Managing Director, Private Wealth Management, Private Wealth Advisor, Family Wealth Director
Phone:
(973) 236-3579(973) 236-3579
The Christensen Reynolds Group at Morgan Stanley
Our Mission Statement
Dedicated to exceeding our clients expectations by delivering superior financial advice, solutions, and services
WELCOME
The Christensen Reynolds Group helps highly successful individuals, families, and businesses manage and responsibly grow their wealth. The team consists of seven financial professionals whose mission is to help assure our clients achieve their families core aspirations and secure their financial legacy across multiple generations.
As your family's private wealth advisors, it is our main mission to completely understand your needs, goals and aspirations. We employ a rigorous process to design and ultimately implement your family's unique plan, taking into consideration all facets of your financial life: cash needs, investment portfolio construction, risk management, banking and lending, trust and estate planning, family dynamics and philanthropic passions. As stewards of your wealth, our primary goal is to help preserve and responsibly grow your family's financial capital to have the greatest positive impact today and hopefully for generations to come.
We look forward to learning more about you and your family and working in partnership with you to achieve your goals.
Team Accolades:
2023, 2024, 2025 Forbes America's Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023,22024) Data compiled by SHOOK Research LLC during the following periods:
2025 Award - 3/31/23 - 3/31/24
2024 Award - 3/31/22 – 3/31/23
2023 Award - 3/31/21 – 3/31/22
Christopher Ridente:
2023, 2024 Forbes Top Next-Gen Wealth Advisors Best-In-State
Source: Forbes.com (Awarded Aug 2023,22024) Data compiled by SHOOK Research LLC during the following periods:
2024 Award - 3/31/23-3/31/24
2023 Award - 3/31/22 - 3/31/23
Morgan Stanley- Pacesetter's Club Member since 2020
Services Include
- 401(k) Rollovers
- Cash Management and Lending ProductsFootnote1
- Comprehensive Wealth Planning
- Professional Portfolio ManagementFootnote2
- 529 PlansFootnote3
- Pre-Liquidity Planning
- Stock Option PlansFootnote4
- Business PlanningFootnote5
- Retirement & Pension Plans
- Alternative InvestmentsFootnote6
- Hedging Strategies
- Consolidated Reporting
- Philanthropy Management
- Family Governance & Wealth Education
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
VALUABLE TOOLS AND RESOURCES
Our team is committed to providing you with important information about managing your wealth in today's fast pace environment. Learn more about about our online platforms and take a look at our latest resources that focuses on insights in the market.
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.
Digital Vault
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
Get Started Today
Portfolio Risk Platform
Our Portfolio Risk Platform, backed by institutional-caliber analytics, assesses thousands of risk factors using a holdings-based approach to assess a portfolio’s exposures, analyze how securities behave together across portfolios and forecast how they influence risk and return moving forward.
Portfolio Risk Paltform
Security Center
Learn about our latest security measures, how we are safeguarding your assets and personal information and find actionable insights and resources on important cybersecurity topics to enhance you own online security.
Visit our Security Center
eDelivery
Sign up for eDelivery today and start receiving email notifications as soon as your account documents are available on Morgan Stanley Online or the Morgan Stanley Mobile App. It's quick, convenient & secure.
Enroll TodayA FINANCIAL PLAN FOR YOU
Our wealth management process begins with you, your investment objectives and your financial goals. Holistic in its approach, it may encompass all the elements of your financial life - your investments and your cash management needs - making sure they align with your goals and wealth management plan.
At Morgan Stanley, we understand that the goals you set today will evolve over time. Your plan will evolve with them - and with the changing circumstances of your life.
Leveraging a sophisticated suite of analytic tools, as well as the extensive resources of Morgan Stanley, we can help you take charge of your financial future an achieve your goals. Below, we have provided some links that will introduce you to a few of the tools that we use, please click to learn more about them. We hope that you will return often to learn more about topics impacting your wealth.
At Morgan Stanley, we understand that the goals you set today will evolve over time. Your plan will evolve with them - and with the changing circumstances of your life.
Leveraging a sophisticated suite of analytic tools, as well as the extensive resources of Morgan Stanley, we can help you take charge of your financial future an achieve your goals. Below, we have provided some links that will introduce you to a few of the tools that we use, please click to learn more about them. We hope that you will return often to learn more about topics impacting your wealth.
Lifeview - Intellegent Planning
LifeView is a suite of planning tools that includes goal-specific analysis that we can use with our clients to create a realistic, integrated strategy that incorporates the various aspects of an individual’s financial life, including investments and cash management needs. Fill out the questionnaire to get started talking with us about creating a personalized strategy for your long-term goals.
Learn More Here
Estate Planning Strategies
Regardless of your current financial circumstances, it is crucial to have a backup plan for your money. We regularly review your finances with you and coordinate with your estate attorney to help ensure that your wishes are met in the most efficient and cost friendly way.
Aladdin - Intelligent Risk Management
There's a chance your portfolio may be at risk, but how
you manage that risk is what matters. Portfolio Risk Platform - Powered by Aladdin is a risk management platform that provides comprehensive risk estimation and reporting across a broad range of asset classes and security types. This platform provides both an overview and a detailed view to better enable risk to be effectively monitored and managed.
Learn More Hereyou manage that risk is what matters. Portfolio Risk Platform - Powered by Aladdin is a risk management platform that provides comprehensive risk estimation and reporting across a broad range of asset classes and security types. This platform provides both an overview and a detailed view to better enable risk to be effectively monitored and managed.
Strategy - Intelligent Withdrawals
Building wealth is a means to an end. Taxes can eat up a
significant portion of your assets upon withdrawal. This is
why it's vital to look at your entire portfolio and coordinate liquidation to help reduce the impact of taxes and potentially improve investment results. The decisions your make today can help you save for years to come. Use the resources found in the link below to help get started.
View Tax-Aware Strategies Heresignificant portion of your assets upon withdrawal. This is
why it's vital to look at your entire portfolio and coordinate liquidation to help reduce the impact of taxes and potentially improve investment results. The decisions your make today can help you save for years to come. Use the resources found in the link below to help get started.
Managing Invesrments
We take care of your retirement accounts and other investments based on your comfort level with risk and your current tax circumstances, tailoring your financial strategy to your unique situation, needs, and goals.
Insurance
We take an extremely close look at your financial profile to decipher what type(s) of insurance most fit your needs, and determine if your current insurance policies are best suited for you and your goals.
Location
340 Mount Kemble Avenue
Morristown, NJ 07960
US
Direct:
(973) 236-3534(973) 236-3534
Meet The Christensen Reynolds Group
Michael Reynolds
Managing Director, Private Wealth Management, Private Wealth Advisor
Phone:
(973) 236-3580(973) 236-3580
Mead Briggs
Executive Director, Financial Advisor, Senior Portfolio Manager, Alternative Investments Director
Phone:
(973) 236-3563(973) 236-3563
Jason Meyer
Executive Director, Financial Advisor, Senior Portfolio Manager, Alternative Investments Director
Phone:
(973) 236-3564(973) 236-3564
Senior Vice President, Financial Advisor, CERTIFIED FINANCIAL PLANNER®, Alternative Investments Director
Phone:
(973) 236-3536(973) 236-3536
Nina Hodges
Portfolio Associate
Phone:
(973) 236-3534(973) 236-3534
Ryleigh Flinn
Client Service Associate
Phone:
(973) 660-4673(973) 660-4673
About Steve Christensen
Steven Christensen
Managing Director
Private Wealth Advisor
Family Wealth Director
Steve has worked in the financial service industry for 40 years. He and his team provide investment and planning advice to families, private business owners, corporate executives, and financial industry executives. As a Morgan Stanley Family Wealth Director, Steve has experience with pre-transaction planning, trust and estate planning strategies, retirement planning, philanthropy, lending, and tax planning strategies. Steve and his team strive to provide family office resources to their clients with a problem- solving approach coupled with the highest level of client service and confidentiality.
Before joining Morgan Stanley, Steve spent 24 years at J.P. Morgan in their Investment Bank and Private Bank. As a Managing Director in J.P. Morgan’s Private Bank, Steve advised high net worth families, private business owners, financial professionals, corporate executives, and endowments and foundations. Prior to joining the Private Bank, Steve was a Managing Director in the Investment Bank’s investment-grade debt capital markets group. He has extensive knowledge in fixed income capital markets, interest rate derivatives and corporate finance. His prior experience includes commercial paper origination, municipal finance, high yield and commercial lending.
Steve graduated from the University of Pennsylvania with a B.A. in International Relations. While at Penn, he was captain of the varsity crew team and was selected as a member of The Friar’s Senior Honor Society. Steve was a member of the 1976 and 1980 Olympic Rowing Teams and the 1979 Pan American and World Championships Rowing Teams. His 1980 Olympic eight-oared crew was inducted into the Rowing Hall of Fame in 1991.
Steve lives in Summit, NJ with his wife Sarah, and their dog Tavi. They have three grown boys in the assisted living, insurance, and fashion industries, respectively.
steve.christensen@morganstanleypwm.com
973-236-3579
Managing Director
Private Wealth Advisor
Family Wealth Director
Steve has worked in the financial service industry for 40 years. He and his team provide investment and planning advice to families, private business owners, corporate executives, and financial industry executives. As a Morgan Stanley Family Wealth Director, Steve has experience with pre-transaction planning, trust and estate planning strategies, retirement planning, philanthropy, lending, and tax planning strategies. Steve and his team strive to provide family office resources to their clients with a problem- solving approach coupled with the highest level of client service and confidentiality.
Before joining Morgan Stanley, Steve spent 24 years at J.P. Morgan in their Investment Bank and Private Bank. As a Managing Director in J.P. Morgan’s Private Bank, Steve advised high net worth families, private business owners, financial professionals, corporate executives, and endowments and foundations. Prior to joining the Private Bank, Steve was a Managing Director in the Investment Bank’s investment-grade debt capital markets group. He has extensive knowledge in fixed income capital markets, interest rate derivatives and corporate finance. His prior experience includes commercial paper origination, municipal finance, high yield and commercial lending.
Steve graduated from the University of Pennsylvania with a B.A. in International Relations. While at Penn, he was captain of the varsity crew team and was selected as a member of The Friar’s Senior Honor Society. Steve was a member of the 1976 and 1980 Olympic Rowing Teams and the 1979 Pan American and World Championships Rowing Teams. His 1980 Olympic eight-oared crew was inducted into the Rowing Hall of Fame in 1991.
Steve lives in Summit, NJ with his wife Sarah, and their dog Tavi. They have three grown boys in the assisted living, insurance, and fashion industries, respectively.
steve.christensen@morganstanleypwm.com
973-236-3579
Securities Agent: AK, SC, VT, IL, FL, AZ, DE, VA, OR, MD, NC, WA, RI, OK, NJ, MT, MO, MA, CA, DC, CO, PA, NV, GA, MI, TX, SD, NY, CT; General Securities Representative; Investment Advisor Representative
NMLS#: 822093
NMLS#: 822093
About Michael Reynolds
Michael J. Reynolds
Managing Director — Wealth Management
Private Wealth Advisor
With 40 years of experience in the financial services industry, Michael is highly qualified to provide customized wealth management advice to both individuals and institutional clients. As an MD- Private Wealth Advisor, Michael and his team serve the unique needs of high net worth clients by developing a comprehensive understanding of each family’s unique situation and long-term goals. His experience covers a broad spectrum of client’s needs including investment management, retirement, life insurance, philanthropy, estate and tax strategies. He also offers access to cash management, credit and lending solutions. Michael leads a team that focuses intently on building long term relationships, striving to provide premium client service and ultimately producing first-class overall results.
Before joining Morgan Stanley, Michael spent 30 years at J.P. Morgan in their Investment Bank and Private Bank. As a managing director in J.P. Morgan’s Private Bank, Michael advised high net worth families on investments management, lending, banking, tax and estate planning. His previous experience includes finance and accounting, fixed income, equity and FX trading, risk management and advisory work for corporations and private client banking. Michael has traveled extensively throughout the world and worked in London for five years. He holds a finance and accounting degree from the University of Scranton, where he was also captain of the varsity golf team. Michael lives in Bernardsville, New Jersey with his wife, Terri, and children, Katherine and David.
Michael.J.Reynolds@morganstanleypwm.com
973-236-3580
Managing Director — Wealth Management
Private Wealth Advisor
With 40 years of experience in the financial services industry, Michael is highly qualified to provide customized wealth management advice to both individuals and institutional clients. As an MD- Private Wealth Advisor, Michael and his team serve the unique needs of high net worth clients by developing a comprehensive understanding of each family’s unique situation and long-term goals. His experience covers a broad spectrum of client’s needs including investment management, retirement, life insurance, philanthropy, estate and tax strategies. He also offers access to cash management, credit and lending solutions. Michael leads a team that focuses intently on building long term relationships, striving to provide premium client service and ultimately producing first-class overall results.
Before joining Morgan Stanley, Michael spent 30 years at J.P. Morgan in their Investment Bank and Private Bank. As a managing director in J.P. Morgan’s Private Bank, Michael advised high net worth families on investments management, lending, banking, tax and estate planning. His previous experience includes finance and accounting, fixed income, equity and FX trading, risk management and advisory work for corporations and private client banking. Michael has traveled extensively throughout the world and worked in London for five years. He holds a finance and accounting degree from the University of Scranton, where he was also captain of the varsity golf team. Michael lives in Bernardsville, New Jersey with his wife, Terri, and children, Katherine and David.
Michael.J.Reynolds@morganstanleypwm.com
973-236-3580
Securities Agent: SD, VA, RI, PA, NV, DE, SC, MO, IL, NC, FL, CO, WA, NY, GA, AK, TX, NJ, MA, OK, DC, CT, AZ, MT, MD, CA, OR, VT; General Securities Representative; Investment Advisor Representative
NMLS#: 821869
NMLS#: 821869
About Mead Briggs
Mead Briggs
Executive Director
Financial Advisor
Senior Portfolio Manager
Alternative Investments Director
Mead Briggs brings over 23 years of asset allocation and portfolio management experience to the service of his clients. In his current role, Mead is responsible for advising high net worth individuals, foundations and senior executives on a range of financial matters including asset allocation, portfolio construction, equities, fixed income and alternative investments. Prior to joining Morgan Stanley, Mead worked 13 years at J.P. Morgan Private Bank and for five years with Bankers Trust Private Banking which later became Deutsche Bank Private Bank. He provided investment advice to high net worth individuals, families and institutions. He also worked as an Institutional Fixed Income salesman for two primary dealers with a focus on taxable instruments.
Mead is an active coach for his three children and recently concluded an eight year board position on the Long Hill Baseball and Softball Association. In 2021, he was nominated and continues to serve as Chairman of the Long Hill Beautification Committee.
Mead served as the vice chairman of the Long Hill Township Planning Board for nine years and was a member of two subcommittees. He was elected to the township committee of Long Hill Township and served as deputy mayor. Mead worked in several capacities including Planning and liaison, Finance Committee, Chairman of the Board of Health and liaison to the Fire Department and First Aid Squad.
Mead earned his master’s in business administration with a minor in accounting from the Stern School of Business, NYU. He also earned his Bachelor of Science in business administration with a major in finance and minor in sociology from Bucknell University. He attended Kent School in Kent, Connecticut for his high school education.
mead.briggs@morganstanley.com
973-236-3563
Executive Director
Financial Advisor
Senior Portfolio Manager
Alternative Investments Director
Mead Briggs brings over 23 years of asset allocation and portfolio management experience to the service of his clients. In his current role, Mead is responsible for advising high net worth individuals, foundations and senior executives on a range of financial matters including asset allocation, portfolio construction, equities, fixed income and alternative investments. Prior to joining Morgan Stanley, Mead worked 13 years at J.P. Morgan Private Bank and for five years with Bankers Trust Private Banking which later became Deutsche Bank Private Bank. He provided investment advice to high net worth individuals, families and institutions. He also worked as an Institutional Fixed Income salesman for two primary dealers with a focus on taxable instruments.
Mead is an active coach for his three children and recently concluded an eight year board position on the Long Hill Baseball and Softball Association. In 2021, he was nominated and continues to serve as Chairman of the Long Hill Beautification Committee.
Mead served as the vice chairman of the Long Hill Township Planning Board for nine years and was a member of two subcommittees. He was elected to the township committee of Long Hill Township and served as deputy mayor. Mead worked in several capacities including Planning and liaison, Finance Committee, Chairman of the Board of Health and liaison to the Fire Department and First Aid Squad.
Mead earned his master’s in business administration with a minor in accounting from the Stern School of Business, NYU. He also earned his Bachelor of Science in business administration with a major in finance and minor in sociology from Bucknell University. He attended Kent School in Kent, Connecticut for his high school education.
mead.briggs@morganstanley.com
973-236-3563
Securities Agent: MT, AZ, WA, NC, CT, SC, NJ, FL, AK, TX, NH, MA, CA, VA, OR, OK, NY, CO, VT, SD, GA, DC, PA, NV, MO, IL, DE, RI, MD; General Securities Representative; Investment Advisor Representative
NMLS#: 837207
NMLS#: 837207
About Jason Meyer
Jason Meyer
Executive Director
Financial Advisor
Portfolio Manager
Jason Meyer brings over 24 years of experience within asset allocation, portfolio strategy, equity research and trading. In his current role, Jason is responsible for advising high net worth individuals, foundations and senior executives on a range of financial matters including asset allocation, portfolio construction, equities, fixed income and alternative investments.
Prior to joining Morgan Stanley, Jason was an executive director and global investment specialist within J.P. Morgan Private Bank, helping design and implement portfolio solutions for high net worth families. He began his career at Brown Brothers Harriman as an equity options trader, and spent numerous years at both UBS, as an equity relationship manager, and at Merrill Lynch, as a portfolio strategist.
Mr. Meyer graduated from Rutgers University, where he earned his Bachelor of Science majoring in labor relations and minoring in economics.
jason.meyer1@morganstanley.com
973-236-3564
Executive Director
Financial Advisor
Portfolio Manager
Jason Meyer brings over 24 years of experience within asset allocation, portfolio strategy, equity research and trading. In his current role, Jason is responsible for advising high net worth individuals, foundations and senior executives on a range of financial matters including asset allocation, portfolio construction, equities, fixed income and alternative investments.
Prior to joining Morgan Stanley, Jason was an executive director and global investment specialist within J.P. Morgan Private Bank, helping design and implement portfolio solutions for high net worth families. He began his career at Brown Brothers Harriman as an equity options trader, and spent numerous years at both UBS, as an equity relationship manager, and at Merrill Lynch, as a portfolio strategist.
Mr. Meyer graduated from Rutgers University, where he earned his Bachelor of Science majoring in labor relations and minoring in economics.
jason.meyer1@morganstanley.com
973-236-3564
Securities Agent: FL, DC, WA, NY, NV, MA, CT, TX, MO, CA, VA, SD, PA, NJ, MT, AZ, RI, OR, MD, DE, AK, WY, SC, VT, OK, IL, CO, NC, GA; General Securities Representative; Investment Advisor Representative
NMLS#: 837299
NMLS#: 837299
About Christopher Ridente
About Christopher Ridente
Christopher Ridente, CFP®
Senior Vice President
Financial Advisor
Alternative Investments Director
Chris Ridente has 15+ years of financial service experience and is the youngest partner of The Christensen Reynolds Group. He is highly experienced in financial planning, investment strategy, and relationship management. His high professional standards have earned him a membership into Morgan Stanley’s prestigious Pacesetter’s club since 2019. Chris was also recognized by Forbes, by being named as one of the “Top Next-Gen Wealth Advisors Best-In-State" from 2023- 2024.
He leads our team’s efforts on financial planning by developing highly customized wealth projections for our high-net-worth families. He holds a Certificate in Financial Planning from New York University and has earned his CFP®. In addition to these responsibilities, he delivers tailored wealth management solutions to all of our clients. He was also elected as the new team lead to run the overall business from an operational and financial perspective.
Prior to joining Morgan Stanley, Chris was an investment associate within J.P. Morgan’s Private Bank, concentrating in asset allocation and portfolio strategy for ultrahigh net worth families. Earlier in his career at J.P. Morgan, he served as an internal consultant working on numerous projects for the Private Bank.
Chris graduated with honors, from Wagner College. He was captain of Wagner’s Division I lacrosse program, was named to the All-MAAC Academic Team and received the Businessman of the Year award for all of Wagner College Sports. He currently resides in Bernardsville, New Jersey with his wife, Alyssa and their two sons, Connor & Christian. He enjoys golfing, traveling, skiing, and spending time with friends and family.
Phone: 973.236.3536
Cell: 201.396.8582
Christopher.Ridente@morganstanley.com
2023 - 2024 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2023 - 2024). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Awards Disclosures
Named to the 2025 Forbes Best-In-State Wealth Management Teams Ranking
Forbes America’s Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2025) Data compiled by SHOOK Research LLC based on time period from 3/31/23 – 3/31/24.
Awards Disclosures
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
Morgan Stanley Smith Barney LLC. Member SIPC.
CRC 4226858 2/25
Christopher Ridente, CFP®
Senior Vice President
Financial Advisor
Alternative Investments Director
Chris Ridente has 15+ years of financial service experience and is the youngest partner of The Christensen Reynolds Group. He is highly experienced in financial planning, investment strategy, and relationship management. His high professional standards have earned him a membership into Morgan Stanley’s prestigious Pacesetter’s club since 2019. Chris was also recognized by Forbes, by being named as one of the “Top Next-Gen Wealth Advisors Best-In-State" from 2023- 2024.
He leads our team’s efforts on financial planning by developing highly customized wealth projections for our high-net-worth families. He holds a Certificate in Financial Planning from New York University and has earned his CFP®. In addition to these responsibilities, he delivers tailored wealth management solutions to all of our clients. He was also elected as the new team lead to run the overall business from an operational and financial perspective.
Prior to joining Morgan Stanley, Chris was an investment associate within J.P. Morgan’s Private Bank, concentrating in asset allocation and portfolio strategy for ultrahigh net worth families. Earlier in his career at J.P. Morgan, he served as an internal consultant working on numerous projects for the Private Bank.
Chris graduated with honors, from Wagner College. He was captain of Wagner’s Division I lacrosse program, was named to the All-MAAC Academic Team and received the Businessman of the Year award for all of Wagner College Sports. He currently resides in Bernardsville, New Jersey with his wife, Alyssa and their two sons, Connor & Christian. He enjoys golfing, traveling, skiing, and spending time with friends and family.
Phone: 973.236.3536
Cell: 201.396.8582
Christopher.Ridente@morganstanley.com
2023 - 2024 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2023 - 2024). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Awards Disclosures
Named to the 2025 Forbes Best-In-State Wealth Management Teams Ranking
Forbes America’s Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2025) Data compiled by SHOOK Research LLC based on time period from 3/31/23 – 3/31/24.
Awards Disclosures
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
Morgan Stanley Smith Barney LLC. Member SIPC.
CRC 4226858 2/25
Securities Agent: MA, MI, TX, DC, NJ, IL, MT, RI, NV, CT, WA, MO, GA, FL, SC, NC, AK, MD, DE, CO, VA, PA, OR, AZ, VT, SD, OK, NY, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 1747312
NMLS#: 1747312
About Nina Hodges
Nina Hodges
Portfolio Associate
A 25-year veteran of the financial services industry, Nina Hodges provides a broad range of support services that help to create an outstanding service experience for clients of the Group.
Nina began her career at Salomon Brothers, where she worked as a sales assistant on an equity sales and trading desk. She moved on to J.P. Morgan, where she spent the next 18 years in various capacities. These included positions as a sales assistant on a trading desk and a college recruiting assistant in the human resources department. Nina spent the last five years of career in J.P. Morgan's Private Wealth Management group as a client service representative working with high net worth clients and their families.
nina.hodges@morganstanley.com
973-236-3534
Portfolio Associate
A 25-year veteran of the financial services industry, Nina Hodges provides a broad range of support services that help to create an outstanding service experience for clients of the Group.
Nina began her career at Salomon Brothers, where she worked as a sales assistant on an equity sales and trading desk. She moved on to J.P. Morgan, where she spent the next 18 years in various capacities. These included positions as a sales assistant on a trading desk and a college recruiting assistant in the human resources department. Nina spent the last five years of career in J.P. Morgan's Private Wealth Management group as a client service representative working with high net worth clients and their families.
nina.hodges@morganstanley.com
973-236-3534
About Ryleigh Flinn
I am a graduate of James Madison University where I earned my degree in Communications with a Minor in Human Resources Development. While attending James Madison University, I held a position on the Board of Relay for Life. My primary responsibility was fund raising for the charity and events. During college I held an intern position at Atlantic Health System for the Employee Relations Department.
I have joined the Christensen Reynolds Group as a Client Service Associate and I am dedicated to assisting our clients to provide an excellent service experience. I was born and raised in Morristown and continue to reside there.My interests are reading, volunteering, and spending time with my 3 siblings and parents.
I have joined the Christensen Reynolds Group as a Client Service Associate and I am dedicated to assisting our clients to provide an excellent service experience. I was born and raised in Morristown and continue to reside there.My interests are reading, volunteering, and spending time with my 3 siblings and parents.
Contact Steve Christensen
Contact Michael Reynolds
Contact Mead Briggs
Contact Jason Meyer
Contact Christopher Ridente
Wealth Management
Global Investment Office
Portfolio Insights
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
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
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
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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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
Donor Advised Funds: A Smart Way to Manage Your Giving
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact The Christensen Reynolds Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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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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3Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
4Morgan 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.
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.
6Alternative 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.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
1Morgan 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
2Morgan 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.
3Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
4Morgan 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.
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.
6Alternative 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.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
