Eamon Dworkin
Senior Vice President, Wealth Management, Financial Advisor, Family Wealth Director, Global Sports and Entertainment Director, Senior Portfolio Manager, Lending Specialist
Phone:
(212) 883-8526(212) 883-8526
The Atlantic Heights Group at Morgan Stanley
Our Mission Statement
The Atlantic Heights Group advises a select group of individuals and families whose significant wealth requires sophisticated planning, thoughtful coordination, and a highly personalized approach designed to preserve and grow wealth over time.
Our Story and Services
The Atlantic Heights Group at Morgan Stanley provides comprehensive wealth management to a select group of high-net-worth and ultra-high-net-worth individuals and families. Drawing upon the extensive resources and capabilities of Morgan Stanley, we advise clients whose financial lives often encompass multiple generations, business interests, concentrated investments, complex estate planning considerations, and evolving liquidity and capital needs.
Our clients include entrepreneurs and business owners, financial professionals, corporate executives, multigeneration families, as well as individuals across the sports and entertainment industries. While the sources of their wealth may differ, they share a desire for thoughtful advice, sophisticated solutions, and a team capable of helping them navigate the many interconnected decisions that accompany significant wealth.
Our approach begins with a deep understanding of each client’s financial life, family, priorities, and long-term objectives. From there, we help coordinate investment management, tax and estate planning strategies, concentrated wealth and liquidity events, lending and cash management needs, philanthropic planning, and the transfer of wealth across generations. We work closely with our clients’ business managers, attorneys, CPAs, and other professional advisors to bring greater coordination to their financial lives.
We work with a select number of clients by design, allowing us to provide highly personalized, high-touch service and devote significant time and resources to each relationship. We seek to serve as a central resource of our clients – helping them evaluate important financial decisions, anticipate needs and opportunities, and navigate the complexities that accompany significant wealth.
If you would like to learn more about our approach, please contact us.
Our clients include entrepreneurs and business owners, financial professionals, corporate executives, multigeneration families, as well as individuals across the sports and entertainment industries. While the sources of their wealth may differ, they share a desire for thoughtful advice, sophisticated solutions, and a team capable of helping them navigate the many interconnected decisions that accompany significant wealth.
Our approach begins with a deep understanding of each client’s financial life, family, priorities, and long-term objectives. From there, we help coordinate investment management, tax and estate planning strategies, concentrated wealth and liquidity events, lending and cash management needs, philanthropic planning, and the transfer of wealth across generations. We work closely with our clients’ business managers, attorneys, CPAs, and other professional advisors to bring greater coordination to their financial lives.
We work with a select number of clients by design, allowing us to provide highly personalized, high-touch service and devote significant time and resources to each relationship. We seek to serve as a central resource of our clients – helping them evaluate important financial decisions, anticipate needs and opportunities, and navigate the complexities that accompany significant wealth.
If you would like to learn more about our approach, please contact us.
Services Include
- Wealth ManagementFootnote1
- Financial PlanningFootnote2
- Estate Planning StrategiesFootnote3
- Professional Portfolio ManagementFootnote4
- Alternative InvestmentsFootnote5
- Endowments and FoundationsFootnote6
- Philanthropic ManagementFootnote7
- Business Succession PlanningFootnote8
- Cash Management and Lending ProductsFootnote9
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Approach
Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
Who We Work With
We work with a select group of individuals and families whose financial lives often reflect years of professional achievement, business success, or significant wealth creation. While their backgrounds and circumstances vary, our clients often face complex financial decisions that require thoughtful planning, sophisticated advice, and close coordination across multiple areas of their financial lives.
Entrepreneurs & Business Owners
Founders and business owners at various stages of building, growing, monetizing, or transitioning a business. We help them navigate the intersection of their personal and business wealth, including planning around liquidity events and the transition from concentrated to diversified wealth.
Private Equity, Venture Capital, and Financial Professionals
Partners, founders, investors and other financial professionals whose wealth may include carried interest, co-investments, private holdings, concentrated positions, and other complex or less-liquid assets.
Highly Accomplished Individuals in Sports, Music, & Entertainment
Athletes, artists, executives, producers, and other professionals whose careers can create significant wealth alongside unique financial considerations. We provide a coordinated approach designed around complex cash flows, career transitions, investment opportunities, and long-term wealth creation and preservation.
Corporate Executives
Senior executives whose financial lives may include equity-based compensation, concentrated company stock, deferred compensation, and other benefits that require careful coordination with their broader investment and planning strategy.
Multigenerational Families
Individuals and families focused on preserving and transitioning wealth across generations. We help coordinate investments, estate planning strategies, gifting, philanthropy, and family wealth strategies with their other trusted advisors.
International & Cross-border Families
Individuals and families whose financial lives extend across countries, currencies, and jurisdictions. We help coordinate their investment and wealth management needs while navigating the complexities of a global financial life.
SPECIALIZED ADVICE FOR SPORTS & ENTERTAINMENT PROFESSIONALS
The Atlantic Heights Group has extensive experience advising individuals across the sports and entertainment industries. As Morgan Stanley Global Sports & Entertainment Directors, Robert and Eamon understand that careers in these industries can create financial opportunities and complexities that differ from those encountered in more traditional careers.
Income in these industries can be significant, variable, complex, and concentrated within a relatively short period of time. Compensation may come from multiple sources, including contracts, NIL and endorsement agreements, royalties, touring, licensing, and other business ventures. We help clients bring structure and coordination to these financial lives, with a focus on investment management, cash flow and liquidity, tax and estate planning strategies, risk management, lending, and building sustainable long-term wealth.
Our approach is highly collaborative. We routinely work alongside clients’ business managers, agents, attorneys, accountants, and other professional advisors to help ensure that financial decisions are considered within the context of the broader team. By combining our industry experience with the extensive resources and capabilities of Morgan Stanley, we seek to provide clients with comprehensive advice throughout each stage of their careers and beyond.
Income in these industries can be significant, variable, complex, and concentrated within a relatively short period of time. Compensation may come from multiple sources, including contracts, NIL and endorsement agreements, royalties, touring, licensing, and other business ventures. We help clients bring structure and coordination to these financial lives, with a focus on investment management, cash flow and liquidity, tax and estate planning strategies, risk management, lending, and building sustainable long-term wealth.
Our approach is highly collaborative. We routinely work alongside clients’ business managers, agents, attorneys, accountants, and other professional advisors to help ensure that financial decisions are considered within the context of the broader team. By combining our industry experience with the extensive resources and capabilities of Morgan Stanley, we seek to provide clients with comprehensive advice throughout each stage of their careers and beyond.
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®
Managing Director, Wealth Management, Financial Advisor, Senior Portfolio Manager, Global Sports and Entertainment Director, International Client Advisor, 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
Patrick Cefalu, CFP®
Business Development Director
Phone:
(212) 883-7756(212) 883-7756
Ryan Turck
Registered Client Service Associate
Phone:
(212) 883-7753(212) 883-7753
Meagan Scotti
Client Service Associate
Phone:
(212) 883-8514(212) 883-8514
About Eamon Dworkin
Eamon T. Dworkin is a Senior Vice President, Global Sports & Entertainment Director, Senior Portfolio Manager, Financial Advisor, and founding partner of The Atlantic Heights Group at Morgan Stanley. He advises high-net-worth and ultra-high net worth individuals and families on the investment, planning, and strategic decisions that come with substantial wealth.
Eamon has earned Morgan Stanley’s Family Wealth Director designation, reserved for a select group of advisors who have completed specialized training focused on the complex needs of ultra-high-net-worth families.
Eamon and his team advise clients whose wealth often spans multiple asset classes, entities, business interests, and generations. Their planning-driven approach brings together investment management, tax and estate planning strategies, concentrated positions, liquidity and lending solutions, private investments, and philanthropy. Working closely with their clients’ CPAs, business managers, attorneys, and other professional advisors, Eamon helps ensure that financial decisions are considered within the context of a cohesive long-term strategy.
As a Global Sports & Entertainment Director within Morgan Stanley Wealth Management, Eamon also advises prominent individuals across sports, music, and entertainment. His experience in these industries provides an understanding of the distinct financial considerations that can accompany highly successful careers including complex and variable compensation, tax planning, liquidity needs, and the long-term management of wealth.
As wealth grows more complex, Eamon believes an advisor’s role should extend beyond individual investment decisions. He and his team provide perspective, coordination, and thoughtful guidance across important financial decisions and different stages of their clients’ lives.
Eamon grew up in West Hartford, CT and earned his B.A. from the College of Charleston. How now resides in New Rochelle, NY, with his wife and their son. He is a member of the Special Olympics New York Leadership Committee and the T.J. Martell Foundations Young Professionals Advisory Council.
Eamon has earned Morgan Stanley’s Family Wealth Director designation, reserved for a select group of advisors who have completed specialized training focused on the complex needs of ultra-high-net-worth families.
Eamon and his team advise clients whose wealth often spans multiple asset classes, entities, business interests, and generations. Their planning-driven approach brings together investment management, tax and estate planning strategies, concentrated positions, liquidity and lending solutions, private investments, and philanthropy. Working closely with their clients’ CPAs, business managers, attorneys, and other professional advisors, Eamon helps ensure that financial decisions are considered within the context of a cohesive long-term strategy.
As a Global Sports & Entertainment Director within Morgan Stanley Wealth Management, Eamon also advises prominent individuals across sports, music, and entertainment. His experience in these industries provides an understanding of the distinct financial considerations that can accompany highly successful careers including complex and variable compensation, tax planning, liquidity needs, and the long-term management of wealth.
As wealth grows more complex, Eamon believes an advisor’s role should extend beyond individual investment decisions. He and his team provide perspective, coordination, and thoughtful guidance across important financial decisions and different stages of their clients’ lives.
Eamon grew up in West Hartford, CT and earned his B.A. from the College of Charleston. How now resides in New Rochelle, NY, with his wife and their son. He is a member of the Special Olympics New York Leadership Committee and the T.J. Martell Foundations Young Professionals Advisory Council.
Securities Agent: OH, NY, MA, IA, MS, GA, FL, RI, OR, IL, VI, NV, CT, CO, WV, VA, TN, PA, MN, TX, CA, VT, SC, NJ, MD, DE, WA, MI, KS, NC; General Securities Representative; Investment Advisor Representative
NMLS#: 1558362
NMLS#: 1558362
About Robert Eigen
Robert Eigen is a Managing Director and founding partner of The Atlantic Heights Group at Morgan Stanley. He holds multiple titles, including Global Sports & Entertainment Director, International Client Advisor, Family Wealth Advisor, and Portfolio Management Director.
With over two decades of experience in financial markets, Robert leads a team dedicated to serving an elite clientele, managing all aspects of their financial lives. He has earned the Chartered Retirement Planning Counselor (CRPC®) and Accredited Asset Management Specialist (AAMS®) designations, underscoring his commitment to excellence in wealth management.
As a Global Sports & Entertainment Director, Robert is part of a specialized group within Morgan Stanley Wealth Management, addressing the unique financial needs of sports and entertainment professionals at various career stages. He joined Morgan Stanley in 2009, following a successful tenure at Wells Fargo, where he guided clients through challenging market conditions, including the 2008 Financial Crisis.
Beyond his professional achievements, Robert is deeply involved in his community, with a particular passion for Autism Speaks, a national autism outreach organization. An avid wine enthusiast, he holds several advanced wine certifications and frequently hosts wine events. Robert and his wife, Maggie, reside in Boca Raton, Florida.
With over two decades of experience in financial markets, Robert leads a team dedicated to serving an elite clientele, managing all aspects of their financial lives. He has earned the Chartered Retirement Planning Counselor (CRPC®) and Accredited Asset Management Specialist (AAMS®) designations, underscoring his commitment to excellence in wealth management.
As a Global Sports & Entertainment Director, Robert is part of a specialized group within Morgan Stanley Wealth Management, addressing the unique financial needs of sports and entertainment professionals at various career stages. He joined Morgan Stanley in 2009, following a successful tenure at Wells Fargo, where he guided clients through challenging market conditions, including the 2008 Financial Crisis.
Beyond his professional achievements, Robert is deeply involved in his community, with a particular passion for Autism Speaks, a national autism outreach organization. An avid wine enthusiast, he holds several advanced wine certifications and frequently hosts wine events. Robert and his wife, Maggie, reside in Boca Raton, Florida.
Securities Agent: CT, AZ, OR, MI, VA, TN, NJ, NC, IA, OH, NV, RI, NM, MD, DE, WV, WA, VI, SC, IL, FL, CA, VT, PA, MA, CO, TX, KS, MN, NY, GA; 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 Meagan Scotti
Meagan Scotti is a Client Service Associate with The Atlantic Heights Group and is based in the team’s New York City office.
Meagan joined Morgan Stanley in 2023 and spent three years as a Financial Planning Specialist. Meagan worked closely with clients to understand their needs and provide tailored solutions, supporting several advisors on projects ranging from retirement planning to complex equity award analysis.
In her current role, Meagan supports the team across a wide range of service-related responsibilities. Including, assisting members of the team with day-to-day operations and fulfilling client service requests to help ensure maximum efficiency. She also leverages her planning background to work closely with clients on their financial plans. Meagan holds the FINRA Series 7, Series 65, and Series 63 registrations.
Meagan graduated from Colby College where she earned a B.S. in Philosophy, and a minor in Art History.
Originally from Bronxville, NY, Meagan currently resides in Williamsburg, Brooklyn. Outside of the office, Meagan enjoys reading, playing music with friends, and spending time with friends and family.
Meagan joined Morgan Stanley in 2023 and spent three years as a Financial Planning Specialist. Meagan worked closely with clients to understand their needs and provide tailored solutions, supporting several advisors on projects ranging from retirement planning to complex equity award analysis.
In her current role, Meagan supports the team across a wide range of service-related responsibilities. Including, assisting members of the team with day-to-day operations and fulfilling client service requests to help ensure maximum efficiency. She also leverages her planning background to work closely with clients on their financial plans. Meagan holds the FINRA Series 7, Series 65, and Series 63 registrations.
Meagan graduated from Colby College where she earned a B.S. in Philosophy, and a minor in Art History.
Originally from Bronxville, NY, Meagan currently resides in Williamsburg, Brooklyn. Outside of the office, Meagan enjoys reading, playing music with friends, and spending time with friends and family.
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
About Tony Silva
Tony Silva is a Private Banker serving Morgan Stanley’s Wealth Management offices in New York City.
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.
Tony began his career in financial services in 1995, and joined Morgan Stanley in 2015. Prior to his current position, he was a Project Manager in our Home Loans organization. Prior to joining the firm, he held a number of roles at mortgage financing institutions.
Tony is a graduate of Rutgers University, where he received a Bachelor of Science in Management. He lives in Livingston, NJ with his family. Outside of the office, Tony enjoys traveling, playing soccer, and spending time with family and friends.
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.
Tony began his career in financial services in 1995, and joined Morgan Stanley in 2015. Prior to his current position, he was a Project Manager in our Home Loans organization. Prior to joining the firm, he held a number of roles at mortgage financing institutions.
Tony is a graduate of Rutgers University, where he received a Bachelor of Science in Management. He lives in Livingston, NJ with his family. Outside of the office, Tony enjoys traveling, playing soccer, and spending time with family and friends.
NMLS#: 217945
Private Banking Group (PBG) Market Managers, Senior Private Bankers, Private Bankers, and Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Wealth Management
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
Financial Planning for Life After Selling a Business
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Iran Conflict: Seven Takeaways for Investors
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Ready to start a conversation? Contact The Atlantic Heights Group today.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
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.
6Morgan 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.
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
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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
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.
6Morgan 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.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025), 4763067 (9/2025)
