Senior Vice President, Wealth Management, Financial Advisor, Senior Portfolio Manager
Phone:
(772) 223-3261(772) 223-3261
The Allison, Lampert & Shapiro Group at Morgan Stanley
Direct:
(772) 223-3261(772) 223-3261
Our Mission Statement
Excellence in family wealth planning, tailored to your goals and built for generations.
Our Story and Services
Founded in 2025, our team was built to deliver a high-touch, planning-first experience—powered by the global capabilities of Morgan Stanley.
When you’re scrolling headlines and markets are moving fast, we help you stay focused on what matters: your goals, your plan, and your next best decision.
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What we help with most
• Financial Planning: turning priorities into a clear, actionable roadmap
• Investment Management: disciplined portfolios built around your objectives and risk comfort
• Retirement Planning: income strategies, timing decisions, and lifestyle planning
• Estate & Legacy Planning Coordination: helping connect the dots with your attorney/tax professionals to support multigenerational goals
• Education & Family Planning: funding strategies aligned to your broader plan
• Philanthropy: charitable giving strategies aligned with your values
• Business Owner & Executive Planning: concentrated stock, equity compensation, liquidity-event preparation (as applicable)
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What it’s like to work with us
• Clarity over complexity: we simplify decisions and explain the “why”
• Proactive communication: ongoing checkpoints—not one-time planning
• A team approach: personalized relationship, supported by firmwide specialists and resources
________________________________________
Powered by Morgan Stanley’s platform (and innovation)
As part of Morgan Stanley, we can help clients access:
• Institutional-caliber research and market insights to stay informed with perspective
• Modern digital tools designed to help organize your financial life
• Specialized capabilities across planning, investing, lending solutions (where appropriate), and broader wealth strategies
Morgan Stanley has also been investing in AI and advanced technology to enhance how teams serve clients—supporting areas like research, analytics, and advisor workflow so we can spend more time on what matters most: advice, planning, and service.
________________________________________
Our mission
Excellence in family wealth planning—tailored to your unique goals, values, and legacy.
When you’re scrolling headlines and markets are moving fast, we help you stay focused on what matters: your goals, your plan, and your next best decision.
________________________________________
What we help with most
• Financial Planning: turning priorities into a clear, actionable roadmap
• Investment Management: disciplined portfolios built around your objectives and risk comfort
• Retirement Planning: income strategies, timing decisions, and lifestyle planning
• Estate & Legacy Planning Coordination: helping connect the dots with your attorney/tax professionals to support multigenerational goals
• Education & Family Planning: funding strategies aligned to your broader plan
• Philanthropy: charitable giving strategies aligned with your values
• Business Owner & Executive Planning: concentrated stock, equity compensation, liquidity-event preparation (as applicable)
________________________________________
What it’s like to work with us
• Clarity over complexity: we simplify decisions and explain the “why”
• Proactive communication: ongoing checkpoints—not one-time planning
• A team approach: personalized relationship, supported by firmwide specialists and resources
________________________________________
Powered by Morgan Stanley’s platform (and innovation)
As part of Morgan Stanley, we can help clients access:
• Institutional-caliber research and market insights to stay informed with perspective
• Modern digital tools designed to help organize your financial life
• Specialized capabilities across planning, investing, lending solutions (where appropriate), and broader wealth strategies
Morgan Stanley has also been investing in AI and advanced technology to enhance how teams serve clients—supporting areas like research, analytics, and advisor workflow so we can spend more time on what matters most: advice, planning, and service.
________________________________________
Our mission
Excellence in family wealth planning—tailored to your unique goals, values, and legacy.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
How We Can Help You
Financial Planning
The cornerstone of an effective wealth management plan is comprehensive financial planning, capturing your goals, resources and expectations for the future. Effective planning helps to successfully fund education and retirement income funding. Planning helps eliminate blind spots and helps ensure legacy goals are met.
Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf
Morgan Stanley Smith Barney LLC ("Morgan Stanley"), its affiliates and Morgan Stanley Financial Advisors do not provide tax or legal advice. Individuals should seek advice based on their particular circumstances from an independent tax or legal advisor.
Asset Management
After our financial planning process uncovers your goals, personal assets, liabilities, family dynamics and other unique circumstances, we create an investment strategy tailored to fit your needs. We make it a priority to educate our clients on the alignment between their goals and investment allocation.
Retirement Planning
Planning is paramount to securing a successful retirement. We bring intense focus and education to the retirement process, no matter where you are in your professional career, it is not too early to start preparing for your retirement. You have worked hard, or are working hard, to get to the retirement phase of life. Now it is up to us to help you live a work-optional lifestyle.
401k Rollovers
If you have a 401(k) from a previous job, we make it easy to consolidate your assets into one account so you can monitor your progress and investment results all in one place. With the benefit of added simplification from the client's perspective, we also ensure that there is no risky overlap or concentration in securities. You also have the full suite of an open platform from which to choose investments from.
Trust and Estate Services
A critical part of any financial plan is ensuring your assets are titled in a way that fits your specific needs, wants and wishes, while keeping taxes in mind. Whether you choose to leave assets to family members, endowments, or charities, we provide the access and guidance needed to align your assets to your goals. When necessary or requested, we work with any other financial, tax, or estate advisors you have.
Legacy Planning
We provide white-glove service to each and every client. We feel that the family members of our clients should be treated likes clients as well. Our practice is expanding and evolving alongside the families we work with, so we believe it is imperative to be able to offer the same level of service to the next generation(s). We believe starting financial education early is the best way to understand the complexities of effective wealth management.
Location
729 SW Federal Hwy
Suite 300
Stuart, FL 34994
US
Direct:
(772) 223-3261(772) 223-3261
Meet The Allison, Lampert & Shapiro Group
About Steven Allison
Securities Agent: FL, MS, WI, NV, ID, DC, WA, VA, OR, IN, DE, CO, WV, CT, AZ, OK, NJ, ME, CA, MI, MD, SC, PA, MO, RI, NC, LA, TX, MA, IL, WY, NY, VT, TN, OH, NH, MT, MN, GA; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 1261885
NMLS#: 1261885
About David M Lampert
Securities Agent: PA, OK, NJ, ME, DE, OR, MA, IN, LA, GA, CO, WA, NY, MD, SC, MS, WV, MO, RI, NC, CA, NV, MT, WI, VA, MI, CT, FL, DC, VT, TN, OH, KS, AZ, TX; General Securities Representative; Investment Advisor Representative
NMLS#: 1312737
NMLS#: 1312737
About Collin D. Shapiro
About Me:
When did I begin working at Morgan Stanley:
July, 2018.
What was doing before Morgan Stanley:
Working as a Financial Advisor in Fairfield County, Connecticut, where I was born and raised.
Why I moved from Connecticut to Buffalo, NY:
Outside of the career opportunity with Morgan Stanley, my college sweetheart, turned wife, and now mother of my two awesome children, Nora and Lincoln, is from Buffalo. Go Bills!
Something non-financial most people wouldn’t know about me:
I was awarded the 1st Team All-State football placekicker in high school, and later kicked for the University of St. Lawrence.
I also love to play the guitar and anything with my kids.
College Degree / Major?
A bachelor’s degree from St. Lawrence University / Majored in both Economics and Business in the Liberal Arts.
With so many advisors, why me?
The Financial Advisor is only as valuable as the relationship that’s built between themselves and the client. I build relationships based on repetitive trust, a record of doing the right thing, and letting humility guide the investments.
When did I begin working at Morgan Stanley:
July, 2018.
What was doing before Morgan Stanley:
Working as a Financial Advisor in Fairfield County, Connecticut, where I was born and raised.
Why I moved from Connecticut to Buffalo, NY:
Outside of the career opportunity with Morgan Stanley, my college sweetheart, turned wife, and now mother of my two awesome children, Nora and Lincoln, is from Buffalo. Go Bills!
Something non-financial most people wouldn’t know about me:
I was awarded the 1st Team All-State football placekicker in high school, and later kicked for the University of St. Lawrence.
I also love to play the guitar and anything with my kids.
College Degree / Major?
A bachelor’s degree from St. Lawrence University / Majored in both Economics and Business in the Liberal Arts.
With so many advisors, why me?
The Financial Advisor is only as valuable as the relationship that’s built between themselves and the client. I build relationships based on repetitive trust, a record of doing the right thing, and letting humility guide the investments.
Securities Agent: WI, MO, WY, MI, CO, CA, UT, RI, MS, IN, WA, VT, VA, TX, KY, KS, DC, CT, NJ, MD, IA, LA, ID, WV, PA, OH, NV, NH, NC, MN, FL, OK, GA, OR, ND, MT, ME, IL, NM, MA, DE, AZ, TN, SC, NY; General Securities Representative; Investment Advisor Representative
NMLS#: 2156290
NMLS#: 2156290
Contact Steven Allison
Contact David M Lampert
Contact Collin D. Shapiro
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Iran Conflict: Seven Takeaways for Investors
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Ready to start a conversation? Contact The Allison, Lampert & Shapiro Group today.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)