Julian Alteri
Senior Vice President, Financial Advisor, Resident Manager
Phone:
(315) 786-5116(315) 786-5116
The Alteri Group at Morgan Stanley
Direct:
(315) 788-5800(315) 788-5800
Our Mission Statement
We strive to grow, manage, and preserve wealth through financial planning and portfolio management. We aim to provide the highest level of service and experience to keep you educated and informed throughout our relationship, giving you the confidence to achieve your financial goals.
Our Story and Services
The Alteri Group at Morgan Stanley began in 2015 with father and son Michael and Julian Alteri. Prior to that, Michael began his career in 1987 with Tucker Anthony and built his practice on the core values of family, integrity, and hard work. In the early days of the practice Michael focused on providing brokerage services to the north country all while raising three children. It was no surprise to Michael that his son, Julian, went on to study business and finance at Utica College. After spending a decade in the banking industry and with Michael’s practice growing substantially, it made sense to form a father and son partnership in 2015, leveraging old school grit with new world ideas. As the industry evolved and the need for wholistic wealth management started to take precedence over standard brokerage services, the practice was innovative and continued to grow. Michael retired in December 2022 after over thirty-five years of service to his clients and community, and in 2023 our team began the next transition and relocated Drew Parisian from the Rochester area back to his hometown. Having complimentary backgrounds in finance and wealth management, Julian and Drew work as a team to give you two local advisors that oversee your financial picture. While the financial services industry has vastly changed over the years, one thing remains constant, our core values of family, integrity, and hard work. Our team works with families, individuals, non-profits, and business owners to implement in-depth financial plans and develop portfolios that align with our client’s goals. In addition to the advisors, our dedicated colleague, Linda Hagemann, has over 20 years of experience in the financial services industry and drives our white-glove level of service.
Recognitions
- Julian Alteri, Pacesetter Club Member 2019-2021
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Process
Our team works together to give you some of the best of our complimentary backgrounds in wealth management and finance, along with the industry leading capabilities and resources of Morgan Stanley. We have a deep passion for helping hard working people accomplish their financial goals. Our team focuses on comprehensive financial planning and investment management, and we follow this simple 4-step approach:
Discovery:
We take the time to get to know you. We often help clients define their goals as it may be difficult to picture how your finances will change throughout various stages of your life.
Analysis:
We take the information gathered and develop a plan unique to your financial needs and goals. We will sit down together and review this plan to make sure all parties understand why and how we may be making changes.
Implementation:
We work to bring your plan to life in a tax-efficient manner. It is common to work hand in hand with your Accountant or Trust/Estate Attorney, so that the pieces of the financial puzzle fit together seamlessly.
Monitoring:
Lastly, and most importantly, we will be with you every step of the way throughout the plan, as your goals change, the markets move, or tax laws are updated. We are constantly monitoring your portfolio while also proactively communicating with you, so you can remain confident in your plan.
MODERN WEALTH TOOLS
Our goal is simple: "To be the firm where the most talented, trusted advisors in the industry leverage cutting-edge technology and deliver customized wealth management solutions to their clients and their families to enable them to achieve their life goals." Here are a few technologies we have to offer our clients.
Planning
Our team uses a suite of planning tools that includes goal-specific analysis that we can use with clients to created a realistic, holistic strategy that integrates the various aspects of an individual's financial life, including investments and cash management needs. Our tools provide progress-to-goals reporting and can also illustrate complex planning strategies.
Morgan Stanley Online (MSO)
With Morgan Stanley Online and the Morgan Stanley Mobile app, your investments and everyday finances are never more than just a click away
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your external account information, you will benefit from more informed and comprehensive wealth planning and convenient connectivity.
Portfolio Risk Platform
Morgan Stanley's Portfolio Risk Platform is powered by BlackRock's Aladdin risk engine, a state-of-the-art, innovative tool used by several of the world's largest institutional asset managers, using this tool provides comprehensive risk analytics and a sophisticated view of the risk/return dichotomy across your financial portfolios.
Location
215 Washington St
Watertown, NY 13601
US
Direct:
(315) 788-5800(315) 788-5800
Meet The Alteri Group
Andrew Parisian, CFP®
Financial Advisor
Phone:
(315) 786-5132(315) 786-5132
About Julian Alteri
Julian is the current Resident Manager of the Morgan Stanley office in Watertown, NY. Prior to joining Morgan Stanley as a Financial Advisor in 2015, Julian Alteri spent nearly a decade in the banking industry. His most recent role was with Wilmington Trust as a Private Banker where he provided customized lending and deposit products to high-net-worth individuals and their families, while also working hand-in-hand with the firm’s Wealth Advisory group. Prior to Wilmington Trust, he spent seven years at HSBC Bank USA, N.A. in Commercial Lending working primarily with Middle Market businesses in all types of industries.
Julian received his Bachelor of Science from Utica College where he majored in Business Management with a minor in Finance. Some of his fondest memories were meeting his wife Julia and playing Men’s Varsity Lacrosse and Soccer which led to lifelong friendships. Other activities included tutoring fellow college students and being involved with the Young Scholars program that partnered with the Utica City School District to help high school students maximize their potential.
Julian’s prior community involvement includes Treasurer of The Italian American Civic Association, Education Council Member of Immaculate Heart Central School, and a member of the Knights of Columbus. As a father of twin girls and at times responsible for prepping their hair, he previously organized Daddy Daughter Hair Factory classes in partnership with the Jefferson-Lewis BOCES cosmetology program. He has also participated in the Real men Wear Pink campaign for Making Strides Against Breast Cancer of the North Country and the Jefferson Leadership Institute class of 2016.
Julian is proud to work for Morgan Stanley in his hometown and lives in his childhood home with his wife Julia and their three greatest assets, twin daughters Giana and Natalia and a son Christian. His true passions are spending time with family and friends and helping others in any capacity.
Julian received his Bachelor of Science from Utica College where he majored in Business Management with a minor in Finance. Some of his fondest memories were meeting his wife Julia and playing Men’s Varsity Lacrosse and Soccer which led to lifelong friendships. Other activities included tutoring fellow college students and being involved with the Young Scholars program that partnered with the Utica City School District to help high school students maximize their potential.
Julian’s prior community involvement includes Treasurer of The Italian American Civic Association, Education Council Member of Immaculate Heart Central School, and a member of the Knights of Columbus. As a father of twin girls and at times responsible for prepping their hair, he previously organized Daddy Daughter Hair Factory classes in partnership with the Jefferson-Lewis BOCES cosmetology program. He has also participated in the Real men Wear Pink campaign for Making Strides Against Breast Cancer of the North Country and the Jefferson Leadership Institute class of 2016.
Julian is proud to work for Morgan Stanley in his hometown and lives in his childhood home with his wife Julia and their three greatest assets, twin daughters Giana and Natalia and a son Christian. His true passions are spending time with family and friends and helping others in any capacity.
Securities Agent: KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY, KY, OH, AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 985404
NMLS#: 985404
About Andrew Parisian, CFP®
Drew Parisian joined Morgan Stanley as a Financial Advisor in 2023 and is responsible for leading the Financial Planning practice for The Alteri Group, assisting in portfolio management, and working directly with clients to help accomplish their financial goals. Drew has a steadfast, disciplined approach to assist clients with defining goals and implementing creative solutions. Upon graduating from SUNY Brockport in 2016 he started his career in wealth management as a paraplanner in Rochester, NY. During this time, he was also completing his MBA in Financial Planning and graduated with distinguished marks from Niagara University. Drew then joined Canandaigua National Bank and Trust’s Wealth Management Group where he earned the designation of CERTIFIED FINANCIAL PLANNING Professional™ in 2019 and held roles such as Trust Associate, Research Analyst and was most recently an Assistant Vice President, Wealth Advisor. In this role Drew managed portfolios and developed comprehensive financial plans for families with generational wealth and high-net-worth individuals. He also served on the investment committee where the team oversaw the management of billions in assets and contributed to the management of a US focused large cap core portfolio. He has also served as the Treasurer for the Financial Planning Association of Greater Rochester, was a member of the Estate Planning Council of Rochester, has given guest lectures for universities on the subject of financial planning and investment management and currently is a member of the Pope and Young Club as well as the Rocky Mountain Elk Foundation.
Drew is extremely honored to have the opportunity to return to his hometown and partner with a local team that has an extensive track record of providing sound, trustworthy financial guidance to its community. Outside of the office you can find Drew keeping busy outdoors, golfing, or playing hockey. He and his wife, Bri, reside in Dexter, NY with their Golden Doodle, Opie.
Drew is extremely honored to have the opportunity to return to his hometown and partner with a local team that has an extensive track record of providing sound, trustworthy financial guidance to its community. Outside of the office you can find Drew keeping busy outdoors, golfing, or playing hockey. He and his wife, Bri, reside in Dexter, NY with their Golden Doodle, Opie.
Securities Agent: MT, AL, MA, KY, GA, CA, VA, UT, SC, NJ, NH, IN, WV, VT, VI, RI, NY, FL, DE, CO, NM, AZ, TN, DC, CT, AR, OK, IL, NC, TX, SD, NE, WA, PA, NV, MI, MD, WI; General Securities Representative; Investment Advisor Representative
NMLS#: 2493248
NMLS#: 2493248
Contact Julian Alteri
Contact Andrew Parisian, CFP®
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Elizabeth Menteur
Private Banker
About Elizabeth Menteur
Elizabeth Menteur is a Private Banker serving Morgan Stanley Wealth Management offices in New York.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Elizabeth began her career in financial services in 2013, and joined Morgan Stanley in 2017 as a Regional Client Engagement Associate. Elizabeth is a graduate of Northeastern University, where she received a Bachelor of Science in Business Administration with a concentration in Finance and International Affairs and a Master of Business Administration
with a concentration in Finance. She lives in Saratoga Springs, New York.
Outside of the office, she volunteers with Invest in Girls and is a mentor and financial education coach for high school students. Elizabeth enjoys
traveling, painting and gluten free baking.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Elizabeth began her career in financial services in 2013, and joined Morgan Stanley in 2017 as a Regional Client Engagement Associate. Elizabeth is a graduate of Northeastern University, where she received a Bachelor of Science in Business Administration with a concentration in Finance and International Affairs and a Master of Business Administration
with a concentration in Finance. She lives in Saratoga Springs, New York.
Outside of the office, she volunteers with Invest in Girls and is a mentor and financial education coach for high school students. Elizabeth enjoys
traveling, painting and gluten free baking.
NMLS#: 2329114
Private Bankers, Ultra High Net Worth (“UHNW”) Sales Specialists, Lending Advisors, Mortgage Consultants, Relationship Managers, Cash Management Specialists, Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
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
Are You Prepared for Tax Day?
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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
Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact The Alteri Group today.
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
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), 3582895 (6/2024)
