Scott Siegel
Managing Director, Wealth Management, Financial Advisor, Senior Portfolio Management Director
Phone:
(561) 394-8540(561) 394-8540
The Continuum Group at Morgan Stanley
Direct:
(212) 296-6211(212) 296-6211
Toll-Free:
(800) 442-7267(800) 442-7267
Industry Award WinnerOur Mission Statement
We help successful executives and families build clarity, confidence and intention around their wealth, so their financial strategy supports the life and legacy they want to create.
Working With The Continuum Group
At The Continuum Group, we believe wealth management is about much more than transactions—it’s about understanding your goals, your values, and the legacy you want to build. We take the time to get to know each client’s unique journey so we can create personalized financial strategies designed to help protect, grow, and thoughtfully transfer wealth over time.
With offices in New York City and Boca Raton, Florida, our team provides customized solutions and comprehensive wealth planning services, including portfolio management, retirement planning, estate and tax planning strategies, wealth transfer, and cash management and lending solutions.
Having guided clients through many market cycles, our team understands the challenges and risks investors may face. As a client of The Continuum Group, you can expect the attentive, personalized care of a boutique practice, supported by the strength and resources of a leading global financial institution.
We look forward to getting to know you and working together.
With offices in New York City and Boca Raton, Florida, our team provides customized solutions and comprehensive wealth planning services, including portfolio management, retirement planning, estate and tax planning strategies, wealth transfer, and cash management and lending solutions.
Having guided clients through many market cycles, our team understands the challenges and risks investors may face. As a client of The Continuum Group, you can expect the attentive, personalized care of a boutique practice, supported by the strength and resources of a leading global financial institution.
We look forward to getting to know you and working together.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Planning for your goals and aspirations
Our team deploys a wide range of strategies to help clients achieve their goals. We understand that as your life stage changes, so do your goals and our platform is designed to help you develop a strategy to adress your changing needs.
- Retirement "What If" Scenarios
- College (529) Funding Analysis
- Income & Cashflow Planning
- Donor Advised Funds
- Charitable Remainder Trusts
- IRA Qualified Charitable Distribution
- Asset Titling & Estate Distribution
- Wealth Transfer Strategies: Annual Gifting, Gift & Estate Exemption, Generation Skipping Transfers
- Trust Planning: ILITs, GRATs, SLATs, IDGTs, Dynasty Trusts, Special Needs Trusts
- Compensation Review: RSUs, NQ & ISO Options
- AMT & Tax Management Strategies
- Managing Concentrated Stock
- Restricted Stock: Rule 144 Guidance, 10b5-1 Plans
- Cash Management & Capital
- Succession & Exit Planning
- Tax & Liquidity Strategies
- Intra-Family Transfer Techniques
- Securities-Based Lending
- Home Loans
- Life Insurance Review
- Long-Term Care Planning
- Creditor Protection
Financial Planning
Leveraging Morgan Stanley's resources—including intellectual capital, experience and dedicated personal service— we work with you to create a personalized wealth strategy. Then, over time, we can adapt it to changing circumstances, helping you to achieve—and to protect—your goals.
Charitable Gifting
No matter what your philanthropic ambitions are, we can help you translate good intentions into an impactful strategy by utilizing a variety of trusts, charitable vehicles and wealth management tools.
Estate Planning & Wealth Transfer
Guiding high-net-worth families with legacy planning and collaborating with external tax & legal advisors to execute estate planning strategies and integrate investment solutions.
Equity Compensation & Restricted Stock
The by-product of a successful career is often a concentrated position in your company's stock – representing a significant portion of your personal net worth and a high level of complexity. We help clients understand their equity compensation and manage their concentrated stock positions.
Business Owners
We help business owners with key strategic needs such as access to capital, plan administration and assessing possible exit strategies.
Liability Management
A comprehensive wealth management plan often includes prudent borrowing to compliment your investment portfolio. Our lending services can help provide the necessary funding and flexibility as you manage potential opportunities or liquidity needs.
Insurance & Asset Protection
A sound wealth plan requires more than seeking returns. It involves mitigating and managing risks to be protected when the unexpected occurs. Insurance, as part of your overall wealth plan, can help you get closer to achieving your retirement and legacy planning goals.
ALTERNATIVE INVESTMENTS & ULTRA HIGH NET WORTH RESOURCES
Morgan Stanley Investment Management is a leading provider of alternative investment strategies with expertise that spans across hedge funds, private equity, private credit, real estate, infrastructure, and custom multi-asset solutions.
Our team is dedicated to serving the unique needs of our clients by delivering exceptional portfolios and custom alternative investment programs.
Below please find some of the resources available to Morgan Stanley clients.
Our team is dedicated to serving the unique needs of our clients by delivering exceptional portfolios and custom alternative investment programs.
Below please find some of the resources available to Morgan Stanley clients.
Hedge Funds
We specialize in delivering a broad range of hedge fund portfolio solutions to a global client base. Our strategies include custom hedge fund portfolios; broadly-diversified, opportunistic and strategy-specific funds; and advisory services.
Private Equity
Our private equity teams invest in segments of the market that, in our view, are generally underserved by other providers of private capital. We invest directly in private businesses and also allocate capital to compelling fund managers, secondary market opportunities and co-investments on behalf of our limited partners. We seek situations where we believe our expertise, reputation and access to the unparalleled resources of Morgan Stanley will enable us to generate attractive risk-adjusted returns.
Private Credit
Private Credit investing is an essential component of Morgan Stanley Investment Management’s alternative investments platform. We manage a well-defined group of strategies and seek to deliver attractive returns to our investors by forging successful partnerships with our portfolio companies.
Real Estate
Morgan Stanley Real Estate Investing (MSREI) is the global private real estate investment management arm of Morgan Stanley. With ~200 professionals in 17 offices across 13 countries plus decades of experience investing internationally, MSREI is uniquely positioned to execute core and opportunistic strategies globally.
Infrastructure
Morgan Stanley Investment Management has been investing in infrastructure assets on a global basis for over 10 years. We have since emerged as one of the industry’s leading direct infrastructure investment platforms with offices in New York, London, Melbourne, Hong Kong, Amsterdam and Mumbai.
Custom Multi-Asset Solutions
We specialize in managing custom alternative investment solutions that enable us to address the unique risk, return and liquidity objectives of our clients.
Family Wealth Resources
There is no simple formula to follow when creating or maintaining a single family office. In fact, some family offices are formed explicitly because the existing service models don’t sufficiently address the family’s unique needs. As a result, each single family office inevitably reflects the individual objectives, personalities and dynamics of the family that establishes it.
Helpful Resources For Our Valued Clients
Total Tax 365
Taxes can be a substantial drag on investment returns. Morgan Stanley Total Tax 365 offers access to a broad range of tax-efficient strategies to help you integrate tax planning into your investment process all year long, maximize portfolio after-tax return potential, manage unrealized gains and help keep more of what you earn.
Alternative Investments
Our leading alternatives platform offers 200+ third-party and proprietary funds, including first look and exclusive opportunities, that may help qualified investors enhance returns, reduce volatility, manage taxes and generate income. From simplified vehicles available more broadly to institutional strategies, the platform supports a goals-based approach for asset allocation tailored to investor needs.
Global Investment Office
The Morgan Stanley Global Investment Office provides you with world-class thought leadership timely market commentary, and portfolio ideas to help guide your investment decisions.
Preferred Savings Program
Once you open a Morgan Stanley Brokerage Account, you can make the most of your idle cash with our competitive Preferred Savings Program.
Donor Advised Funds (DAF)
A solution that may help you execute planned giving, offer an efficient way to donate complex and illiquid assets, and simplify charitable giving reporting while potentially mitigating taxes. Bring philanthropy into your wealth plan and help amplify the impact of your giving through the Morgan Stanley Global Impact Funding Trust (MS GIFT).
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.
Location
595 So Federal Hwy
Ste 400
Boca Raton, FL 33432
US
Direct:
(212) 296-6211(212) 296-6211
Toll-Free:
(800) 442-7267(800) 442-7267
595 South Federal Highway
Suite 400
Boca Raton, FL 33432
US
Meet The Continuum Group
Steven J Rosbash
Managing Director, Financial Advisor, Alternative Investments Director, Portfolio Manager
Phone:
(212) 296-7154(212) 296-7154
Joseph Carmody, CFA, CFP®
Senior Vice President, Wealth Management, Financial Advisor, Family Wealth Director, Alternative Investments Director
Phone:
(212) 296-6207(212) 296-6207
Jaynie Siegel
First Vice President, Wealth Management, Financial Advisor
Phone:
(212) 296-1063(212) 296-1063
Douglas Fecci
Senior Vice President, Director of Business Strategy
Phone:
(212) 296-1005(212) 296-1005
Kurt D. Walters
Senior Vice President, Portfolio Management Associate Director
Phone:
(212) 296-1007(212) 296-1007
Gabrielle Bird
Senior Vice President, Group Director
Phone:
(561) 393-2084(561) 393-2084
Steven Duryee, CFP®*
Vice President, Portfolio Management Associate
Phone:
(212) 296-1006(212) 296-1006
Daniel Hollenberg, CPM®*
Vice President, Investment Consultant – Portfolio Manager Specialist
Phone:
(212) 296-1004(212) 296-1004
Brian Campbell
Portfolio Management Associate
Phone:
(561) 361-5907(561) 361-5907
Tara Raphael
Assistant Vice President, Wealth Management Associate
Phone:
(212) 296-7785(212) 296-7785
Alex Boyarsky
Registered Client Service Associate
Phone:
(212) 296-1998(212) 296-1998
About Scott Siegel
Scott is CEO of The Continuum Group and brings nearly four decades of wealth management experience to his work with ultra-high-net-worth individuals and families. He helps clients navigate changing markets, manage risk, and plan thoughtfully for the future.
Under his leadership, The Continuum Group provides a personalized, disciplined approach to wealth management, with a focus on each client’s goals, time horizon, and legacy.
Scott’s market perspective has also led to appearances as a guest panelist on CNBC’s Power Lunch.
Scott earned a Bachelor of Science in Finance from the University of Maryland’s Robert H. Smith School of Business.
Outside the office, he enjoys supporting charitable causes, spending time with his family, and playing golf.
Under his leadership, The Continuum Group provides a personalized, disciplined approach to wealth management, with a focus on each client’s goals, time horizon, and legacy.
Scott’s market perspective has also led to appearances as a guest panelist on CNBC’s Power Lunch.
Scott earned a Bachelor of Science in Finance from the University of Maryland’s Robert H. Smith School of Business.
Outside the office, he enjoys supporting charitable causes, spending time with his family, and playing golf.
Securities Agent: VI, TN, SD, NM, AZ, AK, KS, PA, OR, OH, NV, NE, ME, MD, LA, DC, WY, VT, RI, NY, NH, MS, GA, WI, MT, IA, CT, CA, WA, VA, OK, MN, MA, IN, ID, CO, TX, SC, NJ, NC, MO, IL, HI, DE, UT, MI, FL, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 530376
NMLS#: 530376
About Steven J Rosbash
Steven is Chief Investment Officer of The Continuum Group, overseeing investment portfolios and leading fixed income research, strategy, and execution. With more than 25 years of experience across global credit markets, he also serves as an Alternative Investments Director at Morgan Stanley, guiding due diligence, selection, and monitoring of alternative investments.
Previously, Steven was a Managing Director and Portfolio Manager at Millennium Management and spent 12 years at Goldman Sachs trading products across the Fixed Income, Currency, and Commodities division. He focused largely on trading credit products including corporate bonds, credit default swaps and preferred securities. He earned a B.S. in Economics from Cornell University.
Steven also serves as director of the Team Todd Foundation, a nonprofit supporting pediatric glioblastoma research at Memorial Sloan Kettering Cancer Center.
Previously, Steven was a Managing Director and Portfolio Manager at Millennium Management and spent 12 years at Goldman Sachs trading products across the Fixed Income, Currency, and Commodities division. He focused largely on trading credit products including corporate bonds, credit default swaps and preferred securities. He earned a B.S. in Economics from Cornell University.
Steven also serves as director of the Team Todd Foundation, a nonprofit supporting pediatric glioblastoma research at Memorial Sloan Kettering Cancer Center.
Securities Agent: ID, CO, WI, TX, MT, DC, WV, OK, ME, CT, AL, WY, PA, FL, AK, OH, VI, UT, MD, GA, MO, MA, LA, IL, HI, VT, VA, RI, NJ, NH, CA, WA, SC, OR, NM, MS, MN, MI, KS, IA, DE, AZ, SD, NY, NE, AR, TN, NV, NC, IN; General Securities Representative; Investment Advisor Representative
NMLS#: 1447637
NMLS#: 1447637
About Joseph Carmody
Joe advises clients on comprehensive wealth management strategies tailored to their financial goals, family priorities, and long-term legacy objectives. He holds the CFA® and CFP® designations and is a Family Wealth Director, reflecting his deep experience across investment management, financial planning, portfolio management, and trust and estate planning.
Joe works with affluent individuals, families, and business owners on a broad range of sophisticated planning needs, including business succession, insurance strategies, philanthropy, risk management, lending, and hedging and monetization strategies. His approach combines disciplined investment insight with holistic planning to help clients navigate complex financial decisions and preserve wealth across generations.
Prior to joining the Continuum Group, Joe served as a Financial Advisor at UBS Financial Services and as an Equity Trader at Lynx Capital. He earned a Bachelor of Arts from Villanova University, where he double majored in Economics and Psychology. Joe lives in Ridgefield, Connecticut, with his wife and their two children.
Joe works with affluent individuals, families, and business owners on a broad range of sophisticated planning needs, including business succession, insurance strategies, philanthropy, risk management, lending, and hedging and monetization strategies. His approach combines disciplined investment insight with holistic planning to help clients navigate complex financial decisions and preserve wealth across generations.
Prior to joining the Continuum Group, Joe served as a Financial Advisor at UBS Financial Services and as an Equity Trader at Lynx Capital. He earned a Bachelor of Arts from Villanova University, where he double majored in Economics and Psychology. Joe lives in Ridgefield, Connecticut, with his wife and their two children.
Securities Agent: OH, DC, UT, NJ, MO, TX, SC, PA, NY, NE, IL, IA, AZ, AK, WA, SD, RI, MD, CO, VT, MT, MI, IN, HI, GA, AL, WI, OR, NV, MN, VI, VA, MA, LA, FL, DE, CA, OK, KS, WY, ME, ID, CT, TN, NM, NH, NC; General Securities Representative; Investment Advisor Representative
NMLS#: 1279602
NMLS#: 1279602
About Jaynie Siegel
Jaynie focuses on multigenerational financial planning, guiding clients through a variety of wealth stages. As a designated Workplace Advisor – Equity Compensation, she works with executives who receive company equity, helping them navigate concentrated holdings.
It is her priority to make strong connections with her clients’ accountants, attorneys, and other trusted advisors to gain a holistic understanding of each client’s life.
Prior to joining Morgan Stanley in 2016, Jaynie graduated from the University of Wisconsin–Madison with a bachelor’s degree in Rhetorical Studies and a certificate in Entrepreneurship. Jaynie lives in Boca Raton, Florida, often travels to New York City to spend time with the team, and enjoys golf, tennis, skiing, and supporting UJA-Federation of New York.
It is her priority to make strong connections with her clients’ accountants, attorneys, and other trusted advisors to gain a holistic understanding of each client’s life.
Prior to joining Morgan Stanley in 2016, Jaynie graduated from the University of Wisconsin–Madison with a bachelor’s degree in Rhetorical Studies and a certificate in Entrepreneurship. Jaynie lives in Boca Raton, Florida, often travels to New York City to spend time with the team, and enjoys golf, tennis, skiing, and supporting UJA-Federation of New York.
Securities Agent: WA, IL, MA, KS, CA, AL, AK, WY, OR, NE, FL, DC, VI, TX, PA, NY, KY, HI, TN, SC, NH, MT, MN, GA, WI, RI, NV, NJ, ND, MI, DE, OK, NM, ME, IN, CT, VT, UT, SD, OH, MD, LA, AZ, ID, IA, CO, VA, NC, MS, MO; General Securities Representative; Investment Advisor Representative
NMLS#: 1824529
NMLS#: 1824529
About Douglas Fecci
Doug is an invaluable team member with an extensive background within the financial services industry.
With over three decades of experience, he primarily focuses on compliance and operational challenges, ensuring leadership and streamlined coordination for all client service inquiries. His deep comprehension of client requirements, coupled with his broad industry experience, empowers him to swiftly address a wide array of complex issues that arise daily.
Before his tenure at Morgan Stanley and its preceding entities beginning in 2008, Doug held the position of group administrator at The Bergman Group within Bear Stearns.
Doug holds qualifications as a registered General Securities Sales Supervisor and as a Compliance Officer with the New York Stock Exchange.
With over three decades of experience, he primarily focuses on compliance and operational challenges, ensuring leadership and streamlined coordination for all client service inquiries. His deep comprehension of client requirements, coupled with his broad industry experience, empowers him to swiftly address a wide array of complex issues that arise daily.
Before his tenure at Morgan Stanley and its preceding entities beginning in 2008, Doug held the position of group administrator at The Bergman Group within Bear Stearns.
Doug holds qualifications as a registered General Securities Sales Supervisor and as a Compliance Officer with the New York Stock Exchange.
About Kurt D. Walters
Kurt plays a key role in shaping the team’s equity portfolio strategies, bringing more than three decades of experience in equity markets and investment research. He provides insights on asset allocation, investment themes, market trends, and individual equity security selection.
Kurt joined Morgan Stanley in 2008 after serving as a Managing Director in the Investment Strategy Department at Bear Stearns, where he focused on investment and portfolio strategy and was twice recognized as part of Institutional Investor Survey’s top-ranked investment strategy team.
He holds a B.S. in Geology from the University of Iowa, a Master’s Degree in Financial Management from Pace University’s Lubin School of Business and is a Registered Research Analyst.
Kurt joined Morgan Stanley in 2008 after serving as a Managing Director in the Investment Strategy Department at Bear Stearns, where he focused on investment and portfolio strategy and was twice recognized as part of Institutional Investor Survey’s top-ranked investment strategy team.
He holds a B.S. in Geology from the University of Iowa, a Master’s Degree in Financial Management from Pace University’s Lubin School of Business and is a Registered Research Analyst.
About Gabrielle Bird
Gabrielle oversees service and operational strategies for the team, coordinating client projects that support new and existing relationships.
With more than 20 years at Morgan Stanley in client service roles, including most recently as Business Service Manager in Boca Raton, she brings deep firm knowledge and a strong commitment to efficient, high-quality client support.
She holds a Bachelor of Arts in Marketing from Florida State University, specializing in customer relationship management, and is a certified General Securities Sales Supervisor.
Gabrielle lives in Boca Raton with her husband, son and 2 French Bulldogs. Outside the office, she enjoys watching her son play sports, singing at church, and volunteering with Boca Helping Hands.
With more than 20 years at Morgan Stanley in client service roles, including most recently as Business Service Manager in Boca Raton, she brings deep firm knowledge and a strong commitment to efficient, high-quality client support.
She holds a Bachelor of Arts in Marketing from Florida State University, specializing in customer relationship management, and is a certified General Securities Sales Supervisor.
Gabrielle lives in Boca Raton with her husband, son and 2 French Bulldogs. Outside the office, she enjoys watching her son play sports, singing at church, and volunteering with Boca Helping Hands.
About Steven Duryee, CFP®*
As a Portfolio Management Associate and Certified Financial Planner (CFP®)* with The Continuum Group, Steven works closely with Portfolio Managers to oversee investment strategies and execute trades across asset classes, with a focus on fixed income. He currently serves as Associate Portfolio Manager for the Core Bond Strategy, helping maintain client portfolios’ asset and sector allocations and supporting clients’ financial objectives.
Steven began his financial career in 2004 at Neuberger Berman as a Registered Representative advising on proprietary mutual funds. He later worked at Deutsche Bank Asset Management before joining Morgan Stanley, where he focuses on ultra-high net worth families and individuals.
Steven earned a Bachelor of Business Administration in Finance from Stetson University.
Steven began his financial career in 2004 at Neuberger Berman as a Registered Representative advising on proprietary mutual funds. He later worked at Deutsche Bank Asset Management before joining Morgan Stanley, where he focuses on ultra-high net worth families and individuals.
Steven earned a Bachelor of Business Administration in Finance from Stetson University.
About Daniel Hollenberg, CPM®*
Daniel works closely with Portfolio Managers and trading desks to help execute client investment strategies and leads equity and fixed income syndicate efforts across IPOs, secondary offerings, preferreds, and municipal bonds. He also supports business development by deepening relationships with existing clients.
Prior to joining The Continuum Group, Daniel was at UBS, serving institutional clients, family offices, and ultra-high net worth investors, with a focus on equity portfolio management and due diligence across equity, alternative fund, and separately managed account strategies. He began his career in 2010 at Credit Suisse as a trading floor Analyst covering equity swaps and interest rate products.
Daniel holds a B.S. in Applied Economics and Management with a concentration in Finance from Cornell University and earned the Certified Portfolio Manager designation from Columbia University.
Prior to joining The Continuum Group, Daniel was at UBS, serving institutional clients, family offices, and ultra-high net worth investors, with a focus on equity portfolio management and due diligence across equity, alternative fund, and separately managed account strategies. He began his career in 2010 at Credit Suisse as a trading floor Analyst covering equity swaps and interest rate products.
Daniel holds a B.S. in Applied Economics and Management with a concentration in Finance from Cornell University and earned the Certified Portfolio Manager designation from Columbia University.
About Brian Campbell
Brian collaborates with our Portfolio Managers to oversee and trade in our diverse investment strategies, assist with trading in brokerage accounts and help facilitate equity and fixed income syndicate initiatives.
Before joining The Continuum Group, he worked as a U.S. Government Agency Bond trader at Zeus Financial, LLC. He also gained experience in investment advisory and client service with Atlas Financial Advisors.
A South Florida native, Brian graduated cum laude from Benedictine University with a concentration in Pre-Professional Health Studies, and a minor in Biology. During his time at Benedictine, he was captain of the football team and active in student leadership.
Outside the office, Brian enjoys dining out, competing in sports, and playing guitar.
Before joining The Continuum Group, he worked as a U.S. Government Agency Bond trader at Zeus Financial, LLC. He also gained experience in investment advisory and client service with Atlas Financial Advisors.
A South Florida native, Brian graduated cum laude from Benedictine University with a concentration in Pre-Professional Health Studies, and a minor in Biology. During his time at Benedictine, he was captain of the football team and active in student leadership.
Outside the office, Brian enjoys dining out, competing in sports, and playing guitar.
About Tara Raphael
Tara provides exceptional client service and comprehensive support, drawing on her Morgan Stanley experience since 2013 and deep knowledge of internal processes.
She is committed to building strong client relationships and helping ensure seamless access to financial information.
Tara began working with the Continuum Group in 2006 at Bear Stearns after graduating from the University of Delaware’s Alfred Lerner School of Business with a double major in Management and Marketing.
She is active in charitable initiatives, including Cycle for Survival, and lives on Long Island with her husband and two daughters.
She is committed to building strong client relationships and helping ensure seamless access to financial information.
Tara began working with the Continuum Group in 2006 at Bear Stearns after graduating from the University of Delaware’s Alfred Lerner School of Business with a double major in Management and Marketing.
She is active in charitable initiatives, including Cycle for Survival, and lives on Long Island with her husband and two daughters.
About Alex Boyarsky
Alex is committed to delivering exceptional support and financial services to our clients.
She holds a Bachelor of Science in Personal Finance from the University of Wisconsin-Madison, with a foundation in finance, business management, and data analytics.
Through internship experience in private wealth management and tax credit research, Alex has developed skills that support her client-focused role.
She also participates in leadership and development programs and enjoys networking, artisanal bread making, yoga, and painting outside of work.
She holds a Bachelor of Science in Personal Finance from the University of Wisconsin-Madison, with a foundation in finance, business management, and data analytics.
Through internship experience in private wealth management and tax credit research, Alex has developed skills that support her client-focused role.
She also participates in leadership and development programs and enjoys networking, artisanal bread making, yoga, and painting outside of work.
Contact Scott Siegel
Contact Steven J Rosbash
Contact Joseph Carmody
Contact Jaynie Siegel
Awards and Recognition
Barron's Top 250 Private Wealth Management Teams
2024, 2026 Barron's Top 100 Private Wealth Management Teams (formerly referred to as Barron's Top 100 Private Wealth Management Teams, Barron's Top 50 Private Wealth Management Teams, Barron's Top 50 Private Wealth Advisory Teams) Source: Barrons.com (Awarded April 2024, 2026). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Barron's Top 100 Financial Advisors
2021-2024 Barron's Top 100 Financial Advisors Source: Barrons.com (Awarded 2021-2024). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Barron's Top 1,200 Financial Advisors: State-by-State
2021-2025 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State) Source: Barrons.com (Awarded 2021-2025). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Barron's Top 1,500 Financial Advisors: State-by-State
Barron's Top 1,500 Financial Advisors: State-by-State Source: barrons.com (Awarded Mar 2026) Data compiled by Barron's for the period October 2024 - September 2025.
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Wealth Management
From Our Team
The Continuum Group: 2024 Review & 2025 Outlook
Wealth Management
Global Investment Office
Portfolio Insights
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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
A Simple Six-Step Retirement Checkup
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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
Iran Conflict: Seven Takeaways for Investors
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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
529 Plans: A Powerful Tool to Save for Education
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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
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 Continuum Group today.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
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.
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Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
