The Dolan Group & You

As the financial world becomes more complex and investment choices multiply, careful planning becomes more important in helping you and your family achieve your financial goals.  The Dolan Group is committed to helping you preserve and grow your assets while inspiring a level of confidence that enables you to focus on the aspects of life you care most about.  Your goals become our focus and achieving them becomes a commitment we both share. As a team of five professionals, we are well versed in virtually all client needs, from wealth creation/preservation opportunities to tax efficient investing and retirement planning.  Each member of the Dolan Group brings his or her extensive experience and skills to the table every day, with one focus in mind:  helping you and your family achieve your financial goals.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Experience

Our Years of Experience in the Financial Services Industry: 

- James P. Dolan, Senior Vice President, Financial Advisor -  30 years
- Pamela H. Bayard, Vice President, Financial Advisor - 40 years


- Gwendolyn D. Rock, Senior Client Service Associate - 39 years
- Ruth L. Cuba, Client Service Associate - 12 years

    Working With You

    Drawing on our view of the markets, as well as Morgan Stanley's venerable global research, we are able to make informed recommendations and design a flexible investment management plan that is uniquely yours.  With a combine investment experience of over 120 years, our team takes great pride in assisting high net worth clients with the many issues they face throughout the course of their lives. 

    We advise a wide array of clients from different backgrounds and make it a point to work with their outside advisors (attorney, accountant, insurance professional, etc) to help ensure that all of their financial needs are being met.  This process starts with a financial plan detailing your assets and needs and is completed only when a realistic and attainable roadmap to reach your goals is put into place.   Our philosophy is rooted in exceptional client service, responsiveness and long-term relationships based on mutual trust.  In short, your goals truly become our team's focus and achieving them becomes a commitment that we both will share. 

    We look forward to working with you.

      Location

      1290 Avenue Of The Americas
      Fl 12
      New York, NY 10104
      US
      Direct:
      (212) 893-7660(212) 893-7660
      Toll-Free:
      (877) 835-4219(877) 835-4219

      Meet The Dolan Group

      About Me

      Jim is a Senior Vice President at Morgan Stanley and serves as team leader for the Dolan Group, presiding over all team meetings and decisions.  He joined the team in 1994 following four years as a commodity options trader and has approximately 27 years of experience in the financial services industry.   In addition to options, his areas of focus include fixed income / equity selection as well as wealth and retirement planning.  He is licensed in life insurance, annuities and is qualified by FINRA as a Securities Agent and Registered Investment Advisor Representative (Series 7, 63 & 65).  In regards to education, Jim graduated cum laude from Boston College with a bachelors in finance.  

      Jim resides in Ridgewood, New Jersey with his wife Helen and two children, Mia & Mac.  He especially enjoys time spent with his family traveling, visiting museums, watching movies and attending professional sporting events.  The Dolan family belongs to the Ridgewood Country Club in Paramus, NJ and cherishes their time together playing golf and tennis. Jim also enjoys reading, running and is an avid skier in his free time.
      Securities Agent: TX, VA, UT, TN, SC, RI, PA, OR, NY, NJ, NH, NC, MO, ME, MD, MA, KY, KS, IL, ID, GA, FL, CT, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
      NMLS#: 1279617

      About Me

      Pam is a Vice President at Morgan Stanley and a founding member of the Dolan Group.  Collectively she has worked in the financial services industry for 37 years and of those years, 31 have been spent working with the Dolan team.  At Morgan Stanley she takes on the role of financial advisor and helps guide the teams clientele across varying financial topics and issues.  Of these include, equity / fixed income selection (tax free & taxable) , options and wealth preservation, accumulation & transfer strategies.   Pam attended Berkeley College in New Jersey and is licensed in life insurance, annuities and is qualified by FINRA as a securities agent and registered investment adviser representative (Series 7, 63 & 65).  

      Outside of Morgan Stanley Pam lives a full life at her home in Essex county, NJ with her husband and two children.   When not catching up on the latest market research Pam enjoys many hobbies and interests.   She is actively involved in her Church and participates in their many outreach programs designed to help those who are less fortunate.   She also enjoys the beach, reading,  attending professional sporting events and watching her high school junior son, Bryce, excel as a pitcher on the Varsity baseball team.  Pam also has a daughter Kayla who is attending Coastal Carolina University.  Kayla is currently a junior and majoring in Sport & Recreational Management.
      Securities Agent: TX, WA, VA, UT, TN, SC, PA, OR, OH, NY, NV, NJ, NH, NE, NC, MO, MI, ME, MD, MA, LA, IL, ID, GA, FL, DC, CT, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
      NMLS#: 1279563
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