 to 2014, he was Head Fixed Income Portfolio analyst for Morgan Stanley, rising to the level of Executive Director.  He was the active manager for several fixed income portfolios; including three multi-class asset portfolios as well as four single-asset class portfolios. 
    A widely recognized leader in the industry, Keith now uses his extensive experience to provide clients with customized fixed income portfolios.  He holds several licenses; including: Series 7, 63 and 65.  Keith graduated from Quinnipiac University where he played on the varsity hockey team.  An avid hockey player and runner, Keith resides in Tinton Falls, NJ with his wife and daughter.

    About Me

    Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY; Investment Advisor Representative; General Securities Representative
    NMLS#: 1767238

    About Me

    Larry joined The SVS Team at Morgan Stanley in 2016. He spent the majority of his career at Citi servicing accounts on the high net worth desk, building portfolio presentations, trading and prime finance sales. As a Financial Advisor on The SVS Team he works on marketing efforts. Larry is a graduate of Rutgers College with a degree in Economics and English. He currently lives in Westfield, NJ with his wife and three children.
    Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY; Investment Advisor Representative; General Securities Representative
    NMLS#: 1653116

    About Me

    Coming from a career in sales, I know what it takes to establish and accomplish goals and appreciate the hard work that leads to success. As a financial advisor with a life insurance background, I am fiercely dedicated to helping individuals and families protect the wealth they have worked a lifetime to accumulate and share it with future generations.

    I believe in results and will do everything in my power to help solve problems and provide you financial peace of mind. I take a holistic planning approach that leverages the vast resources of Morgan Stanley across not only investments but also small business and individual retirement planning, banking and cash management, trusts, annuities as well as life and longterm care insurance.

    Family is my top priority and I am ready and willing to tackle any challenge that you and your family may face, from providing your children advice on writing a resume or prepping for a job interview, to connecting you with specialized experts across the firm or in the community.

    I am active in the Chattanooga community and drawn to organizations and causes with “client first” values and that support local businesses. I belong to BNI and the Chattanooga Women’s Leadership Institute and am a former Chamber of Commerce Ambassador. I also volunteer at Chattanooga Women in the Inn, a shelter for abused women and their children.
    Securities Agent: AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV; Investment Advisor Representative; General Securities Representative
    NMLS#: 1549179

    About Me

    Charles Fahy is a Financial Advisor in Morgan Stanley’s Northfield, NJ office. He works with a select group of businesses and individual investors that aspire to a work-optional lifestyle by employing a prudent investment strategy that emphasizes long-term growth, current income and capital preservation. Tax-efficient investing is also a key part of the investment approach.



    To help serve his clients’ needs, Charles works closely with The SVS Team based in Shrewsbury, N.J. The Team focuses on helping a broad range of individual and institutional investors to accomplish their long- and short-term investment goals through expert financial and estate planning.



    Charles also draws on the global investment resources of Morgan Stanley, one of the world’s premier financial institutions. His ability to utilize all of Morgan Stanley’s resources to appropriately satisfy his varied clients’ needs have served his clients well.



    Prior to joining Morgan Stanley, Charles served as General Manager of the Atlantic City Country Club, one of the most historic clubs in the world. He has also managed multi-million dollar resorts around the country as well as two start-up companies. Additionally, Charles has experience in tax preparation. In college, he majored in accounting with an emphasis in finance.

    One of Charles great passions is helping people. He derives a great deal of satisfaction not only helping clients devise a sound strategy for their personal needs, but taking the time to stay in regular contact with them to help ensure their plan stays in line with their changing needs.

    Another one of his passions is golf. In fact, he is a PGA (Professional Golfers Association) member and has been a teaching professional with the PGA for many years.
    Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV; Investment Advisor Representative; General Securities Representative
    NMLS#: 1687375

    About Me

    Eileen Russo joined the SVS Team at Morgan Stanley as a Financial Advisor after over 20 years as an equity sales trader at Credit Suisse in New York City. She began her career on Wall Street in 1991. Her first role was as a sales associate at Donaldson, Lufkin & Jenrette (DLJ) for a top producing manager. After 5 years in this role, she was promoted to equity sales trader for the firm’s trading desk. In 2000 DLJ was acquired by Credit Suisse and Eileen continued to advance her career moving to more senior roles. The last 20 years, Eileen has been in the role of Director of equity trading for the private banking division of Credit Suisse. She was responsible for covering the top institutional accounts as well as many prominent ultra-high net worth clientele. Her responsibilities included research coverage, portfolio creation, asset allocation and all equity & syndicate trading execution needs.

    In March of 2017, Eileen joined Morgan Stanley locally and officially joined the SVS team in January of 2018. She is married with 3 children and resides in Point Pleasant, NJ. She is a Point Pleasant Rotarian, a member of the Point Pleasant Chamber of Commerce as well as a member of BHSPOA. She enjoys the beach, reading and spending time with family and friends.
    Securities Agent: AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV; Investment Advisor Representative; BM/Supervisor; General Securities Representative; Transactional Futures/Commodities; Managed Futures
    NMLS#: 1650437

    About Me

    Meg recently joined The SVS Wealth Management Team where she is dedicated to providing total wealth management to her clients including financial planning, asset allocation, and multigenerational family education. She believes by utilizing both the power of collaboration amongst her team members and by leveraging Morgan Stanley’s platform and resources, she can provide the best solutions for clients.

    Meg began her career with Morgan Stanley as the Complex Manager’s Assistant at the 399 Park Avenue Complex in NYC and worked in various roles on the management team over the years. Her time on management offered her the opportunity to work with hundreds of advisors and learn the dynamic ins and outs of the wealth management business. Ultimately, her experience and passion for the business lead her to become a Financial Advisor.

    Meg is series 7 and 66 licensed as well as Life & Health insurance licensed. She also holds the Financial Planning Specialist Morgan Stanley designation. Meg graduated from Providence College in 2012. She is a Monmouth County native, and currently resides in Hoboken, NJ with her husband, Ian.
    Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY; Investment Advisor Representative; General Securities Representative

    About Me

    Lori A Simón joined The SVS Wealth Management Team in 2017. She holds her Series 7, and Series 66, as well as Life, Variable Life and Health Insurances licenses. Lori graduated from Fordham University with a BA in Communications. She lives in Pomona, NY with her daughter. She enjoys cooking for her family and friends, and she also volunteers her time at her church to collect shoes and clothing for the underprivileged children of Haiti.
    Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY; Investment Advisor Representative; General Securities Representative
    NMLS#: 1762605

    About Me

    Ahmed has over 16 years of experience in the financial industry and brings a wealth of knowledge to the team. He begins each relationship with an in-depth discussion about a client’s financial needs and goals, and that dialogue continues through all phases of a client’s life. His focus is on helping clients achieve those goals through the inevitable changes that life brings, as well as evolving economic and market environments. Backed by the global reach and resources of Morgan Stanley, Ahmed is confident in his ability to deliver superior advice and solutions.

    Ahmed has earned his MBA from Southern Illinois University Carbondale, IL and holds a Series 7, 55 and 66 licenses as well as Life, Variable Life and Health insurance licenses. He is very involved in his community and has contributed a lot of time volunteering at his local high school. He resides in Freehold, NJ with his family.
    Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY; Investment Advisor Representative; General Securities Representative
    NMLS#: 1747308

    About Me

    Tahj Holden is a Financial Advisor with the SVS Team at Morgan Stanley in the Shrewsbury, NJ. A Red Bank, NJ native, Tahj attended the University of Maryland. While there he was an integral part of many successful basketball teams that went to a Sweet Sixteen, Final Four in 2001, and won a National Championship in 2002. Tahj graduated with a Bachelors of Arts in Communication degree. After college he went on to play professional basketball in Istanbul, Turkey.

    He has access to products and services that may help solve many unique financial problems. Resources include Sophisticated investment strategies, access to creative financing and lending assistance, mobile banking for global lifestyles, specialty insurance, lifestyle advisory, philanthropic management and family wealth dynamics. These are some of the tailor-made offerings to help our clients meet their exceptional needs.

    Tahj values giving back to the community and was recently voted onto the board of The Community YMCA. Prior to joining Morgan Stanley, he worked at Knight Capital Group in Jersey City. Tahj also spent three years at Monmouth University, two as the Director of Basketball Operations, and one as an assistant coach.

    Tahj, his wife Carrie, and their son Cole currently reside in Tinton Falls, NJ where he is also the Varsity boys basketball coach at The Ranney School.

    Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
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    About Me

    Jim joined Morgan Stanley after time within various firms within the financial services industry. He and Anthony have worked together since their days at First Investors starting in 1988. Within the Team, Jim serves as the Group Director. As such, he works to ensure an excellent client experience as well as operational smoothness. He is also the point person for strategic partnerships with Morgan Stanley Financial Advisors through out the country. In his spare time, Jim volunteers with Habitat for Humanity to restore homes that were effected by Superstorm Sandy, during the holidays he volunteers with Holiday Express and during the summer he is a participant in the Warrior Challenge which raises money for Veterans through Task Force Dagger. Jim resides in Helmetta, NJ with his wife and enjoys attending Giants Football games.

    About Me

    Mary has worked in the Financial Services Industry for over 28 years, of which 22 have been with Morgan Stanley.  She has worked on both the Institutional and Wealth Management sides of the business, first as a Fixed Income Trader and later as a Financial Advisor.  As Director of Business Strategy with the SVS team, Mary is responsible for the proactive cultivation and maintenance of client relationships.
    Mary received a Bachelor of Business Administration degree from St. Mary's College, South Bend, Indiana with concentrations in Accounting and Finance.  She currently resides in Sea Girt, NJ where she enjoys spending time at the beach with her family and friends.

    About Me

    I grew up in New York and graduated from the University of North Carolina at Charlotte in 2013 with a Bachelor’s Degree in Finance, with an additional concentration in Finance and Business. Post-graduation, I spent over 2 years working for a small Broker Dealer, where I obtained my Series 7 and Series 66 licenses and started my career in the financial services industry. After living in North Carolina for 6 years, I decided to move to Colorado and explore the west. I lived in Colorado Springs for over 2 years in which I worked for a small, independent advisor who owned a boutique firm that help a wide range of financial products and operations. I then moved up to Denver to work for Morgan Stanley and develop my experience and knowledge in the financial industry. I am happily planted back to New Jersey with The SVS Wealth Management Team, remaining close to friends and family. In my free time, I love to be outdoors- running, hiking, camping, and traveling. I am newly engaged and my fiancé and I have 2 dogs (Jayda and Kota) that come with us everywhere!

    About Me

    Andrew works with the portfolio management team assisting them with fundamental and technical analysis of individual securities and market report generation. He is responsible for portfolio management trading and execution, intraday market analysis, and daily market updates. Andrew graduated from Marist College with a degree in finance, is an avid golfer, and resides in Brielle, NJ.

    About Me

    Margie has been in the service industry for 22 years. She joined The SVS Team in 2012 and currently serves as their Senior Client Service Associate. Margie is a graduate of Seton Hall University and currently resides in Brick, New Jersey. She enjoys spending time with her son Anthony, who is currently a surgical resident at Georgetown University Hospital in Washington, DC.

    About Me

    Kathleen has been in the industry since 1999. She currently lives in the Bronx with her daughter Patricia. Kathleen started her career as Gary’s intern when she was 17 years old. With client service being her primary focus, she coordinates the group’s overall day-to-day operations handles all levels of client service and communication. Kathleen helps provide operational and client service support for variety of matters, including new accounts, account transfers, account maintenance and disbursements.

    About Me

    Melissa joined Morgan Stanley in 2007 after working as a Specialist Clerk on the New York Stock Exchange for 8 years. She currently serves as a Client Service Associate for The SVS Team, assisting the Portfolio Team with their operational needs and enhancing the client’s experience. Melissa is a graduate of Rider University and currently lives in Marlboro, NJ with her husband and daughter.

    About Me

    Nicole has been working with the SVS Wealth Management Team since January 2017. She currently assists the Portfolio Management Team in their day to day operations. Nicole recently graduated from Monmouth University with a Bachelor’s Degree in Business Administration with a concentration in Finance and a Certificate in Information Technology. She loves the beach, spending time with family and friends, and resides in northern New Jersey.

    About Me

    Samantha started with The SVS Team in 2011.  She currently serves as a Client Service Associate, assisting the advisors with their client’s needs.  Samantha currently lives in Freehold, NJ with her husband, daughter and their 2 dogs.  In her spare time, she enjoys volunteering for Habitat for Humanity.

    About Me

    Sarah started with The SVS Wealth Management Team in 2016. She currently serves as a Client Service Associate, assisting Financial Advisors with their client’s needs. Sarah graduated from Middlesex County College with an Associates of Science degree while attaining highest honors. She is currently continuing her education at Georgian Court University in pursuit of her Master’s degree. In her spare time, Sarah enjoys reading and spending time with her family.

    About Me

    Jeniva’s responsibilities include client service contracts, account maintenance, distribution requests and other administrative duties. Jeniva holds the following licences; Series 7 – General Securities Representative Exam and Series 66 – Uniform Combined State Law Exam.
    Investment and Market Perspectives

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    A New Roadmap for Mission Alignment

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    The Power of Why

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    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.

    2Morgan 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.

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    5Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

    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.

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    8The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG 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.

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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.

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