Phone:
(609) 383-2020(609) 383-2020
The Daedalus Group at Morgan Stanley
Direct:
(609) 383-2000(609) 383-2000
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Our Story and Services
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
At Morgan Stanley, we believe that identifying financial solutions begins with a solid understanding of each client's situation, goals, objectives and risk tolerance. We follow a disciplined process that allows us to work with you to craft a solution that helps meet your individual needs. This process aligns our efforts with your interests, providing a road map focused on what is most important to you.
Step 1: Introductory Meeting
Our relationship begins with an initial discussion aimed towards getting to know you, your lifestyle, and your future goals.
Step 2: Discovery Meeting
During the discovery meeting, we will work together to establish your financial goals by reviewing your current financial situation and developing an appropriate risk tolerance that can help you achieve the financial outcome you envision for yourself.
Step 3: Financial Plan Presentation
Financial plan presentations map out essential factors that play into your financial success such as your employee and employer contributions, liquidity events, and insurance coverage. Examining relevant financial information provides a holistic asset allocation analysis for your accounts helping ensure a comprehensive financial plan.
Step 4: Action Items / Next Steps
After the financial plan presentation, we will follow up with you regarding your analysis and recommendations, which may include adjustments to your financial plan, investment allocation, company benefits and insurance coverage.
Step 5: Implementation Meeting
The implementation meeting focuses on creating prospective strategies custom designed for your specific needs. Recommended changes could include logistics, tax impact, asset allocation adjustments, and saving/benefit modifications.
Step 6: Monitoring & Performance Tracking
Finally, we will be constantly monitoring your assets and analyzing your performance tracking data seeking to ensure your financial expectations are being met and adjusted accordingly. We will keep a high degree of communication with you to make sure your concerns and requests are always addressed.
Investor Resources
GIC On the Markets
The Global Investment Committee's Michael Wilson provides insightful commentary on the markets while covering key areas to help investors with the financial landscape.
The GIC Weekly
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Thoughts on the Market Podcast
Join Mike Wilson, Chief Investment Officer and 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.
2024 Tax Tables
Please view the following attachment to find the 2024 federal tax tables.
Modern Wealth Tools
In a world so integrated with technology, having online, comprehensive tools are necessary to stay on top of your finances. With our Modern Wealth Tools you will be able to pay bills, transfer money, handle documents and more with easy to use and secure platforms. Sign up for Morgan Stanley Online and the Morgan Stanley App to access all of Morgan Stanley's online resources.
Morgan Stanley Online and Mobile App
Be in control of all your finances with Morgan Stanley Online and Morgan Stanley Mobile App. Track your spending, create budgets, deposit checks, and pay bills are just a few things you can do. Take advantage of additional features like current news and market data.
Total Wealth View
Keeping track of your finances may be difficult when you have multiple accounts at other financial institutions. Total Wealth View allows you to consolidate them on the Morgan Stanley Mobile App or Morgan Stanley Online to give you a more complete financial picture. This can help your confidence in your finances and planning for the future.
Goals Planning System
Have a goal you always wanted to accomplish? Along with your Financial Advisor and our Goals Planning System, you will be able to quantify your goals, get advice on what approach to take, and track your progress. GPS is designed to evolve as your life changes to help you reach your goal, even with varying situations.
Guide to Tax-Efficient Planning
The tax decisions you make today can help you save for years to come. Consider these smart tax strategies for your financial plan. Utilizing these strategies can help you enjoy more of your nest egg.
Location
376 Tilton Rd
Northfield, NJ 08225
US
Direct:
(609) 383-2000(609) 383-2000
Meet The Daedalus Group
Phone:
(609) 383-2022(609) 383-2022
Theodore Khoury
Assistant Vice President, Wealth Management Associate
Phone:
(609) 383-2018(609) 383-2018
About Ryan M. Leek
Ryan Leek is a Financial Advisor in Morgan Stanley’s Northfield, NJ office. He works with a select group of families, business owners, and individuals to build and protect wealth over multiple generations. Ryan draws on the global investment resources of Morgan Stanley as well as his professional experience to deliver a tailored, client centric approach to planning and investing.
Prior to joining Morgan Stanley, Ryan spent 5 years at J.P.Morgan Chase & Co. Most recently, he spent 2 years as a Private Banking Analyst in J.P. Morgan’s Center City Philadelphia office, supporting ultra-high net worth families and individuals in the Mid-Atlantic Region with their wealth management affairs. Before this, Ryan spent a year and a half as a Capacity & Planning Associate, and two years in J.P. Morgan’s Corporate Analyst Development Program, a cross line of business leadership program focused on Metrics and Analytics, Process Improvement, Project Management, and Operational Risk & Controls.
In his spare time, Ryan enjoys the thrill of the outdoors. In the winter, he can be found at Camelback Ski Area in the Poconos, coaching youth athletes in the Pocono Alpine Ski Education Foundation. In the summer, he can be found in Cape May, NJ participating in various offshore fishing events.
Ryan is a graduate of the Martin J. Whitman School of Management at Syracuse University ’12, with a B.S. in Finance and Entrepreneurship & Emerging Enterprises. During his time at Syracuse University, he was a member of the Syracuse University Alpine Ski Team and was named to the USCSA “Academic All-American Team” in three of four competitive seasons.
Investments and services offered through Morgan Stanley Smith Barney LLC. Member SIPC.
CRC 2527290 5/19
Prior to joining Morgan Stanley, Ryan spent 5 years at J.P.Morgan Chase & Co. Most recently, he spent 2 years as a Private Banking Analyst in J.P. Morgan’s Center City Philadelphia office, supporting ultra-high net worth families and individuals in the Mid-Atlantic Region with their wealth management affairs. Before this, Ryan spent a year and a half as a Capacity & Planning Associate, and two years in J.P. Morgan’s Corporate Analyst Development Program, a cross line of business leadership program focused on Metrics and Analytics, Process Improvement, Project Management, and Operational Risk & Controls.
In his spare time, Ryan enjoys the thrill of the outdoors. In the winter, he can be found at Camelback Ski Area in the Poconos, coaching youth athletes in the Pocono Alpine Ski Education Foundation. In the summer, he can be found in Cape May, NJ participating in various offshore fishing events.
Ryan is a graduate of the Martin J. Whitman School of Management at Syracuse University ’12, with a B.S. in Finance and Entrepreneurship & Emerging Enterprises. During his time at Syracuse University, he was a member of the Syracuse University Alpine Ski Team and was named to the USCSA “Academic All-American Team” in three of four competitive seasons.
Investments and services offered through Morgan Stanley Smith Barney LLC. Member SIPC.
CRC 2527290 5/19
Securities Agent: AK, MN, MD, NJ, MI, FL, DE, VT, SC, KY, AZ, LA, IL, CT, WA, VA, TX, OK, NY, CA, MO, IN, PA, NC, MA, OR, WI, RI, GA, DC, HI, CO; General Securities Representative; Investment Advisor Representative
NMLS#: 1843720
NMLS#: 1843720
About Stephen Marchel
Steve Marchel is an Alternative Investment Director for Morgan Stanley, working out of Morgan’s Northfield, NJ office. He is a 40-year veteran of the Financial Services Industry, having spent the initial 12 years of his career working as an Institutional Bond and Currency Trader. For the last 28 years, Steve has managed an Advisory Practice, with a focus on Alternative Investments. His clients include Family Offices, Accredited Investors, and Institutions.
Steve is a graduate of Yale University, where he was an All-Ivy League Baseball selection. Steve lives in Margate, NJ and enjoys traveling with his wife, Robin and their dog, Brisket. Steve and Robin spend most of their time in Margate and spend some time each year in Burlington, VT and Key West, FL.
Steve is a graduate of Yale University, where he was an All-Ivy League Baseball selection. Steve lives in Margate, NJ and enjoys traveling with his wife, Robin and their dog, Brisket. Steve and Robin spend most of their time in Margate and spend some time each year in Burlington, VT and Key West, FL.
Securities Agent: VA, NY, ME, WY, WA, VT, TX, SC, PA, NV, NJ, NC, MD, MA, LA, IN, HI, FL, DE, DC, CT, CO, CA, AZ, AK; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
About Theodore Khoury
Ted Khoury is the Assistant Vice President – Wealth Management Associate for the Daedelus Group of Morgan Stanley, working out of the Northfield, NJ office. He is a 25 year veteran, having served 21 of those years as a Financial Advisor. His time at Morgan Stanley has been spent specializing in client communications, portfolio assistance, and operations.
Ted is a graduate of the Richard Stockton College of New Jersey and has lived in South Jersey his whole life. Ted is a resident of Linwood, NJ and has two sons, Andrew and Brian, and an amazing extended family with his wife Heather. He spent 25 years coaching youth baseball in the area, and as a person in long-term recovery, assists the community in those efforts, also acting as a Wellbeing Influencer for Morgan Stanley.
Ted is a graduate of the Richard Stockton College of New Jersey and has lived in South Jersey his whole life. Ted is a resident of Linwood, NJ and has two sons, Andrew and Brian, and an amazing extended family with his wife Heather. He spent 25 years coaching youth baseball in the area, and as a person in long-term recovery, assists the community in those efforts, also acting as a Wellbeing Influencer for Morgan Stanley.
Contact Ryan M. Leek
Contact Stephen Marchel
Wealth Management
Global Investment Office
Portfolio Insights
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
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact The Daedalus Group today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
