Eamon Dworkin
Senior Vice President, Wealth Management, Financial Advisor, Global Sports and Entertainment Director, Portfolio Manager, Lending Specialist
Phone:
(212) 883-8526(212) 883-8526
The Atlantic Heights Group at Morgan Stanley
Direct:
(212) 883-7700(212) 883-7700
Our Mission Statement
The Atlantic Heights Group helps an elite group of highly affluent individuals and families address every aspect of their complex financial lives.
Forbes Best-In-State Wealth Management Teams (2025, 2024)
Source: Forbes.com (Awarded Jan 2024, 2025) Data compiled by SHOOK Research LLC based on time period concluding in March of year prior to issuance.
Forbes Best-In-State Wealth Management Teams (2025, 2024)
Source: Forbes.com (Awarded Jan 2024, 2025) Data compiled by SHOOK Research LLC based on time period concluding in March of year prior to issuance.
Welcome
Drawing from an experienced perspective, and the world class resources of Morgan Stanley, The Atlantic Heights Group helps an elite group of highly affluent individuals and families to address every aspect of their complex financial lives.
As a result of their considerable success, our clients are often faced with a broad range of complex challenges and questions. Our role is to help our clients preserve what they have earned and create a clear plan that will help them simplify their finances, support their lifestyle, and pursue philanthropic missions.
Utilizing our deep understanding of tax, estate, and financial planning strategies, we work closely with our clients, and the other members of their team, to deliver comprehensive bespoke solutions. Our experience enables us to help our clients make well-informed decisions about a variety of sophisticated financial issues, many of which are often multi-generational.
Our six-person team works with a select number of clients by design so that we can provide high-touch, concierge-level service and devote significant time and resources to every relationship.
A portion of our practice is also dedicated to serving the unique needs of those professionals in the world of Sports & Entertainment. Having demonstrated proficiencies in working with these professionals, both Robert and Eamon have received the prestigious designation of Morgan Stanley Sports & Entertainment Director.
If you would like to learn more about our approach, please contact us.
As a result of their considerable success, our clients are often faced with a broad range of complex challenges and questions. Our role is to help our clients preserve what they have earned and create a clear plan that will help them simplify their finances, support their lifestyle, and pursue philanthropic missions.
Utilizing our deep understanding of tax, estate, and financial planning strategies, we work closely with our clients, and the other members of their team, to deliver comprehensive bespoke solutions. Our experience enables us to help our clients make well-informed decisions about a variety of sophisticated financial issues, many of which are often multi-generational.
Our six-person team works with a select number of clients by design so that we can provide high-touch, concierge-level service and devote significant time and resources to every relationship.
A portion of our practice is also dedicated to serving the unique needs of those professionals in the world of Sports & Entertainment. Having demonstrated proficiencies in working with these professionals, both Robert and Eamon have received the prestigious designation of Morgan Stanley Sports & Entertainment Director.
If you would like to learn more about our approach, please contact us.
Services Include
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheckLink Opens in New Tab.*
Family Office Resources
Our goal is simple. To reduce the complexity in your life. Our team coordinates, collaborates, and advises across your legal, tax, and other service professionals. We are here to help you with all of your financial decisions and because every client is different, everything we do is customized to your unique needs.
The Family Office Resources (FOR) group helps clients and Financial Advisors curate and navigate an expansive suite of highly specialized resources to address the complex, multifaceted challenges of managing significant wealth so clients may make complicated decisions confidently.
Please note, the term “Family Office Resources” is being used as a term of art and not to imply that Morgan Stanley and/or its employees are acting as a family office pursuant to Investment Advisers Act of 1940.
The Family Office Resources (FOR) group helps clients and Financial Advisors curate and navigate an expansive suite of highly specialized resources to address the complex, multifaceted challenges of managing significant wealth so clients may make complicated decisions confidently.
Please note, the term “Family Office Resources” is being used as a term of art and not to imply that Morgan Stanley and/or its employees are acting as a family office pursuant to Investment Advisers Act of 1940.
Estate Planning Strategies
Building, protecting and passing on a legacy involves much more than investing wisely. It requires careful analysis of your objectives, intelligent structuring of your assets and integrated, strategic planning and implementation. Working closely your legal and tax advisors, we create tailored solutions to help preserve and transfer wealth.
Philanthropic Planning and Charitable Giving
Collaborating with your legal and tax advisors, we can help integrate philanthropy into your wealth management plan, enhancing the impact of giving and its benefits to your family. Our professionals work at each stage of philanthropic activity, from focusing your interests and defining a mission, to translating your interests and values into effective grant-making.
Family Governance & Wealth Education
Family members, particularly those of different generations, may have divergent points of view and differing priorities. Our professionals are available to help you address sensitive family issues, facilitate communication, manage conflict and achieve a shared sense of common direction.
Lifestyle Advisory
These capabilities are designed to enhance your lifestyle and the enjoyment of opportunities available to you. Our services range from yacht and aircraft charter resources to personal security and the household management services needed to address the staffing needs at multiple residences.
Who We Work With
We are privileged to have the opportunity to work with a select group of highly accomplished individuals, each of whom are at various stages of their respective lives and careers. Our clients are located throughout the country and have found success in a variety of industries. In addition, a portion of our practice is dedicated to servicing the various needs of professionals within the Sports & Entertainment industries; particularly those persons who have found success in music & sports.
Our Clients
- Ultra High Net Worth Individuals & Families
- Business Owners & Entrepreneurs
- Private Equity & Venture Capital Investors
- Corporate Executives
- Family Offices
Global Sports & Entertainment Clients
- Recording Artists
- Songwriters
- Producers
- Artist Mangers
- Business Managers
- Record Label Executives
- Coaches & Front Office Executives
- Professional Athletes (NBA, PGA Tour, NFL)
- TV/Film Producers, Directors, Talent
- Fine Artists
Understanding & Advising The Player, Performer, and Creator
As a testament to their years of experience working with those in the space, both Robert and Eamon have received the prestigious designation of Morgan Stanley Sports & Entertainment Director. Prior to joining the Firm, Eamon spent several years in the music industry as both a songwriter and nationally touring recording artist, where he learned firsthand the many challenges of inconsistent income streams. His past experience helps him to relate with his clients in a way in which many others cannot.
An integral part of our practice is ensuring that we are always communicating with the other members of our client’s teams, particularly their Business Managers, Agents, and Attorneys. By doing so, our clients primary focus can continue to be on their career. We strongly believe that our clients deserve a Financial Advisor who knows the industry and how money flows from their work to their wallet.
An integral part of our practice is ensuring that we are always communicating with the other members of our client’s teams, particularly their Business Managers, Agents, and Attorneys. By doing so, our clients primary focus can continue to be on their career. We strongly believe that our clients deserve a Financial Advisor who knows the industry and how money flows from their work to their wallet.
You’re Unique and We Know Why
There’s nothing common about you — not your talent, your drive, your achievements or even your challenges.
From your variable income streams to your taxes, from your obligations to your aspirations, “typical” is not part
of your vocabulary. You need distinctive, financial strategies that match your lifestyle and career trajectory.
From your variable income streams to your taxes, from your obligations to your aspirations, “typical” is not part
of your vocabulary. You need distinctive, financial strategies that match your lifestyle and career trajectory.
Concentrated Experience in Capable Hands
Morgan Stanley Global Sports & Entertainment was developed to respond to the specific needs of sports and entertainment professionals at every stage of their career. Our select group of Sports and Entertainment Directors understand your unique financial opportunities and challenges. They know how money flows from your work to your wallet and live in your world, day in, day out, crafting innovative financial strategies as their chosen career.
Tailored Advice to Meet Your Life’s Goals
You can leverage the vast resources of Morgan Stanley, one of the world’s largest and most respected wealth management firms, to address any objective, from building and preserving wealth, to starting a philanthropic foundation, to expanding your brand. Whatever aspirations you have for yourself, your family and your community, we present strategies, products and services customized to help you reach your goals, your way.
Embrace the Power of Team
You have a handful of people who have supported you, encouraged you and watched your back. Sports and Entertainment Directors routinely work in partnership with other trusted advisors to guide financial decision
making. We support and respect your personal confidants, combining our strengths to bring you greater success.
making. We support and respect your personal confidants, combining our strengths to bring you greater success.
We’re Changing the Narrative
The media is filled with stories of successful athletes and entertainers who have surprising financial setbacks. We’re committed to changing that storyline. We’ve developed financial education programs for sports and entertainment veterans and emerging talents, including collegiate athletes, to help them avoid common mishaps. It’s part of our mission to give back to your community and provide sports and entertainment professionals the skills to help make smart choices around their finances and wealth.
Protecting Your Online Security
Your security is our top priority. Morgan Stanley proactively defends our systems and monitors our digital landscapes to anticipate issues before they arise and respond appropriately when they do.
The firm is actively supporting multiple layers of security. Security includes the following; Strong encryption protocols designed to protect your data, continuous monitoring to help detect and prevent fraudulent activity in your accounts, routine testing of our systems to identify potential vulnerabilities, and independent reviews by outside security firms to penetration test our applications and evaluate our processes
The firm is actively supporting multiple layers of security. Security includes the following; Strong encryption protocols designed to protect your data, continuous monitoring to help detect and prevent fraudulent activity in your accounts, routine testing of our systems to identify potential vulnerabilities, and independent reviews by outside security firms to penetration test our applications and evaluate our processes
Protecting Yourself
- Safegaurd Your Information
- Enhance your Security
- Report an Online Security Concern
Security Features and Proactive Defenses
- VoiceID
- Multi-Factor Authentication (MFA)
- Fraud Detection and Prevention
- Alerts and Notifications
- Digital Tools
- Automatic Session Time Out
- Threat Landscape Monitoring
- Cybersecurity Fusion Centers
- Employee Training and Testing
Location
Park Ave Plaza/55 E 52nd St
29th Floor
New York, NY 10055
US
Direct:
(212) 883-7700(212) 883-7700
595 So Federal Hwy
Ste 400
Boca Raton, FL 33432
US
Direct:
(212) 883-8527(212) 883-8527
Meet The Atlantic Heights Group
Robert Eigen, CRPC®
Executive Director, Wealth Management, Financial Advisor, Senior Portfolio Manager, Global Sports and Entertainment Director, Family Wealth Advisor
Phone:
(212) 883-8560(212) 883-8560
Paige Philipps
Wealth Management Analyst, Assistant Vice President
Phone:
(212) 883-8527(212) 883-8527
About Eamon Dworkin
Drawing upon a decade of industry experience, Eamon T. Dworkin is a Senior Vice President, Global Sports & Entertainment Director, Portfolio Manager, Financial Advisor and a founding partner of The Atlantic Heights Group at Morgan Stanley. Most recently, Eamon was named to the 2024 Forbes Top Next-Gen Wealth Advisors Best-In-State list.
Eamon delivers highly customized wealth management solutions to a self-selecting group of highly affluent individuals and families, helping them to manage the many facets of their complex financial lives. His primary focus centers around the key areas of asset allocation, multi-generational wealth and estate planning strategies, lending, and alternative investments.
Eamon's clients include Ultra-High Net Worth individuals and families, Business Owners/Entrepreneurs, Financial Professionals (Private Equity, Hedge Funds, Venture Capital), Corporate Executives, and Private Foundations.
A portion of Eamon’s practice is also dedicated to serving the unique needs of professionals within the world of Sports & Entertainment. Eamon has a particular focus on working with professional athletes and music industry professionals, including recording artists, songwriters, producers, managers, business managers, record label executives, and more. Having demonstrated proficiencies in working with these professionals, he has received the prestigious designation of Morgan Stanley Global Sports & Entertainment Director.
Eamon grew up in West Hartford, CT, and earned his B.A. from the College of Charleston. He now resides in Larchmont, New York, with his wife Megan. He is an avid golfer and enjoys traveling, cooking, all things music, and sports, as well as spending time with family and friends. Eamon is member of the Special Olympics of New York’s Leadership Committee and the TJ Martell Foundation’s Young Professional Advisory Council.
Named to 2024 Forbes Top Next-Gen Wealth Advisors Best-In-State
Source: Forbes.com (Awarded Aug 2024) Data compiled by SHOOK Research LLC based on the time period from 3/31/23–3/31/24.
Eamon delivers highly customized wealth management solutions to a self-selecting group of highly affluent individuals and families, helping them to manage the many facets of their complex financial lives. His primary focus centers around the key areas of asset allocation, multi-generational wealth and estate planning strategies, lending, and alternative investments.
Eamon's clients include Ultra-High Net Worth individuals and families, Business Owners/Entrepreneurs, Financial Professionals (Private Equity, Hedge Funds, Venture Capital), Corporate Executives, and Private Foundations.
A portion of Eamon’s practice is also dedicated to serving the unique needs of professionals within the world of Sports & Entertainment. Eamon has a particular focus on working with professional athletes and music industry professionals, including recording artists, songwriters, producers, managers, business managers, record label executives, and more. Having demonstrated proficiencies in working with these professionals, he has received the prestigious designation of Morgan Stanley Global Sports & Entertainment Director.
Eamon grew up in West Hartford, CT, and earned his B.A. from the College of Charleston. He now resides in Larchmont, New York, with his wife Megan. He is an avid golfer and enjoys traveling, cooking, all things music, and sports, as well as spending time with family and friends. Eamon is member of the Special Olympics of New York’s Leadership Committee and the TJ Martell Foundation’s Young Professional Advisory Council.
Named to 2024 Forbes Top Next-Gen Wealth Advisors Best-In-State
Source: Forbes.com (Awarded Aug 2024) Data compiled by SHOOK Research LLC based on the time period from 3/31/23–3/31/24.
Securities Agent: RI, FL, DE, WA, MI, NC, NY, MA, IA, TX, CA, SC, NJ, MD, OR, IL, VI, NV, CT, CO, WV, VA, TN, PA, MN, MS, GA; General Securities Representative; Investment Advisor Representative
NMLS#: 1558362
NMLS#: 1558362
About Robert Eigen
Robert Eigen is an Executive Director, Global Sports & Entertainment Director, Family Wealth Advisor, Portfolio Management Director, and a founding partner of The Atlantic Heights Group at Morgan Stanley. Robert was named to Morgan Stanley’s prestigious 2023 Masters Club, an elite group composed of the Firm’s top Financial Advisors. Most recently, Robert was also named to FORBES Best-In-State Wealth Advisors List for 2023.
With almost two decades of business experience, Robert joined Morgan Stanley in 2009 after spending time at Wells Fargo, where he helped his clients to navigate through numerous turbulent market cycles, including the 2008 Financial Crisis.
A graduate of Roger Williams University (Rhode Island), Robert has also earned the prestigious Chartered Retirement Planning Counselor (CRPC®) and Accredited Asset Management Specialist (AAMS®) designations. He succeeds in assisting each of his clients to plan for a financial future in a way that best meets their specific goals.
Outside the office, Robert is very much committed being involved in his community. He has a special passion for Autism Speaks, a national autism outreach organization. In addition, Robert is a wine enthusiast who holds several high-level wine designations and hosts his own wine events. Robert and his wife, Maggie, split their time between the Upper East Side of Manhattan and Boca Raton (FL), along with their (2) children, Jake and Charlotte.
Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors
Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22.
With almost two decades of business experience, Robert joined Morgan Stanley in 2009 after spending time at Wells Fargo, where he helped his clients to navigate through numerous turbulent market cycles, including the 2008 Financial Crisis.
A graduate of Roger Williams University (Rhode Island), Robert has also earned the prestigious Chartered Retirement Planning Counselor (CRPC®) and Accredited Asset Management Specialist (AAMS®) designations. He succeeds in assisting each of his clients to plan for a financial future in a way that best meets their specific goals.
Outside the office, Robert is very much committed being involved in his community. He has a special passion for Autism Speaks, a national autism outreach organization. In addition, Robert is a wine enthusiast who holds several high-level wine designations and hosts his own wine events. Robert and his wife, Maggie, split their time between the Upper East Side of Manhattan and Boca Raton (FL), along with their (2) children, Jake and Charlotte.
Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors
Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22.
Securities Agent: MI, TX, VA, TN, NJ, NC, IA, NV, RI, NM, MD, DE, NY, GA, CT, AZ, WV, WA, VI, SC, IL, FL, CA, PA, MA, CO, OR; General Securities Representative; Investment Advisor Representative
NMLS#: 1253220
NMLS#: 1253220
About Paige Philipps
Paige Philipps joined The Atlantic Heights Group in 2020 and serves as the team’s lead Registered Client Service Associate.
An integral part of the team, Paige is responsible for handling the team’ day-to-day operations and client service requests, which include trade support, as well as tasks such as checks, wires and account maintenance. Paige provides clients with extremely high-quality holistic service and is in constant communication with the other members of their teams. Paige also quarterbacks the team’s Financial Planning practice, working closely with clients and their business managers, CPA’s, agents, and attorneys.
Paige holds FINRA® Series 7 and 66 licenses. She is graduate of Bucknell University (PA) where she received her Bachelor’s Degree in Marketing and a minor in Economics.
Paige resides in Manhattan and enjoys all things music, spending time with friends and family, and sporting events, especially the half time show. She also has a passion for creative art projects including drawing, creating playlists, photography, and graphic design.
An integral part of the team, Paige is responsible for handling the team’ day-to-day operations and client service requests, which include trade support, as well as tasks such as checks, wires and account maintenance. Paige provides clients with extremely high-quality holistic service and is in constant communication with the other members of their teams. Paige also quarterbacks the team’s Financial Planning practice, working closely with clients and their business managers, CPA’s, agents, and attorneys.
Paige holds FINRA® Series 7 and 66 licenses. She is graduate of Bucknell University (PA) where she received her Bachelor’s Degree in Marketing and a minor in Economics.
Paige resides in Manhattan and enjoys all things music, spending time with friends and family, and sporting events, especially the half time show. She also has a passion for creative art projects including drawing, creating playlists, photography, and graphic design.
About Patrick Cefalu
Patrick Cefalu is a Business Development Director with The Atlantic Heights Group at Morgan Stanley.
Patrick received his B.S. in Marketing and a Minor in Finance from University of Scranton (2011). During his time at Scranton, Patrick was a member of the university’s finance club and the varsity men’s lacrosse team. Upon graduation, Patrick began his career in finance at UBS in Tax Operations. Prior to joining Morgan Stanley (2017), Patrick worked at Nomura as a Rates Derivative Trading Assistant.
A CERTIFIED FINANCIAL PLANNERTM (CFP®), Patrick quarterbacks the team’s financial planning process, working closely with clients and the other members of their respective teams. His role also includes the creation and implementation of several highly customized trading strategies, including both options and futures. Patrick holds his Series 7, 63, 65 and 3 registrations.
Patrick resides in Garwood, New Jersey with his wife Minnel and their son, Ronan. Outside of the office, Patrick enjoys golfing, fishing, and staying active.
Patrick received his B.S. in Marketing and a Minor in Finance from University of Scranton (2011). During his time at Scranton, Patrick was a member of the university’s finance club and the varsity men’s lacrosse team. Upon graduation, Patrick began his career in finance at UBS in Tax Operations. Prior to joining Morgan Stanley (2017), Patrick worked at Nomura as a Rates Derivative Trading Assistant.
A CERTIFIED FINANCIAL PLANNERTM (CFP®), Patrick quarterbacks the team’s financial planning process, working closely with clients and the other members of their respective teams. His role also includes the creation and implementation of several highly customized trading strategies, including both options and futures. Patrick holds his Series 7, 63, 65 and 3 registrations.
Patrick resides in Garwood, New Jersey with his wife Minnel and their son, Ronan. Outside of the office, Patrick enjoys golfing, fishing, and staying active.
About Ryan Turck
Ryan Turck is a Registered Client Service Associate with The Atlantic Heights Group and is based in the team’s New York City office. His responsibilities include assisting the other members of the team with various day-to-day operations and client service requests.
Ryan holds FINRA® Series 7 and 66 licenses. He graduated Cum Laude from The University of Scranton (PA), where he earned a B.S. in Finance (2023). During his time as an undergraduate at Scranton, Ryan was a 4-Year Letterwinner on the Men’s Lacrosse Team.
Prior to joining Morgan Stanley, Ryan interned for a boutique wealth advisory practice and most recently, Ryan interned for Mirae Asset Securities, a New-York based entity that operates an institutional capital markets platform servicing institutional investors.
Ryan resides in Floral Park, New York. Outside of the office, Ryan is a workout enthusiast and competitive weightlifter.
Ryan holds FINRA® Series 7 and 66 licenses. He graduated Cum Laude from The University of Scranton (PA), where he earned a B.S. in Finance (2023). During his time as an undergraduate at Scranton, Ryan was a 4-Year Letterwinner on the Men’s Lacrosse Team.
Prior to joining Morgan Stanley, Ryan interned for a boutique wealth advisory practice and most recently, Ryan interned for Mirae Asset Securities, a New-York based entity that operates an institutional capital markets platform servicing institutional investors.
Ryan resides in Floral Park, New York. Outside of the office, Ryan is a workout enthusiast and competitive weightlifter.
About Stephanie Smith
Stephanie Smith is a Portfolio Associate with The Atlantic Heights Group and serves as the team’s lead support in their Boca Raton (FL) office.
Stephanie supports the team with a variety of day-to-day operations and client service requests, which includes money movement, account opening, trade orders and executions, and all other aspects of client relationship building. She provides clients with high-quality holistic service and leverages over 23 years of experience in financial services to do so.
Stephanie holds FINRA® Series 7 and 66 licenses. She is graduate of Florida Atlantic University where she received her Bachelor’s Degree in Business Management.
Stephanie resides in Lake Worth with her husband, and three children .Outside of the office, she enjoys date nights with her husband, watching her sons play baseball and football, spending time with her daughter and listening to true crime podcasts.
Stephanie supports the team with a variety of day-to-day operations and client service requests, which includes money movement, account opening, trade orders and executions, and all other aspects of client relationship building. She provides clients with high-quality holistic service and leverages over 23 years of experience in financial services to do so.
Stephanie holds FINRA® Series 7 and 66 licenses. She is graduate of Florida Atlantic University where she received her Bachelor’s Degree in Business Management.
Stephanie resides in Lake Worth with her husband, and three children .Outside of the office, she enjoys date nights with her husband, watching her sons play baseball and football, spending time with her daughter and listening to true crime podcasts.
Contact Eamon Dworkin
Contact Robert Eigen
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
Tony Silva
Private Banker
Mary Beth Powers
Trust Specialist
Andrew Ellis
Planning Associate
About Tony Silva
Tony Silva is a Private Banker serving Morgan Stanley’s Wealth Management offices in New York City.
Tony began his career in financial services in 1995 and joined Morgan Stanley in 2015 as a Pipeline Manager in our Home Loans organization. In 2017, he was promoted to Project Manager on that team. Tony assumed his current position in February, 2018. Prior to his tenure at the firm, Tony held a number of roles at mortgage financing institutions.
Tony received a Bachelor of Science in Management from Rutgers University. He and his family reside in Livingston, New Jersey.
When not at the office, Tony enjoys traveling, playing soccer, and spending time with family and friends.
Tony began his career in financial services in 1995 and joined Morgan Stanley in 2015 as a Pipeline Manager in our Home Loans organization. In 2017, he was promoted to Project Manager on that team. Tony assumed his current position in February, 2018. Prior to his tenure at the firm, Tony held a number of roles at mortgage financing institutions.
Tony received a Bachelor of Science in Management from Rutgers University. He and his family reside in Livingston, New Jersey.
When not at the office, Tony enjoys traveling, playing soccer, and spending time with family and friends.
NMLS#: 217945
About Mary Beth Powers
Mary Beth Powers is Executive Director and Trust Specialist for Morgan Stanley covering the New York Metro region, responsible for presenting Morgan Stanley’s third-party trustee partner platform to Morgan Stanley Wealth Management Financial Advisors, clients and prospects. Leveraging the capabilities of our trust company partners, Mary Beth assists to identify appropriate fiduciary solutions, which are essential to the management, preservation and transfer of accumulated wealth. This process includes coordination with the client’s financial, legal and tax advisors to ensure proper trust planning implementation.
Mary Beth has worked in the trust and estate services industry for over thirty years, primarily handling trust new business opportunities. Before joining Morgan Stanley, Mary Beth spent ten years as a senior vice president and regional trust specialist with Citigroup Trust in NYC.
Mary Beth received a Bachelor of Science from Seton Hall University, South Orange, New Jersey and is Series 7 and 63 licensed. She resides with her husband and family in Blauvelt, New York.
Mary Beth has worked in the trust and estate services industry for over thirty years, primarily handling trust new business opportunities. Before joining Morgan Stanley, Mary Beth spent ten years as a senior vice president and regional trust specialist with Citigroup Trust in NYC.
Mary Beth received a Bachelor of Science from Seton Hall University, South Orange, New Jersey and is Series 7 and 63 licensed. She resides with her husband and family in Blauvelt, New York.
About Andrew Ellis
Andrew Ellis is a Planning Associate at Morgan Stanley providing dedicated financial planning support to Financial Advisors and their teams. Operating as an extension of the FA/Team, he collaborates with clients to discover and define goals that matter most to them. Leveraging state of the art technology, he will evaluate various options and their potential outcomes to help clients confidently choose the appropriate course of action. Andrew provides expertise across a wide suite of Morgan Stanley planning tools designed to assist in the areas of investment accumulation, retirement, education, major purchase, cash flow, risk management, tax efficiency, and wealth transfer planning.
He earned his undergraduate degree from The George Washington University and received the Financial Planning Specialist® designation from the College for Financial Planning. Andrew is originally from Lyndhurst, New Jersey and currently resides there.
He earned his undergraduate degree from The George Washington University and received the Financial Planning Specialist® designation from the College for Financial Planning. Andrew is originally from Lyndhurst, New Jersey and currently resides there.
About Angelo Loumbas
Angelo is the Family Office Resources Generalist for Family Office Resources in the New York Metro and New England regions. Angelo provides specialized knowledge to ultra-high net worth clients and their Morgan Stanley Financial Advisors across a broad range of family wealth management issues, including family governance/dynamics, wealth education, strategic estate and financial planning, philanthropy management, lifestyle advisory and customized asset allocation and portfolio construction. Angelo has over twenty-five years experience advising wealthy families, business owners, and philanthropic organizations.
Originally from Chicago, Angelo practiced law for 15 years and represented ultra-high net worth clients and the businesses they owned, as well as major philanthropic organizations. Angelo is admitted to the Society of Trust and Estate Practitioners. He has spoken on topics such as “Conditions Suggesting a Management Buyout” before the Chicago Bar Association Corporation and Business Law Committee, “Tax Consequences of Intra-Family Loans,” before the Chicago Bar Association Trust Law Committee, and “Conversations about Wealth and Philanthropy with Prospective Donors” before the Chicago Council on Planned Giving.
Prior to rejoining Morgan Stanley in his current position in 2018, Angelo advised wealthy clients in the financial services industry for 10 years, first as a Wealth Strategist with US Trust in Chicago, then a Wealth and Estate Planning Specialist within Family Office Resources in Chicago, and finally as a Senior Wealth Planning Strategist for the Wells Fargo Private Bank in Greenwich, Connecticut. Angelo earned his B.A. from DePauw University, his M.B.A. from the University of Notre Dame, and his law degree from Indiana University at Bloomington. He is Series 7, 66 and 24 licensed. Angelo served as President of the Rotary Club of Chicago (“ROTARY/One”), the world’s first Rotary club, in 2009-2010, and now lives in Armonk, New York with his wife, a native New Yorker, and their two children.
Originally from Chicago, Angelo practiced law for 15 years and represented ultra-high net worth clients and the businesses they owned, as well as major philanthropic organizations. Angelo is admitted to the Society of Trust and Estate Practitioners. He has spoken on topics such as “Conditions Suggesting a Management Buyout” before the Chicago Bar Association Corporation and Business Law Committee, “Tax Consequences of Intra-Family Loans,” before the Chicago Bar Association Trust Law Committee, and “Conversations about Wealth and Philanthropy with Prospective Donors” before the Chicago Council on Planned Giving.
Prior to rejoining Morgan Stanley in his current position in 2018, Angelo advised wealthy clients in the financial services industry for 10 years, first as a Wealth Strategist with US Trust in Chicago, then a Wealth and Estate Planning Specialist within Family Office Resources in Chicago, and finally as a Senior Wealth Planning Strategist for the Wells Fargo Private Bank in Greenwich, Connecticut. Angelo earned his B.A. from DePauw University, his M.B.A. from the University of Notre Dame, and his law degree from Indiana University at Bloomington. He is Series 7, 66 and 24 licensed. Angelo served as President of the Rotary Club of Chicago (“ROTARY/One”), the world’s first Rotary club, in 2009-2010, and now lives in Armonk, New York with his wife, a native New Yorker, and their two children.
Wealth Management
From Our Team
The Atlantic Heights Group Overview
Wealth Management
Global Investment Office
Portfolio Insights
Wealth Management for Athletes and Entertainers
Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
- Investment Management
- Wealth Transfer & Philanthropy
- Private Banking Solutions
- Family Governance & Wealth Education
- Lifestyle Advisory
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
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
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
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
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
Mosaic
Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
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Ready to start a conversation? Contact The Atlantic Heights Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
4Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
5Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
6Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley does not assist with buying or selling art in any way and merely provides information to clients interested learning more about the different types of art markets at a high level. Any client interested in buying or selling art should consult with their own independent art advisor.
7Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
9Morgan 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
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.
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1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
4Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
5Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
6Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley does not assist with buying or selling art in any way and merely provides information to clients interested learning more about the different types of art markets at a high level. Any client interested in buying or selling art should consult with their own independent art advisor.
7Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
9Morgan 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
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 DisclosuresLink Opens in New Tab
CRC 6491812 (04/2024)
