
The East Passage Group at Morgan Stanley

Our Mission Statement
Our Story and Services
Our Approach

Do you remember when businesses took pride in providing personalized service? When meeting face-to-face was the norm, not the exception? When taking the time to get to know you was considered paramount to establishing and sustaining a long-term relationship? If so, we invite you to discover what we feel makes us unique in an industry that is better known for impersonal portfolio management than a caring approach to financial services.
As your financial advisors, we listen and respond to your needs using clear, simple language. We offer personal service and pledge to lead you with great care along the path to pursuing your goals. We can help you prioritize those goals and develop a strategy that seeks to preserve and grow your retirement assets, making it possible to pursue your chosen lifestyle and create a legacy for your loved ones. We follow a disciplined process that allows us to work with you to craft a solution that helps meet your individual needs. This process aligns our efforts with your interests, providing a road map focused on what is most important to you.
Location
Meet The East Passage Group
About John S Morgan
NMLS#: 1393596
About Sergio Piccinich
NMLS#: 1261938
About Kenneth Berk
NMLS#: 1253256

Contact John S Morgan

Contact Sergio Piccinich

Contact Kenneth Berk
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
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.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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