The Coastal Vista Group at Morgan Stanley

Greg draws on over 30 years of experience in the financial services industry to understand your life, your wealth, and what you want to accomplish. As a Senior Vice President, Greg serves clients' holistic financial planning needs, including investment management, retirement planning, wealth transition, insurance, education planning, philanthropic giving, business planning and succession, and liability management.
A native Floridian, Greg resides in Fort Lauderdale with his wife and three children. In his community, Greg is proud to be a founding member of the Mount Sinai Medical Center Foundation. In his spare time, Greg enjoys traveling and training for physical competitions.





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A native from Peru, Alex grew up in South Florida. Having graduated from Florida State University in 2013 majoring in Biochemistry, he began his Wealth Management career at Merrill Lynch in 2016, Alex was recruited to UBS the following year and entered their Wealth Planning Associate program in which he was able to become one of the top associates in the nation. Upon completion of the program, he teamed up with Gregory Roth and as a team transitioned to Morgan Stanley forming The Coastal Vista Group in 2022 to help better meet the needs of their clients.

Ioulia Nikiforova, CFP^® has 22 years of experience in relationship management in the areas of Higher Education, Business, and Finance. During her last year of college at the Siberian State University in Russia, she transferred to Lynn University in Boca Raton, Florida, graduating summa cum laude and earning a Master’s of Business Administration degree in Marketing and Masters in International Business. She remained at her Alma Mater as an Assistant Director of Graduate Admissions expanding enrollments into the graduate school program. Realizing that her biggest motivator is a desire to help people achieve their goals, twelve years ago, she decided to use her educational background to pursue a career at Morgan Stanley helping clients achieve their financial goals.

For me, retirement planning means more than providing my clients with investment advice. It means helping them maintain the financial independence they’ve worked their whole lives to achieve. It means striving to help ensure they have the means to pursue what’s most important to them. And it means understanding them as people with unique goals, values and circumstances that determine the strategies I develop on their behalf.

My consultative process begins with an in-depth discussion of your current finances and future objectives. We’ll address issues you might have overlooked that can have a significant impact on your ability to retire as planned. Finally, we’ll determine how we can help you adjust your investment strategy as necessary to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.

Attention to details, good listening skills and great empathy characterize her client relationships. She is effectively supported by her team, each focusing on a specific area of wealth management. In addition, she and her team work with specialists from different areas of the firm to provide their clients with a comprehensive solution to their needs. Her team believes a cornerstone of financial planning is the recognition that everyone’s economic and life situation is unique. As life changes so do priorities. That’s why it becomes just as important to regularly monitor the plan to ensure clients are aligned with their goals.

Matthew believes the cornerstone of a successful client relationship is the mutual trust and respect that develops over time, and he is deeply committed to helping his clients realize their long-term financial goals.

Matthew provides a comprehensive approach to financial and retirement planning, wealth management, 529 education savings planning, and much more to his clients and their families.

Matthew is excited to employ the vast resources of Morgan Stanley to bring the right guidance and tailored financial strategies designed to meet his clients’ specific needs. He works diligently to exceed his clients’ expectations with quality customer service.

Matthew joins us from Raymond James where he began his career as a financial advisor. Prior to Raymond James, Matthew spent over four years working in the commercial real estate sector. He advised clients on their acquisition and disposition strategies along with business planning to maximize property value throughout the holding period. It was through this advising experience that Matthew recognized his true calling of advising and achieving the financial goals of his clients and their families.
Matthew graduated with honors from The Florida State University where he obtained a Bachelor of Science degree in Finance. During his four-year tenure at Florida State, Matthew volunteered as a Unified Partner of the Special Olympics. This passion for community has led to his continuous involvement in numerous local organizations.

Outside of the office, Matthew enjoys flying airplanes recreationally and playing hockey. Matthew is a huge sports fan who likes his native Miami and alma mater teams. He currently resides in Fort Lauderdale with his fiancée, Lauren, and their cat and two dogs (aka: their petting zoo).

Helen has over 23 years of experience in the financial service industry. Helen's primary duties include day to day operations of the practice, client communication, relationship management and account services. On her free time Helen enjoys, spending time with her Husband and three children, traveling and boating.

Julia joined Morgan Stanley shortly after earning her bachelor’s degree in economics from UCLA. She currently holds her Series 7 and Series 66 licenses and supports the Coastal Vista Group by engaging with clients and assisting with a wide variety day-to-day operations.