Welcome

As your Financial Advisors, we have experience with the unique challenges, styles and strategies that distinguish wealthy investors. We will work with you to help you preserve and grow your wealth, relying on the insights of seasoned investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Services Include
  • Wealth Management1
  • Asset Management2
  • Financial Planning3
  • Retirement Planning4
  • Estate Planning Strategies5
  • Philanthropic Services
  • Endowments and Foundations6
  • Lending Products
  • Professional Portfolio Management7
  • Sustainable Investing8
  • Cash Management9
  • Trust Accounts10
  • 401(k) Rollovers
  • 529 Plans11
  • UGMA/UTMA12
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

150 Clove Road
Little Falls, NJ 07424
US
Direct:
(973) 890-3015(973) 890-3015
Toll-Free:
(800) 227-8588(800) 227-8588

Meet The Deatherage Group

About Me

Mary M. Deatherage leads The Deatherage Group at Morgan Stanley Private Wealth Management, a financial advisory Team with offices in Little Falls, New Jersey and New York, New York. The Team manages approximately $3 billion in assets and provides financial planning, asset allocation, manager selection and liaison, estate planning and tax strategies. Her clientele consists of large foundations and pension plans as well as high-net-worth individuals around the world. Mary started her financial career as a CPA and audit manager at Coopers & Lybrand in New York City and Detroit, where she specialized in acquisition and divestiture reviews for clients such as CBS, Sanofi and Fortune Brands. She subsequently became a financial advisor and has been with Morgan Stanley since 1986.

Mary has received numerous industry honors and distinctions, including:
• Top 10 of “America’s Top 1,200 Advisors,” Barron’s (2009-2019), #2 in New Jersey in 2019
• Recognized as one of “America’s Best-in-State Wealth Advisors,” Forbes Magazine (2018-2019), #6 in New Jersey in 2019
• Recognized as one of the “400 Top Financial Advisers,” Financial Times (2016-2019)
• Recognized as one of “America’s Top 250 Wealth Advisors,” Forbes Magazine (2017-2018), #182 in 2018
• Recognized as one of “America’s Top Women Advisors,” Forbes Magazine (2017-2018), #18 in 2018
• Top 20 of the “100 Women Financial Advisors in America,” Barron’s (2006-2018), #16 in 2018
• Recognized as one of the “Top 100 Wirehouse Advisors,” Registered Rep (2016)
• Top 10 of the “Top 50 Wirehouse Women,” Registered Rep (2012-2015)
• Named as a MAKER: Women Who Make America, 2014 (2014)
• Recognized in the inaugural list of the “Financial Times 100 Women Financial Advisers,” Financial Times (2014)
• Chapter 17 of The Winner’s Circle IV by R.J. Shook devoted to her practice (2005)
• Served on Board and as Head of the Finance Committee of Integrity House, Newark, NJ (2000-2016)
• Served on Board of Mountainside Hospital, Montclair, NJ (1998-2016)
• Served as Finance Chair of the Mountainside Foundation and its successor entity, Partners for Health, Montclair, NJ (1998-2016)

Mary is the Past President of the Association of Professional Investment Consultants (APIC) and the co-chair of the Morgan Stanley President’s Cabinet. She serves on Morgan Stanley’s Multi-Cultural Client Committee and the Steering Committee of the Morgan Stanley Smith Barney Women’s Initiative. She also serves on the board of the Catholic Urban Schools Project in Newark, New Jersey.

Mary has appeared on CNBC, Fox Business and National Public Radio (NPR). She has written several focus pieces in Barron’s and contributed to the New York Times and Worth magazine. She received her undergraduate degree in education from Mount St. Mary College, and her accounting degree from the University of Arizona.
Securities Agent: TX, OK, NJ, WY, WI, WA, VT, VA, UT, SC, RI, PR, PA, OR, OH, NY, NM, NH, NC, MS, MO, MI, ME, MD, MA, LA, KY, IL, IA, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
NMLS#: 1279607

About Me

Jay Dewan is a member of The Deatherage Group, a financial advisory team in Little Falls, New Jersey which provides financial planning, asset allocation strategies, estate planning and tax optimization strategies.  Their clientele consists of large foundations, pension plans, corporate executives and high-net-worth individuals.

Jay started his career with Smith Barney in 1998, but also spent time with Smith Barney Asset Management in New York City as a Mutual Fund Consultant.  In 2001, he joined The Deatherage Group as a research analyst where he ultimately became a Financial Advisor in 2005.

Much of his spare time is spent volunteering at the Clifton Animal Shelter.  In addition to providing care for the animals, Jay serves as the Treasurer and assists the non-profit organization with marketing, financial budgeting and fundraising.

Jay received his undergraduate degree in Finance from Montclair State University.  He lives in Clifton, New Jersey with his wife, Elizabeth.
Securities Agent: TX, NJ, WY, WI, WA, VT, VA, SC, RI, PA, OR, OK, OH, NY, NV, NH, NC, MS, MO, MI, ME, MD, MA, LA, IL, GA, FL, DE, DC, CT, CO, CA, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1255511

About Me

Claudine Callison - Siero is a Senior Vice President with Morgan Stanley and a member of  The Deatherage Group at Morgan Stanley in Little Falls, NJ.  

Prior to joining Smith Barney’s training program in 1998, Claudine was an Advertising Sales Executive with MTV Networks in New York City.  She started with the company in 1994, after graduating from Ithaca College with a BS degree in Business Communications and a minor in Finance.

Claudine is President of the Whispering Pines Women’s Golf League, Treasurer of the Saddle River Branch of the Valley Hospital Ladies Auxiliary and an active member in the Saddle River Residents and Valley Clubs.
Securities Agent: OK, NJ, WI, WA, VT, VA, TX, TN, SC, RI, PA, OR, OH, NY, NM, NH, NC, MS, MO, MN, MI, ME, MD, MA, IN, IL, HI, GA, FL, DE, DC, CT, CO, CA, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1261933
From Our Team

Forbes' Top 200 Financial Advisors Press Release


Investment and Market Perspectives

On the Markets

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
Investing in Artificial Intelligence and Automation

Investing in Artificial Intelligence and Automation

AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

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
From Clueless to Clued In: Teaching Teens About Money

From Clueless to Clued In: Teaching Teens About Money

As your children grow into young adults, you can help them learn how to manage their own finances. Here’s how to go about it.

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
Choosing an Environmental Charity

Choosing an Environmental Charity

There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

More from Morgan Stanley

OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE

OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE

“You may feel like a 1,000 point move in the Dow in a single day is unprecedented, but the reality is that it’s a 2 or 3% move down.” - Lisa Shalett, Chief Investment Officer, Wealth Management
Learn more about OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE
Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
Learn more about Morgan Stanley and Justin Rose: A Winning Team
Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
Learn more about Sign Up for eDelivery
Reserved | Living & Giving

Reserved | Living & Giving

Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
Your Financial World. On the Go.

Your Financial World. On the Go.

With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Learn more about Your Financial World. On the Go.
Access Morgan Stanley Online

Access Morgan Stanley Online

Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
Learn more about Access Morgan Stanley Online
Ready to start a conversation? Contact The Deatherage Group today.
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1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

3Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

7Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

8The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

9Morgan 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

10Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

11Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

12Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

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 suitable 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”) 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.


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