The 350 Wealth Management Group at Morgan Stanley

Greg focuses primarily on meeting the specialized needs of clients in the sports and entertainment industries, and he brings a high level of knowledge and a unique perspective to his clients. With his extensive experience and tailored approach, he helps high-net-worth individuals and their families develop retirement planning strategies that are integrated into a comprehensive financial plan. Greg’s holistic process for wealth management includes customizing client portfolios around their goals for themselves, their families and other loved ones.

Greg has more than 30 years of experience in the financial services industry, including more than 18 years working with professional coaches and athletes. He has also attained the Family Wealth Director designation at Morgan Stanley. Currently held by only 4% of advisors at the firm, this allows Greg to provide true “best-in-class” solutions and personalized strategies to his clients. He is a member of the Morgan Stanley President’s Club and has been named a Forbes “Best-in-State Wealth Advisor” annually since 2019.

An avid sports fan, Greg enjoys playing hockey in his weekly league games, as well as watching his favorite professional football, baseball, basketball, and hockey teams. He resides in Davie, Florida, with his wife and three children.

2019-2022 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2019-2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

Brian works with a variety of clients—including entrepreneurs, retirees, medical professionals, and ultra-high-net-worth investors—to provide disciplined and diversified investment management that supports each client’s unique financial objectives. He has particular knowledge about developing customized wealth strategies for retirement planning, estate planning, and divorce situations.

As CERTIFIED FINANCIAL PLANNER™ professional, Certified Private Wealth Advisor^®, and Certified Divorce Financial Analyst^®, Brian is a credentialed and passionate practitioner of financial planning. Having worked with individuals and families since 1993, Brian has experienced nearly every kind of market cycle and navigated diverse opportunities, and challenges for client portfolios.

Brian resides in Fort Lauderdale with his wife with their young daughter. Outside the office, he enjoys spending his time with his family, as well as boating, Brazilian Jiu Jitsu, and life in South Florida.

Michael is a Senior Vice President, Financial Advisor, and Portfolio Management Director with The 350 Wealth Management Group at Morgan Stanley in Fort Lauderdale. With over 30 years of experience in the financial services industry, Michael is dedicated to understanding and meeting the unique needs of each client and their families. His passion lies in truly comprehending his clients’ financial aspirations and goals. Through comprehensive and thoughtful planning, Michael – and his team – design and customize investment portfolios that are strategically allocated to fit each client’s personal financial situation, while also being adaptable to timely and tactical opportunities in the market.

Michael’s journey in financial services began after earning his bachelor's degree in business administration from the University of Florida. Over the years, he has built extensive knowledge and experience, guiding clients through various market cycles with informed investment strategies. His skilled focus allows him to navigate the complexities of ever-changing market conditions, providing insightful advice to help clients achieve their financial goals.

A South Florida native, Michael currently resides in Boca Raton, with his wife, Patty. They have two grown children, Michael and Sara. Outside the office, Michael treasures quality time with his family and enjoys the vibrant South Florida lifestyle, including golfing, boating, and fishing.

John Snyder is a Senior Vice President, Wealth Advisor, and Portfolio Management Director with The 350 Wealth Management Group at Morgan Stanley in Fort Lauderdale. For decades, John has helped professionals, retirees, and families secure their financial futures, and simplify their financial lives.

A graduate of the University of Maryland, John began his career in wealth management as an Associate Vice President with Dean Whitter in 1981. He would go on to serve as a Financial Advisor for Oppenheimer, Paine Webber, and Prudential Securities, working to earn the rigorous CERTIFIED FINANCIAL PLANNER™ designation in 1997. In 2003, he joined Morgan Stanley, as it would allow his clients access to the elite resources of one of the most well-respected financial institutions in the world.

With The 350 Wealth Management Group, John helps clients address their comprehensive wealth management needs. From retirement planning, portfolio management, and financial planning; to cash management, lending, insurance needs, and more. Having worked in the industry for decades, John has been fortunate to work with clients throughout many important moments in their life, and even across multiple generations. With experience, integrity, and commitment, he works tirelessly to help his clients achieve their long-term objectives, and establish long-lasting legacies.

Outside the office, John lives in Fort Lauderdale with his wife Diane. A former professional U.S.A.C & S.C.C.A. race driver, he now enjoys getting out on the water for a day of sailing. Previously, he has served as a trustee and head of the Investment Committee for First Presbyterian Church of Fort Lauderdale.

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

As a CERTIFIED FINANCIAL PLANNER™ professional, James offers particular knowledge in portfolio review and construction, as well as financial and estate planning strategies. He has built his practice with an emphasis on listening carefully to understand clients’ goals and objectives in order to align their investment solutions accordingly, and he focuses on superior communication and service across every stage of the wealth management experience.

James joined Morgan Stanley in 2000. He holds the Series 31, 7, 66, and Life, Health Insurance and Variable Annuity licenses, and he earned a bachelor’s degree in finance from the University of Central Florida.

A resident of Broward County for more than 40 years, James and his wife, Monica, have two daughters, Dana and Briana, and two friendly dogs, Lexi and Jake. He has been a member of the Kiwanis Club of Plantation since 2000 and has served in many positions over the years, including president. Outside the office, James enjoys spending time with his family, working on his classic car, improving his golf swing and traveling to find the perfect surfing experience.

Rich focuses on working with clients in the sports and entertainment industry, particularly professional athletes. He takes a holistic approach to wealth management, advising clients on their total financial picture, tailoring their investment plans to their goals and helping manage the day-to-day details of their complex lives.

Rich brings 15 years of experience in the financial industry to the team. Previously, he spent 22 years in the sports industry as a National Football League Players Association (NFLPA) registered contract advisor, which gives him extensive knowledge of professional athletes’ contracts. In addition, Rich’s background has allowed him to gain a deep understanding of the various cycles of an athlete’s personal and professional life that underpins his financial advice. Rich is an NFLPA Registered Institutional Player Financial Advisor, and he earned Morgan Stanley Pacesetters Club recognition in 2022. He graduated from Tulane University with a Bachelor of Science degree.

Rich lives in Weston, Florida, with his wife, Vicki, and their three daughters. He is a big sports fan and animal advocate, and he enjoys playing tennis and basketball in his free time.

Brett Goetz is a Senior Vice President, Financial Advisor at Morgan Stanley. With over 30 years’ experience working in the financial industry, Brett Goetz has built an exemplary professional business. A graduate from the University of Florida, Brett began his career in financial services at JB Hanauer & Co. in 1993 where he focused on fixed income markets. Before joining Morgan Stanley, Brett worked at PaineWebber, which is now UBS, for over 15 years.

Brett currently resides in Hollywood, FL with his wife, Jennifer, and his daughter, Carly. Brett takes great pride in his community and is a Volunteer/Board Member of the North Shore/Nor Isle Optimist Club. He is also President and Owner of the National Champion South Florida Express Football Program. In his free time, he enjoys golfing, spending time with his family, and making a difference in his community.

In 2004, Brett was awarded the Key to the City of Miami Beach from the Mayor, David Dermer, for his extraordinary service in helping the youth in his community. Brett was and still is a mentor on and off the football field to the young adults and inner-city kids of Florida. Guiding them on the right path and helping them achieve their goals in life.

The pride Brett has in his community, is expressed in his business for his clients as well. Building long lasting relationships and helping individuals and their families through challenging market conditions and guiding them on the right financial path.

Angaddeep works with entrepreneurs, ultra-high-net-worth investors and professional coaches, athletes and entertainers to provide disciplined investment management and comprehensive financial planning strategies. He oversees the team’s management and maintenance of investment accounts, including trading, research and portfolio construction. Specifically, he is responsible for building equity and fixed income portfolios and developing customized alternative and structured note portfolios—all of which require him to conduct fundamental and technical analysis on individual equity and fixed income positions.
Angaddeep joined the 350 Wealth Management Group at Morgan Stanley in 2014 and was named a Forbes “Top Next-Gen Wealth Advisor Best-in-State” in 2024. He also holds the “NFLPA Registered Institutional Player Financial Advisor” designation and is a Global Sports and Entertainment Associate Director. He holds the FINRA Series 7 and 66 licenses and has earned the Certified Exit Planning Advisor designation. Angaddeep graduated from Nova Southeastern University with a degree in finance.

Angaddeep lives in Parkland with his family. In his spare time, he enjoys volunteering in his community, and playing basketball and racquetball. He is also an avid cricket, football, and soccer fan.


Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State
Source: Forbes.com (Awarded Aug 2024) Data compiled by SHOOK Research LLC for the period 3/31/23 - 3/31/24.


Technical analysis is the study of past price and volume trends of a security in an attempt to predict the security's future price and volume trends. Its limitations include but are not limited to: the lack of fundamental analysis of a security's financial condition, lack of analysis of macro-economic trend forecasts, the bias of the technician's view and the possibility that past participants were not entirely rational in their past purchases or sales of the security being analyzed. Investors using technical analysis should consider these limitations prior to making an investment decision.

Shawn is dedicated to skillfully navigating complex financial landscapes to help clients achieve their goals during significant life events and beyond. Serving clients in South Florida and nationwide, he combines his extensive professional focus with Morgan Stanley's global resources, specialized research, and world-class solutions.

Shawn provides personalized financial advice and strategies to help guide you through pivotal moments with confidence and financial security. Here's how he can assist you:

- Life Events: Tailored guidance for milestones like welcoming a new child, career transitions, marriage, relocation, or managing a loved one's affairs.
- Business Owners: Strategic exit planning to enhance business value and explore exit options.
- Individuals Facing Divorce: Receive guidance to navigate the financial complexities and implications of divorce.
- Corporate Executives: Seamless integration of equity compensation into comprehensive financial plans.
- Retirees: Development of sustainable retirement income plans and effective risk management.

Shawn's advanced certifications underscore his comprehensive expertise:
- CERTIFIED FINANCIAL PLANNER™ (CFP^®)
- Certified Investment Management Analyst^® (CIMA^®)
- Certified Exit Planning Advisor^® (CEPA^®)
- Certified Divorce Financial Analyst^® (CDFA^®)
- Chartered Financial Consultant^® (ChFC^®)
- Chartered Life Underwriter^® (CLU^®)
- Retirement Management Advisor^® (RMA^®)
- Retirement Income Certified Professional^® (RICP^®)
- Qualified Plan Financial Consultant^® (QPFC^®)

Since joining Morgan Stanley in 2018, Shawn has been subsequently named to the firm’s prestigious Pacesetter’s Club (2022-2025), a global recognition program for Financial Advisors who have demonstrated the highest professional standards and first-class client service early in their career.

Originally from Biddeford, Maine, Shawn holds a bachelor’s degree from the University of Southern Maine and a master’s degree from Florida Atlantic University. Now living in Fort Lauderdale, he enjoys life with his fiancée, Brunna, their sons, Odin and Thomas, and their mini goldendoodle, Sasha.

Outside of his professional and family responsibilities, Shawn serves on the Gilda's Club South Florida's Board of Directors, supporting individuals and families affected by cancer. An avid reader and scuba diving enthusiast, Shawn also holds a black belt in Brazilian Jiu-Jitsu and engages in EMS fitness training.

Jackie has over 20 years of experience in the financial industry. She joined Morgan Stanley in 2010 after having previously worked at a financial services firm for almost 15 years. Jackie's role includes being responsible for day-to-day operations, monitoring client accounts, and most importantly helping to service clients on a daily basis. Jackie has been married to her husband Michael for almost 40 years, and has two sons and one granddaughter.

Mary handles client-related requests and inquiries with efficiency, from financial transactions to account maintenance. She is committed to delivering superior service and building relationships that help her anticipate and address clients’ needs. Mary brings 40 years of financial services industry experience to the team, which she uses to help solve service-related issues every day. She earned a business degree from the Taylor Business Institute in New Jersey.

Originally from Point Pleasant Beach, New Jersey, Mary moved to Florida in 1977 and currently lives in Hollywood. She and her husband have two children, three grandchildren and a rescue dog, Ginger (who goes by the name of Bahamian Pot Cake). Outside the office, she enjoys boating, camping (or glamping) and traveling.

Ann has been with Morgan Stanley for over 5 years; she assists the team by helping service clients and developing customized financial plans. Her previous experience is in small business, in both ownership and administrative roles. In her spare time Ann enjoys volunteering and indulging her artistic nature by painting. Originally from Wisconsin, Ann currently resides in Davie, FL with her two children.