Seth Coren, CFP®, CRPS®
Managing Director, Private Wealth Management, Private Wealth Advisor, Family Wealth Director
Phone:
(212) 230-3680(212) 230-3680
Morgan Stanley Private Wealth Management
The Intersect 360 Group
Our Mission Statement
We help you create comprehensive, multigenerational wealth management plans based on your goals, challenges and values that guide your life.
Welcome
We care deeply about your financial journey and are here to guide you throughout your most important life transitions with excellence, professionalism, and integrity. Our mission is to help you and your loved ones build meaningful connectivity between your dynamic lives and your wealth so you can reach your lifestyle, retirement, legacy and philanthropic goals.
We believe in: Goals Based Wealth Management and Preservation
Our Team:
- 5 CFP® Professionals
- 2 CFA Charter holders
- 3 CRPS® Professionals
- 2 CRPC® Professionals
- Experienced and diversified support team
- Over 100 years of industry experience
Recognition:
- Forbes Best-In-State Wealth Management Teams (2023-2025)
- Forbes Best-In-State Wealth Advisors (2018-2024) - Awarded to Seth Coren
- Barron's Top 1,200 Financial Advisors (2023) - Awarded to Seth Coren
Community Involvement:
In 2020, Seth was one of three national finalists for the Catalyst Award as part of the 14th Annual Invest in Others Awards. Seth was honored for his work with PSLL-NYC-Little League Inc., which received a $15,000 donation from the Invest in Others Charitable Foundation.
The Invest in Others Awards program recognizes the charitable work of financial advisors in communities across the country and around the world. Advisors are nominated for actively giving back to nonprofits to improve their communities and help make a difference in the lives of others. Finalists are selected based on their leadership, dedication, contribution, inspiration, and impact on a nonprofit and the community it serves.
During Seth's tenure (2017-2023), PSLL has been the premier youth sporting experience in New York City. PSLL provides outstanding instruction, volunteer engagement and community spirit for youth and adults alike. It is an all-volunteer nonprofit organization that has served thousands of baseball and softball-playing children since its founding in 1956. Through its programming, PSLL teaches sportsmanship, teamwork and perseverance for youth ages four through sixteen. Seth has been recognized for leading initiatives that made PSLL stand out as exceptional on a national scale. One such program, the Challenger Division, offers an adaptive game for participants of special needs, which is provided to all families free of all cost.
Disclosures:
2023-2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
2018-2024 Forbes Best-In- State Wealth Advisors Source: Forbes.com (Awarded 2018-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2023 Barron's Top 1,200 Financial Advisors: State by State
Source: Barron's. Awarded March 2023. Data compiled by Barron's based on time period from Sept 2021 - Sept 2022.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About PWM
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
- Approximately 300 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $775 billion in AUM1
- Comprising 25% of the Barron’s Top 100 Financial Advisors list for 2023
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December, 2023
Source: Barron's.com (April 2023) 2023 Barron's Top 100 Financial Advisors awarded in 2023. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
Client Resources
Morgan Stanley provides clients with resources meant to transform complex financial analysis and research into concise and easily digestible content. The links below offer insight into the modern market and economic landscape.
Managing Significant Wealth
Expect custom advice, a personalized approach, and first-class service from your Morgan Stanley Private Wealth Management team. Our goal is to preserve and grow your financial, family and social capital so that it can have the greatest positive impact today and for generations to come.
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Private Wealth Management
With exceptional wealth comes exceptional complexity. Morgan Stanley Private Wealth Management combines the vast resources of a trusted global financial services firm with the individualized services of an investment boutique for a hands-on tailored approach to help families, foundations and individuals manage the multiple facets —and legacy—of their wealth.
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Wealth and Estate Planning Series
Explore a series of educational videos covering topics such as Foundational Estate Planning Documents, Estate & Gift Taxes, Grantor Retained Annuity Trusts (GRATs), Irrevocable Life Insurance Trusts and more.
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Estate Planning Essentials: 7 Key Steps
Creating an estate plan can help protect your wealth and prevent hardship for your heirs. Learn 7 key steps to creating your estate plan.
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Thoughts On The Market: Podcast
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment officer & Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Latest Episode
2024 Federal Tax tables
This document outlines the 2024 tax rate schedule, education and health savings account limits, retirement contribution and deduction limits, among other information.
View 2024 Tax Tables
Incoming Wire Transfer
The following document outlines instructions for incoming wire transfers to fun Morgan Stanley accounts (US Dollar only).
Click here: Instructions
Reserved Living & Giving
Reserved Living & Giving is a complimentary loyalty program available to high net-worth clients, that can help them save time and money on travel, gifts, automobiles and more.
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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.
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Goals Based Planning
Working with us, paired with our technology, is a great way to access advice and build a wealth plan. Read more about the advantages of working with our planning technology in reaching your goals.
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Morgan Stanley Online
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley Mobile App.
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Online Security Center
At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
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Secure Act 2.0
Congress passed the SECURE 2.0 Act of 2022, which was signed into law by President Biden on December 29, 2022. SECURE 2.0 is a significant piece of retirement legislation that is intended to make it easier for businesses to offer retirement plans and for individuals to save for retirement. It contains over 90 retirement-related provisions with varying effective dates that build upon, modify, or otherwise impact the Setting Every Community Up for Retirement Enhancement Act previously enacted in December 2019, as well as certain sections of the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986.
Learn MoreCorporate & Institutional Solutions
Capabilities of Morgan Stanley Institutional Business Development
Morgan Stanley at Work provides workplace financial benefits intended to build financial confidence and foster loyalty—helping companies attract and retain top talent by providing them with equity compensation solutions, corporate retirement services, and more.
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Retirement Solutions
We work alongside major defined contribution, defined benefit, and nonqualified deferred compensation service providers to help you deliver meaningful benefits to your employees.
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Participant Engagement
We integrate financial planning and coordinate with other service providers to facilitate a holistic approach to wealth management. We help participants get on track to have the retirement they want by personalizing their experience and providing 1 on 1 support.
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Equity Solutions
Our comprehensive equity management solutions include equity compensation, global intelligence, designated brokerage services, and many other advanced solutions. At any stage of your company’s lifecycle, we are here to provide you with the resources you need.
Learn MoreApproach
1. Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
2. Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
3. Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
4. Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
5. Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
6. Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
Location
55 East 52nd Street 10th
7th Floor
New York, NY 10055
US
Direct:
(212) 903-7758(212) 903-7758
Fax:
(646) 291-1258(646) 291-1258
1301 McKinney Ave
Ste 3500
Houston, TX 77010
US
Meet The Intersect 360 Group
Scott Coren, CFA
Executive Director, Wealth Management, Financial Advisor, Senior Portfolio Management Director
Phone:
(212) 230-3685(212) 230-3685
Senior Vice President, Wealth Management, Financial Advisor, Corporate Retirement Director, Financial Wellness Director, Senior Investment Management Consultant, Senior Portfolio Manager, Workplace Advisor - Equity Compensation
Phone:
(212) 613-6701(212) 613-6701
Financial Advisor, CERTIFIED FINANCIAL PLANNER®, Financial Planning Specialist, Workplace Advisor - Equity Compensation
Phone:
(347) 859-5644(347) 859-5644
Edward Edelman
Senior Vice President, Consultant
Amanda Voie, CFA*, CFP®*
Assistant Vice President, Wealth Management Associate
Phone:
(713) 512-4435(713) 512-4435
Michael C. Ganley, CFP®*
Vice President, Wealth Management Associate
Phone:
(212) 603-6121(212) 603-6121
Shatavia Milton
Portfolio Associate
Phone:
(212) 603-6248(212) 603-6248
Kevin Oakes, CFP®*, CRPC®*
Assistant Vice President, Business Development Associate, Financial Planning Specialist
Phone:
(212) 230-3731(212) 230-3731
Christian Wennes
Registered Client Service Associate
Phone:
(212) 230-3730(212) 230-3730
Pierce Donegan
Registered Associate
Phone:
(212) 643-5743(212) 643-5743
Jeffrey Isaac, CRPS®*
Business Development Director
Phone:
(212) 643-5856(212) 643-5856
Elizabeth Harrigan
Wealth Management Analyst
Phone:
(212) 230-3515(212) 230-3515
About Seth Coren
Seth Coren leads a team of diverse professionals who help families of significant financial means address the complex challenges of managing their wealth. Seth and team are strategically focused on the intersection of Wealth Management and the Workplace, working closely with Morgan Stanley institutional consultants to deliver multi-channel participant education and engagement. Seth’s team includes five CFP® professionals, two CFA charterholders, three CRPS® professionals, 2 CRPC® professionals, and the group has been recognized by both Forbes and Barron’s magazines.
In his 25th year at Morgan Stanley, Seth has received multiple national recognitions for his accomplishments. Throughout his career, Seth has consistently been invited and willing to share his perspective on a variety of wealth management topics with MS colleagues and industry peers.
Seth is a graduate of Duke University and speaks proficient Japanese. He lives in NYC with his wife and three children. From 2017-2023, Seth served as President of PSLL-NYC, a community institution since 1956, offering year-round baseball and softball programming to over 600 children on the East Side of Manhattan.
• 2023 Barron’s Top 1,200 Financial Advisors: State by State
• 2023-2024 Forbes Best-In-State Wealth Management Teams
• 2018-2024 Forbes Best-in-State Wealth Advisor
• Panelist at the 2011, 2014, 2015, 2017, and 2018 Barron’s Top Advisory Team Summit
Source: Barron's.com (March 2023) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2023. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2021 - Sept 2022.
Source: Forbes.com Forbes Best-in-State Wealth Advisor (Awarded 2018-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2023-2024 Forbes Best-In- State Wealth Management Teams
Source: Forbes.com (Awarded 2023,2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
In his 25th year at Morgan Stanley, Seth has received multiple national recognitions for his accomplishments. Throughout his career, Seth has consistently been invited and willing to share his perspective on a variety of wealth management topics with MS colleagues and industry peers.
Seth is a graduate of Duke University and speaks proficient Japanese. He lives in NYC with his wife and three children. From 2017-2023, Seth served as President of PSLL-NYC, a community institution since 1956, offering year-round baseball and softball programming to over 600 children on the East Side of Manhattan.
• 2023 Barron’s Top 1,200 Financial Advisors: State by State
• 2023-2024 Forbes Best-In-State Wealth Management Teams
• 2018-2024 Forbes Best-in-State Wealth Advisor
• Panelist at the 2011, 2014, 2015, 2017, and 2018 Barron’s Top Advisory Team Summit
Source: Barron's.com (March 2023) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2023. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2021 - Sept 2022.
Source: Forbes.com Forbes Best-in-State Wealth Advisor (Awarded 2018-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2023-2024 Forbes Best-In- State Wealth Management Teams
Source: Forbes.com (Awarded 2023,2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Securities Agent: MT, IL, IA, AK, NJ, NC, MO, MI, KS, IN, AZ, WI, SC, ME, VA, ND, LA, FL, DC, CO, MN, MD, DE, CT, VT, TX, NV, HI, GA, UT, OH, MA, WV, RI, OR, KY, PA, NY, CA, AL, SD, NH, WY, WA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1253066
CA Insurance License #: 0G54915
NMLS#: 1253066
CA Insurance License #: 0G54915
About Scott Coren
Scott joined Morgan Stanley in 2012. He has 23 years of experience in the financial services industry having worked on both the buy- and sell- sides of Wall Street as an equity analyst and investor.
Scott leads The Intersect 360 Group’s investment team. He is responsible for security and manager research and selection, as well as portfolio and risk management.
Prior to joining Morgan Stanley, Scott worked as an equity analyst at Millennium Management LLC, a global investment management company. Before that he spent four years at Endeavour Capital Advisors, a long/short equity financial services sector fund, where he was responsible for the firm’s bank research and investments. Scott spent the first part of his career as a Managing Director and analyst in the equity research department of Bear Stearns & Co. Inc. He graduated from the University of Michigan in 1995 with a Bachelor of Business Administration degree. Scott is a CFA charterholder since 2000.
Scott leads The Intersect 360 Group’s investment team. He is responsible for security and manager research and selection, as well as portfolio and risk management.
Prior to joining Morgan Stanley, Scott worked as an equity analyst at Millennium Management LLC, a global investment management company. Before that he spent four years at Endeavour Capital Advisors, a long/short equity financial services sector fund, where he was responsible for the firm’s bank research and investments. Scott spent the first part of his career as a Managing Director and analyst in the equity research department of Bear Stearns & Co. Inc. He graduated from the University of Michigan in 1995 with a Bachelor of Business Administration degree. Scott is a CFA charterholder since 2000.
Securities Agent: WA, NV, IA, KY, IL, HI, FL, VA, UT, SC, OR, MI, MD, MA, CO, CA, VT, SD, PA, NY, IN, GA, WV, OH, NJ, ND, KS, DC, MO, ME, AK, WI, TX, NH, DE, CT, AL, MN, RI, NC, AZ, WY; General Securities Representative; Investment Advisor Representative
NMLS#: 1272872
CA Insurance License #: 4148469
NMLS#: 1272872
CA Insurance License #: 4148469
About Todd Gutkin
Todd Gutkin is a Senior Vice President, Financial Advisor, Corporate Retirement Director, Financial Wellness Director, Senior Investment Management Consultant, Senior Portfolio Manager, and a Workplace Advisor - Equity Compensation with The Intersect 360 Group at Morgan Stanley.
As a Corporate Retirement Director (CRD), Todd Gutkin concentrates on plan design and implementation of 401(k), Defined Benefit Plans and Non-Qualified Deferred Compensation Programs.
Todd earned his CRD designation after advanced training and examination, focusing exclusively on the corporate retirement plan marketplace. The curriculum involves in-depth study of plan design, investment strategy, plan administration, plan sponsors' fiduciary issues, and other related retirement topics. Todd is a CRD in New York City. Less than 2% of Morgan Stanley's advisors qualified for this prestigious designation as of December 2023.
Todd offers plan sponsors extensive experience, knowledge, and guidance with Plan Evaluation and Design, Vendor Selection, Investment Reviews, Fee benchmarking, Educating Plan Participants on such topics critical to retirement, and more.
Todd achieved his Chartered Retirement Plans Specialist (CRPS®) credential in 2011, which is awarded by the College for Financial Planning for advisors focused on creating, implementing, and supporting retirement plans for businesses. The core areas of focus include IRAs, plans for small businesses, defined contribution plans, defined benefit plans and plan sponsors' fiduciary issues.
In addition, Todd earned the Chartered Retirement Planning Counselor (CRPC®) credential in 2014, the result of a comprehensive program which helps financial advisors gain knowledge and experience on the entire retirement planning process, including pre - and post- retirement needs, distinctive tax and estate planning strategies for a retiree, and more.
Prior to joining Morgan Stanley in 2009, Todd worked for Merrill Lynch as a Vice President within the Corporate Benefits and Institutional Services team for 12 years, focusing on the small to mid-size retirement market. Todd currently resides in Morristown, NJ with his wife Lynn and their three children.
As a Corporate Retirement Director (CRD), Todd Gutkin concentrates on plan design and implementation of 401(k), Defined Benefit Plans and Non-Qualified Deferred Compensation Programs.
Todd earned his CRD designation after advanced training and examination, focusing exclusively on the corporate retirement plan marketplace. The curriculum involves in-depth study of plan design, investment strategy, plan administration, plan sponsors' fiduciary issues, and other related retirement topics. Todd is a CRD in New York City. Less than 2% of Morgan Stanley's advisors qualified for this prestigious designation as of December 2023.
Todd offers plan sponsors extensive experience, knowledge, and guidance with Plan Evaluation and Design, Vendor Selection, Investment Reviews, Fee benchmarking, Educating Plan Participants on such topics critical to retirement, and more.
Todd achieved his Chartered Retirement Plans Specialist (CRPS®) credential in 2011, which is awarded by the College for Financial Planning for advisors focused on creating, implementing, and supporting retirement plans for businesses. The core areas of focus include IRAs, plans for small businesses, defined contribution plans, defined benefit plans and plan sponsors' fiduciary issues.
In addition, Todd earned the Chartered Retirement Planning Counselor (CRPC®) credential in 2014, the result of a comprehensive program which helps financial advisors gain knowledge and experience on the entire retirement planning process, including pre - and post- retirement needs, distinctive tax and estate planning strategies for a retiree, and more.
Prior to joining Morgan Stanley in 2009, Todd worked for Merrill Lynch as a Vice President within the Corporate Benefits and Institutional Services team for 12 years, focusing on the small to mid-size retirement market. Todd currently resides in Morristown, NJ with his wife Lynn and their three children.
Securities Agent: SC, PA, OH, IL, IA, OR, NV, GA, MN, MI, ME, MA, RI, NJ, KS, DC, AZ, WV, NC, FL, CA, UT, WI, WA, TX, MD, AL, NH, HI, VT, VA, CT, CO, SD, NY, MO, KY, DE, WY; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1279579
NMLS#: 1279579
About Jake Rodriques
Jake Rodriques takes an institutional approach to solving for, implementing, and maintaining a suite of comprehensive wealth strategies that are tailored to the exclusive needs of his wealthy individual, family, and corporate clientele.
Prior to joining Morgan Stanley in 2017, Jake was a top producing Institutional Salesperson on the Global Capital Markets team of the boutique Investment Banks, Alexander Capital, LP & Network 1 Financial Securities, Inc. During his time in Investment Banking, Jake’s primary responsibility was to raise growth Capital for a wide array of publicly and privately held companies through a variety of structured Equity and Debt solutions.
Jake hold FINRA Series 7, 63, & 66, and Life & Health Insurance licenses. Additionally, he earned the CERTIFIED FINANCIAL PLANNER™ designation in 2019. In 2021-2023, Jake was named a member of the Morgan Stanley “Pacesetter's Club”, a select group of the Firm’s successful Financial Advisors who demonstrate the highest professional standards and first class client service.
Born and raised in Hartford County, Connecticut, Jake received his degree from Fordham University’s Gabelli School of Business. There, he was also the Captain of the football team, earning both Academic and Athletic All-Conference Honors. Post College, and prior to beginning his career in Financial Services, Jake had an opportunity to compete for a roster position with multiple teams in the National Football League.
Prior to joining Morgan Stanley in 2017, Jake was a top producing Institutional Salesperson on the Global Capital Markets team of the boutique Investment Banks, Alexander Capital, LP & Network 1 Financial Securities, Inc. During his time in Investment Banking, Jake’s primary responsibility was to raise growth Capital for a wide array of publicly and privately held companies through a variety of structured Equity and Debt solutions.
Jake hold FINRA Series 7, 63, & 66, and Life & Health Insurance licenses. Additionally, he earned the CERTIFIED FINANCIAL PLANNER™ designation in 2019. In 2021-2023, Jake was named a member of the Morgan Stanley “Pacesetter's Club”, a select group of the Firm’s successful Financial Advisors who demonstrate the highest professional standards and first class client service.
Born and raised in Hartford County, Connecticut, Jake received his degree from Fordham University’s Gabelli School of Business. There, he was also the Captain of the football team, earning both Academic and Athletic All-Conference Honors. Post College, and prior to beginning his career in Financial Services, Jake had an opportunity to compete for a roster position with multiple teams in the National Football League.
Securities Agent: NV, DC, OH, ME, KY, AZ, WA, SD, NJ, DE, RI, NY, CO, UT, MO, MI, MD, WY, SC, MA, FL, WI, OR, KS, AL, NC, MN, IL, CT, CA, WV, VT, VA, IA, GA, TX, PA, NH, HI; General Securities Representative; Investment Advisor Representative
NMLS#: 2222312
NMLS#: 2222312
About Edward Edelman
Ed has been registered in the financial services industry since 1966. Prior to joining Harris Upham, a predecessor firm to Morgan Stanley, in 1968, he trained under the tutelage of his father, Saul Edelman, a member of the New York Stock Exchange.
Growing up in the industry, Ed came of age reading the ticker tape. His significant experience following the capital markets is a tremendous asset to our team. He was a 2000 Director’s Club member, recognizing his achievement as one of the firm’s top Financial Advisors.
Ed was a former New England high school wrestling champion, before pursuing undergraduate studies at Franklin & Marshall. He later attended the NYU School of Commerce.
Ed and his wife, Linda, split time between Palm Beach Gardens, FL and Saddle River, NJ, where they dote upon their three granddaughters, Sami, Emmi, and Nikki.
Growing up in the industry, Ed came of age reading the ticker tape. His significant experience following the capital markets is a tremendous asset to our team. He was a 2000 Director’s Club member, recognizing his achievement as one of the firm’s top Financial Advisors.
Ed was a former New England high school wrestling champion, before pursuing undergraduate studies at Franklin & Marshall. He later attended the NYU School of Commerce.
Ed and his wife, Linda, split time between Palm Beach Gardens, FL and Saddle River, NJ, where they dote upon their three granddaughters, Sami, Emmi, and Nikki.
About Amanda Voie, CFA*, CFP®*
Amanda joined Morgan Stanley in 2007 in Atlanta, Georgia, and has over 18 years of experience in wealth management. She is a CFA®* charterholder and a CFP®* professional. Amanda is responsible for relationship management, financial planning, and strategic partnership management.
Amanda graduated from Texas A&M University in 2004, and holds a Bachelor of Business Administration in Finance. After many years in Manhattan, she and her husband Chris relocated to Houston, where they reside with their daughters Allison and Caroline. Amanda is an active member in the community, volunteering primarily via her children’s school PTO and sports teams. In her spare time, she enjoys playing tennis, cooking, and most of all, time with her family.
*This role cannot solicit or provide investment advice
Amanda graduated from Texas A&M University in 2004, and holds a Bachelor of Business Administration in Finance. After many years in Manhattan, she and her husband Chris relocated to Houston, where they reside with their daughters Allison and Caroline. Amanda is an active member in the community, volunteering primarily via her children’s school PTO and sports teams. In her spare time, she enjoys playing tennis, cooking, and most of all, time with her family.
*This role cannot solicit or provide investment advice
About Michael C. Ganley, CFP®*
Michael is a Wealth Management Associate at Morgan Stanley. He joined the firm in 2010 and brings over 13 years of wealth management experience to the team. Michael earned his CERTIFIED FINANCIAL PLANNER™ certification* in 2017. He has worked in several areas within wealth management at Morgan Stanley including Institutional Investment Consulting, Financial Planning, and the Advisory sales desk.
Michael is responsible for supporting the team with financial planning, investment manager and fund analysis, performance reporting, and cultivating meaningful relationships with both clients and employees of the firm.
Michael is a graduate of Fairfield University with a degree in Finance and a minor in Mathematics. He currently resides in Morris Plains, NJ with his wife and daughter and enjoys traveling, playing golf, and fitness.
*This role cannot solicit or provide investment advice
Michael is responsible for supporting the team with financial planning, investment manager and fund analysis, performance reporting, and cultivating meaningful relationships with both clients and employees of the firm.
Michael is a graduate of Fairfield University with a degree in Finance and a minor in Mathematics. He currently resides in Morris Plains, NJ with his wife and daughter and enjoys traveling, playing golf, and fitness.
*This role cannot solicit or provide investment advice
About Shatavia Milton
Shatavia joined Morgan Stanley in 2005 and brings over 18 years of experience to the team. She began her career as a Service Associate in Branch Operations. Her responsibilities on the team include administrative, operational and issue support resolution.
She attended Macon State College and is the proud mother of her daughter Myeh. Her hobbies include spending time with family, traveling and photography.
She attended Macon State College and is the proud mother of her daughter Myeh. Her hobbies include spending time with family, traveling and photography.
About Kevin Oakes, CFP®*, CRPC®*
Kevin joined Morgan Stanley in 2019 after five years at Merrill Lynch. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®)* and has 10 years of experience in the Wealth Management industry.
Kevin is a Financial Planning Specialist, Charted Retirement Planning Counselor (CRPC®)*, Chartered Retirement Plans Specialist (CRPS®)*, and supports the team as a relationship manager and financial planner.
He graduated from Rutgers University in 2014 with a Bachelor’s degree in Economics and currently resides in New Jersey with his wife and daughter. They enjoy traveling, skiing, and spending time at the Jersey Shore with their families.
*This role cannot solicit or provide investment advice
Kevin is a Financial Planning Specialist, Charted Retirement Planning Counselor (CRPC®)*, Chartered Retirement Plans Specialist (CRPS®)*, and supports the team as a relationship manager and financial planner.
He graduated from Rutgers University in 2014 with a Bachelor’s degree in Economics and currently resides in New Jersey with his wife and daughter. They enjoy traveling, skiing, and spending time at the Jersey Shore with their families.
*This role cannot solicit or provide investment advice
About Christian Wennes
Christian joined Morgan Stanley in 2022 as Client Service Associate. Originally from Los Angeles, he graduated from the University of Southern California in 2022 with a Bachelor of Science degree in Business Administration and an emphasis in Finance. Christian holds Series 7 and Series 66 licenses, and is now a Registered Client Service Associate.
Christian moved to the East Coast in 2022, and currently resides in Manhattan. He enjoys spending time with family and friends, playing golf, skiing, and cheering on his USC Trojans!
Christian moved to the East Coast in 2022, and currently resides in Manhattan. He enjoys spending time with family and friends, playing golf, skiing, and cheering on his USC Trojans!
About Pierce Donegan
Pierce joined Morgan Stanley as a Virtual Engagement Associate in 2019, after two years at Merrill Lynch as a Financial Advisor. Since moving to Wealth Management in 2021, his responsibilities include administrative, operational and issue support resolutions, along with relationship management.
Pierce is a graduate of Rutgers University, with a degree in Economics and a minor in Human Resource Management. Pierce and his fiancée currently reside in Hoboken, New Jersey, and enjoy traveling, golfing and spending time with their families.
Pierce is a graduate of Rutgers University, with a degree in Economics and a minor in Human Resource Management. Pierce and his fiancée currently reside in Hoboken, New Jersey, and enjoy traveling, golfing and spending time with their families.
About Jeffrey Isaac
Jeffrey joined Morgan Stanley in 2022 with over 20 years of experience selling and servicing retirement plans and 25 years in financial services. With prior experience in business to business sales with MassMutual and ADP, and an advisory role with a UBS Institutional Consulting Group team, he is well versed in plan design, investments and plan benchmarking. He holds the Chartered Retirement Plans Specialist (CRPS®)* designation through the College for Financial Planning. Jeffrey lives in Merrick, NY with his wife and two children.
*This role cannot solicit or provide investment advice
*This role cannot solicit or provide investment advice
Contact Seth Coren
Contact Scott Coren
Contact Todd Gutkin
Contact Jake Rodriques
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Funding Climate Action: Pathways for Philanthropy
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Insights and Outcomes
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
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.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan 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
Awards Disclosures
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan 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
Awards Disclosures
CRC 6295606 (3/2024)
