Eric Boory
Senior Vice President, Wealth Advisor
Phone:
(856) 489-6611(856) 489-6611
The Delaware Valley Group at Morgan Stanley
Eric BoorySteve BorensteinGerry Grossman, CFP®Maria Tsakiris, CFP®Kyle DiLeo, CFADenise McLaughlinElaine Shelton
Direct:
(856) 489-4410(856) 489-4410
Toll-Free:
(866) 408-6986(866) 408-6986
Our Mission Statement
We provide tailored financial solutions to help simplify your life, so you may enjoy the wealth you've created. Our goal is to build life-long relationships with the families we serve.
Delaware Valley Group
Core Values:
• Passionately advocate for clients
• Open communication
• Details matter
• Start with the end in mind
• Encourage teamwork
Delaware Valley Group
Core Values:
• Passionately advocate for clients
• Open communication
• Details matter
• Start with the end in mind
• Encourage teamwork
Our Story
As the financial world becomes more complex and investment choices multiply, the strategies for managing your wealth increase as well. Often, evaluating these strategies and wisely choosing among them requires the time and experience of a trusted advisory team – one who not only understands your diverse needs, but has access to customized programs that can be properly tailored to provide you with solutions.
At The Delaware Valley Group, we have more than 100 combined years* of experience, providing customized and comprehensive strategies to simplify your financial life. We seek to accomplish this through a highly personalized approach that focuses on delivering exceptional service. Over the years, we have developed a strong understanding of economics and are well versed in the equity and fixed income markets. We aim to take the mystery out of the markets by bringing a tailored, goals-based approach to smart money management.
Throughout our careers, we have continued to expand our skills by undertaking various advanced courses of study, with an emphasis on strategies that provide unique, reliable and consistent income in retirement. This commitment to professional development enables us to remain on the forefront of the latest wealth management techniques, so we can continue to deliver a powerful and thoughtful client experience.
As a team of seasoned professionals, we enjoy sharing our depth of knowledge and experiences with our clients, providing perspective and financial guidance as they take on new challenges. We are dedicated to helping you navigate the distractions of today’s challenging markets, executing and refining your strategy to bring you closer to your personal definition of financial success. In short, your priorities become our focus; achieving them becomes a commitment we share together.
* Eric Boory: 38 years; Steve Borenstein: 26 years; Gerry Grossman: 36 years
At The Delaware Valley Group, we have more than 100 combined years* of experience, providing customized and comprehensive strategies to simplify your financial life. We seek to accomplish this through a highly personalized approach that focuses on delivering exceptional service. Over the years, we have developed a strong understanding of economics and are well versed in the equity and fixed income markets. We aim to take the mystery out of the markets by bringing a tailored, goals-based approach to smart money management.
Throughout our careers, we have continued to expand our skills by undertaking various advanced courses of study, with an emphasis on strategies that provide unique, reliable and consistent income in retirement. This commitment to professional development enables us to remain on the forefront of the latest wealth management techniques, so we can continue to deliver a powerful and thoughtful client experience.
As a team of seasoned professionals, we enjoy sharing our depth of knowledge and experiences with our clients, providing perspective and financial guidance as they take on new challenges. We are dedicated to helping you navigate the distractions of today’s challenging markets, executing and refining your strategy to bring you closer to your personal definition of financial success. In short, your priorities become our focus; achieving them becomes a commitment we share together.
* Eric Boory: 38 years; Steve Borenstein: 26 years; Gerry Grossman: 36 years
Services Include
- Financial PlanningFootnote1
- Retirement PlanningFootnote2
- SyndicateFootnote3
- Wealth ManagementFootnote4
- Alternative InvestmentsFootnote5
- Structured ProductsFootnote6
- Estate Planning StrategiesFootnote7
- 401(k) Rollovers
- Professional Portfolio ManagementFootnote8
- Planning for Individuals with Special Needs
- Corporate Retirement PlansFootnote9
- Trust AccountsFootnote10
- Municipal BondsFootnote11
- Certificates of DepositFootnote12
- Corporate BondsFootnote13
- Long Term Care InsuranceFootnote14
- Life InsuranceFootnote15
- AnnuitiesFootnote16
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Experience
We are an integrated team of experienced professionals with a complementary set of skills, knowledge and experience. Working together, we provide highly customized advice and comprehensive wealth management services to individuals, families and small business owners in the tri-state metropolitan area and across the country.
Our top priority is to help you prepare for all of life’s milestones – your children’s education, your retirement, your estate and your ideal future. Working in partnership with your accountant, attorney and other trusted professionals, we help you build a comprehensive plan that encompasses all aspects of your life.
Over the years, we have cultivated skills in financial planning, portfolio management and estate planning. We have developed a strong understanding of the key factors that impact someone’s retirement plan, and are well versed in the equity and fixed income markets. Above all, we take pride in our ability to effectively communicate advanced strategies and put them into action, helping empower our clients to achieve their financial goals and personal aspirations.
We come to work every day engaged in making a real difference in the lives of our clients. We believe you will not find a team of professionals more committed to helping you achieve your personal financial goals. We are dedicated to helping you preserve and build your wealth and will work to strengthen your family’s financial security for generations to come.
Our top priority is to help you prepare for all of life’s milestones – your children’s education, your retirement, your estate and your ideal future. Working in partnership with your accountant, attorney and other trusted professionals, we help you build a comprehensive plan that encompasses all aspects of your life.
Over the years, we have cultivated skills in financial planning, portfolio management and estate planning. We have developed a strong understanding of the key factors that impact someone’s retirement plan, and are well versed in the equity and fixed income markets. Above all, we take pride in our ability to effectively communicate advanced strategies and put them into action, helping empower our clients to achieve their financial goals and personal aspirations.
We come to work every day engaged in making a real difference in the lives of our clients. We believe you will not find a team of professionals more committed to helping you achieve your personal financial goals. We are dedicated to helping you preserve and build your wealth and will work to strengthen your family’s financial security for generations to come.
Working With You
Our disciplined process enables us to design and implement appropriate solutions to help you achieve and maintain financial success.
Step 1: Introductory Call
We begin with an informal conversation to understand your financial concerns and determine whether we can add significant value to your situation. Should we agree to work together, we each commit to moving forward to achieve what is most important to you and your family. We’ll ask you to gather important information, including statements, tax returns and estate documents.
Step 2: “Get To Know You” Meeting
We continue the dialogue by fostering an in-depth conversation where we’ll learn about the values that shape your decisions and identify any unique circumstances. In this step, we’ll seek permission to speak to your CPA and estate attorney to ensure the strategies we recommend are fully coordinated.
Step 3: Analysis
Next, we review your financial situation, determine the likelihood of reaching your goals and address the impact of unexpected life events. Utilizing our proprietary LifeView® financial planning tool, we’ll select portfolio managers, determine an appropriate asset allocation mix and identify specific tax-efficient strategies.
Step 4: Presentation
Here, we present our comprehensive set of recommendations. Upon your approval, we set into motion a course of action that strives to align your investments with your values.
Step 5: Ongoing Service
Once we execute your plan, we set up online tools to give you convenient access to your accounts. And because personal objectives change and investment strategies evolve over time, we set up ongoing meetings to review your plan and assist with any future needs.
Our Clients
Our clients are financially successful individuals and families with active lives, who seek a team of advisors who will provide them with thorough, unbiased and carefully considered guidance on a full range of financial topics. When you work with us, you will be treated with respect, care, confidentiality and an unwavering commitment to you and your family.
We enjoy building deep and enduring relationships and have found we work best with individuals, families and professionals whose priorities focus on:
A 360 degree view of their finances
A long-range picture of retirement and personal goals
A conservative approach to investing
Open conversations about wealth planning and investment expectations
Working with a team of thoughtful financial advisors
A long-range picture of retirement and personal goals
A conservative approach to investing
Open conversations about wealth planning and investment expectations
Working with a team of thoughtful financial advisors
Our clients include:
Financially successful individuals and families
Corporate executives and medical professionals
Retirees and individuals planning for retirement
Entrepreneurs and small business owners
Women seeking guidance for themselves and their family
Young professionals and grown children of existing clients
Corporate executives and medical professionals
Retirees and individuals planning for retirement
Entrepreneurs and small business owners
Women seeking guidance for themselves and their family
Young professionals and grown children of existing clients
While each of our clients have unique personal and professional business circumstances, they all have one thing in common: They are focused on achieving very specific financial goals, so they may secure their family’s financial future and pursue their personal hopes and dreams.
Location
303 Lippincott Dr
Ste 300
Marlton, NJ 08053
US
Direct:
(856) 489-4410(856) 489-4410
Toll-Free:
(866) 408-6986(866) 408-6986
Meet The Delaware Valley Group
Steve Borenstein
First Vice President, Financial Advisor, Portfolio Manager
Phone:
(856) 489-2443(856) 489-2443
Gerry Grossman, CFP®
Senior Vice President, Wealth Advisor
Phone:
(856) 489-6604(856) 489-6604
Maria Tsakiris, CFP®
Financial Advisor, Financial Planning Specialist
Phone:
(856) 489-2426(856) 489-2426
Kyle DiLeo, CFA
Consulting Group Analyst
Phone:
(856) 489-2454(856) 489-2454
Denise McLaughlin
Assistant Vice President, Wealth Management Associate
Phone:
(856) 489-4410(856) 489-4410
Elaine Shelton
Senior Registered Client Service Associate
Phone:
(856) 489-5840(856) 489-5840
About Eric Boory
Eric S. Boory
Senior Vice President
Wealth Advisor
Eric has dedicated his entire career to providing highly customized advice to individuals and families in the Delaware Valley and across the country. He delivers a personalized approach that includes a thorough planning process and a commitment to outstanding service. To Eric, the cornerstone of comprehensive wealth management begins with solid financial planning focused on achieving each client’s unique objectives.
A graduate of Temple University with a B.A. degree in Business Administration, Eric began his career in 1984 as a Financial Advisor at E.F. Hutton and Company. He has acquired a diverse set of skills and knowledge to help guide and advise his clients in achieving their particular financial goals. Eric has been a speaker at firm-sponsored events and has also been a guest lecturer at The Wharton Investment Club.
Eric works diligently to demystify the planning process by understanding his clients’ goals and values. He then guides them toward realizing those goals, using a comprehensive and objective approach that concentrates on growth and unique, predictable income strategies. For his commitment to his clients, Eric has earned the Five-Star Wealth Manager award a total of ten times.
Eric and his wife, Elissa, live in Cherry Hill and have three children. He and his family are very engaged with Safety In Groups, a nonprofit organization providing group homes for special needs adults. Eric serves as President. He is also active with the Cure Fragile X Foundation and Congregation Beth El, where he served as President from 2005 through 2009. Beth El awarded Eric the “Man of the Year” award in 2009 and three years later, he and Elissa received the L’Dor V’Dor award. He has also received the community leadership award from Morgan Stanley. In his free time, Eric enjoys spending time with his family in Margate, as well as collecting sports memorabilia, music, travel and photography.
2012-2019, 2021, 2022 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2012-2019, 2021, 2022) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.
https://www.morganstanley.com/disclosures/awards-disclosure.html
Senior Vice President
Wealth Advisor
Eric has dedicated his entire career to providing highly customized advice to individuals and families in the Delaware Valley and across the country. He delivers a personalized approach that includes a thorough planning process and a commitment to outstanding service. To Eric, the cornerstone of comprehensive wealth management begins with solid financial planning focused on achieving each client’s unique objectives.
A graduate of Temple University with a B.A. degree in Business Administration, Eric began his career in 1984 as a Financial Advisor at E.F. Hutton and Company. He has acquired a diverse set of skills and knowledge to help guide and advise his clients in achieving their particular financial goals. Eric has been a speaker at firm-sponsored events and has also been a guest lecturer at The Wharton Investment Club.
Eric works diligently to demystify the planning process by understanding his clients’ goals and values. He then guides them toward realizing those goals, using a comprehensive and objective approach that concentrates on growth and unique, predictable income strategies. For his commitment to his clients, Eric has earned the Five-Star Wealth Manager award a total of ten times.
Eric and his wife, Elissa, live in Cherry Hill and have three children. He and his family are very engaged with Safety In Groups, a nonprofit organization providing group homes for special needs adults. Eric serves as President. He is also active with the Cure Fragile X Foundation and Congregation Beth El, where he served as President from 2005 through 2009. Beth El awarded Eric the “Man of the Year” award in 2009 and three years later, he and Elissa received the L’Dor V’Dor award. He has also received the community leadership award from Morgan Stanley. In his free time, Eric enjoys spending time with his family in Margate, as well as collecting sports memorabilia, music, travel and photography.
2012-2019, 2021, 2022 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2012-2019, 2021, 2022) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.
https://www.morganstanley.com/disclosures/awards-disclosure.html
Securities Agent: CA, CT, DC, DE, FL, GA, IA, IL, KS, MA, MD, ME, MI, MO, NC, ND, NH, NJ, NM, NV, NY, OR, PA, SC, TN, TX, VA, WA, WI, WV, WY, AL, CO, AK, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1253028
NMLS#: 1253028
About Steve Borenstein
A seasoned professional with more than 25 years of experience, Steve is dedicated to helping professionals, families and business owners solve their financial challenges. His disciplined approach includes the development of a tailored wealth management plan and a commitment to ongoing education and outstanding service. Steve enjoys helping clients simplify their financial lives, seeking to allow them to enjoy the wealth they have created and leave the legacy they desire.
Steve earned his degree in Communications at Temple University. He began his financial services career in 1996 at Dean Witter, a predecessor firm of Morgan Stanley. It was here where Steve began to work directly with clients and learned first-hand how his guidance as a financial advisor could make a profound difference on the quality of their lives. In 2007, he joined Smith Barney, which was purchased by Morgan Stanley a year later. He became a member of the Delaware Valley Group at Morgan Stanley in 2018.
Over the years, Steve has built a successful practice advising clients on how to better understand and manage their total financial picture. He believes investing should be based on a strategy that is easy to understand and easy to implement. For his commitment to his clients, Steve has been recognized as a Five-Star Wealth Manager every year since 2012.
Originally from Margate, NJ, Steve now lives in Cherry Hill with his wife, Allison, and their two sons, Jayson and Adam. Outside of the office, Steve is a member of Keystone Belcher #153 F&AM in Linwood. He is a Past President of Temple Beth Sholom in Cherry Hill where he continues to serve on the Board of Directors as the Chair of the Endowment Committee. Steve enjoys spending time with his family, especially supporting his children in their theatre and sports programs. Favorite activities include fishing, boating and beaching at the Jersey shore, attending Temple basketball and football games, and taking family vacations.
2012-2022 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2012-2022) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.
https://www.morganstanley.com/disclosures/awards-disclosure.html
Steve earned his degree in Communications at Temple University. He began his financial services career in 1996 at Dean Witter, a predecessor firm of Morgan Stanley. It was here where Steve began to work directly with clients and learned first-hand how his guidance as a financial advisor could make a profound difference on the quality of their lives. In 2007, he joined Smith Barney, which was purchased by Morgan Stanley a year later. He became a member of the Delaware Valley Group at Morgan Stanley in 2018.
Over the years, Steve has built a successful practice advising clients on how to better understand and manage their total financial picture. He believes investing should be based on a strategy that is easy to understand and easy to implement. For his commitment to his clients, Steve has been recognized as a Five-Star Wealth Manager every year since 2012.
Originally from Margate, NJ, Steve now lives in Cherry Hill with his wife, Allison, and their two sons, Jayson and Adam. Outside of the office, Steve is a member of Keystone Belcher #153 F&AM in Linwood. He is a Past President of Temple Beth Sholom in Cherry Hill where he continues to serve on the Board of Directors as the Chair of the Endowment Committee. Steve enjoys spending time with his family, especially supporting his children in their theatre and sports programs. Favorite activities include fishing, boating and beaching at the Jersey shore, attending Temple basketball and football games, and taking family vacations.
2012-2022 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2012-2022) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.
https://www.morganstanley.com/disclosures/awards-disclosure.html
Securities Agent: WA, CO, TX, MA, FL, TN, AZ, WI, MT, KS, CT, WV, VA, NC, GA, SC, NJ, AK, WY, NY, NH, MI, ME, DC, CA, NM, PA, NV, MD, IL, AL, DE; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1255452
NMLS#: 1255452
About Gerry Grossman
Gerald A. Grossman, CFP®
Senior Vice President
Wealth Advisor
A seasoned professional for more than 35 years, Gerry enjoys working with financially successful individuals and families, providing highly personalized advice through a disciplined approach. His extensive experience enables him to help his clients understand the intricate details of their personal wealth. He focuses on listening carefully to what is most important to each family, so he can develop a customized plan designed to address their unique set of circumstances.
Throughout his career, Gerry has remained committed to professional development. A graduate of Drexel University, where he earned his B.S. degree in Business Administration and his M.B.A., Gerry earned his CERTIFIED FINANCIAL PLANNER (CFP®) designation. Prior to joining Morgan Stanley in 1986, Gerry was a Certified Public Accountant and held several important positions in accounting, investor relations, information systems and financial planning with two public corporations in the Philadelphia area.
Over the years, Gerry has developed a strong understanding of economics and is well versed in the equity and fixed income markets. His practice focuses on retirement planning with an emphasis on asset allocation strategies using growth and income vehicles to help accomplish his clients’ goals and objectives. For his dedication to excellence, Gerry has earned the Five-Star Wealth Manager award every year since 2013.
Gerry and his wife, Bobbi, reside in Cherry Hill with their golden retriever. They have two married sons and are the proud grandparents of four. A strong believer in giving back, Gerry has been active in many local organizations. Over the years, he has been a board member and budget committee chairman at Woodcrest Country Club. He was also a school board member and ad book committee chairman at Temple Beth Sholom. In his leisure time, Gerry enjoys golf, travel and spending time with his growing family.
2013-2022 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2013-2022) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.
https://www.morganstanley.com/disclosures/awards-disclosure.html
Senior Vice President
Wealth Advisor
A seasoned professional for more than 35 years, Gerry enjoys working with financially successful individuals and families, providing highly personalized advice through a disciplined approach. His extensive experience enables him to help his clients understand the intricate details of their personal wealth. He focuses on listening carefully to what is most important to each family, so he can develop a customized plan designed to address their unique set of circumstances.
Throughout his career, Gerry has remained committed to professional development. A graduate of Drexel University, where he earned his B.S. degree in Business Administration and his M.B.A., Gerry earned his CERTIFIED FINANCIAL PLANNER (CFP®) designation. Prior to joining Morgan Stanley in 1986, Gerry was a Certified Public Accountant and held several important positions in accounting, investor relations, information systems and financial planning with two public corporations in the Philadelphia area.
Over the years, Gerry has developed a strong understanding of economics and is well versed in the equity and fixed income markets. His practice focuses on retirement planning with an emphasis on asset allocation strategies using growth and income vehicles to help accomplish his clients’ goals and objectives. For his dedication to excellence, Gerry has earned the Five-Star Wealth Manager award every year since 2013.
Gerry and his wife, Bobbi, reside in Cherry Hill with their golden retriever. They have two married sons and are the proud grandparents of four. A strong believer in giving back, Gerry has been active in many local organizations. Over the years, he has been a board member and budget committee chairman at Woodcrest Country Club. He was also a school board member and ad book committee chairman at Temple Beth Sholom. In his leisure time, Gerry enjoys golf, travel and spending time with his growing family.
2013-2022 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2013-2022) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.
https://www.morganstanley.com/disclosures/awards-disclosure.html
Securities Agent: WY, AK, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, KS, MA, MD, ME, MI, NC, NH, NJ, NM, NV, NY, PA, SC, TN, TX, VA, WA; General Securities Representative; Investment Advisor Representative
NMLS#: 1253135
CA Insurance License #: 0C61636
NMLS#: 1253135
CA Insurance License #: 0C61636
About Maria Tsakiris
Maria graduated with a Bachelor’s degree in Finance from Rutgers University in 2014. Upon graduation, Maria initially worked with her father as an integral part of the family tile business. Maria began her career with Morgan Stanley in 2016 as a Wealth Advisor Associate with a primary focus on the implementation of Goals Based Financial Planning in the Southern NJ Complex. Maria joined The Delaware Valley Group in 2019 and she earned the CFP® certification in March 2020. Maria is a former internationally competitive figure skater representing the country of Greece and was nominated “Athlete of the Year” by Suburban Family Magazine, 2012.
Securities Agent: NV, DE, ME, FL, WA, GA, CA, WV, WI, IL, KS, IA, MD, MI, NC, CO, CT, NJ, NE, NM, NY, OR, ND, WY, AK, VT, VA, TX, TN, SC, PA, OH, NH, MO, MA, HI, DC, AZ, AR, AL, LA, MT; General Securities Representative; Investment Advisor Representative
NMLS#: 1642980
NMLS#: 1642980
About Denise McLaughlin
With over 30 years of experience in the financial services industry, Denise McLaughlin joined The Delaware Valley Group in 2014 as the lead Wealth Management Associate. Prior to joining the team Denise held various management positions within Morgan Stanley and its predecessor firms. She most recently served as the Complex Risk Officer of the Mount Laurel New Jersey office working closely with over 50 Financial Advisors and their valued clients. During this time Denise held the title of Vice President. She possesses the following licenses, series 7,63 and 66.
About Elaine Shelton
Since 2008 Elaine Shelton has served in the capacity of Client Service Associate at Morgan Stanley. She joined The Delaware Valley Group in 2013 working closely with our clients in the same role. Elaine prides herself on working with you to provide a high level of quality service as it relates to the unique administrative and operational needs of each individual. In September 2008 Elaine received the prestigious Morgan Stanley ACE Award for her exemplary commitment and service to our clients. Elaine resides in Voorhees, New Jersey and is active at her Church.
Contact Eric Boory
Contact Steve Borenstein
Contact Gerry Grossman
Contact Maria Tsakiris
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Lorry Rosado
Private Banker
Angelo Loumbas
Family Office Resource Generalist
About Lorry Rosado
Lorry Rosado is a Private Banker serving Morgan Stanley Wealth Management offices in New Jersey and Pennsylvania.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Lorry began her career in financial services in 1984, and joined Morgan Stanley in 2017. Prior to joining the firm, she served as a Banking Advisor at Merrill Lynch, and a Senior Premier Client Manager at Bank of America.
She currently resides in East Brunswick, NJ with her family.
Outside of the office, Lorry volunteers as a Coach for the Fast Break Basketball Buddy Ball program, focused on providing an opportunity for disabled children and young adults to enjoy the game of basketball. In her free time, she enjoys spending time with her family.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Lorry began her career in financial services in 1984, and joined Morgan Stanley in 2017. Prior to joining the firm, she served as a Banking Advisor at Merrill Lynch, and a Senior Premier Client Manager at Bank of America.
She currently resides in East Brunswick, NJ with her family.
Outside of the office, Lorry volunteers as a Coach for the Fast Break Basketball Buddy Ball program, focused on providing an opportunity for disabled children and young adults to enjoy the game of basketball. In her free time, she enjoys spending time with her family.
NMLS#: 644450
About Angelo Loumbas
Angelo is the Family Office Resources Generalist for Family Office Resources in the New York Metro and New England regions. Angelo provides specialized knowledge to ultra-high net worth clients and their Morgan Stanley Financial Advisors across a broad range of family wealth management issues, including family governance/dynamics, wealth education, strategic estate and financial planning, philanthropy management, lifestyle advisory and customized asset allocation and portfolio construction. Angelo has over twenty-five years experience advising wealthy families, business owners, and philanthropic organizations.
Originally from Chicago, Angelo practiced law for 15 years and represented ultra-high net worth clients and the businesses they owned, as well as major philanthropic organizations. Angelo is admitted to the Society of Trust and Estate Practitioners. He has spoken on topics such as “Conditions Suggesting a Management Buyout” before the Chicago Bar Association Corporation and Business Law Committee, “Tax Consequences of Intra-Family Loans,” before the Chicago Bar Association Trust Law Committee, and “Conversations about Wealth and Philanthropy with Prospective Donors” before the Chicago Council on Planned Giving.
Prior to rejoining Morgan Stanley in his current position in 2018, Angelo advised wealthy clients in the financial services industry for 10 years, first as a Wealth Strategist with US Trust in Chicago, then a Wealth and Estate Planning Specialist within Family Office Resources in Chicago, and finally as a Senior Wealth Planning Strategist for the Wells Fargo Private Bank in Greenwich, Connecticut. Angelo earned his B.A. from DePauw University, his M.B.A. from the University of Notre Dame, and his law degree from Indiana University at Bloomington. He is Series 7, 66 and 24 licensed. Angelo served as President of the Rotary Club of Chicago (“ROTARY/One”), the world’s first Rotary club, in 2009-2010, and now lives in Armonk, New York with his wife, a native New Yorker, and their two children.
Originally from Chicago, Angelo practiced law for 15 years and represented ultra-high net worth clients and the businesses they owned, as well as major philanthropic organizations. Angelo is admitted to the Society of Trust and Estate Practitioners. He has spoken on topics such as “Conditions Suggesting a Management Buyout” before the Chicago Bar Association Corporation and Business Law Committee, “Tax Consequences of Intra-Family Loans,” before the Chicago Bar Association Trust Law Committee, and “Conversations about Wealth and Philanthropy with Prospective Donors” before the Chicago Council on Planned Giving.
Prior to rejoining Morgan Stanley in his current position in 2018, Angelo advised wealthy clients in the financial services industry for 10 years, first as a Wealth Strategist with US Trust in Chicago, then a Wealth and Estate Planning Specialist within Family Office Resources in Chicago, and finally as a Senior Wealth Planning Strategist for the Wells Fargo Private Bank in Greenwich, Connecticut. Angelo earned his B.A. from DePauw University, his M.B.A. from the University of Notre Dame, and his law degree from Indiana University at Bloomington. He is Series 7, 66 and 24 licensed. Angelo served as President of the Rotary Club of Chicago (“ROTARY/One”), the world’s first Rotary club, in 2009-2010, and now lives in Armonk, New York with his wife, a native New Yorker, and their two children.
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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Mosaic
Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
A Change of Greenery
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Ready to start a conversation? Contact The Delaware Valley Group today.
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.
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
3Participating in a new issue/syndicate is subject to availability. IPOs are highly speculative and may not be appropriate for all investors because they lack a stock-trading history and usually involve smaller and newer companies that tend to have limited operating histories, less-experienced management teams, and fewer products or customers. Also, the offering price of an IPO reflects a negotiated estimate as to the value of the company, which may bear little relationship to the trading price of the securities, and it is not uncommon for the closing price of the shares shortly after the IPO to be well above or below the offering price.
4Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
5Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
6Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
7Morgan 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.
8Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
9When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
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.
11Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
12Investors 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.
13Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
14Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
15Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
16Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
3Participating in a new issue/syndicate is subject to availability. IPOs are highly speculative and may not be appropriate for all investors because they lack a stock-trading history and usually involve smaller and newer companies that tend to have limited operating histories, less-experienced management teams, and fewer products or customers. Also, the offering price of an IPO reflects a negotiated estimate as to the value of the company, which may bear little relationship to the trading price of the securities, and it is not uncommon for the closing price of the shares shortly after the IPO to be well above or below the offering price.
4Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
5Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
6Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
7Morgan 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.
8Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
9When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
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.
11Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
12Investors 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.
13Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
14Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
15Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
16Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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
CRC 6491812 (04/2024)
