William Coffey
Senior Vice President, Financial Advisor
The Coffey-Marino Group at Morgan Stanley
Direct:
(512) 480-8833(512) 480-8833
Welcome
The Coffey-Marino Group is dedicated to high net worth individuals, their families and foundations. By providing advice founded on a culture of excellence and driven by global insight, our team is devoted to helping our clients grow and preserve their financial, family and social capital.
Client Principles
- Confidence in a business that has navigated over 75 combined years of market cycles
- Access to Morgan Stanley’s brightest people and best resources
- An exclusive focus on wealthy individuals, families and foundations
- Objective solutions for your family’s needs that reflect our insight into the complex financial world
- The high levels of personal service by serving a limited number of clients per advisor
Services Include
- 401(k) Rollovers
- Alternative InvestmentsFootnote1
- Asset Management
- Business PlanningFootnote2
- Business Succession PlanningFootnote3
- Estate Planning StrategiesFootnote4
- Exchange Traded FundsFootnote5
- Executive Financial ServicesFootnote6
- Financial PlanningFootnote7
- Lending Products
- Long Term Care InsuranceFootnote8
- Professional Portfolio ManagementFootnote9
- Sustainable InvestingFootnote10
- Structured ProductsFootnote11
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Clients
The Coffey-Marino Group is committed to serving clients in the following ways:
Location
301 Congress Avenue
Suite 1400
Austin, TX 78701
US
Direct:
(512) 480-8833(512) 480-8833
Meet The Coffey-Marino Group
Landon Marino
Senior Vice President, Financial Advisor
Debbie Schwartz
Portfolio Associate
Phone:
(512) 469-3406(512) 469-3406
About William Coffey
Mr. Coffey, one of The Coffey-Marino Group founders, helps institutional and individual investors construct and manage their liquid asset portfolios while incorporating an acceptable range of risk.
His skills in problem solving and analytical thinking help provide client solutions and drive his investment thesis. While he continues to oversee the team's investments, he has expanded the application of his skill set by designing and servicing investment solutions for institutions, complex individuals and family offices based on their unique situations and needs.
Mr. Coffey joined Morgan Stanley in 2009 after eight years with UBS. Prior to joining UBS, Bill worked 10 years for Merrill Lynch. He was previously an Investment Banker with R.G. Dickenson where he specialized in underwriting warrants and Initial Public Offerings for Austin-based start ups. He attended Texas State University where he earned a degree in Finance. Mr. Coffey has been in the Financial Services Industry for over 25 years and proactively provides personalized, consultative services to his clients.
His skills in problem solving and analytical thinking help provide client solutions and drive his investment thesis. While he continues to oversee the team's investments, he has expanded the application of his skill set by designing and servicing investment solutions for institutions, complex individuals and family offices based on their unique situations and needs.
Mr. Coffey joined Morgan Stanley in 2009 after eight years with UBS. Prior to joining UBS, Bill worked 10 years for Merrill Lynch. He was previously an Investment Banker with R.G. Dickenson where he specialized in underwriting warrants and Initial Public Offerings for Austin-based start ups. He attended Texas State University where he earned a degree in Finance. Mr. Coffey has been in the Financial Services Industry for over 25 years and proactively provides personalized, consultative services to his clients.
Securities Agent: LA, WA, PA, MD, GA, TN, MT, MO, CO, AZ, AL, CT, TX, SC, OK, NV, FL, WI, MI, VA, NC, KS, IN, IL, CA, NY, OR; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1408701
NMLS#: 1408701
About Landon Marino
Mr. Marino, one of The Coffey-Marino Group founders, is an Executive Financial Services Director at Morgan Stanley with over two decades of experience within the financial services industry. He provides investment consulting services to High Net Worth individuals, family offices, foundations, endowments and institutions. Mr. Marino plays an active role in helping clients develop a customized strategy to actively manage their assets in service of their goals.
Mr. Marino joined Morgan Stanley in 2009 after eight years with UBS. Prior to joining UBS, he worked three years for Merrill Lynch.
Mr. Marino is deeply involved with his family; his wife and two daughters; and in his community. He actively supports Emmaus Church where he serves as Vice Chair on the Pastoral Council, Continuation Committee, Golf Committee and CRHP in Lakeway, Texas. He holds a BA in Finance from Texas State University and was also appointed to attend a National Leadership School at Northwestern University in Evanston, Illinois.
Mr. Marino joined Morgan Stanley in 2009 after eight years with UBS. Prior to joining UBS, he worked three years for Merrill Lynch.
Mr. Marino is deeply involved with his family; his wife and two daughters; and in his community. He actively supports Emmaus Church where he serves as Vice Chair on the Pastoral Council, Continuation Committee, Golf Committee and CRHP in Lakeway, Texas. He holds a BA in Finance from Texas State University and was also appointed to attend a National Leadership School at Northwestern University in Evanston, Illinois.
Securities Agent: WA, CO, MT, MN, VT, TN, PR, OR, ME, PA, NC, KS, IN, CT, AZ, AL, SC, FL, NV, MO, GA, CA, TX, MD, WI, VA, NY, MI, IL, UT, OK, MA, KY, LA, IA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1293981
NMLS#: 1293981
About Debbie Schwartz
Mrs. Schwartz has worked in the financial services industry for over 30 years. She is fully licensed which enables her to assist clients with diverse transactional and service-related needs. This serves to enhance the team’s ability to provide timely service with a boutique feel. Working with many types of individuals and families has given Mrs. Schwartz the experience, perspective and skill to help you implement your financial goals.
Contact William Coffey
Contact Landon Marino
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
Will Curran
Private Banker
About Will Curran
Will Curran is a Private Banker serving Morgan Stanley Wealth Management offices in Texas.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Will began his career in financial services in 1987, and joined Morgan Stanley in 2010 as a Private Banker. Prior to joining the firm, he was a Market Manager at Presidio Bank. He also served as a Commercial Banking Director at Citibank.
Will is a graduate of the University of California, where he received a Bachelor of Arts in Psychology. He lives in New Braunfels, Texas with his family. Outside of the office, Will enjoys enjoys playing and making guitars, as well as cycling.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Will began his career in financial services in 1987, and joined Morgan Stanley in 2010 as a Private Banker. Prior to joining the firm, he was a Market Manager at Presidio Bank. He also served as a Commercial Banking Director at Citibank.
Will is a graduate of the University of California, where he received a Bachelor of Arts in Psychology. He lives in New Braunfels, Texas with his family. Outside of the office, Will enjoys enjoys playing and making guitars, as well as cycling.
NMLS#: 797351
Wealth Management
Global Investment Office
Portfolio Insights
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 Coffey-Marino Group today.
1Alternative 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.
2Morgan 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.
3Morgan 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.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
5An investment in an exchange-traded fund (ETF) involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor’s ETF shares, if or when sold, may be worth more or less than the original cost.
Investors should carefully consider the investment objectives, risks, charges and expenses of an exchange-traded fund (ETF) before investing. The prospectus contains this and other information about the ETF. To obtain a prospectus, contact your Financial Advisor or visit the ETF company’s website. Please read the prospectus carefully before investing.
6Morgan 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.
7Morgan 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.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Morgan 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.
10The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
11Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
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.
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2Morgan 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.
3Morgan 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.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
5An investment in an exchange-traded fund (ETF) involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor’s ETF shares, if or when sold, may be worth more or less than the original cost.
Investors should carefully consider the investment objectives, risks, charges and expenses of an exchange-traded fund (ETF) before investing. The prospectus contains this and other information about the ETF. To obtain a prospectus, contact your Financial Advisor or visit the ETF company’s website. Please read the prospectus carefully before investing.
6Morgan 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.
7Morgan 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.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Morgan 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.
10The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
11Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
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.
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CRC 6491812 (04/2024)
