Phone:
(212) 893-7660(212) 893-7660
The Dolan Group at Morgan Stanley
Direct:
(212) 893-7660(212) 893-7660
Toll-Free:
(877) 835-4219(877) 835-4219
Our Mission Statement
We focus on growth, wealth retention and legacy planning. We strive to fulfill this mission by providing fully integrated investment planning and portfolio management solutions, doing so with the highest level of client service possible.
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.
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.
Services Include
- Financial Advisor
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
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. 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.
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.
A financial plan made for you
Our wealth management process begins with you, your investment objectives and your financial goals. Holistic in its approach, it may encompass all the elements of your financial life - your investments and your cash management needs - making sure they align with your goals and wealth management plan.
LifeView - Intelligent Planning
LifeView is a suite of planning tools that includes goal-specific analysis that we can use with our clients to create a realistic, integrated strategy that incorporates the various aspects of an individual’s financial life, including investments and cash management needs. Fill out the questionnaire to get started talking with us about creating a personalized strategy for your long-term goals.
Complete Questionnaire Here
Goals Planning System
Goals Planning System (GPS) is Morgan Stanley’s own integrated planning tool. Built on the Firm’s intellectual capital and capabilities, GPS is an intuitive and efficient platform used to quickly assess whether a client is “On Track” to achieving their financial goals.
Start Planning Now
Aladdin - Intelligent Risk Management
There’s a chance your portfolio may be at risk, but how you manage that risk is what matters.
Portfolio Risk Platform – Powered by Aladdin is a risk management platform that provides comprehensive risk estimation and reporting across a broad range of asset classes and security types. This platform provides both an overview and a detailed view to better enable risk to be effectively monitored and managed.
Learn More HerePortfolio Risk Platform – Powered by Aladdin is a risk management platform that provides comprehensive risk estimation and reporting across a broad range of asset classes and security types. This platform provides both an overview and a detailed view to better enable risk to be effectively monitored and managed.
Strategy - Intelligent Withdrawals
Building wealth is a means to an end. Taxes can eat up a significant portion of your assets upon withdrawal. This is why it's vital to look at your entire portfolio and coordinate liquidation to help reduce the impact of taxes and potentially improve investment results.
View Tax-Aware Strategies Here
Spending and Budgeting Tool
One way to manage savings is by using Morgan Stanley’s Spending and Budgeting tool. These tools help advisors monitor client cash flows across both internal and external accounts. It also tracks spending patterns and produces an income and expense analysis to help clients achieve their goals by adjusting their spending behavior when necessary.
Start Using the Tool TodayValuable Tools and Resources
We believe financial education leads to better insights into our investment strategy and discipline, and ultimately, better long-term decisions. As a result, we are committed to providing you with important information about managing your wealth more effectively in today's global markets.
We have assembled the following resources that reinforce the fundamental investment strategies and concepts of our practice. We've provided links to these materials, where available, and hope you'll return often to learn more about the topics that impact your overall wealth.
We have assembled the following resources that reinforce the fundamental investment strategies and concepts of our practice. We've provided links to these materials, where available, and hope you'll return often to learn more about the topics that impact your overall wealth.
Family Office Resources
Family Office Resources (FOR) provides specialized technical expertise to ultra-high net worth advisors and clients across a broad range of family wealth management issues.
Learn more about Family Office Resources
MS Reserved
Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's most valued clients. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
Learn more about MS Reserved
Online Security Center
Safeguarding your assets and personal information is paramount to us here at Morgan Stanley. Learn about our extensive security measures and take advantage of our numerous resources and ideas that are geared towards helping you stay protected on the World Wide Web.
Access the Online Security Center
Addressing Cybersecurity
In a world that is now more virtual than ever, staying safe online is nothing short of paramount. Take advantage of these helpful hints on how to tell if you've been hacked.
Learn how to detect hacking
Retirement Planning
It’s important to determine how much money you may need to save for a comfortable retirement. Here are three strategies that can help you optimize your 401(k) plan.
Explore potential options
Digital Vault
Keeping important documents and financial records organized and readily available is one of the best gifts you can give those you love. In the event of catastrophe or serious illness, disability or death, your Family Records Organizer can immediately provide vital, timely information to both your family and professional advisors.
Learn more
eDelivery
eDelivery provides you with the ability to view statements and other Firm documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online may enroll in eDelivery.
Enroll in eDelivery
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.
Learn More About Total Wealth View
Morgan Stanley Online
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley Mobile App.
Learn More About MSOResearch and Insights
We want to provide you with the most recent, timely, and important information so you can feel informed and educated during these difficult times. We will be periodically updating these links in order to keep the most important information top of mind.
What Should I Do With My Money
Listen to our newest podcasts where Morgan Stanley Financial Advisors answer real questions, from real people, about the most important aspects of client lives. We aim to give insight to the most common questions among our clients.
Listen Here
Improve Financial Literacy at Any Age
Financial literacy means being equipped with the knowledge to make smart financial decisions during every stage of your life. No matter your current priorities, a strong financial literacy foundation can help you meet your goals.
Learn More
Required Minimum Distributions
Required minimum distributions (RMDs) are likely to play an important role in your finances in retirement. Planning ahead for what you want to do with the money may help reduce taxes and increase options for re-investing. Here’s 8 things you should know.
Learn More
Tax Efficient Retirement Strategies
Smart tax planning can help you save more for retirement and keep more of what you’ve already saved. Consider these tax-efficient retirement planning strategies.
Learn MoreLocation
850 Morrison Drive
Ste 800
Charleston, SC 29403
US
Direct:
(212) 893-7660(212) 893-7660
Toll-Free:
(877) 835-4219(877) 835-4219
55 East 52nd Street
14th Floor
New York, NY 10055
US
Meet The Dolan Group
Phone:
(843) 727-7782(843) 727-7782
Ruth L Cuba
Client Service Associate
About James P. Dolan
James Dolan is a dedicated financial professional with a commitment to the guiding principle of prioritizing clients' best interests. Holding a Bachelor of Science Degree in Business Administration from Boston College, he embarked on his financial journey in 1990 at the Comex commodities exchange. Transitioning to financial advice and services in 1993, he continued to excel, progressing through roles, including his tenure at Paine Webber, which evolved into UBS by 2000. In 2010, he joined Morgan Stanley. Outside of his career, James finds joy in his role as a husband and father to two children, Mia and Mac. He also maintains an active presence within his community as a member of Ridgewood Country Club and a devoted parishioner at his local church.
Securities Agent: CO, FL, GA, ID, IL, KS, KY, MA, MD, ME, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WY, CT, WI, AZ, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 1279617
NMLS#: 1279617
About Pamela Hope Bayard
Pamela Bayard is a seasoned professional with a rich history in the financial services industry. After graduating from Berkeley College in Woodland Park, NJ, she embarked on her career journey in 1980. Pam began her career at Prudential Insurance Company in Newark, NJ in their short-term money market department where she collected interest rates, collaborating daily with traders and brokerage firms to optimize fund placements. As stock options were born, Pam joined a pilot program within Prudential, becoming an assistant trader where she contributed to successful option strategy implementation. Pamela then went to work for Marty Zweig, a large money manager in NYC as a junior trader at his firm until she decided to move to the brokerage side of the business and get registered in 1983 with Kidder Peabody. It was here that Pamela met Jim Dolan Sr. and began her career as a municipal bond advisor. When Jim Dolan Jr joined the team, collectively they incorporated their equity knowledge along with the municipal bond focus to create The Dolan Group. After the merger with PaineWebber (UBS), they joined Morgan Stanley in 2010. Outside of the office, Pam enjoys time spent with her husband Bob and mother to her children Kayla and Bryce. In her free time she enjoys going to baseball games, fishing and traveling with her family. She is an active member of her church and several outreach programs.
Securities Agent: NY, ID, AZ, UT, MT, OH, MD, NC, MA, VA, OR, NE, MI, KY, WA, NH, NV, IL, TX, CA, TN, MN, MO, LA, PA, GA, SC, WI, WY, FL, CT, ME, CO, DC, NJ; General Securities Representative; Investment Advisor Representative
NMLS#: 1279563
NMLS#: 1279563
About Ruth L Cuba
Ruth plays an important role for the Dolan Group. She is a key point of contact for all client service related issues. Her areas of focus include: Annuities & Insurance, new account openings, Retirement accounts, 529 Accounts, Lending Solutions, Managed accounts in addition to all day to day transactions. She joined the Dolan Group in January 2007 while at UBS. In 2010 the team joined Morgan Stanley. In her spare time Ruth enjoys entertaining, cooking, traveling and values spending time with her family. She is also an active member of her church.
Contact James P. Dolan
Contact Pamela Bayard
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
Jared M. Bush
Private Banker
Jamal Cox
Planning Associate
About Jared M. Bush
Jared Bush is a Private Banker serving Morgan Stanley Wealth Management offices in the Carolinas.
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.
Jared began his career in financial services in 2004, and joined Morgan Stanley in 2016. Prior to joining the firm, he was a Wealth Management Banker at Merrill Lynch. He also served as a Premier Client Manager at Bank of America and as a Licensed Financial Specialist at Wells Fargo.
Jared is a graduate of Slippery Rock University, where he received a Bachelor of Science in Sports Management. He lives in Charlotte, North Carolina with his family. Outside of the office, Jared enjoys playing golf, listening to music, and spending time with family and friends.
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.
Jared began his career in financial services in 2004, and joined Morgan Stanley in 2016. Prior to joining the firm, he was a Wealth Management Banker at Merrill Lynch. He also served as a Premier Client Manager at Bank of America and as a Licensed Financial Specialist at Wells Fargo.
Jared is a graduate of Slippery Rock University, where he received a Bachelor of Science in Sports Management. He lives in Charlotte, North Carolina with his family. Outside of the office, Jared enjoys playing golf, listening to music, and spending time with family and friends.
NMLS#: 619654
About Jamal Cox
Jamal Cox is a Planning Associate at Morgan Stanley providing dedicated financial planning support to Financial Advisors and their teams. Operating as an extension of the FA/Team, he collaborates with clients to discover and define goals that matter most to them. Leveraging state of the art technology, he will evaluate various options and their potential outcomes to help clients confidently choose the appropriate course of action. Jamal provides expertise across a wide suite of Morgan Stanley planning tools designed to assist in the areas of investment accumulation, retirement, education, major purchase, cash flow, risk management, tax efficiency, and wealth transfer planning.
He earned his undergraduate degree from Queens College and received the Financial Planning Specialist® designation from the College for Financial Planning. Jamal is originally from Queens, NY and currently resides in Queens, NY.
He earned his undergraduate degree from Queens College and received the Financial Planning Specialist® designation from the College for Financial Planning. Jamal is originally from Queens, NY and currently resides in Queens, NY.
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 Dolan 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)
