Managing Director, Private Wealth Management, Private Wealth Advisor, Stock Plan Director
Morgan Stanley Private Wealth Management
The Burrows Strzelecki Group
Bruce A Burrows, CIMA®, CFP®Steven Strzelecki, CEP®Henry Marin, CFP®Brian Fishlinger, CFP®, CDFA®Benjamin Cahn, CFP®, CRPC®Robert Cox, CFP®Terence G Reynolds, QPFCGio OzkanLance A GoulbourneAaron Silberman, CFP®Jonathan BrooksToni CarloKatherine A McGrathDoug KosarMarijane UehlingerVonzell BrownDevon SchultzDrew ElmoreBabita Veeria
Direct:
(516) 227-5643(516) 227-5643
Toll-Free:
(800) 645-8600(800) 645-8600
Our Mission Statement
We deliver world class equity compensation & financial planning services that employees recommend to their colleagues and employers select for their employees.
About Us
Why choose The Burrows Strzelecki Group?
Our Team
The Burrows Strzelecki Group is one of the largest private wealth management and corporate services teams in the industry. We specialize in servicing corporate executives who have a concentration of wealth in either private or public companies, helping them maximize the value of their equity holdings. Our team is regularly recognized in both Barron's and Forbes' Top Wealth Management Teams rankings.
Our Experience
Our Core Management team has an average of 25 years industry experience, enabling us to deliver excellence to our individual and corporate clients.
Our Focus
We're focused on providing concierge-level service, efficient trade execution, comprehensive financial planning, and bespoke wealth management solutions to our clients through our team of highly experienced professionals
Awards and Recognition
Forbes Best-In-State Wealth Management Teams (2025) - New York State - Rank: #1
Source: Forbes (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period 3/31/23–3/31/24.
Forbes Best-In-State Wealth Management Teams (2024) - New York State - Rank: # 1
Source: Forbes.com (Jan 2024) 2024 Forbes Best-In-State Wealth Management Teams ranking awarded in 2024. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) for the period from 3/31/22–3/31/23.
Barron's Top 250 Private Wealth Management Teams (2024) - Rank: # 29
Source: Barron's (May 2024) Barron's Top 250 Private Wealth Management Teams ranking awarded in 2024. This ranking was determined based on an evaluation process conducted by Barron's for the period from Jan 2023-Dec 2023.
America's Top Wealth Management Teams: Private Wealth (2023) - Rank: # 12
Source: Forbes.com (November 2023) Forbes America's Top Wealth Management Teams ranking awarded in 2023. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/22 – 3/31/23.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheckLink Opens in New Tab.*
About PWM
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
- Approximately 300 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $775 billion in AUM1
- Comprising 25% of the Barron’s Top 100 Financial Advisors list for 2023
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December, 2023
Source: Barron's.com (April 2023) 2023 Barron's Top 100 Financial Advisors awarded in 2023. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
CORPORATE SOLUTIONS WITH MORGAN STANLEY AT WORK
- When launching a new equity plan for employees (e.g. ESPP launch, new equity type issued)
- When going global and expanding their equity plan into new jurisdictions/countries
- If dissatisfied with their current provider/platform
- When there's plan-impacting action happening (e.g. merger/acquisition, going from public to private)
- When looking for additional participant offerings to enhance their current benefits program (e.g. financial wellness, retirement planning)
- Equity Compensation Services
- Equity Award Analysis
- Specialized Solutions
- Education
- Financial Guidance
- Perks
- Recordkeeping and Plan Design
- Portfolio Construction
- Wealth Management Services
- Student Loan Repayment
- College Savings
- Student Loan Refinancing
- Defined Contribution Consulting
- Solutions-Oriented Plans
- Fiduciary Investment Oversight
Equity Solutions for Public Companies
We help corporate clients and prospects get the most from their equity compensation benefits with cutting-edge technology that's customizable and scalable. Whether they're newly public, expanding globally or looking to evolve their equity compensation management offering, we're able to help with their end-to-end equity compensation solutions.
Situations when public market clients may be looking for equity compensation management help include:
Executive Services
While business leaders are busy driving change for a company, our Executive Services team provides specialized expertise in equity compensation so they can keep taking the company to new heights. At Morgan Stanley, we can provide a dedicated team provides concierge-level support for executives' equity compensation, from 10b5-1 trading plans to form filing related to Rule 144 transactions, to access to wealth management and tax-optimization strategies, helping them navigate their complex financial needs with greater confidence and certainty. Some of our services include:
Financial Wellness
The more knowledgeable employees are in their finances, the more confident they can be in work and life. That's why we include Financial Wellness with every service we provide.
Through a powerful combination of education, digital tools and financial guidance from our professionals, Financial Wellness is designed to address the unique needs of employees and empower their financial journey at every stage, giving employees the confidence to take charge of their finances. These services include:
Deferred Compensation
With Morgan Stanley at Work, we have access to a range of Nonqualified Deferred Compensation plan services and will help guide your company in picking the ones that best fit the needs of your company and employees.
We can help review and evaluate available plan designs and informal funding strategies through a needs-based assessment, provide manager selection support and investment-related insights to help informally fund a non-qualified deferred compensation plan, and provide participants with plan education through a Morgan Stanley Financial Advisor.
Saving and Giving
Saving and Giving benefits can make a real difference in employees' lives as they can support the things that matter most to them—like saving for education and repaying student loans. Companies can show that they are committed to employees' priorities with leading-edge solutions that help them chart a path toward financial well-being. These services include:
Retirement Solutions
Retirement Services maintains relationships with service providers to offer an array of product solutions for retirement plans of all sizes. We also have relationships with investment-only providers who offer value-added tools and resources. Some of our services include:
Estate Planning
Learn more about estate planning by browsing the links below and contact us with any questions.
US Legacy Income Trusts Brochure
The U.S. Legacy Income Trusts (Trusts) are next-generation charitable planned giving instruments established by the U.S. Charitable Gift Trust® (Gift Trust), a tax-exempt public charity offering donor-advised funds.
Spousal Lifetime Access Trusts (SLAT) Illustration
View the presentation below to learn more about SLATs.
Gifting the Estate Tax Exemption While Maintaining Access
The gift and estate tax exemption amount is $12.92 million in 2023. Many clients wish to use the exemption but are concerned with maintaining control of the funds and maintaining access should they need it.
Concentrated Position Toolkit
The concentrated position toolkit assists in curating and navigating an expansive suite of specialized resources to address concentrated positions.
Equity Compensation Can Have Complex Implications
Your Compensation Package may Include an Equity Plan. Learn more about various equity compensation forms below.
Maximizing Your Equity Compensation
Learn how executives can define a strategy that efficiently navigates the complexities of equity awards to achieve their personal financial goals.
Alternative Investments
Alternatives are the investments that go beyond traditional stocks and bonds. They can open doors to unique opportunities to help grow and protect your wealth, and have long sought to offer enhanced returns, portfolio diversification, lower volatility, as well as potential tax efficiency.
Morgan Stanley Alternative Investments
Our leading alternatives platform offers 200+ third-party and proprietary funds, including first look and exclusive opportunities, that may help qualified investors enhance returns, reduce volatility, manage taxes and generate income—while maintaining a goals-based approach for asset allocation.
Our Hedge Funds Platform
Our platform offers world-renowned hedge fund managers specializing in a variety of strategies. Hedge funds have become increasingly popular with a broader segment of the investing public due to their ability to offer diversification and higher potential returns when compared to traditional equity investments
1031 Exchanges
Learn more about 1031 Exchanges and the benefits that they can offer
Private Markets Transaction Desk
Morgan Stanley Wealth Management announced the launch of its Private Markets Transaction Desk, a concierge service that empowers eligible shareholders and investors to buy and sell eligible private company shares in the secondary market.
Private Equity
Amid volatility in stocks and bonds, institutional and individual investors might seek diversification in the growing private equity secondaries market.
Total Tax 365
Morgan Stanley continues to be a leader in both Alternative Investments and tax-advantaged solutions and services. Alternative Investments can do more than generate returns that are less dependent on the direction of the broader stock and bond markets. They also offer qualified investors a more versatile set of strategies for pursuing their goals.
Location
1200 Franklin Avenue 2nd
Fl
Garden City, NY 11530
US
Direct:
(516) 227-5643(516) 227-5643
Toll-Free:
(800) 645-8600(800) 645-8600
Meet The Burrows Strzelecki Group
Managing Director, Wealth Management, Financial Advisor, Corporate Client Group Director, Alternative Investments Director, Financial Wellness Director, Workplace Advisor - Equity Compensation, Lending Specialist
Senior Vice President, Financial Advisor, CERTIFIED FINANCIAL PLANNER®, Portfolio Manager
About Bruce A Burrows
Bruce A. Burrows is a Managing Director and Stock Plan Director at Morgan Stanley. He co-heads The Burrows Strzelecki Group, a team of highly qualified and experienced Financial Advisors, Sales Assistants, Administrators, and Relationship Managers focusing on corporate services including stock plan administration, controlled/restricted stock services and financial wellness programs.
Bruce limits his practice to working closely with a select group of corporate executives helping them achieve all that is important to them. His wealth management service model includes a five meeting process that begins with an exploratory discovery meeting. Through this process he selects clients with whom he can have a high impact. Bruce collaborates with his clients to help address their advanced planning needs and help them make smart decisions about their money.
Bruce is currently a member of Morgan Stanley’s Chairman's Council, which honors outstanding performance by Financial Advisors. He works with professionals within different departments of Morgan Stanley who share their expertise for the benefit of his clients, creating comprehensive personalized wealth management strategies. By helping his clients set clear goals and developing a road-map to tackling challenging wealth management problems, Bruce helps simplify his clients’ financial lives.
Bruce has been with Morgan Stanley and its predecessor firms since 1992 and is committed to leading his clients through difficult markets and complicated wealth management challenges. Bruce received a Bachelor of Science degree in Finance with a minor in Economics, from The American University in Washington DC. Bruce resides in Manhasset, New York with his wife Tone and their two sons.
Bruce limits his practice to working closely with a select group of corporate executives helping them achieve all that is important to them. His wealth management service model includes a five meeting process that begins with an exploratory discovery meeting. Through this process he selects clients with whom he can have a high impact. Bruce collaborates with his clients to help address their advanced planning needs and help them make smart decisions about their money.
Bruce is currently a member of Morgan Stanley’s Chairman's Council, which honors outstanding performance by Financial Advisors. He works with professionals within different departments of Morgan Stanley who share their expertise for the benefit of his clients, creating comprehensive personalized wealth management strategies. By helping his clients set clear goals and developing a road-map to tackling challenging wealth management problems, Bruce helps simplify his clients’ financial lives.
Bruce has been with Morgan Stanley and its predecessor firms since 1992 and is committed to leading his clients through difficult markets and complicated wealth management challenges. Bruce received a Bachelor of Science degree in Finance with a minor in Economics, from The American University in Washington DC. Bruce resides in Manhasset, New York with his wife Tone and their two sons.
Securities Agent: WY, WV, WA, VT, VI, UT, TX, TN, SD, SC, RI, PR, OR, OK, OH, NV, NM, NJ, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA, NH, FL, DE, DC, NY, WI, CT, CO, PA, CA, AZ, AR, AL, AK, VA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1278726
CA Insurance License #: 0D78135
NMLS#: 1278726
CA Insurance License #: 0D78135
About Steven Strzelecki
Steven Strzelecki is a Managing Director and Corporate Client Group Director at Morgan Stanley. He co-heads The Burrows Strzelecki Group, a team of 30 highly qualified and experienced Financial Advisors, Sales Assistants, Administrators, and Relationship Managers focusing on corporate services including stock plan administration and controlled/restricted stock services. The Group is complemented by a network of approximately 100 Financial Advisor Teams who service and educate stock plan employees.
Steve joined Morgan Stanley (and its predecessor firms) in 1998. Prior to his current role, Steven held various positions within the firm, including Business Development Director and Relationship Manager. He is a Certified Equity Professional (CEP), a member of the National Association of Stock Plan Professionals, and is Series 7 & 63 registered. Before joining Morgan, he worked as an Account Executive with Joseph Stevens & Company, a boutique Investment Bank.
Steve joined Morgan Stanley (and its predecessor firms) in 1998. Prior to his current role, Steven held various positions within the firm, including Business Development Director and Relationship Manager. He is a Certified Equity Professional (CEP), a member of the National Association of Stock Plan Professionals, and is Series 7 & 63 registered. Before joining Morgan, he worked as an Account Executive with Joseph Stevens & Company, a boutique Investment Bank.
Securities Agent: TN, WA, OR, WV, WI, PA, WY, VA, VI, VT, PR, TX, SD, SC, RI, UT, ND, OK, NC, NJ, NM, DC, NH, NV, MT, FL, MO, ID, MD, KY, MS, KS, ME, IN, IL, MI, MN, IA, MA, HI, GA, LA, DE, CA, CT, AK, AL, AR, CO, AZ, OH, NE, NY; General Securities Representative; Investment Advisor Representative
NMLS#: 1479399
NMLS#: 1479399
About Henry Marin
Henry Marin is a Senior Vice President and Portfolio Manager at Morgan Stanley. Henry works with a select group of ultra-high-net-worth families and family offices. His focus is to develop tailored plans for his clients by taking the time to understand what is important to them. Henry leverages his CERTIFIED FINANCIAL PLANNER™ certification to help families organize, prioritize, and simplify their financial complexities. He holds a Bachelor's Degree in Economics and is fluent in two languages.
Securities Agent: AR, RI, GA, FL, UT, TX, TN, NC, MA, AL, VT, AZ, SC, PA, HI, VA, NJ, MD, CT, WY, WI, OH, NY, IN, DE, OR, NH, DC, VI, PR, SD, NV, MT, WV, NM, MN, ME, ND, KS, OK, NE, MO, KY, AK, LA, IA, MS, ID, WA, CA, MI, IL, CO; General Securities Representative; Investment Advisor Representative
NMLS#: 914972
NMLS#: 914972
About Brian Fishlinger
Brian has more than 10 years of wealth management experience. Prior to joining The Burrows Strzelecki Group at Morgan Stanley, Brian has worked at Merrill Lynch and UBS. During his time at UBS, he was initially responsible for creating and implementing comprehensive financial plans across the Long Island market before becoming a financial advisor. His extensive experience has provided him with substantial knowledge on complex planning strategies in regards to retirement, insurance, education planning, charitable giving and legacy planning. Brian is a FINRA-Registered General Securities Representative, CERTIFIED FINANCIAL PLANNER™, Certified Divorce Financial Analyst® and holds life insurance and variable annuity licenses. As a Portfolio Manager, Brian is among a select group of Morgan Stanley advisors in the Portfolio Management program who conducts their own research and develops customized portfolio solutions for clients with a simple goal in mind: achieve long term returns while managing volatility. Brian received a B.A. in Finance from Hofstra University and is a graduate of Chaminade High School.
Brian is an active volunteer at Mercy Inn Soup Kitchen in Wyandanch, NY. In his free time he enjoys golfing, going to the gym and travelling to new places.
Brian is an active volunteer at Mercy Inn Soup Kitchen in Wyandanch, NY. In his free time he enjoys golfing, going to the gym and travelling to new places.
Securities Agent: KS, AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY, OH, GA; General Securities Representative; Investment Advisor Representative
NMLS#: 1294676
NMLS#: 1294676
About Benjamin Cahn
Ben has been working with multigenerational families and institutions to help them develop a meaningful legacy for over a decade. Through customized financial planning, Ben takes a comprehensive approach to wealth management, implementing a strategy that is tailored to fit the specific needs of each of his clients. He is a CFP® and CRPC® and holds his Series 7 and 66 designations as well as his Life, accident and health insurance licenses.
Ben joined Morgan Stanley in 2022 with an array of experience from the institutional fixed income markets to advising corporate employees and C-Suite executives on their equity compensation packages. He has dedicated his career to developing a thoughtful, disciplined goal-based investment process, helping his clients navigate the challenging markets to achieve financial independence.
Residing on Long Island, NY, Ben enjoys golf, hiking and spending time with his wife Brea, and two daughters, Brynn and Blake.
Ben joined Morgan Stanley in 2022 with an array of experience from the institutional fixed income markets to advising corporate employees and C-Suite executives on their equity compensation packages. He has dedicated his career to developing a thoughtful, disciplined goal-based investment process, helping his clients navigate the challenging markets to achieve financial independence.
Residing on Long Island, NY, Ben enjoys golf, hiking and spending time with his wife Brea, and two daughters, Brynn and Blake.
Securities Agent: WY, WV, WI, VT, VI, VA, UT, TX, TN, SD, RI, PR, PA, OK, OH, NY, NM, NJ, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, NV, GA, FL, DE, OR, DC, CT, CO, SC, CA, AZ, AR, AL, AK, WA; General Securities Representative; Investment Advisor Representative
NMLS#: 2439621
NMLS#: 2439621
About Me
Securities Agent: WY, WV, WI, WA, VT, VI, VA, UT, TX, TN, SD, SC, RI, PR, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 1297845
NMLS#: 1297845
About Terence G Reynolds
Terence Reynolds heads the Morgan Stanley Financial Wellness business for the Burrows Strzelecki Group (one of the largest in the industry), working directly with Companies of all sizes, Health Systems, Unions etc, to construct Financial Wellness Programs tailored for the unique needs of each entity and their partners, executives, employees and members. These programs are designed to deliver First Class Financial Education, Wealth Planning and Tax Planning/Preparation in an integrated way.
Mr. Reynolds’ 30yr career in wealth management has included leadership roles in sales/trading, investment advisory and portfolio management within the private wealth management divisions of Citi, Julius Baer and UBS. Terence serves on various boards including St Jean Baptiste in NYC, Our Lady of the Miraculous Church, Beach Catholic Parishes, Point Lookout Civic Association, the steering committee of Morgan Stanley’s disAbility Network and works closely with the Viscardi School for the disABLED in Albertson, NY. Terence is passionate about providing quality education and employment to minorities and disabled persons. He received a Bachelor of Science in finance, from St John’s University in NYC. Terence resides in Point Lookout, NY with his wife Kerri.
Mr. Reynolds’ 30yr career in wealth management has included leadership roles in sales/trading, investment advisory and portfolio management within the private wealth management divisions of Citi, Julius Baer and UBS. Terence serves on various boards including St Jean Baptiste in NYC, Our Lady of the Miraculous Church, Beach Catholic Parishes, Point Lookout Civic Association, the steering committee of Morgan Stanley’s disAbility Network and works closely with the Viscardi School for the disABLED in Albertson, NY. Terence is passionate about providing quality education and employment to minorities and disabled persons. He received a Bachelor of Science in finance, from St John’s University in NYC. Terence resides in Point Lookout, NY with his wife Kerri.
Securities Agent: WY, AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV; General Securities Principal; General Securities Representative; Investment Advisor Representative
NMLS#: 1776061
NMLS#: 1776061
About Gio Ozkan
Gio provides wealth management and retirement planning services for his clients at Morgan Stanley, taking a comprehensive approach to developing and implementing investment, liability and risk management strategies that help clients build, preserve and transfer their wealth. He is also the lead advisor for the team for cash management and lending services.
Gio joined Morgan Stanley Private Bank in 2013 as an analyst and worked his way up to Private Banker in Boston, where he helped solve clients’ lending needs and provided strategic insight to business professionals, real estate owners and high-net-worth individuals. Prior to his career in financial services, Gio had several opportunities to try out for the New York Jets after having been recruited to play football at the University at Buffalo, where he served as a captain of the team and graduated with a degree in finance.
Gio is also on the Board of Directors for a SaaS company based out of Boston, MA. The company is a mobile panic button and communications platform designed to save lives.
A native of Istanbul, Turkey, and currently a resident of New York City, Outside of spending time with his family, Gio is an avid cyclist and enjoys golfing and pickleball.
Gio joined Morgan Stanley Private Bank in 2013 as an analyst and worked his way up to Private Banker in Boston, where he helped solve clients’ lending needs and provided strategic insight to business professionals, real estate owners and high-net-worth individuals. Prior to his career in financial services, Gio had several opportunities to try out for the New York Jets after having been recruited to play football at the University at Buffalo, where he served as a captain of the team and graduated with a degree in finance.
Gio is also on the Board of Directors for a SaaS company based out of Boston, MA. The company is a mobile panic button and communications platform designed to save lives.
A native of Istanbul, Turkey, and currently a resident of New York City, Outside of spending time with his family, Gio is an avid cyclist and enjoys golfing and pickleball.
Securities Agent: OR, UT, WA, WY, WV, WI, VT, VI, VA, TX, TN, SD, SC, RI, PR, PA, OK, OH, NY, NM, NJ, NH, ND, NC, MT, MS, MO, MN, MI, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, ME, AZ, AR, AL, AK, NV, NE; General Securities Representative; Investment Advisor Representative
NMLS#: 1433181
NMLS#: 1433181
About Lance A Goulbourne
Lance joined the Burrows-Strzelecki Group at Morgan Stanley in 2022. With a focus on financial planning, he takes a comprehensive approach to developing and implementing a strategy specifically catered to the needs of each client. He holds his Series 7 and 66 certifications and has his life, accident and health insurance licenses.
Prior to his career at Morgan Stanley, Lance played nine years of professional basketball overseas in various countries. He was part of the Golden State Warriors organization immediately after college, before establishing his basketball career outside of the United States.
As New York City native, with West Indian parents, Lance grew up in the East Flatbush neighborhood of Brooklyn. He enjoys playing tennis in his spare time and volunteering as a basketball coach with his former travel organization, New Heights NYC.
Prior to his career at Morgan Stanley, Lance played nine years of professional basketball overseas in various countries. He was part of the Golden State Warriors organization immediately after college, before establishing his basketball career outside of the United States.
As New York City native, with West Indian parents, Lance grew up in the East Flatbush neighborhood of Brooklyn. He enjoys playing tennis in his spare time and volunteering as a basketball coach with his former travel organization, New Heights NYC.
Securities Agent: UT, ME, WV, WI, MA, LA, VI, WA, WY, MI, VT, MD, TX, MN, RI, PR, OR, OK, VA, NY, NV, NM, PA, NE, SC, ND, TN, MS, MO, DE, KY, SD, CT, KS, FL, IL, ID, IN, IA, HI, GA, CO, AR, AZ, CA, AK, DC, AL, OH, MT, NC, NJ, NH; General Securities Representative; Investment Advisor Representative
NMLS#: 2477913
CA Insurance License #: 4338498
NMLS#: 2477913
CA Insurance License #: 4338498
About Aaron Silberman
Aaron Silberman started at Morgan Stanley in 2006 and has focused his Wealth Management career working with Equity Compensation professionals and Wealth Management advisors. He graduated from the University of California Santa Barbara in 2005 with a double major in Economics and Global Studies and received his Master's in Business from New York University Stern in 2015. He is a CERTIFIED FINANCIAL PLANNER™ professional focused on addressing the financial needs of corporate executives. Aaron manages Executive Education, 10b5-1 planning and Financial Planning Services for The Burrows Strzelecki Group. Aaron lives in Brooklyn with his wife and two daughters and spends his free time playing tennis and volunteering in his community through Financial Literacy programs at Bedford Stuyvesant Restoration Corporation and SIFMA’s Invest it Forward.
NMLS: 2554944
NMLS: 2554944
CA Insurance License #: 0M13683
About Jonathan Brooks
Jonathan Brooks is a Senior Vice President and Investment Consultant at Morgan Stanley. He is a member of the leadership team of The Burrows Strzelecki Group - one of the largest corporate services teams in the industry – and is responsible for business development, relationship management and strategic partnering.
Jonathan joined The Burrows Strzelecki Group at Morgan Stanley in 2024. He began his career in 1998 and has held positions in relationship management, sales, and management at Morgan Stanley (and its predecessor firms), UBS, and E*TRADE, prior to returning to Morgan Stanley in 2020 by way of acquisition. His industry experience includes specializations in equity and executive compensation, as well as wealth management.
Jonathan graduated from Davidson College with a Bachelor of Arts degree. He lives in Montclair, NJ with his wife, two daughters and son. He spends his free time hiking and playing tennis. In addition, he dedicates some of his time to local community organizations, including volunteering for Cycle for Survival, fundraising for Memorial Sloan Kettering Cancer Center.
Jonathan joined The Burrows Strzelecki Group at Morgan Stanley in 2024. He began his career in 1998 and has held positions in relationship management, sales, and management at Morgan Stanley (and its predecessor firms), UBS, and E*TRADE, prior to returning to Morgan Stanley in 2020 by way of acquisition. His industry experience includes specializations in equity and executive compensation, as well as wealth management.
Jonathan graduated from Davidson College with a Bachelor of Arts degree. He lives in Montclair, NJ with his wife, two daughters and son. He spends his free time hiking and playing tennis. In addition, he dedicates some of his time to local community organizations, including volunteering for Cycle for Survival, fundraising for Memorial Sloan Kettering Cancer Center.
About Toni Carlo
Toni Carlo started her career at Morgan Stanley (and its predecessor firms) in 1987. Toni, as Director of Business Strategy, holds a senior level position that focuses on the development of the team’s business processes while building and maintaining new and existing client relationships.
About Katherine A McGrath
Katherine began her career at a Morgan Stanley predecessor firm in 2007. Prior to joining the firm, Katherine spent over 20 years in the financial services industry with a focus on Wealth Management. In her current role as a Portfolio Associate, Katherine facilitates various administrative and operational functions for the group while maintaining the highest level of client service to our Wealth Management clients.
Katherine has her Series 7 and 63 professional licenses as well as NYS Insurance license.
Katherine has her Series 7 and 63 professional licenses as well as NYS Insurance license.
About Doug Kosar
Douglas started at Morgan Stanley in 1998 and has focused on managing our Executive Stock Plan Team. He graduated from Hofstra University with a B.A in Business Administration. Currently Douglas focuses on 10B5-1, Equity Trading, and Co-Heads the Administration for the Burrows Strzelecki Group.
About Marijane Uehlinger
Marijane Uehlinger, Registered Associate, is a long term equities professional with a 25-year background in institutional equity trading. Serving as Managing Director and Associate Managing Director at Schroders PLC, Merrill Lynch, and Sandler O’Neill and Partners.
About Vonzell Brown
Vonzell joined Morgan Stanley in 2017 where his responsibilities included digital marketing-financial and retirement planning and investment and client management. Vonzell leverages Morgan Stanley's vast resources - including intellectual capital, experience and dedicated personal service in creating personalized wealth strategies to help clients meet their most important financial goals. A leader in modern wealth management our strategies help clients identify growth opportunities, while adapting to the clients changing circumstances.
Vonzell began his career in the financial services industry at New York Life Securities/New York Life Insurance Company as a Registered Representative offering clients financial planning through life insurance and mutual fund products.
Prior to this, he worked at CBSNews in Business Development managing client relationships with strategic partners as well as CBSNews Production producing news segments.
Vonzell has a BA from the University of Virginia and a JD from Boston College Law School.
In his free time Vonzell enjoys working out, biking and spending time with friends in his Brooklyn neighborhood.
Vonzell began his career in the financial services industry at New York Life Securities/New York Life Insurance Company as a Registered Representative offering clients financial planning through life insurance and mutual fund products.
Prior to this, he worked at CBSNews in Business Development managing client relationships with strategic partners as well as CBSNews Production producing news segments.
Vonzell has a BA from the University of Virginia and a JD from Boston College Law School.
In his free time Vonzell enjoys working out, biking and spending time with friends in his Brooklyn neighborhood.
Securities Agent: CA, CT, DE, FL, IL, MD, ME, NJ, NY, OH, VA, AZ, PA; General Securities Representative; Investment Advisor Representative
About Devon Schultz
Devon Schultz joined the Burrows-Strzelecki Group at Morgan Stanley in 2021. As a Registered Client Service Associate, he is the main point of contact for clients to assist with their everyday account servicing and operational needs. Devon is always striving to learn as much as he can about the business and how he can better the client experience here at Morgan Stanley. Outside of work, he has a passion for soccer, history and going to the gym as well as spending quality time with friends and family. Devon currently resides in Babylon, New York.
About Drew Elmore
Drew joined the Burrows-Strzelecki group at Morgan Stanley in 2023. As a Registered Client Service Associate, he is Series 7 and 66 licensed, and strives to make sure all clients receive exceptional service in a timely and efficient manner. He graduated from Binghamton University with a bachelor’s degree in Economics. Outside of work his interests include playing basketball and going to the gym to stay in shape, as well as traveling and snowboarding.
About Babita Veeria
Babita Veeria joined the Burrows/Strzelecki Group at Morgan Stanley in 2000. As a Senior Client Service Associate, she is responsible managing the administrative details for new relationships and ensuring existing clients receive the outstanding level of service they have come to expect from our team.
Adopting the attitude of ‘what can I do to make a difference’ is the approach that Babita takes in all situations. With open and honest communications, anything is possible. Outside of work, its Babita granddaughter, that features on her priority list.
Adopting the attitude of ‘what can I do to make a difference’ is the approach that Babita takes in all situations. With open and honest communications, anything is possible. Outside of work, its Babita granddaughter, that features on her priority list.
About Xavier Rodriguez
Xavier A. Rodriguez joined Morgan Stanley in 2022 and later The Burrows Strzelecki Group in February 2024, where he is currently a Registered Associate. Within the team, his primary responsibilities include client and investment support. Prior to joining the firm Xavier previously worked at JPMorgan Wealth Management, managing high-net-worth clientele.
Xavier earned a Bachelor of Science in Finance from Brooklyn College. In his free time, Xavier enjoys traveling with his wife and spending time with his dog, Max.
Xavier earned a Bachelor of Science in Finance from Brooklyn College. In his free time, Xavier enjoys traveling with his wife and spending time with his dog, Max.
About Nick Giannola
Nick joined the Burrows-Strzelecki group at Morgan Stanley as a wealth analysis intern in 2023 and accepted a full-time position as a client relationship analyst in August 2024. He graduated from Fairfield University in 2024 with a dual degree in Finance and Business Management. Outside of the office, Nick enjoys listening to music, working out, and spending time with his family and friends.
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The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
C. Andrew Harbour, CFP®, CIMA®, CRPS®
Managing Director, Wealth Management, Institutional Consulting Director, Corporate Retirement Director, Financial Wellness Director, Portfolio Management Director, Investing with Impact Director, Financial Advisor, Stock Plan Director
Executive Director, Wealth Management, Financial Advisor, International Client Advisor, Alternative Investments Director, Senior Portfolio Management Director
Breno Vilete
Associate Private Banker
About Breno Vilete
Breno Vilete is an Associate Private Banker serving Morgan Stanley Wealth Management offices in New York.
Associate Private Bankers partner with Private Bankers and 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.
Breno began his career in financial services in 2011, and joined Morgan Stanley in 2022 as an Associate Private Banker. Prior to joining the firm, he was a Senior Relationship Banker at Santander Bank. He also served as a Wealth Strategy Associate at UBS.
Breno is a graduate of the Kean University, where he received a Bachelor of Science in Finance. He lives in Wantagh, New York. Outside of the office, Breno enjoys riding his peloton, working out, and watching movies.
Associate Private Bankers partner with Private Bankers and 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.
Breno began his career in financial services in 2011, and joined Morgan Stanley in 2022 as an Associate Private Banker. Prior to joining the firm, he was a Senior Relationship Banker at Santander Bank. He also served as a Wealth Strategy Associate at UBS.
Breno is a graduate of the Kean University, where he received a Bachelor of Science in Finance. He lives in Wantagh, New York. Outside of the office, Breno enjoys riding his peloton, working out, and watching movies.
NMLS#: 910208
About Rick Krompinger
Rick Krompinger is a Planning Associate at Morgan Stanley providing dedicated financial planning support to 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 alternatives and their potential outcomes to help clients confidently choose the appropriate course of action. Rick 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 Syracuse University and received the Financial Planning Specialist® designation from the College for Financial Planning. Rick is originally from Holbrook, New York and currently resides in Holbrook, New York.
He earned his undergraduate degree from Syracuse University and received the Financial Planning Specialist® designation from the College for Financial Planning. Rick is originally from Holbrook, New York and currently resides in Holbrook, New York.
Morgan Stanley Wealth Management Financial Advisers can conduct their business in several ways: individually, as a member of a team of Financial Advisors, or through the formation of a Strategic Partnership with another Financial Advisor or team of Financial Advisors. A Strategic Partnership is an arrangement between a Financial Advisor or a team of Financial Advisors with another Financial Advisor or team of Financial Advisors that has a unique focus or knowledge regarding a specific business concentration, product area, and/or client type. If your account is with an individual Financial Advisor, that Financial Advisor services all facets of your account. If your account is with a Financial Advisor who is a member of a team, any Financial Advisor on the team can service your account. If your Financial Advisor is part of a Strategic Partnership, his or her role in that Strategic Partnership may be limited to a specific business and/or product area and may not cover all facets of your account. The use of the terms “Partner” or “Strategic Partner” and/or “Partnership” or “Strategic Partnership” are used as terms of art and not used to imply or connote any legal relationship.
Wealth Management
Global Investment Office
Portfolio Insights
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
Insights and Outcomes
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Private Wealth Management Podcast
Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
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 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.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3Morgan 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.
4When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
5Morgan 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.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products 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.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
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
Awards DisclosuresLink Opens in New Tab
1Morgan 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.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3Morgan 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.
4When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
5Morgan 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.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products 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.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
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
Awards DisclosuresLink Opens in New Tab
CRC 6295606 (3/2024), 3582895 (6/2024)
