Scott A MacKenzie
Senior Vice President, Financial Advisor, Senior Investment Management Consultant
Phone:
(315) 448-3309(315) 448-3309
The Armory Group at Morgan Stanley
Our Mission Statement
You Define Success : We Help You Achieve It
The Armory Group was awarded as one of the 2025 Forbes Best in State Wealth Management Teams
[Source: Forbes (Awarded Jan 2025). Data compiled by SHOOK Research LLC based for the period 3/31/23–3/31/24
The Armory Group was awarded as one of the 2025 Forbes Best in State Wealth Management Teams
[Source: Forbes (Awarded Jan 2025). Data compiled by SHOOK Research LLC based for the period 3/31/23–3/31/24
A Collaborative Approach to Wealth Management
There comes a point when managing your assets can easily become a full-time job. As your life evolves, not only does your financial plan get more complex, but your options for implementing it increase as well. Frequently, evaluating these options and choosing wisely among them requires more time and expertise than you may have to give. In such situations, it makes sense to work with an experienced team of professionals who understand your financial planning needs and can dedicate the resources and time to help you meet them.
The Armory Group at Morgan Stanley is a deep and experienced wealth planning and investment management team serving a select group of individuals, families, business owners, medical professionals and non-profit organizations. We engage our clients in a disciplined process that incorporates state-of-the-art investment strategies guided by an advanced and up-to-date wealth plan.
Through collaboration, The Armory Group leverages our greatest asset – our people – to help you accomplish your life goals.
We seek to surpass your expectations with the service and advice we provide. We work relentlessly to earn your trust, thereby building long-lasting relationships with you and your family.
2024 Forbes Best in State Wealth Management Team
2025 Forbes Best in State Wealth Management Team
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period 3/31/22-3/31/23.
[Source: Forbes (Awarded Jan 2025). Data compiled by SHOOK Research LLC based for the period 3/31/23–3/31/24
The Armory Group at Morgan Stanley is a deep and experienced wealth planning and investment management team serving a select group of individuals, families, business owners, medical professionals and non-profit organizations. We engage our clients in a disciplined process that incorporates state-of-the-art investment strategies guided by an advanced and up-to-date wealth plan.
Through collaboration, The Armory Group leverages our greatest asset – our people – to help you accomplish your life goals.
We seek to surpass your expectations with the service and advice we provide. We work relentlessly to earn your trust, thereby building long-lasting relationships with you and your family.
2024 Forbes Best in State Wealth Management Team
2025 Forbes Best in State Wealth Management Team
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period 3/31/22-3/31/23.
[Source: Forbes (Awarded Jan 2025). Data compiled by SHOOK Research LLC based for the period 3/31/23–3/31/24
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
OUR PROCESS, YOUR JOURNEY
With greater wealth comes greater complexity. Our team is specifically designed to support successful individuals who have accumulated a significant amount of wealth. Our typical client needs more sophisticated solutions, security, and first-class service.
Our approach to client service is simple – we put you at the center of everything we do. We recognize that getting to know you is essential to success, so we are focused on active listening and collaboration. The more we know about you, the better we understand your needs and what you want to accomplish by working with us.
Our approach to client service is simple – we put you at the center of everything we do. We recognize that getting to know you is essential to success, so we are focused on active listening and collaboration. The more we know about you, the better we understand your needs and what you want to accomplish by working with us.
Step 1: Getting To Know Each Other
Our relationship begins with an in-depth discussion of your family's needs, values, lifestyle and aspirations for the future.
Multi-Generational Families
Our financial planning process for multi-generational families is a rigorous analysis of your lifestyle, tax obligations, future gifting plans and portfolio objectives.
Step 2: Gather & Analyze Current Financial Situation
Review of your balance sheet, current statements, estate plans and other essential documents together to gain a clear picture of your current wealth plan.
Business Owners
Here at Morgan Stanley, we understand the unique circumstances that arise from owning your own business. Working with an experienced Advisor can help set you and your business up for success by helping to make smart investment decisions that will impact your business in a positive way.
Step 3: Present Your Custom Financial Plan
In this step, we meet with you to present your Wealth Management Plan in detail. Your Plan includes investment recommendations as well as other valuable strategies. We will discuss any fees as well as the advisor's responsibility.
Retirees
Our team works with individuals transitioning into retirement. When we manage assets in retirement, we look for ways to mitigate the impact of taxes to help you keep more of your returns.
Step 4: Implement Plan
As your assets transfer to Morgan Stanley, we begin the disciplined process of executing your plan. We often collaborate with professionals in key areas, as well as your CPA and estate attorney to help ensure a cohesive implementation and transparency.
Pre-Retirees
Developing a plan for retirement is essential. Working with an experienced advisor can help with making sure you are meeting your personal retirement needs. Retirement planning can be stressful, the advisors at Morgan Stanley are here to help provide confidence.
Step 5: Comprehensive Review & Ongoing Monitoring
Committed to premium service, we focus on developing a relationship that can provide added value to you and your family. We set up regular calls and meetings to provide updates and keep your plan on track towards helping achieve your goals. Morgan Stanley's online financial tools makes monitoring your progress quick and easy.
Corporate Retirement Plans
We work with companies to develop and manage their corporate retirement plans. Let us bring our experience and resources to the table.
Digital Tools
Morgan Stanley's suite of Modern Wealth Management Tools allows advisors to offer more customized and comprehensive advice than anywhere else. These tools' ease of use allows for a more in-depth view of a client's financial life to be taken, resulting in better service and more well-rounded advice.
Our strength and synergies across each of these businesses not only contributes to the economic vitality and stability of the firm, but also expands the vast resources, expertise and global insight that The Armory Group can offer you.
Our strength and synergies across each of these businesses not only contributes to the economic vitality and stability of the firm, but also expands the vast resources, expertise and global insight that The Armory Group can offer you.
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Register for Morgan Stanley Online Today
Total Wealth View
Securely housed within Morgan Stanley Online, it allows you to link accounts from other institutions. It gives you a more complete view of your financial picture and will help us make better decisions with respect to your goal planning.
Media and Research
Morgan Stanley seeks to make complex financial ideas more digestible so that our clients understand what is being done on their behalf to plan for their financial future, and why. The links below provide in-depth analysis on interesting topics that are affecting the worlds of business and finance not only now, but in the future.
Private Markets
Many of today’s companies stay private longer, with more of their valuation being created before they become publicly traded. Morgan Stanley Private Markets connects a broad network of potential private investors in an accessible ecosystem, allowing eligible clients to buy and sell securities of private companies.
Morgan Stanley Private Markets
Global Investment Office
The Morgan Stanley Global Investment Office provides you with world-class thought leadership timely market commentary, and portfolio ideas to help guide your investment decisions.
Morgan Stanley Portfolio Insights
A $695 Annual Engagement Bonus
For eligible Platinum CashPlus brokerage account clients with The Platinum Card® from American Express, exclusively for Morgan Stanley. Certain Morgan Stanley Debit Cardholders may also qualify. Terms apply.
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Investment Advisory
Manage your investments within a holistic advisory relationship and take advantage of integrated tax, risk management and estate planning benefits across your entire wealth strategy—backed by leading insights and one of the financial industry's most comprehensive, multi-award-winning advisory platforms.
Investing with an Impact
Location
250 S. Clinton Street
5th Floor
Syracuse, NY 13202
US
Direct:
(315) 448-3305(315) 448-3305
130 East Seneca St
Suite 500
Ithaca, NY 14850
US
3 Fennel St
Suite 200
Skaneateles, NY 13152
US
250 S Park Ave
Suite 500
Winter Park, FL 32789
US
4114 Woodlands Parkway
Suite 200
Palm Harbor, FL 34685
US
Meet The Armory Group
Paul F Torrisi Jr
Senior Vice President, Financial Advisor, Senior Investment Management Consultant
Phone:
(315) 448-3339(315) 448-3339
Phone:
(315) 448-3319(315) 448-3319
Phone:
(607) 274-8525(607) 274-8525
Senior Vice President, Wealth Management, Financial Advisor, Financial Planning Specialist
Phone:
(315) 448-3311(315) 448-3311
Phone:
(407) 740-4944(407) 740-4944
Caitlin Campbell
Chief of Staff
Phone:
(315) 448-3305(315) 448-3305
Katherine Olmstead
Portfolio Associate
Phone:
(607) 274-8527(607) 274-8527
Jessica Procopio
Client Service Associate
Phone:
(315) 448-3340(315) 448-3340
Alex Savory
Client Service Associate
Phone:
(315) 448-3365(315) 448-3365
About Scott A MacKenzie
Scott A. MacKenzie, CFP®, CRPC®
Scott utilizes his extensive experience and training in financial planning and wealth management to develop individualized portfolio solutions for high-net-worth individuals, high-net-worth multi-generational families and business owners, with a focus on the unique financial needs of the medical community.
Scott joined Morgan Stanley in November 2008 after 18 years as a Wealth Management Advisor with Merrill Lynch in the Boston, MA and Syracuse, NY offices. He has earned the Senior Investment Management Consultant and the Senior Portfolio Manager Designations in Morgan Stanley’s Portfolio Management Program.
Scott met his wife, MJ, at Boston College where he earned his B.S. in Finance in 1989. They live in Jamesville, NY with their three children. In his free time he enjoys spending time with his family and coaching youth sports.
Professional Details:
Over 30 years of industry experience
Senior Portfolio Manager
Senior Investment Management Consultant
CERTIFIED FINANCIAL PLANNER (CFP®)
Chartered Retirement Planning Counselor (CRPC®)
B.S. Finance, Boston College
Securities Agent: TX, WA, VT, VA, TN, SC, PA, OR, OH, NY, NV, NM, NJ, NH, ND, NC, MO, MN, MI, ME, MD, MA, LA, IN, IL, GA, FL, DE, DC, CT, CO, CA, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1255371
Scott utilizes his extensive experience and training in financial planning and wealth management to develop individualized portfolio solutions for high-net-worth individuals, high-net-worth multi-generational families and business owners, with a focus on the unique financial needs of the medical community.
Scott joined Morgan Stanley in November 2008 after 18 years as a Wealth Management Advisor with Merrill Lynch in the Boston, MA and Syracuse, NY offices. He has earned the Senior Investment Management Consultant and the Senior Portfolio Manager Designations in Morgan Stanley’s Portfolio Management Program.
Scott met his wife, MJ, at Boston College where he earned his B.S. in Finance in 1989. They live in Jamesville, NY with their three children. In his free time he enjoys spending time with his family and coaching youth sports.
Professional Details:
Over 30 years of industry experience
Senior Portfolio Manager
Senior Investment Management Consultant
CERTIFIED FINANCIAL PLANNER (CFP®)
Chartered Retirement Planning Counselor (CRPC®)
B.S. Finance, Boston College
Securities Agent: TX, WA, VT, VA, TN, SC, PA, OR, OH, NY, NV, NM, NJ, NH, ND, NC, MO, MN, MI, ME, MD, MA, LA, IN, IL, GA, FL, DE, DC, CT, CO, CA, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1255371
Securities Agent: IA, WY, WI, WA, VT, UT, TX, TN, RI, PA, OR, OH, NY, NV, NM, NH, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, HI, GA, FL, DE, NJ, DC, CT, CO, CA, AZ, WV, VA, SC; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1255371
NMLS#: 1255371
About Paul F Torrisi Jr
Paul F. Torrisi, Jr., CFP®, CRPC®
Paul has over 25 years of industry experience. As a CERTIFIED FINANCIAL PLANNER™ (CFP®), Paul develops comprehensive financial planning with high net worth individuals, high-net-worth multi-generational families, and business owners. Many of Paul’s clients are members of the medical community. Paul joined Morgan Stanley in 2008 after 11 years as a Wealth Management Advisor with Merrill Lynch. Although his main office is in Skaneateles, NY, Paul also meets with clients across the country.
Paul has been involved with several local organizations. He has been a member of the Estate Planning Council of CNY since 2004, and has previously served on the Board of Trustees from 2012-2018. Under his leadership as a Past President of the Board, the Council was awarded the national recipient of the Council of Excellence. Paul was previously a member of the Crouse Health Foundation Board of Trustees, and previously a Board Member for the Skaneateles Country Club, serving as the Sailing Committee Chair
Paul earned a B.S. in Marketing at Providence College, where he met his wife Meredith. They now live with their four children in the village of Skaneateles. He is an avid downhill skier and sailor, he enjoys hiking and boating and many other outdoor activities throughout Central New York.
Professional Details:
Over 25 years of industry experience
Senior Investment Management Consultant
Dedicated Equity Plan Specialist
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Chartered Retirement Planning Counselor (CRPC®)
Series 7, 66, and 31 licensed
Life and Disability Insurance
Securities Agent: WA, VT, VA, TX, TN, SC, PA, OR, OH, NY, NV, NM, NJ, NH, ND, NC, MO, MN, MI, ME, MD, MA, LA, IN, IL, GA, FL, DE, DC, CT, CO, CA, AZ; Managed Futures; General Securities Representative
NMLS#: 1278798
Paul has over 25 years of industry experience. As a CERTIFIED FINANCIAL PLANNER™ (CFP®), Paul develops comprehensive financial planning with high net worth individuals, high-net-worth multi-generational families, and business owners. Many of Paul’s clients are members of the medical community. Paul joined Morgan Stanley in 2008 after 11 years as a Wealth Management Advisor with Merrill Lynch. Although his main office is in Skaneateles, NY, Paul also meets with clients across the country.
Paul has been involved with several local organizations. He has been a member of the Estate Planning Council of CNY since 2004, and has previously served on the Board of Trustees from 2012-2018. Under his leadership as a Past President of the Board, the Council was awarded the national recipient of the Council of Excellence. Paul was previously a member of the Crouse Health Foundation Board of Trustees, and previously a Board Member for the Skaneateles Country Club, serving as the Sailing Committee Chair
Paul earned a B.S. in Marketing at Providence College, where he met his wife Meredith. They now live with their four children in the village of Skaneateles. He is an avid downhill skier and sailor, he enjoys hiking and boating and many other outdoor activities throughout Central New York.
Professional Details:
Over 25 years of industry experience
Senior Investment Management Consultant
Dedicated Equity Plan Specialist
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Chartered Retirement Planning Counselor (CRPC®)
Series 7, 66, and 31 licensed
Life and Disability Insurance
Securities Agent: WA, VT, VA, TX, TN, SC, PA, OR, OH, NY, NV, NM, NJ, NH, ND, NC, MO, MN, MI, ME, MD, MA, LA, IN, IL, GA, FL, DE, DC, CT, CO, CA, AZ; Managed Futures; General Securities Representative
NMLS#: 1278798
Securities Agent: NV, PA, WA, TX, IN, MA, MN, WY, WV, WI, VT, VA, UT, TN, SC, RI, OR, OH, NY, NM, NJ, NH, NC, MT, MS, MO, MI, ME, MD, LA, KY, KS, IL, ID, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, IA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1278798
NMLS#: 1278798
About S Mark Alton
S. Mark Alton, CFP®, ChFC®, CLU®, CAP®, CPWA®
First Vice President, Financial Advisor
Family Wealth Director, Senior Investment Management Consultant
The Armory Group at Morgan Stanley Wealth Management
Mark has been advising multigenerational families of wealth and family enterprises since 1991. He currently serves on the Executive Committee of the National Association of Estate Planners & Councils, a multi-disciplinary organization comprised of 29,000+ designated professionals, and 260+ Councils. He is a past Chair of the NAEPC Advanced Estate Planning Strategies Conference Committee, and the Multi-Disciplinary Teaming and Professional Collaboration Committee.
Mark is also 2nd-Chair Designee at the Synergy Summit, a unique organization whose delegates come from the leadership of the major legal, accounting and financial service organizations in the country, including two sections within the ABA, two sections within the American Institute of Certified Public Accountants, the National Academy of Elder Law Attorneys, the National Association of Estate Planners & Councils, the Society of Financial Service Professionals, The American Association of Attorney-Certified Public Accountants, the Partnership for Philanthropic Planning, and the Society of Trust and Estate Practitioners. The Synergy Summit is a unified think tank allowing the leaders of its constituent organizations to coordinate programs, compare notes, and offer more value to their respective members. These organizations together represent more than 200,000 lawyers, accountants, financial planners, insurance and other professionals.
Professional Details:
2017: Dean of Collaboration, Purposeful Planning Institute
2017: 2nd-Chair Designee, Synergy Summit
2016—2017: Morgan Stanley Family Wealth Director Professional Development Program
2016—2017: Postgraduate program at The Bowen Center for the Study of the Family
2016: Family Wealth Advisor, Morgan Stanley Institute for Family Wealth Management
2015: Values Advantage™ Values Consultant Training / Certification Program Levels I and II
2015 – 2017: Executive Committee, National Association of Estate Planners & Councils (NAEPC)
2014 – 2016: Chair, NAEPC Annual Conference Committee
2014 – 2016: Chair, NAEPC Multi-Disciplinary Team and Professional Collaboration Committee
2014: Kolbe Certified™ Consultant
2013 - 2016: NAEPC member representative at the Synergy Summitt
2013 - 2016: Member of Investment Management Consultants Association (IMCA)
2013 - 2014: President, CNY Chapter of the Society of Financial Services Professionals
2013: Certified Private Wealth Advisor® (CPWA®)
2012 - 2016: Member of the National Association of Insurance and Financial Advisors (NAIFA)
2012 - 2016: Board of Directors, National Association of Estate Planners & Councils (NAEPC)
2011: Accredited Estate Planner (AEP®)
2011: Master of Science in Financial Services (MSFS)
2011 - 2016: Member of American Mensa
2002 - 2011: Elder Law Fair Planning Board
2007: Recipient of the Onondaga County Bar Association’s Distinguished Pro Bono Service
2007: Chartered Advisor in Philanthropy® (CAP®)
2005: Chartered Life Underwriter® (CLU®)
2002: Chartered Financial Consultant® (ChFC®)
1997: Certified Financial Planner™ (CFP®)
First Vice President, Financial Advisor
Family Wealth Director, Senior Investment Management Consultant
The Armory Group at Morgan Stanley Wealth Management
Mark has been advising multigenerational families of wealth and family enterprises since 1991. He currently serves on the Executive Committee of the National Association of Estate Planners & Councils, a multi-disciplinary organization comprised of 29,000+ designated professionals, and 260+ Councils. He is a past Chair of the NAEPC Advanced Estate Planning Strategies Conference Committee, and the Multi-Disciplinary Teaming and Professional Collaboration Committee.
Mark is also 2nd-Chair Designee at the Synergy Summit, a unique organization whose delegates come from the leadership of the major legal, accounting and financial service organizations in the country, including two sections within the ABA, two sections within the American Institute of Certified Public Accountants, the National Academy of Elder Law Attorneys, the National Association of Estate Planners & Councils, the Society of Financial Service Professionals, The American Association of Attorney-Certified Public Accountants, the Partnership for Philanthropic Planning, and the Society of Trust and Estate Practitioners. The Synergy Summit is a unified think tank allowing the leaders of its constituent organizations to coordinate programs, compare notes, and offer more value to their respective members. These organizations together represent more than 200,000 lawyers, accountants, financial planners, insurance and other professionals.
Professional Details:
2017: Dean of Collaboration, Purposeful Planning Institute
2017: 2nd-Chair Designee, Synergy Summit
2016—2017: Morgan Stanley Family Wealth Director Professional Development Program
2016—2017: Postgraduate program at The Bowen Center for the Study of the Family
2016: Family Wealth Advisor, Morgan Stanley Institute for Family Wealth Management
2015: Values Advantage™ Values Consultant Training / Certification Program Levels I and II
2015 – 2017: Executive Committee, National Association of Estate Planners & Councils (NAEPC)
2014 – 2016: Chair, NAEPC Annual Conference Committee
2014 – 2016: Chair, NAEPC Multi-Disciplinary Team and Professional Collaboration Committee
2014: Kolbe Certified™ Consultant
2013 - 2016: NAEPC member representative at the Synergy Summitt
2013 - 2016: Member of Investment Management Consultants Association (IMCA)
2013 - 2014: President, CNY Chapter of the Society of Financial Services Professionals
2013: Certified Private Wealth Advisor® (CPWA®)
2012 - 2016: Member of the National Association of Insurance and Financial Advisors (NAIFA)
2012 - 2016: Board of Directors, National Association of Estate Planners & Councils (NAEPC)
2011: Accredited Estate Planner (AEP®)
2011: Master of Science in Financial Services (MSFS)
2011 - 2016: Member of American Mensa
2002 - 2011: Elder Law Fair Planning Board
2007: Recipient of the Onondaga County Bar Association’s Distinguished Pro Bono Service
2007: Chartered Advisor in Philanthropy® (CAP®)
2005: Chartered Life Underwriter® (CLU®)
2002: Chartered Financial Consultant® (ChFC®)
1997: Certified Financial Planner™ (CFP®)
Securities Agent: SC, AL, VT, VA, NJ, MT, LA, CO, WA, TN, NH, MO, MN, MD, MA, KY, TX, GA, FL, PA, IA, DC, UT, IL, OR, NM, DE, OH, IN, HI, CT, MS, WY, WV, WI, RI, NY, NC, ME, ID, AZ, NV, MI, KS, CA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1274605
NMLS#: 1274605
About Steven D Headrick
Steve focuses on developing strategies for individuals, families, and businesses to help them meet their financial goals. He joined Morgan Stanley in December 2012 after nearly 3 years as a Financial Advisor with Merrill Lynch in the Ithaca, NY office. He holds the Corporate Retirement Director designation (a dedication to advising company-sponsored retirement plans) and the CERTIFIED FINANCIAL PLANNERTM designation.
Prior to working in the financial services industry, Steve served 10 years on active duty in the United States Navy as an officer and instructor pilot in multiple aircraft. He is involved in the local community as the current Vice President of the Tompkins County Library Foundation Board, a member of the Tompkins County Estate Planning Council, the former President of the Downtown Ithaca Alliance, as a member of the Ithaca Lions Club, and as an alumnus of Leadership Tompkins.
Steve is married, lives with wife Kathryn in Ithaca, and has two college-aged children.
Professional Details:
CERTIFIED FINANCIAL PLANNERTM (CFP®)
Corporate Retirement Director (CRD)
Qualified Plan Financial Consultant (QPFC)
MBA, Cornell University, Park Leadership Fellow
B.S. in Civil Engineering, Virginia Tech
Prior to working in the financial services industry, Steve served 10 years on active duty in the United States Navy as an officer and instructor pilot in multiple aircraft. He is involved in the local community as the current Vice President of the Tompkins County Library Foundation Board, a member of the Tompkins County Estate Planning Council, the former President of the Downtown Ithaca Alliance, as a member of the Ithaca Lions Club, and as an alumnus of Leadership Tompkins.
Steve is married, lives with wife Kathryn in Ithaca, and has two college-aged children.
Professional Details:
CERTIFIED FINANCIAL PLANNERTM (CFP®)
Corporate Retirement Director (CRD)
Qualified Plan Financial Consultant (QPFC)
MBA, Cornell University, Park Leadership Fellow
B.S. in Civil Engineering, Virginia Tech
Securities Agent: IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY, AL, KS, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL; General Securities Representative; Investment Advisor Representative
NMLS#: 579920
CA Insurance License #: 0I35859
NMLS#: 579920
CA Insurance License #: 0I35859
About Timothy G Jennings
Timothy Jennings
Tim Jennings joined The Armory Group at Morgan Stanley in August of 2019 after a five year tenure as the Private Banker for fifteen of Morgan Stanley’s offices throughout Upstate New York. He brings with him a background in capital markets as well a strong proficiency in banking and lending. He began his investment career in 2002 in Boston, MA with FirstCommand Financial Planning, and earned his MBA with a concentration in Finance from Boston University’s Questrom School of Business. Tim has worked with industry leaders such as Bank of America, Merrill Lynch, and Citizens Bank.
As a Financial Advisor with The Armory Group, his primary responsibilities include developing client relationships to understand their unique financial planning needs, investment strategies, liability management, coordinating with accountants, estate attorneys and other professionals to shape clients' full financial lives. He also oversees the team's operational, marketing and strategic planning.
Tim is a native of Lansing, NY, and was happy to return to Central New York in 2014 after spending much of his adult life between Boston/Southern, NH and Rhinebeck, NY. He currently lives in Manlius with his wife Megan and 3 daughters. Tim currently serves on the board and executive committee of the Valley Youth Hockey Association where his three daughters play and Tim coaches. The entire family enjoys staying active whether it be skiing, ice hockey, lacrosse or visiting the many NY state parks.
Professional Details:
Over 15 years of industry experience
Financial Advisor
Series 7, 6, 63, and 65 licensed
Life and Disability Insurance
Securities Agent: TX, CT, WA, VT, VA, TN, SC, PA, OR, OH, NY, NV, NM, NJ, NH, ND, NC, MO, MN, MI, ME, MD, MA, LA, IN, IL, GA, FL, DE, DC, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 642192
Tim Jennings joined The Armory Group at Morgan Stanley in August of 2019 after a five year tenure as the Private Banker for fifteen of Morgan Stanley’s offices throughout Upstate New York. He brings with him a background in capital markets as well a strong proficiency in banking and lending. He began his investment career in 2002 in Boston, MA with FirstCommand Financial Planning, and earned his MBA with a concentration in Finance from Boston University’s Questrom School of Business. Tim has worked with industry leaders such as Bank of America, Merrill Lynch, and Citizens Bank.
As a Financial Advisor with The Armory Group, his primary responsibilities include developing client relationships to understand their unique financial planning needs, investment strategies, liability management, coordinating with accountants, estate attorneys and other professionals to shape clients' full financial lives. He also oversees the team's operational, marketing and strategic planning.
Tim is a native of Lansing, NY, and was happy to return to Central New York in 2014 after spending much of his adult life between Boston/Southern, NH and Rhinebeck, NY. He currently lives in Manlius with his wife Megan and 3 daughters. Tim currently serves on the board and executive committee of the Valley Youth Hockey Association where his three daughters play and Tim coaches. The entire family enjoys staying active whether it be skiing, ice hockey, lacrosse or visiting the many NY state parks.
Professional Details:
Over 15 years of industry experience
Financial Advisor
Series 7, 6, 63, and 65 licensed
Life and Disability Insurance
Securities Agent: TX, CT, WA, VT, VA, TN, SC, PA, OR, OH, NY, NV, NM, NJ, NH, ND, NC, MO, MN, MI, ME, MD, MA, LA, IN, IL, GA, FL, DE, DC, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 642192
Securities Agent: IA, MI, UT, VA, PA, TX, NY, OH, WV, NH, OR, RI, SC, WA, TN, WI, VT, MD, WY, NV, MO, NJ, MS, ME, DC, MA, LA, IN, NC, CO, KY, KS, FL, GA, ID, MT, CA, AZ, DE, NM, HI, CT, MN, IL; General Securities Representative; Investment Advisor Representative
NMLS#: 642192
NMLS#: 642192
About Caroline Prybyl
Caroline focuses on developing strategies to help you meet your financial goals. She holds a state of FL Insurance License and is Series 7 and 66 registered. She was also awarded the QPFC designation from the National Association of Plan Advisors in the 401(k) space.
Caroline earned a Bachelor of Science degree from Cornell University and a Master of Professional Science from the Rosenstiel School at the University of Miami.
Caroline resides in sunny Jupiter, FL. During her free time, she enjoys reading, spending time with her adopted dog, Rico, and maximizing the use of her annual pass at Disney World. She is also an active member of the Junior League of the Palm Beaches, volunteering regularly with numerous community organizations.
Caroline earned a Bachelor of Science degree from Cornell University and a Master of Professional Science from the Rosenstiel School at the University of Miami.
Caroline resides in sunny Jupiter, FL. During her free time, she enjoys reading, spending time with her adopted dog, Rico, and maximizing the use of her annual pass at Disney World. She is also an active member of the Junior League of the Palm Beaches, volunteering regularly with numerous community organizations.
Securities Agent: IL, AZ, AL, RI, VT, NY, MN, MS, LA, IA, DE, TN, SC, NH, NC, KY, GA, NV, MT, KS, IN, VA, ME, TX, PA, OR, NM, WI, NJ, MD, HI, FL, CT, WY, WV, UT, MA, ID, DC, CO, WA, OH, MO, MI, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 2235691
NMLS#: 2235691
About Caitlin Campbell
Drawing on over 10 years of financial industry experience, Caitlin provides a wide range of specialized services for The Armory Group clientele. Caitlin has a deep understanding of client needs with a main focus on Cybersecurity and Fraud Prevention.
Caitlin holds a BA degree from University of New Hampshire and completed the Financial Statement Analysis course at Harvard Extension School.
Caitlin was born in England and currently resides in Central New York with her husband and two children. In her free time, she enjoys spending time with her family, volunteering and traveling.
Caitlin holds a BA degree from University of New Hampshire and completed the Financial Statement Analysis course at Harvard Extension School.
Caitlin was born in England and currently resides in Central New York with her husband and two children. In her free time, she enjoys spending time with her family, volunteering and traveling.
About Katherine Olmstead
One of the key responsibilities that we have to you is in keeping your day-to-day financial activates running smoothly. Katherine Olmstead understands this unequivocally. She helps provide the administrative needs for your portfolio. Katherine is registered to execute trade instructions for the team. She has served clients of Morgan Stanley since 2005. Katherine's detail work includes assisting you with the online interface, statement reconciliation, checking and card access, and general administrative needs as they arise. Katherine grew up in Anchorage, Alaska, has lived in California, and resides in nearby Dryden.
About Jessica Procopio
Jessica graduated from the Madden school of Business at Le Moyne College with a Bachelor of Science in Finance.
In her free time, she enjoys spending time with family and friends, traveling, and snuggling up on the couch with her orange tabby, Miko.
In her free time, she enjoys spending time with family and friends, traveling, and snuggling up on the couch with her orange tabby, Miko.
About Alex Savory
Alex started at Morgan Stanley back in 2021 after 15 years working in the hospitality tourism industry. He uses this experience to ensure all clients receive the highest level of service well maintaining an exceptional level of security. He holds a bachelor’s degree in hospitality management from Michigan State University. In his free time, he is a dedicated father, husband, and an avid outdoor sportsman
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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
Michael Ryan
Private Banker
Emilio LaPietra, CFP®
Financial Planning Director, Vice President
Nancy H. Sheftic, CFP®
Financial Planning Director, Assistant Vice President
About Michael Ryan
Michael Ryan is a Private Banker serving Morgan Stanley Wealth Management offices in New Jersey.
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.
Michael began his career in financial services in 2010 and joined Morgan Stanley in 2017. Prior to joining the firm, he was a Citigold Relationship Manager for Citibank in Queens, NY. Michael was also a Private Client Banker with JP Morgan Chase Bank in New Jersey.
Michael is a graduate of Ramapo College where he received a Bachelor of Science with a concentration in Law and Society Studies. He lives at the Jersey Shore, with his family. Outside of the office, Michael donates his time to the Juvenile Diabetes Research Foundation. He enjoys playing golf, skiing, the beach, and spending time with his family.
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.
Michael began his career in financial services in 2010 and joined Morgan Stanley in 2017. Prior to joining the firm, he was a Citigold Relationship Manager for Citibank in Queens, NY. Michael was also a Private Client Banker with JP Morgan Chase Bank in New Jersey.
Michael is a graduate of Ramapo College where he received a Bachelor of Science with a concentration in Law and Society Studies. He lives at the Jersey Shore, with his family. Outside of the office, Michael donates his time to the Juvenile Diabetes Research Foundation. He enjoys playing golf, skiing, the beach, and spending time with his family.
NMLS#: 600637
About Emilio LaPietra
Emilio LaPietra is a Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in Central Eastern New York. He is responsible for helping Financial Advisors with their clients' and prospects' financial planning needs.
Emilio began his career in financial services in 2010, and joined Morgan Stanley in 2020. Prior to his current position, he worked at Fidelity Investments.
Emilio graduated from The College of Saint Rose and holds his Certified Financial Planner® designation . He lives in Saratoga Springs, New York.
Emilio began his career in financial services in 2010, and joined Morgan Stanley in 2020. Prior to his current position, he worked at Fidelity Investments.
Emilio graduated from The College of Saint Rose and holds his Certified Financial Planner® designation . He lives in Saratoga Springs, New York.
About Nancy H. Sheftic
Nancy is an Assistant Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in upstate New York. She is responsible for helping Financial Advisors with their clients' and prospects' financial planning needs.
Nancy began her career in financial services in 2005, and joined Morgan Stanley in 2019. Prior to her current position, she was a Team Financial Advisor with Merrill Lynch.
Nancy graduated from Le Moyne College and holds her Certified Financial Planner®. Nancy holds the following registrations: Series 7, Series 63, Series 66 and Life and Health insurance licenses and is a Notary Public. She also holds a Master’s in Business Administration from Le Moyne College.
Nancy lives in Baldwinsville, NY with her husband Patrick and their two sons, Dean and Alex. In her spare time, she loves being outdoors, especially hiking and skiing. Nancy also believes strongly in women being financially empowered and is a member of Morgan Stanley’s Women in Wealth employee group as well as 100 Women Who Care CNY.
Nancy began her career in financial services in 2005, and joined Morgan Stanley in 2019. Prior to her current position, she was a Team Financial Advisor with Merrill Lynch.
Nancy graduated from Le Moyne College and holds her Certified Financial Planner®. Nancy holds the following registrations: Series 7, Series 63, Series 66 and Life and Health insurance licenses and is a Notary Public. She also holds a Master’s in Business Administration from Le Moyne College.
Nancy lives in Baldwinsville, NY with her husband Patrick and their two sons, Dean and Alex. In her spare time, she loves being outdoors, especially hiking and skiing. Nancy also believes strongly in women being financially empowered and is a member of Morgan Stanley’s Women in Wealth employee group as well as 100 Women Who Care CNY.
NMLS#: 1421563
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
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We can provide the tools and guidance to help you manage a retirement plan.
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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.
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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.
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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.
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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.
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CRC 6491812 (04/2024), 3582895 (6/2024)
