Rod Aronson
Managing Director, Private Wealth Management, Private Wealth Advisor, Alternative Investments Director, Workplace Advisor - Equity Compensation
Phone:
(212) 761-2208(212) 761-2208
Morgan Stanley Private Wealth Management
The Evergreen 21 Group
Our Mission Statement
Providing sophisticated solutions from diverse professional perspectives, we help affluent families and foundations pursue their most important objectives.
The Evergreen 21 Group Difference
Establishing our partnership as The Evergreen 21 Group was a natural choice for us, as “evergreen” speaks to the active, perpetual roles we play in the financial lives of our clients. We serve as close advisors who continuously deliver thoughtful advice and highly personalized service. As a collaborative team with diverse backgrounds and decades of combined experience, we are able to help you evaluate and analyze complex situations from multiple angles and arrive at detailed solutions. This is possible because we have not only worked in private wealth management, but we bring institutional experience as well. We have raised capital for multinational corporations, provided M&A advice, structured derivative products and hedging solutions, and managed equity and fixed income portfolios.
Our team strives to be thought leaders and a gateway to the vast and constantly expanding global resources of Morgan Stanley––not simply as conduits but as active participants who can help tailor those resources to address your precise objectives. As just one example, we have helped many clients leverage Morgan Stanley’s best-in-class ESG investing platforms and resources, providing advice and portfolio analysis for clients who wish to align their personal and investment philosophies with their social, governance and environmental objectives. We are evergreen in that sense, too.
Working with Evergreen 21, you gain the support of a diverse team of highly experienced professionals, driven to provide “first class service in a first class way,” and always available to help you address the financial complexities in your life and pursue your most important goals.
Our team strives to be thought leaders and a gateway to the vast and constantly expanding global resources of Morgan Stanley––not simply as conduits but as active participants who can help tailor those resources to address your precise objectives. As just one example, we have helped many clients leverage Morgan Stanley’s best-in-class ESG investing platforms and resources, providing advice and portfolio analysis for clients who wish to align their personal and investment philosophies with their social, governance and environmental objectives. We are evergreen in that sense, too.
Working with Evergreen 21, you gain the support of a diverse team of highly experienced professionals, driven to provide “first class service in a first class way,” and always available to help you address the financial complexities in your life and pursue your most important goals.
Capabilities
- Investment Management
- Risk Management
- Proprietary Investment Opportunities
- Tax, Trust & Estate AdvisoryFootnote1
- Pre-Liquidity Planning
- Family Governance & Wealth Education
- Philanthropy Management
- Tailored LendingFootnote2
- Sustainable & Responsible InvestingFootnote3
- Corporate Services
- Insurance SolutionsFootnote4
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About PWM
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
- Approximately 350 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $980 billion in AUM1
- Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December, 2024
Source: Barron's.com (May 2024) 2024 Barron's Top 250 Private Wealth Management Teams awarded in 2024. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
We begin with a detailed discovery process to gain a thorough understanding of your current lifestyle, future goals and vision for the legacy you wish to leave. This process gives us the insight we need to create an asset allocation that addresses your objectives and remains flexible enough to adapt to changing priorities and circumstances in your life. From there, our team identifies, coordinates and deploys the specific resources that are needed to address your goals. Your comprehensive wealth management plan invariably includes a precisely crafted investment strategy, but may also encompass trust and estate planning strategies, well-defined philanthropic goals, and services to educate and engage younger generations of your family.
Through a relationship with our team, Morgan Stanley's entire global platform and renowned intellectual capital is at your disposal and curated to address the needs of you and your family. As advisors and potential stewards of your capital, we help distill all available and relevant ideas into a tailored investment strategy.
As our relationship moves forward, we work to keep your long-term plans on track and serve as a resource to help you make informed decisions on any financial matter. We strive to anticipate your changing needs, and help you adjust your plans accordingly. We frequently review investment portfolios and provide clear advice on possible changes or new considerations. In short, with a vast array of options and corresponding potential solutions, we will work with you to align your goals and objectives with your vision for your family legacy.
Our Clients
- Determine the best strategy for the sale of company stock (i.e., 10b5-1 plans) and various types of stock options.
- Diversify concentrated company stock positions in the most efficient manner (i.e. Exchange Funds).
- Manage the risk of a concentrated position using put/call options as well as option collar strategies.
- Find the appropriate investment bank and buyer.
- Create the most tax efficient plan prior to a potential sale, including the implementation of trust and estate strategies.
- Evaluate the various options for generating liquidity.
- Consider all relevant non-financial issues prior to transaction.
- Institutional quality investment access and thought collaboration across the whole portfolio.
- Improve reporting and transparency, including data aggregation, risk and portfolio analytics, and investment execution support.
- Access to specialized services, including wealth educational development, philanthropy management, trust and estate professionals, and travel and concierge services.
- Extensive discovery regarding risk tolerance and cash flow analysis.
- Provide rigorous oversight using 3rd party monitoring of portfolios to ensure compliance with investment policies.
- Develop a repeatable and transparent investment process.
- Share best practices with management, board of directors, and trustees.
- Collaborate with other professional advisors including agents, lawyers, and CPAs.
- Create bespoke financial plan tailored to unique career and lifestyle needs.
- Protect the brand & business via legal structures, i.e. limited liability companies (LLC).
- Develop strategies for charitable giving and philanthropy.
- Review NIL (Name, Image, and Likeness) opportunities.
- Provide education on financial literacy to empower investment decision making.
Executives
The goal is to help corporate executives, make optimal decisions from a tax and risk perspective regarding the management of company stock, options, and other forms of executive compensation.
Our Capabilities:
Business Owners
The goal is to help business owners and entrepreneurs develop the best strategy for monetizing a private business – considering price, timing, taxes, and reinvestment opportunities.
Our Capabilities:
Single Family Offices
The goal is to assist and complement the family office infrastructure and provide access to investment advice, wealth and operational support, and subject matter expertise across a variety of topics important to managing significant wealth. While these families vary in size, complexity, and objectives, they share common challenges centered upon simplification of their financial and personal lives.
Our Capabilities:
Institutions
The goal is to help institutions, including foundations, endowments, and qualified plans, build an investment portfolio that serves the institution's mission. We help create processes centered on good governance and assist with the construction of investment policy statements and relevant spending policies.
Our Capabilities:
Sports Professionals
The goal is empowerment. As members of the Morgan Stanley Global Sports & Entertainment division, we have advanced experience and tailored resources to help sports executives, NFL & NCAA coaches, and athletes manage their wealth, build their brand, and utilize income strategies to develop their financial plan.
Our Capabilities:
Awards & In The Press
Barron's Top 1,200 Financial Advisors State-by-State (2016-2025) - Rod Aronson
2016-2025 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2016-2024). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Page LinkSource: Barrons.com (Awarded 2016-2024). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Forbes Best-In-State Wealth Advisors (2023-2025) - Rod Aronson
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Apr 2023, 2024, and 2025) Data compiled by SHOOK Research LLC based on the 12-month period concluding in Jun of the year prior to the issuance of the award.
Page LinkSource: Forbes.com (Awarded Apr 2023, 2024, and 2025) Data compiled by SHOOK Research LLC based on the 12-month period concluding in Jun of the year prior to the issuance of the award.
Forbes Top Next-Gen Wealth Advisors Best-In-State (2022-2023) - Rodman Tilt
2022-2023 Forbes Top Next-Gen Wealth Advisors Best-in-State. Source: Forbes.com (Awarded 2022-2023). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Page LinkForbes Top Next-Gen Wealth Advisors Best-In-State (2022-2025) – Stephanie Waldrop
2022-2025 Forbes Top Next-Gen Wealth Advisors Best-in-State. Source: Forbes.com (Awarded 2022-2025). Data compiled by SHOOK Research LLC based on 12-month period concluding in March of the year the award was issued.
Page LinkForbes Best-In-State Wealth Management Teams (2023-2025)
Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded 2023-2025) Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year prior to the issuance of the award.
Page LinkForbes Top Women Wealth Advisors Best-In-State (2023-2025) – Stephanie Waldrop
2023-2025 Forbes Top Women Wealth Advisors Best-in-State. Source: Forbes.com (Awarded 2022-2025). Data compiled by SHOOK Research LLC based on 12-month period concluding in Sept of the year the award was issued.
Page LinkBarron's Top 250 Private Wealth Management Teams (2024)
(Source: Barron's (Awarded May 2024). Data compiled by Barron's based on time period from Jan 2023-Dec 2023.
Page LinkForbes Magazine Featured Article - Prestigious Women in Business South Florida Aug/Sept 2024 Issue - Stephanie Waldrop
Forbes Magazine Featured Article - Prestigious Women in Business South Florida Edition
Read HereForbes Best-In-State Wealth Advisors (2025) - Rodman Tilt
Forbes Best-In-State Wealth Advisors
Source: Forbes (Awarded April 2025). Data compiled by SHOOK Research LLC based for the period 6/30/23–6/30/24.
Page LinkSource: Forbes (Awarded April 2025). Data compiled by SHOOK Research LLC based for the period 6/30/23–6/30/24.
Location
1585 Broadway
21st Fl
New York, NY 10036
US
Direct:
(212) 761-2208(212) 761-2208
450 Royal Palm Way
5th Fl
Palm Beach Island, FL 33480
US
Direct:
(212) 761-2208(212) 761-2208
Meet The Evergreen 21 Group
Christopher Goodman
Executive Director, Private Wealth Advisor, Alternative Investments Director
Phone:
(212) 761-2214(212) 761-2214
Heather Rosenstein
Private Wealth Advisor, Vice President, Global Sports and Entertainment Associate Director
Phone:
(212) 761-9891(212) 761-9891
Rodman Tilt
Senior Vice President, Private Wealth Advisor, Lending Specialist
Phone:
(212) 761-9623(212) 761-9623
Senior Vice President, Financial Advisor, Global Sports and Entertainment Director, Alternative Investments Director, Senior Portfolio Management Director, Financial Planning Specialist, Chartered Retirement Plans Specialist, NFLPA Registered Institutional Player Financial Advisor
Phone:
(561) 694-7027(561) 694-7027
Israel Anteby, CFP®, Financial Planning Specialist
Assistant Vice President, Group Director
Phone:
(212) 761-2103(212) 761-2103
Brett Barrett
PWM Business Development Associate
Phone:
(212) 761-0011(212) 761-0011
Brinley Schoch
Portfolio Associate
Phone:
(212) 761-5195(212) 761-5195
Sarah Dellolio
Senior Registered Associate
Phone:
(561) 776-6477(561) 776-6477
About Rod Aronson
A partner of the Evergreen 21 Group, Rod Aronson is a Managing Director and Private Wealth Advisor – leading the team of four advisors and three client service associates. Rod brings nearly 30 years of international capital markets, investment banking and wealth management experience to the service of the team’s clients. Rod focuses on crafting highly customized solutions to the complex needs of ultra high net worth individuals, as well as their businesses, family offices, foundations and associated endowments. These efforts include advising on global asset allocation, fixed income analysis, risk management and derivative strategies, structured products, alternative investments and socially responsible/impact investing.
Thanks to the trust his clients have placed in him, Rod has been consistently recognized as one of Barron’s Top 1200 Advisors in the U.S. (2016-2023), ranking in the top 100 in New York (2017-2021) and Florida (2022-2023).
Prior to joining Morgan Stanley PWM, Rod worked in the investment banking and capital markets divisions of firms including Morgan Stanley, JP Morgan and Merrill Lynch, where he advised on corporate finance strategies and financial market activities. Rod earned a B.S. in economics and finance, with a minor in American literature, from Lehigh University.
Rod lives in Palm Beach, Florida, with his three children. Outside the office, he plays an active role in a number of charitable foundations. He is a former athlete who enjoys an active outdoor lifestyle and has a particular passion for landscaping.
2016-2023 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2016-2023). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Thanks to the trust his clients have placed in him, Rod has been consistently recognized as one of Barron’s Top 1200 Advisors in the U.S. (2016-2023), ranking in the top 100 in New York (2017-2021) and Florida (2022-2023).
Prior to joining Morgan Stanley PWM, Rod worked in the investment banking and capital markets divisions of firms including Morgan Stanley, JP Morgan and Merrill Lynch, where he advised on corporate finance strategies and financial market activities. Rod earned a B.S. in economics and finance, with a minor in American literature, from Lehigh University.
Rod lives in Palm Beach, Florida, with his three children. Outside the office, he plays an active role in a number of charitable foundations. He is a former athlete who enjoys an active outdoor lifestyle and has a particular passion for landscaping.
2016-2023 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2016-2023). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Securities Agent: LA, NE, NV, IN, DC, WY, PA, OH, AR, MD, KY, GA, FL, AZ, TX, NY, MI, CO, VT, OR, NM, NJ, NC, ME, MA, CT, AL, AK, VA, UT, MN, IA, WI, TN, HI, DE, SC, IL, ID, WA, RI, MO, CA, PR, NH; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1487148
NMLS#: 1487148
About Christopher Goodman
A partner of The Evergreen 21 Group with over 25 years of institutional investing and wealth management experience, Chris Goodman crafts sophisticated solutions to address the complex financial needs of the team’s ultra high net worth and family office clients. Chris’ major areas of focus include asset allocation, portfolio construction, risk management and derivative transactions, structured products, alternative investments and lending solutions. Chris leads the team’s connectivity with the institutional side of the business including IBD, Global Capital Markets, Morgan Stanley Investment Management and Morgan Stanley AIP.
Prior to joining Morgan Stanley in 2008, Chris was a Managing Director at Bear Stearns in their Private Client Services division. Working primarily with large institutions, family offices and owners of closely held businesses, he advised on alternative investments and complex structured transactions. Chris began his career in the Bear Stearns management training program after earning a B.A. from Hobart College in 1993.
A lifelong, multigenerational New Yorker, Chris lives in Manhattan with his wife and two sons. Among his many local community involvements, he has served for over ten years on the board of directors of the Silver Shield Foundation, an organization that provides scholarships to children of firefighters and police officers who were killed in the line of duty.
Prior to joining Morgan Stanley in 2008, Chris was a Managing Director at Bear Stearns in their Private Client Services division. Working primarily with large institutions, family offices and owners of closely held businesses, he advised on alternative investments and complex structured transactions. Chris began his career in the Bear Stearns management training program after earning a B.A. from Hobart College in 1993.
A lifelong, multigenerational New Yorker, Chris lives in Manhattan with his wife and two sons. Among his many local community involvements, he has served for over ten years on the board of directors of the Silver Shield Foundation, an organization that provides scholarships to children of firefighters and police officers who were killed in the line of duty.
Securities Agent: PR, DC, OH, MA, KY, AR, WA, TN, NY, MN, IN, CT, AK, WI, NV, MI, ME, AZ, NH, FL, PA, NM, NJ, GA, ID, IA, MO, AL, MS, LA, OR, WY, RI, DE, VT, SC, NE, NC, MD, HI, CO, CA, VA, UT, TX, IL; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1409789
NMLS#: 1409789
About Heather Rosenstein
A partner of The Evergreen 21 Group, Heather Rosenstein draws on over 25 years of institutional investment management experience to provide the team’s clients with a sophisticated perspective on the financial markets. Serving a select clientele of highly affluent families and their foundations, Heather helps to create and implement fully customized investment portfolios. She particularly enjoys working with younger members of affluent families and philanthropic organizations on sustainable investment strategies, providing guided access to Morgan Stanley’s expansive Investing with Impact platform.
Heather joined Morgan Stanley from Gotham Capital, where she co-managed a long/short equity fund focused on retail, apparel, footwear and restaurant companies. Earlier in her career, she worked as securities analyst and portfolio manager at Nomura Securities and Evergreen Funds. Heather earned a B.A. in economics and political science from the University of Rochester and an MBA in finance from Columbia University Business School.
Heather serves on the board of the American Jewish Committee and participates in the Leaders for Tomorrow Committee. She is also on the board of Usher 1F and actively involved in helping to raise awareness for this rare genetic disease. She is an avid fitness and outdoors enthusiast who has run marathons, cycles, skis and enjoys playing tennis and golf with her husband and five children. She loves to cook healthy meals for her family in their Scarsdale, New York, home.
Heather joined Morgan Stanley from Gotham Capital, where she co-managed a long/short equity fund focused on retail, apparel, footwear and restaurant companies. Earlier in her career, she worked as securities analyst and portfolio manager at Nomura Securities and Evergreen Funds. Heather earned a B.A. in economics and political science from the University of Rochester and an MBA in finance from Columbia University Business School.
Heather serves on the board of the American Jewish Committee and participates in the Leaders for Tomorrow Committee. She is also on the board of Usher 1F and actively involved in helping to raise awareness for this rare genetic disease. She is an avid fitness and outdoors enthusiast who has run marathons, cycles, skis and enjoys playing tennis and golf with her husband and five children. She loves to cook healthy meals for her family in their Scarsdale, New York, home.
Securities Agent: HI, AZ, WA, NH, IL, DE, CT, MA, NE, WI, VA, TN, SC, OH, NY, DC, WY, PR, LA, AL, NV, MO, IA, FL, RI, KY, IN, VT, TX, NJ, ID, MI, GA, AK, UT, PA, NM, CO, NC, ME, CA, AR, MN, MD, OR; General Securities Representative; Investment Advisor Representative
NMLS#: 2134914
NMLS#: 2134914
About Rodman Tilt
A partner of The Evergreen 21 Group, Rodman Tilt serves a select clientele of ultra-high net worth individuals, as well as their family offices, foundations and associated endowments. Rodman has extensive experience advising his clients on pre-transaction planning; concentrated asset monetization strategies; long-term asset allocation implementation; manager search and selection; tax, trust and estate strategies; and philanthropic management. Rodman joined Morgan Stanley's Private Wealth Management division in 2019 and has been recognized by Forbes as one of America’s Top Next-Gen Wealth Advisors in 2022 and 2023 and Best-In-State Wealth Advisors in 2025.
Prior to joining Morgan Stanley, Rodman spent six years at J.P. Morgan Private Bank, where he advised ultra-high net worth individuals, endowments and foundations. In addition to his advisory responsibilities, Rodman led the team’s Analyst program and was a senior member of the Darden School of Business recruiting team. He began his career as a structured credit analyst at MKP Capital Management, where he provided credit analysis and due diligence for the firm’s Credit fund.
Rodman graduated from Trinity College with a B.A. in economics and went on to earn an MBA with an asset management concentration from the University of Virginia Darden School of Business. An active member of the Greenwich, Connecticut community, he served on the executive committee of REACH Prep’s board of directors.
Rodman is an avid golfer who is in active pursuit of playing the top 100 courses in the U.S. He lives in Greenwich, Connecticut, with his wife and two daughters.
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Apr 2025) Data compiled by SHOOK Research LLC based on time period from 6/30/20 - 6/30/21.
Source: Forbes.com (Awarded Aug 2022,2023) Data compiled by SHOOK Research LLC based on time period from 3/31/22 - 3/31/23.
Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one client’s experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com.
©2025 Morgan Stanley Smith Barney LLC. Member SIPC.
Prior to joining Morgan Stanley, Rodman spent six years at J.P. Morgan Private Bank, where he advised ultra-high net worth individuals, endowments and foundations. In addition to his advisory responsibilities, Rodman led the team’s Analyst program and was a senior member of the Darden School of Business recruiting team. He began his career as a structured credit analyst at MKP Capital Management, where he provided credit analysis and due diligence for the firm’s Credit fund.
Rodman graduated from Trinity College with a B.A. in economics and went on to earn an MBA with an asset management concentration from the University of Virginia Darden School of Business. An active member of the Greenwich, Connecticut community, he served on the executive committee of REACH Prep’s board of directors.
Rodman is an avid golfer who is in active pursuit of playing the top 100 courses in the U.S. He lives in Greenwich, Connecticut, with his wife and two daughters.
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Apr 2025) Data compiled by SHOOK Research LLC based on time period from 6/30/20 - 6/30/21.
Source: Forbes.com (Awarded Aug 2022,2023) Data compiled by SHOOK Research LLC based on time period from 3/31/22 - 3/31/23.
Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one client’s experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com.
©2025 Morgan Stanley Smith Barney LLC. Member SIPC.
Securities Agent: VA, AK, TN, GA, CO, RI, NE, NC, ME, MD, KY, TX, SC, NH, NV, MA, IN, ID, CA, VT, NM, WI, WA, MI, DC, MN, AR, WY, PR, AL, MO, IA, LA, OR, UT, PA, NY, HI, DE, CT, AZ, IL, OH, NJ, FL; General Securities Representative; Investment Advisor Representative
NMLS#: 1106414
NMLS#: 1106414
About Stephanie Waldrop
With over 15 years of experience, Stephanie Waldrop is a highly respected financial advisor at Morgan Stanley, focusing on investment selection, evaluation, and comprehensive financial planning. She is adept at developing customized financial strategies for high-net-worth individuals and families, as well as providing skilled consultation to institutional clients to optimize their 401(K) and defined benefit retirement plans.
Stephanie holds a Bachelor of Science in Business from Florida State University and began her career at Smith Barney, which later became part of Morgan Stanley. Throughout her career, she has achieved numerous prestigious designations, including Global Sports and Entertainment Director, Alternative Investment Director, Senior Vice President, and Portfolio Management Director. She is also a Chartered Retirement Plans Specialist, awarded by the College of Financial Planning, underscoring her focus in retirement planning.
Beyond her professional career, Stephanie is deeply committed to giving back to her community. She has served as the past President of the SunFest Board of Directors and has played active roles in the Palm Beach County Seminole Club, the Northern Palm Beach County Chamber of Commerce, the Leukemia & Lymphoma Society, Leadership Palm Beach County, and as an Ambassador to the Honda Classic.
In her personal life, Stephanie enjoys traveling, snowboarding, and engaging in various sports. Her dedication to her clients, community, and personal interests demonstrates a well-rounded and highly skilled financial advisor who brings a wealth of knowledge and experience to her role at Morgan Stanley.
Stephanie holds a Bachelor of Science in Business from Florida State University and began her career at Smith Barney, which later became part of Morgan Stanley. Throughout her career, she has achieved numerous prestigious designations, including Global Sports and Entertainment Director, Alternative Investment Director, Senior Vice President, and Portfolio Management Director. She is also a Chartered Retirement Plans Specialist, awarded by the College of Financial Planning, underscoring her focus in retirement planning.
Beyond her professional career, Stephanie is deeply committed to giving back to her community. She has served as the past President of the SunFest Board of Directors and has played active roles in the Palm Beach County Seminole Club, the Northern Palm Beach County Chamber of Commerce, the Leukemia & Lymphoma Society, Leadership Palm Beach County, and as an Ambassador to the Honda Classic.
In her personal life, Stephanie enjoys traveling, snowboarding, and engaging in various sports. Her dedication to her clients, community, and personal interests demonstrates a well-rounded and highly skilled financial advisor who brings a wealth of knowledge and experience to her role at Morgan Stanley.
Securities Agent: WI, PA, WY, VA, TX, NY, LA, DE, WA, NC, MA, CO, NV, MD, KY, HI, SC, ME, IL, AL, OH, ID, AR, MN, MI, GA, FL, NH, MO, IA, CA, TN, RI, IN, DC, AZ, NE, UT, OR, CT, NJ; General Securities Representative; Investment Advisor Representative
NMLS#: 1290464
NMLS#: 1290464
About Israel Anteby, CFP®
Israel began his career in Wealth Management in 2007 at Merrill Lynch where he obtained his FINRA Series 7 & 66 & 63 licenses and Life & Health Insurance license. He joined Morgan Stanley in 2012 and in 2021 he obtained the Certified Financial Planner (CFP) designation. Israel joins our team as a Group Director, and is responsible for shaping and enhancing a modern client experience by proactively cultivating and maintaining deep relationships with our clients. Israel was born in Jerusalem and resides in midtown Manhattan. He gives back to his community by volunteering with a charitable organization offering career guidance to underprivileged youth. He enjoys longboarding in the summer, snowboarding in the winter, and practicing yoga all year long.
*This role cannot solicit or provide investment advice.
*This role cannot solicit or provide investment advice.
About Brett Barrett
o Develop and implement custom asset allocation and portfolio strategies
o Create performance and analytical reporting for client portfolios
o Initial point of contact for clients, assisting in trading Equity, Fixed Income and Options
Brett graduated from Fairfield University in 2017 with a major in Finance and a minor in Economics.
Brett joined the Evergreen 21 Group with Morgan Stanley in June of 2022. Prior to joining Morgan Stanley, Brett was an Advisor Consultant with Columbia Threadneedle Investments where he advised financial advisors on their investment allocations. Originally from Boston, Brett recently relocated to West Palm Beach Florida, working in our Palm Beach office. When not in the office you can find Brett working on his golf game or enjoying a book on the beach.
o Create performance and analytical reporting for client portfolios
o Initial point of contact for clients, assisting in trading Equity, Fixed Income and Options
Brett graduated from Fairfield University in 2017 with a major in Finance and a minor in Economics.
Brett joined the Evergreen 21 Group with Morgan Stanley in June of 2022. Prior to joining Morgan Stanley, Brett was an Advisor Consultant with Columbia Threadneedle Investments where he advised financial advisors on their investment allocations. Originally from Boston, Brett recently relocated to West Palm Beach Florida, working in our Palm Beach office. When not in the office you can find Brett working on his golf game or enjoying a book on the beach.
About Brinley Schoch
Brinley began her career in financial services in 2006, with roles at Bain Capital, Jefferies and Pacific Crest Securities, before joining Morgan Stanley in 2015. As a Portfolio Associate, she has extensive experience in the timely management and completion of sensitive client needs ranging from account onboarding, trading, reporting, internal and external asset transfers and money movements. Brinley graduated from Union College in Schenectady, NY with a major in Economics. She holds FINRA Series 7, 63 and 65 licenses. Originally from New England, Brinley now calls West Palm Beach home where she lives with her husband and three young children. When she’s not at work, you’ll find her at the beach with her family, trying out a new brunch spot, or volunteering with local charities.
About Sarah Dellolio
Sarah Dellolio brings over 25 years of expertise in the financial services industry, ensuring smooth day-to-day operations, administration, scheduling, and exceptional client service.
Originally from Louisville, KY, Sarah now calls Palm Beach Gardens, FL, home, where she lives with her son. A passionate sports enthusiast, she enjoys cheering on the Boston College and New England Patriots football teams.
Originally from Louisville, KY, Sarah now calls Palm Beach Gardens, FL, home, where she lives with her son. A passionate sports enthusiast, she enjoys cheering on the Boston College and New England Patriots football teams.
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Wealth Management
Global Investment Office
Portfolio Insights
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Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
Insights and Outcomes
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Private Wealth Management Podcast
Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
LISTEN | Passion Assets: Investing in Art
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Wealth Management for Athletes and Entertainers
Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
- Investment Management
- Wealth Transfer & Philanthropy
- Private Banking Solutions
- Family Governance & Wealth Education
- Lifestyle Advisory
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
1Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
2Tailored Lending is a loan/line of credit product offered by Morgan Stanley Private Bank, National Association, an affiliate of Morgan Stanley Smith Barney LLC. A Tailored Lending credit facility may be a committed or demand loan/line of credit. All Tailored Lending loans/lines of credit are subject to the underwriting standards and independent approval of Morgan Stanley Private Bank, National Association. Tailored Lending loans/lines of credit may not be available in all locations. Rates, terms, and programs are subject to change without notice. Other restrictions may apply. The information contained herein should not be construed as a commitment to lend. Morgan Stanley Private Bank, National Association is a Member FDIC that is primarily regulated by the Office of the Comptroller of the Currency. The proceeds from a Tailored Lending loan/line of credit (including draws and other advances) may not be used to purchase, trade, or carry margin stock; repay margin debt that was used to purchase, trade, or carry margin stock; and cannot be deposited into a Morgan Stanley Smith Barney LLC or other brokerage account.
3Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Awards Disclosures | Morgan Stanley
2Tailored Lending is a loan/line of credit product offered by Morgan Stanley Private Bank, National Association, an affiliate of Morgan Stanley Smith Barney LLC. A Tailored Lending credit facility may be a committed or demand loan/line of credit. All Tailored Lending loans/lines of credit are subject to the underwriting standards and independent approval of Morgan Stanley Private Bank, National Association. Tailored Lending loans/lines of credit may not be available in all locations. Rates, terms, and programs are subject to change without notice. Other restrictions may apply. The information contained herein should not be construed as a commitment to lend. Morgan Stanley Private Bank, National Association is a Member FDIC that is primarily regulated by the Office of the Comptroller of the Currency. The proceeds from a Tailored Lending loan/line of credit (including draws and other advances) may not be used to purchase, trade, or carry margin stock; repay margin debt that was used to purchase, trade, or carry margin stock; and cannot be deposited into a Morgan Stanley Smith Barney LLC or other brokerage account.
3Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Awards Disclosures | Morgan Stanley
CRC 4237142 (02/2025)
