Phone:
(914) 225-5685(914) 225-5685
The Canterbury Group at Morgan Stanley
Direct:
(914) 225-5685(914) 225-5685
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2000 Westchester Ave 1nc
Purchase, NY 10577
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Direct:
(914) 225-5685(914) 225-5685
Meet The Canterbury Group
Andrew B. Goldstein
Vice President, Wealth Management, Financial Advisor, Senior Portfolio Manager, Financial Planning Specialist
Phone:
(914) 225-3404(914) 225-3404
Financial Advisor, Chartered Retirement Planning Counselor, Certified Exit Planning Advisor™ (CEPA)
Phone:
(914) 225-2515(914) 225-2515
Vincent Tozzo
Assistant Vice President, Wealth Management Associate
Phone:
(914) 225-5112(914) 225-5112
Audra Gerken
Senior Client Service Associate
Phone:
(914) 225-5689(914) 225-5689
About Marc Goldstein
Marc Goldstein has been a Registered Financial Advisor focusing on Wealth Management since 1992. He prides himself in client communications working in conjunction with his client base to build individualized investment strategies designed to address each client’s special needs. Considering present market conditions, Marc has found that Income Generation is a common theme for a majority of his client base. Over the many years of his career, he has developed and refined investment choices to help cover his client’s goals which create a balanced portfolio to help mitigate market fluctuations. He can help address any financial aspects that his clients may face, including Retirement Planning, Estate Planning Strategies, College Planning, Income Generation, Wealth Protection, Risk Mitigation and access to Lending Services. Marc is a graduate of the University of Maryland with a Master Degree in Public Services from Long Island University. Marc used his education and experience to be offered a position with the United States Department of State as a federal agent. This career put him in close proximity with many Heads of State and Dignitaries from around the world. Marc credits his high level of client service today from his experiences from this previous career. Marc has been married to his wife, Doreen, for 25 years and has 3 wonderful children, Erica, Andrew and Alec.
Securities Agent: NM, CA, SC, IL, PA, NY, CT, AZ, MD, GA, NJ, FL, OK, NH, HI, DE, DC, VA, OR, NC, IA, WV, WA, TN, MO, MA, WI, TX, PR, OH, ME, KY, NV, MI, LA, CO; General Securities Representative; Investment Advisor Representative
NMLS#: 1262334
NMLS#: 1262334
About Andrew B. Goldstein
Andrew is a Financial Advisor with The Canterbury Group at Morgan Stanley where he focuses on providing holistic financial planning and exemplary levels of service to clients. Andrew’s background in finance and passion for investing allows him to utilize various investment vehicles and conduct preliminary financial assessments to create customized plans for each client. Additionally, he is in charge of analyzing research and market trends to help maintain the team’s active portfolios.
Prior to starting with The Canterbury Group (formerly The Horizon Group), Andrew held a series of roles within both, Morgan Stanley and its institutional business, Graystone Consulting. There he focused on corporate retirement solutions and equity compensation plans, bridging the institutional and retail gap by soliciting new investment opportunities. There he learned to maneuver the intricacies of complex corporate plans which enable him to advise entry level employees to c-suite executives on everything from diversification from single stock concertation to Rule 144 filings.
Andrew received his bachelor’s degree in Finance from the Robert H. Smith School of Business. While enrolled at the University of Maryland, he was a member of the OZ Sports Philanthropy Club.
Andrew was raised in Briarcliff Manor, New York where he received numerous honors as a multi-sport athlete and spent time volunteering with The Miracle League of Westchester and Habitat for Humanity initiatives. He currently resides in the Noho neighborhood of Manhattan and enjoys boxing, attending sporting events and travelling in his free time.
Andrew has obtained the Financial Planning Specialist designation, is Series 7/66 Licensed and has been named to the firm's Pacesetter's Club in both 2022 and 2023.
Prior to starting with The Canterbury Group (formerly The Horizon Group), Andrew held a series of roles within both, Morgan Stanley and its institutional business, Graystone Consulting. There he focused on corporate retirement solutions and equity compensation plans, bridging the institutional and retail gap by soliciting new investment opportunities. There he learned to maneuver the intricacies of complex corporate plans which enable him to advise entry level employees to c-suite executives on everything from diversification from single stock concertation to Rule 144 filings.
Andrew received his bachelor’s degree in Finance from the Robert H. Smith School of Business. While enrolled at the University of Maryland, he was a member of the OZ Sports Philanthropy Club.
Andrew was raised in Briarcliff Manor, New York where he received numerous honors as a multi-sport athlete and spent time volunteering with The Miracle League of Westchester and Habitat for Humanity initiatives. He currently resides in the Noho neighborhood of Manhattan and enjoys boxing, attending sporting events and travelling in his free time.
Andrew has obtained the Financial Planning Specialist designation, is Series 7/66 Licensed and has been named to the firm's Pacesetter's Club in both 2022 and 2023.
Securities Agent: SC, FL, NJ, HI, DE, LA, WV, MD, IL, AZ, ME, OK, KY, IA, GA, CA, MA, DC, CT, CO, WA, TX, PA, OR, NY, NH, NC, PR, NV, KS, AR, MI, WI, VA, NM, IN; General Securities Representative; Investment Advisor Representative
NMLS#: 2131709
NMLS#: 2131709
About Christopher Stone
Chris joined The Canterbury Group at Morgan Stanley Wealth Management in July 2022 as a Financial Advisor. The Team is comprised of five professionals bringing their clients approximately 90 years of combined market knowledge in the financial services industry.
Prior to joining Morgan Stanley, Chris was a Trader at Axiom Investors covering Asian Equities. While overseeing the execution of Japan and Asia ex-Japan equity and currency orders he successfully built and maintained strong relationships with multiple brokerage firms on the street.
Chris began his career at Deutsche Asset Management, where he spent eight years and rose to the position of Assistant Vice President of Active Equity Trading. Building on his expertise from DeAM, he advanced to Senior Trader, spending two and a half years at Akana Capital Management and eleven years at International Value Advisers, LLC before transitioning to Axiom.
In addition to holding the Chartered Retirement Planning Counselor (CRPC) and the Certified Exit Planning Advisor (CEPA) designation, Chris earned his MBA in Finance from St. John’s University and a Bachelor's Degree in Anthropology from The University at Buffalo.
Outside of work, Chris enjoys spending time with his family through various recreational activities, including hiking, ice skating, tennis, and swimming. He also coaches his daughter’s basketball team and his son’s baseball team. A passionate Buffalo Bills fan, Chris is also an avid clarinet player.
Prior to joining Morgan Stanley, Chris was a Trader at Axiom Investors covering Asian Equities. While overseeing the execution of Japan and Asia ex-Japan equity and currency orders he successfully built and maintained strong relationships with multiple brokerage firms on the street.
Chris began his career at Deutsche Asset Management, where he spent eight years and rose to the position of Assistant Vice President of Active Equity Trading. Building on his expertise from DeAM, he advanced to Senior Trader, spending two and a half years at Akana Capital Management and eleven years at International Value Advisers, LLC before transitioning to Axiom.
In addition to holding the Chartered Retirement Planning Counselor (CRPC) and the Certified Exit Planning Advisor (CEPA) designation, Chris earned his MBA in Finance from St. John’s University and a Bachelor's Degree in Anthropology from The University at Buffalo.
Outside of work, Chris enjoys spending time with his family through various recreational activities, including hiking, ice skating, tennis, and swimming. He also coaches his daughter’s basketball team and his son’s baseball team. A passionate Buffalo Bills fan, Chris is also an avid clarinet player.
Securities Agent: FL, CT, NY, NJ, CO, NV, NM, MI, AL, VT, PR, LA, GA, TX, CA, WA, HI, AZ, PA, MA, KY, VA, OK, OH, MD, IA, WI, OR, NC, ME, DE, MO, IL, DC, SC, NH; General Securities Representative; Investment Advisor Representative
NMLS#: 2435578
NMLS#: 2435578
About Vincent Tozzo
Vince graduated from Lebanon Valley College (PA.), with a Bachelor of Science in Business Administration in 2007. He has worked in the financial services industry since 2007, when he became an Operations Associate at Smith Barney. Vince worked in operations at Smith Barney’s White Plains, NY office, while also running day-to-day operations at their satellite office in Scarsdale, NY. He moved to the Smith Barney Mt. Kisco office in November 2008. He continued his work in operations until he was promoted to Branch Manager’s Assistant in July 2012. In that position, he played an intricate role in leading the office through the Smith Barney/Morgan Stanley joint venture. In March 2013, Vince accepted an opportunity to become a Registered Client Service Associate in Morgan Stanley’s Purchase office.
In April 2013, Vince joined The Canterbury Group (formerly The Horizon Group) and brought with him, 5+ years’ worth of knowledge and skills from operations and management. The skillset Vince brings to his role as Registered CSA enables him to bring a unique perspective to the client’s Morgan Stanley experience. Moreover, his calm demeanor and positive attitude make him a trusted and valued member of the team.
Vince resides in Fairfield, CT with his wife, Kristen and his three children, Sienna, Dean and Anthony.
In April 2013, Vince joined The Canterbury Group (formerly The Horizon Group) and brought with him, 5+ years’ worth of knowledge and skills from operations and management. The skillset Vince brings to his role as Registered CSA enables him to bring a unique perspective to the client’s Morgan Stanley experience. Moreover, his calm demeanor and positive attitude make him a trusted and valued member of the team.
Vince resides in Fairfield, CT with his wife, Kristen and his three children, Sienna, Dean and Anthony.
About Audra Gerken
Audra began her financial service career with Morgan Stanley in August 2004 as a sales assistant in the White Plains, NY office of Morgan Stanley. In 2005, Audra transferred to the wealth management office in Purchase, NY to be an executive assistant to the Director of the Branch Managers Task Force. In 2006, Marc Goldstein joined Morgan Stanley from Smith Barney and recruited Audra to join his team as a Client Service Associate. Audra has played an intricate role in developing deep comprehensive client relationships.
Audra’s administrative skills and responsibilities continue to expand dramatically, as does her passion and dedication to the standard of client service excellence. Audra works diligently to maintain the highest standards of client service and administrative support.
Audra is a Bronx native who has resided in Westchester County with her husband Richard since 1993. Audra has two daughters, Crystal and Danielle, and is blessed with a grandson David. Audra enjoys travel and trips to the beach with her family.
Audra’s administrative skills and responsibilities continue to expand dramatically, as does her passion and dedication to the standard of client service excellence. Audra works diligently to maintain the highest standards of client service and administrative support.
Audra is a Bronx native who has resided in Westchester County with her husband Richard since 1993. Audra has two daughters, Crystal and Danielle, and is blessed with a grandson David. Audra enjoys travel and trips to the beach with her family.
Contact Marc Goldstein
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The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
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CRC 6491812 (04/2024)
