

The Fishman Hart Dichiacchio Group at Morgan Stanley
Direct:
(954) 267-5634(954) 267-5634

Our Mission Statement
Experience, intellectual capital, and dedicated personal service customized to help you meet your financial goals.
The Morgan Stanley Client Experience
As your Financial Advisors, we 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 we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
The Value of Professional Advice: The Benefits of Having a Financial Advisor on Your Side
In today’s complex and volatile markets, making sound investment and financial decisions is a challenge. Investing on your own can be complicated, overwhelming and risky. In fact, studies have shown that self-directed investors can often be their own worst enemies, entering and exiting the market at inopportune times in reaction to market movements that make them uncomfortable or emotional.
Steps to Successful Investment
Successful investing involves fortitude and a focus on the long term. The first steps you can take toward minimizing the likelihood of costly mistakes are:
1. Understanding the emotional and behavioral factors that contribute to investor pitfalls
Psychology influences the choices investors make, such as how often they trade and how they make buy-sell decisions. Common psychological blind spots include:
• Overconfidence – assuming you know more than you do.
• Mental accounting – consciously or unconsciously dividing your wealth into separate buckets.
• Anchoring – fixating on past prices, such as what you paid for a particular stock.
• Loss aversion – putting more emphasis on avoiding losses.
2. Defining your goals and developing a plan—and an asset allocation—that helps you reach them
Having a plan and sticking to it can help you avoid making emotional decisions.
3. Having the discipline to stay the course as markets fluctuate
Some investors try to time the market by moving in and out of it. Professional advice can help keep you focused by taking emotions out of the equation.
Your Financial Life is More Than Just Your Investments
Over the past few years, the proliferation of robo-advisors that provide digital financial advice based on algorithms has received significant buzz. While robo advice offers a low-cost entry into investing, it also comes with little to no human intervention, Instead, an asset allocation is generated from an investor’s answers to an online questionnaire. But, how you value money—and what you believe about money—cannot be captured or solved by mathematical rules or algorithms. You want advice that connects with your thinking, experiences and beliefs around money.
If you’re deciding among traditional Financial Advisors or robo-advisors, consider the following:
• What is most important to you at this stage of your financial life?
• How confident are you in your financial knowledge?
• Are you able to take emotions out of your financial decision-making?
• What are the financial complexities that you currently face?
If there are complexities in your financial life—debt, children, employee benefits, major life events, estate and tax issues—you may want to consider choosing a traditional Financial Advisor who can help you customize a plan that is tailored to your specific situation. And, keep in mind that reaching your goals often involves going beyond investment advice to include conversations about estate and wealth transfer planning, risk management and even your philanthropic aspirations.
By working with an experienced Financial Advisor, you can have the best of both worlds—the freedom to make your own investment and financial choices, but with the guidance of a professional who understands your unique needs, improving your chances of achieving your goals.
Steps to Successful Investment
Successful investing involves fortitude and a focus on the long term. The first steps you can take toward minimizing the likelihood of costly mistakes are:
1. Understanding the emotional and behavioral factors that contribute to investor pitfalls
Psychology influences the choices investors make, such as how often they trade and how they make buy-sell decisions. Common psychological blind spots include:
• Overconfidence – assuming you know more than you do.
• Mental accounting – consciously or unconsciously dividing your wealth into separate buckets.
• Anchoring – fixating on past prices, such as what you paid for a particular stock.
• Loss aversion – putting more emphasis on avoiding losses.
2. Defining your goals and developing a plan—and an asset allocation—that helps you reach them
Having a plan and sticking to it can help you avoid making emotional decisions.
3. Having the discipline to stay the course as markets fluctuate
Some investors try to time the market by moving in and out of it. Professional advice can help keep you focused by taking emotions out of the equation.
Your Financial Life is More Than Just Your Investments
Over the past few years, the proliferation of robo-advisors that provide digital financial advice based on algorithms has received significant buzz. While robo advice offers a low-cost entry into investing, it also comes with little to no human intervention, Instead, an asset allocation is generated from an investor’s answers to an online questionnaire. But, how you value money—and what you believe about money—cannot be captured or solved by mathematical rules or algorithms. You want advice that connects with your thinking, experiences and beliefs around money.
If you’re deciding among traditional Financial Advisors or robo-advisors, consider the following:
• What is most important to you at this stage of your financial life?
• How confident are you in your financial knowledge?
• Are you able to take emotions out of your financial decision-making?
• What are the financial complexities that you currently face?
If there are complexities in your financial life—debt, children, employee benefits, major life events, estate and tax issues—you may want to consider choosing a traditional Financial Advisor who can help you customize a plan that is tailored to your specific situation. And, keep in mind that reaching your goals often involves going beyond investment advice to include conversations about estate and wealth transfer planning, risk management and even your philanthropic aspirations.
By working with an experienced Financial Advisor, you can have the best of both worlds—the freedom to make your own investment and financial choices, but with the guidance of a professional who understands your unique needs, improving your chances of achieving your goals.
Location
350 East Las Olas Blvd
Ste 1500
Ft Lauderdale, FL 33301
US
Direct:
(954) 267-5634(954) 267-5634
Meet The Fishman Hart Dichiacchio Group
About Steven Fishman
Steve has been providing Investment Advice for over 35 years. With his experience, he has helped his clients accomplish their Personal and Financial Goals throughout his entire career. Steve was born and raised in South Florida. He graduated from Florida State University with a Bachelor of Science degree from the school of Business, with a major in Real Estate. He is the proud father of 3 children, and resides in Lighthouse Pt. with his wife Dorothy and their 2 Golden Retrievers. Steve is avid fisherman and enjoys all outdoor sports.
Securities Agent: HI, VT, NJ, MN, KY, FL, MD, OH, PA, TN, VA, MO, NC, NH, NM, RI, MI, MS, NY, OK, MA, KS, IA, IN, LA, TX, WA, WV, WI, ID, CA, AL, CT, SC, ME, CO, IL, AZ, DC, GA, NV, OR, UT; General Securities Representative; Investment Advisor Representative
NMLS#: 2449313
NMLS#: 2449313
About Maiia Hart
Maiia has been with the firm since 2007 and she focuses on financial planning and insurance business for the team. She earned her degree in the English Language and Literature at Samara State University in Russia in 1999. She lives in Fort Lauderdale with her 2 sons and enjoys Florida lifestyle.
Securities Agent: HI, NH, NJ, OK, OR, WI, AL, NC, KS, ID, VA, NY, MO, PA, WA, TX, RI, DC, SC, TN, MD, KY, CO, VT, ME, MA, IL, WV, NV, MS, MN, MI, IN, IA, CT, CA, AZ, FL, OH, GA; General Securities Representative; Investment Advisor Representative
NMLS#: 1261825
NMLS#: 1261825
About Joseph Dichiacchio
Joe enjoys working with clients to help simplify their financial lives whilst bringing value to the team. After growing up in Westchester, NY Joe graduated from Wake Forest University with a B.A. in Economics. Joe currently resides with his wife, two daughters, and chocolate Labrador in South Florida where he continues to be an avid golfer and enjoys time outdoors.
Securities Agent: TN, DC, GA, LA, FL, OH, WI, OK, MI, IL, MN, HI, IA, NV, RI, SC, UT, PA, NY, WV, TX, NJ, NH, MD, MA, CT, KY, VT, IN, KS, ME, MO, MS, NC, VA, OR, AZ, AL, CA, CO, WA; General Securities Representative; Investment Advisor Representative
NMLS#: 1546025
NMLS#: 1546025
About Joan Morgan Brown
With nearly 40 years of experience in the industry, Joan strives for client satisfaction through providing a dedicated quality of service. After relocating to North Florida four years ago, Joan joined the Alford Fishman Hart Group in 2018 and has achieved her Series 7 and Series 66 registrations.
About Sam Terkiel
Sam began his career at Ameriprise Financial working with a Barron’s recognized advisor shortly after graduating Magna Cum Laude from the University of Florida with a Bachelor of Science in Finance and a minor in Real Estate in 2024. Originally from Boca Raton, Florida Sam joined the Alford Fishman Hart Group in February of 2025 and prioritizes providing the highest level of service to clients. Sam holds his Series 7, Series 66, and Life Health and Annuities Insurance licenses. Sam enjoys spending time with family and friends, learning new crafts, and being a zealous follower of Florida Gator sports.
Securities Agent: MD, WA, CT, NE, AL, WV, NY, NM, MA, KS, DE, DC, CA, SC, RI, IN, GA, PA, ID, VA, TN, PR, MO, KY, IL, IA, WI, VT, VI, ND, CO, UT, OK, OH, NV, NJ, ME, LA, FL, AZ, TX, SD, OR, NH, NC, MT, MS, MN, MI, HI, AR, WY; General Securities Representative; Investment Advisor Representative

Contact Steven Fishman

Contact Maiia Hart

Contact Joseph Dichiacchio
Wealth Management
From Our Team
LET’S TALK ABOUT YOU
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
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
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
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
Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact The Fishman Hart Dichiacchio Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
CRC 6491812 (04/2024)