Our Story and Services

If you’re like many of our clients, you’re not interested in P/E ratios, or how to interpret the delta of a stock option. What you really want to know is: Am I doing all I can to protect my family? Am I on track to reach my goals? How can I best prepare my children and grandchildren for the future? Whether you’re running a business, planning for retirement, or transferring wealth—we can help you answer these questions, and more.

What we bring to the table:

• Terrence was a Certified Public Accountant (currently non-practicing) at PricewaterhouseCoopers.

• Both Chris and Terrence are Family Wealth Advisors, a Morgan Stanley title which allows us to provide strategic guidance to families and deliver wealth management strategies that put families – and their collective values and goals – first.

• Both Chris and Terrence were recognized as one of Forbes’ Top 500 Next-Generation Wealth Advisors in 2017 and 2018.

• Terrence was recognized as one of Forbes’ Best-in-State Wealth Advisors for 2018.

With 30 years of combined experience, we focus on the financials so that you’re free to focus on what’s important to you—your passions, your family, and your goals.

For a second opinion about your investments or to talk about your objectives, give us a call at 800-726-6971.
Services Include
  • Retirement Planning1
  • Asset Management2
  • Business Planning3
  • Business Succession Planning4
  • Cash Management5
  • Estate Planning Strategies6
  • Financial Planning7
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Clients

Our clients come from a range of backgrounds. They’re busy professionals, corporate executives, small business owners, and retirees who need help managing and ultimately transferring their assets.

The fact is, wealth barely survives the next generation. Why? Because the transfer of wealth is not just a financial transaction. It’s the transfer of values, shared goals, and financial education.

As Family Wealth Advisors, we focus on helping our clients for generations to come. We take a careful look at risk and tax mitigation, but we do more than just look at the numbers. We also focus on asking the right questions for today and for tomorrow:

-Is your main goal asset protection, preservation, or establishing a gifting strategy?
-How do you envision your legacy?
-What are your major concerns with your children and grandchildren?
-How do you want to help them now and in the future?

Your challenges, needs and aspirations are unique. It’s our job to meet you where you are, and help get you where you want to be.
    We believe wealth management is a journey—and we’re in it for the long haul. We’re experienced, we’re young, and we’re ready to guide you for generations to come.

    We believe in handling every aspect of your financial needs—from insurance and investments, to education and retirement planning. That way you can focus what makes your life meaningful.

    We believe that follow-up is everything. We answer every question, return every call, and strive to anticipate every need.

    We believe that an educated client is a good client. We keep you well-informed so you can make decisions based on what’s best for you.

    We believe every client deserves the same level of investment oversight, accessibility, and attentive care that we give to our parents’ accounts.
      Before we talk about investments, we want a deep understanding of you and your family. We want to know your needs, your dreams, and your time horizon. We ask questions and listen intently. Then we create a financial plan that is uniquely yours—tailored to meet your objectives and minimize risk. It’s a virtual road map that we monitor and adjust as needed to bridge the gap between where you are and where you want to be. 

      Committed to providing the highest level of personalized service, we are dedicated, thorough, and above all—accessible. When you call, we answer. We anticipate your needs, review portfolios frequently, and keep you informed of market conditions.

        Location

        150 Clove Road
        Little Falls, NJ 07424
        US
        Direct:
        (732) 936-3416(732) 936-3416
        Toll-Free:
        (800) 227-8588(800) 227-8588
        150 Clove Road
        Little Falles, NJ 07424
        US
        Direct:
        (973) 890-8065(973) 890-8065

        Meet The Dotzler Parisi Group

        About Me

        I am a Senior Vice President, Family Wealth Advisor, Financial Advisor, and founding partner of The Dotzler Parisi Group at Morgan Stanley. With more than 14 years of financial services experience, I focus on comprehensive financial planning for individuals, retirees, and corporate executives.

        A graduate of the University of Scranton, I earned a Bachelor of Science in Accounting and Finance. I began my financial services career as a Certified Public Accountant (no longer practicing) at PricewaterhouseCoopers before becoming a Financial Advisor in 2006. Since then, I have been recognized as one of Forbes’ Top 500 Next-Generation Wealth Advisors in 2017 and 2018, and as one of Forbes’ Best-in-State Wealth Advisors in 2018.

        Deeply committed to providing attentive client care, I build financial strategies that are tailored to meet each client’s unique needs and objectives. With the elite certification of Family Wealth Advisor, I specialize in strategies that help families navigate the transfer of wealth and shared values across generations.

        Outside of work, I enjoy staying active in my community and love spending time with my wife Stephanie and our three children: Aidan, Quinn, and James. I serve as co-chair of the St. Leo Carnival Committee, and my kids keep me busy coaching little league, softball, and basketball.

        Terrence J. Dotzler
        Senior Vice President
        Financial Advisor
        Family Wealth Advisor
        Tel: (732) 936-3416
        Email: Terrence.Dotzler@morganstanley.com
        -Focuses on comprehensive financial planning to help clients reach short- and long-term goals.
        -Graduate of University of Scranton, degrees in Accounting and Finance.
        Securities Agent: NJ, WV, WI, VT, VA, UT, TX, TN, RI, PA, OR, OH, NY, NV, NM, NH, NC, MT, MO, MN, ME, MD, MA, IN, IL, HI, GA, FL, DE, DC, CT, CA, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
        NMLS#: 1433340

        About Me

        I am a First Vice President, Family Wealth Advisor, Financial Advisor, and founding partner of The Dotzler Parisi Group at Morgan Stanley. With more than 14 years of experience in the financial services industry, I focus on customized wealth management strategies for corporate executives, small business owners, and families.

        A graduate of the State University of New York at Albany, I joined Morgan Stanley shortly after earning a Bachelor of Science in Economics and a minor in Finance. Since then, I have been recognized for outstanding performance as a member of Morgan Stanley’s Pacesetters Club in 2009 and 2010. Most recently, I was named one of “America’s Top 500 Next-Generation Wealth Advisors” by Forbes Magazine in 2017 and 2018.

        I take pride in cultivating close relationships with my clients and helping them with all aspects of their financial lives. As a Family Wealth Advisor, I am a member of a group of Financial Advisors who focus on implementing customized strategies that help families grow, protect, and preserve their wealth across generations.

        Outside of the office, I love spending time with my family, am passionate about fishing, and am an avid outdoorsman. My wife Eliana and I currently reside in Cedar Grove, where we are raising two sons, Christopher and Nicholas.
        Securities Agent: NJ, WV, VT, VA, UT, TX, TN, RI, PA, OR, OH, NY, NV, NH, NC, MT, MO, MN, ME, MD, MA, IN, IL, HI, GA, FL, DE, DC, CT, CA, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
        NMLS#: 1398708

        About Me

        As a Wealth Management Analyst with The Dotzler Parisi Group at Morgan Stanley, I focus on comprehensive wealth management, retirement planning, and portfolio analysis for professionals and retirees.

        A graduate of County College of Morris, I earned a degree in Communications. With a meticulous attention to detail, I focus on financial planning strategies that are carefully crafted to meet each client’s unique needs, objectives, and risk tolerance. Throughout this process, I maintain a high level of communication with clients to ensure that their financial plans stay aligned with their vision for the future.

        Outside of work, I root for the Mets during baseball season, the Giants during football season, and listen to classic rock all year round. Since my two children are both grown and married, I currently enjoy raising my two golden retrievers.
        NMLS#: 1312677
        Investment and Market Perspectives

        On the Markets

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        • IRA Plans
        • Retirement Income Strategies
        • Retirement Plan Participants
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        • Traditional Investments
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        • Estate Planning Strategies
        • 529 Plans / Education Savings Planning
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        Ready to start a conversation? Contact The Dotzler Parisi Group today.
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