Phone:
(631) 642-8605(631) 642-8605
The Anglim Group at Morgan Stanley
Direct:
(631) 642-8605(631) 642-8605
Our Mission Statement
To serve as your family's primary source of financial advice from generation to generation.
Our Story
The Anglim Group was founded by Stephen and Kevin Anglim, two brothers who understand family dynamics and how they influence the way people manage their finances and plan for future goals. We employ a comprehensive financial planning approach that incorporates your investments, but goes far beyond to encompass retirement planning, estate planning strategies, lending solutions, risk management - in short, every aspect of your financial life.
We've been helping families plan for future goals over the past two decades, and while those goals may sometimes be similar, the circumstances around them generally differ.
Some people have been planning for retirement diligently throughout their career. Others suddenly realize that retirement is almost upon them and they haven't saved nearly enough.
Some families wish to leave an equal inheritance to each of their children. Others have had more than one marriage and must now consider more than one family.
Some clients own their own businesses, while others are corporate executives. Each faces very different challenges everyday.
We take great pride in the fact that we've maintained extremely positive relationships working with clients through many market cycles. Our goal is for our clients to feel increased comfort, even in difficult economic times, as a result of our relationship. We attribute this comfort to our long-term approach that takes into account client's needs at every stage of life.
We've been helping families plan for future goals over the past two decades, and while those goals may sometimes be similar, the circumstances around them generally differ.
Some people have been planning for retirement diligently throughout their career. Others suddenly realize that retirement is almost upon them and they haven't saved nearly enough.
Some families wish to leave an equal inheritance to each of their children. Others have had more than one marriage and must now consider more than one family.
Some clients own their own businesses, while others are corporate executives. Each faces very different challenges everyday.
We take great pride in the fact that we've maintained extremely positive relationships working with clients through many market cycles. Our goal is for our clients to feel increased comfort, even in difficult economic times, as a result of our relationship. We attribute this comfort to our long-term approach that takes into account client's needs at every stage of life.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
We use our goal-based financial approach, attempting to pinpoint not only the objectives that you hope to achieve, but their approximate cost. We then review your current finances and future sources of income to determine whether our goals are realistic and how to go about achieving them within your required timeframe.
Your plan will contain an asset allocation for each goal we identify. We implement those allocations through carefully researched fixed income investments like corporate bonds, municipal bonds and bank certificates of deposit, as well as, equity mutual funds managed by third party organizations with a history of strong performance in various market environments.
Beyond your investments, your plan will provide you with recommendations for pursuing goals realistically and without undue risk. As Morgan Stanley Financial Advisors, we can provide you with access to the firm's extensive resources, when necessary, to advice you on lending solutions, estate planning strategies, philanthropy and other non-investment disciplines.
We strive to keep a close eye on your changing financial needs and provide viable solutions to meet them. This means constant monitoring of your plan and portfolio to make certain your strategies are working as anticipated and your assets are positioned to meet changing life circumstances, as well as fluctuating market conditions.
Your plan will contain an asset allocation for each goal we identify. We implement those allocations through carefully researched fixed income investments like corporate bonds, municipal bonds and bank certificates of deposit, as well as, equity mutual funds managed by third party organizations with a history of strong performance in various market environments.
Beyond your investments, your plan will provide you with recommendations for pursuing goals realistically and without undue risk. As Morgan Stanley Financial Advisors, we can provide you with access to the firm's extensive resources, when necessary, to advice you on lending solutions, estate planning strategies, philanthropy and other non-investment disciplines.
We strive to keep a close eye on your changing financial needs and provide viable solutions to meet them. This means constant monitoring of your plan and portfolio to make certain your strategies are working as anticipated and your assets are positioned to meet changing life circumstances, as well as fluctuating market conditions.
Our Clients
Most of our clients are business owners, corporate executives and professionals who are well established in their communities and careers. Despite their success, however, they may face the following challenges:
Business owners often share a number of characteristics in common, even if their businesses differ greatly from one another. Their personal wealth is linked to the fortunes of their companies and they face financial challenges that go well beyond their investment portfolios. We have helped these clients manage cash flow, attract and retain key employees with 401(k) plans and provide for their own retirement through diligent planning and systematic investment.
Corporate executives often come to us with portfolios that consist largely of their employer stock and stock options that are subject to a myriad of rules of which they may only be vaguely aware. We help them manage the risk of over consolidation and integrate their equity compensation and overall corporate benefits with the rest of their finances.
Professionals and many of our other clients simply seek to retire with the confidence that they'll be able to maintain a desired lifestyle for as long as they live. Many have no pension plan, while others are realizing they simply haven't saved enough to afford the retirement lifestyle they hoped to achieve. We help these clients prioritize their financial goals and determine which are realistic and which might have to be modified or sacrificed in favor of others.
Our combination of honesty and compassion has enabled us to build client relationships that are noted for their depth, longevity and mutual respect. We are especially proud of the fact that many of these relationships have extended from parent to children to grandchildren.
Business owners often share a number of characteristics in common, even if their businesses differ greatly from one another. Their personal wealth is linked to the fortunes of their companies and they face financial challenges that go well beyond their investment portfolios. We have helped these clients manage cash flow, attract and retain key employees with 401(k) plans and provide for their own retirement through diligent planning and systematic investment.
Corporate executives often come to us with portfolios that consist largely of their employer stock and stock options that are subject to a myriad of rules of which they may only be vaguely aware. We help them manage the risk of over consolidation and integrate their equity compensation and overall corporate benefits with the rest of their finances.
Professionals and many of our other clients simply seek to retire with the confidence that they'll be able to maintain a desired lifestyle for as long as they live. Many have no pension plan, while others are realizing they simply haven't saved enough to afford the retirement lifestyle they hoped to achieve. We help these clients prioritize their financial goals and determine which are realistic and which might have to be modified or sacrificed in favor of others.
Our combination of honesty and compassion has enabled us to build client relationships that are noted for their depth, longevity and mutual respect. We are especially proud of the fact that many of these relationships have extended from parent to children to grandchildren.
Location
414 Main St
Ste 101
Port Jefferson, NY 11777
US
Direct:
(631) 642-8605(631) 642-8605
Meet The Anglim Group
Kevin Anglim
Wealth Management Associate
Phone:
(631) 642-8606(631) 642-8606
Hanna Hildreth
Portfolio Associate
Phone:
(631) 642-8602(631) 642-8602
About Stephen Anglim
Stephen began his financial services career just a few days before Black Monday, the infamous day when the Dow Jones Industrial Average suffered its biggest single-day percentage drop in history. Interestingly, however, he learned a valuable lesson in the weeks that followed. Investors were hungry for information and advice. They were especially receptive to his conservative approach that featured fixed income investments, as well as stocks of well-known companies with strong balance sheets and a history of growing dividends.
Stephen has maintained that approach over three decades since. He has helped business owners, professionals, retirees and other clients navigate bullish and bearish markets with an emphasis on managing risk. In addition, he is a firm believer in financial planning that goes beyond investing to encompass other dimensions of clients' financial lives.
A graduate of Siena College with a BS in Marketing and Finance, Stephen started his career working for a Morgan Stanley predecessor firm in 1990. Before coming to Morgan Stanley, Stephen was the First Vice President at UBS Financial Services for 13 years. In 1997, he founded The Anglim Group with his brother Kevin, and the team now serves clients in not only the New York metropolitan area, but throughout the United States.
Outside of the office, Steve gives back to his community as a member of the Siena College Board of Advisors and The Infant Jesus Parish outreach program. He has also coached St. Louis CYO basketball, North Shore Little League baseball and Miller Place Youth lacrosse. He and his wife Cathy reside in Miller Place, New York with their three children, Allison, Lauren and Stephen Jr.
Stephen J. Anglim holds the following registrations:
Stephen has maintained that approach over three decades since. He has helped business owners, professionals, retirees and other clients navigate bullish and bearish markets with an emphasis on managing risk. In addition, he is a firm believer in financial planning that goes beyond investing to encompass other dimensions of clients' financial lives.
A graduate of Siena College with a BS in Marketing and Finance, Stephen started his career working for a Morgan Stanley predecessor firm in 1990. Before coming to Morgan Stanley, Stephen was the First Vice President at UBS Financial Services for 13 years. In 1997, he founded The Anglim Group with his brother Kevin, and the team now serves clients in not only the New York metropolitan area, but throughout the United States.
Outside of the office, Steve gives back to his community as a member of the Siena College Board of Advisors and The Infant Jesus Parish outreach program. He has also coached St. Louis CYO basketball, North Shore Little League baseball and Miller Place Youth lacrosse. He and his wife Cathy reside in Miller Place, New York with their three children, Allison, Lauren and Stephen Jr.
Stephen J. Anglim holds the following registrations:
Securities Agent: CO, NJ, WY, NV, IN, MS, WA, VI, DC, NM, OH, OK, WV, OR, SC, SD, RI, TN, VT, PR, HI, ID, IA, KS, LA, MA, KY, NE, MD, MO, ND, AZ, CA, WI, VA, UT, TX, PA, NY, NH, NC, MT, MN, MI, ME, IL, GA, FL, DE, CT, AR, AL, AK; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 1020438
NMLS#: 1020438
About Kevin Anglim
Kevin has been working in the financial services industry for over 20 years. He focuses on developing a customized approach to financial management, which involves a thorough planning process and steadfast commitment to providing outstanding service.
In his role, Kevin overseas investment management activity, while also running the investment and portfolio construction process. He creates portfolios tailored specifically to each individual client's goals, risk parameters, and needs.
Prior to joining Morgan Stanley, Kevin worked for UBS Financial Services for 13 years. He is an active member of his community, a Bayport Little League coach and Dowling College graduate. He resides in Bayport, New York, is an experienced boater and enjoys spending time with his wife Tara, and his three children, Kevin, Sean and Kate
Kevin Anglim holds the following registrations:
Securities Agent: AZ,CA,CO,CT,DC,DE,FL,GA,IA,IL,IN,LA,MA,MD,ME,MO,NC,NH,NJ,NM,NV,NY,OH,PA,TN,TX,VA,VT,WA,WI; General Securities Representative; Investment Advisor Representative
In his role, Kevin overseas investment management activity, while also running the investment and portfolio construction process. He creates portfolios tailored specifically to each individual client's goals, risk parameters, and needs.
Prior to joining Morgan Stanley, Kevin worked for UBS Financial Services for 13 years. He is an active member of his community, a Bayport Little League coach and Dowling College graduate. He resides in Bayport, New York, is an experienced boater and enjoys spending time with his wife Tara, and his three children, Kevin, Sean and Kate
Kevin Anglim holds the following registrations:
Securities Agent: AZ,CA,CO,CT,DC,DE,FL,GA,IA,IL,IN,LA,MA,MD,ME,MO,NC,NH,NJ,NM,NV,NY,OH,PA,TN,TX,VA,VT,WA,WI; General Securities Representative; Investment Advisor Representative
About Hanna Hildreth
Hanna has been with the Anglim Group for almost 15 years. Her primary focus is providing first-class customer service and strategic operational support.
As the main point of contact for all client questions regarding accounts, statements, fund transfers, orders, and any other issues that require logistical support, Hanna truly enjoys her role connecting with clients and supporting the myriad of transactional needs that arise on a daily basis. Prior to joining Morgan Stanley, Hanna worked in a similar capacity at UBS Financial Services.
When she is not at work, Hanna enjoys singing. She is a long-standing member of the Long Island Symphonic Choral Association, as well as the East End Singers. She graduated with a BBA from Hofstra University, and is the proud mother of two teachers. Hanna has resided in Port Jefferson, New York for the past 25 years.
Hanna Hildreth holds the following licenses:
Series 7, Series 9, Series 10, Series 63 and Series 66
As the main point of contact for all client questions regarding accounts, statements, fund transfers, orders, and any other issues that require logistical support, Hanna truly enjoys her role connecting with clients and supporting the myriad of transactional needs that arise on a daily basis. Prior to joining Morgan Stanley, Hanna worked in a similar capacity at UBS Financial Services.
When she is not at work, Hanna enjoys singing. She is a long-standing member of the Long Island Symphonic Choral Association, as well as the East End Singers. She graduated with a BBA from Hofstra University, and is the proud mother of two teachers. Hanna has resided in Port Jefferson, New York for the past 25 years.
Hanna Hildreth holds the following licenses:
Series 7, Series 9, Series 10, Series 63 and Series 66
Contact Stephen Anglim
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 Anglim 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:
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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)
