We Believe That...

  • Clients deserve customized investment strategies, tailored to their specific situations.
  • A clearly defined investment plan is vital for financial success.
  • Maintaining appropriate investment risk is as important as maximizing portfolio returns.
  • Successful investing is a long-term process, not a series of transactions or short-term events.
  • Quality endures. A portfolio built on quality investments is more likely to endure the test of time.
  • Wealth management is a full-time business, not a hobby.
  • Emotional decisions should not replace rational judgment.
  • Financial planning should simplify, not complicate, our clients' lives.
  • Part of our responsibility is to help clients develop clarity regarding any short-term expectations, while maintaining our focus on pursuing their long-range goals.
  • There are no quick fixes… hard work and smart planning should generate the best results.
Services Include
  • Professional Portfolio Management1
  • Asset Management2
  • Divorce Financial Analysis3
  • Financial Planning4
  • Trust Accounts5
  • Wealth Management6
  • Endowments and Foundations7
  • Retirement Planning8
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

3801 PGA Boulevard
Suite 700
Palm Beach Gardens, FL 33410
US
Direct:
(561) 776-4215(561) 776-4215
Toll-Free:
(800) 327-6187(800) 327-6187

Meet The Excelsior Group

About Me

Russ has thirty years of experience in the financial services industry. Most recently, Russ was a Senior Vice President with PNC Wealth Management where he held the position of Senior Relationship Manager. Prior to that, he held similar roles with U. S. Trust and Bessemer Trust.

After graduating from Rowan University with a BA in Economics, he joined Marine Midland Bank. Upon completion of their rigorous Management Associate program he held a variety of positions all within their banking and the securities businesses.

Russ is a Certified Financial Planner (CFP), having held that designation since 2000. He holds the General Securities Representative (Series 7), the Uniform Securities Agent State Law (Series 63) and the Uniform Investment Advisor Law (Series 65). For the past twenty years, Russ has exclusively advised wealthy families, senior corporate executives, entrepreneurs and venture capitalists by building comprehensive, multigenerational investment, financial and estate plans.
Securities Agent: FL, WV, TX, PA, OH, NY, NJ, NC, ME, DE, CT; General Securities Representative; Investment Advisor Representative
NMLS#: 1279120

About Me

Dan has twenty years of investment management and financial analyst experience – including financial analysis and research, institutional mutual fund management, and portfolio management for high net worth individuals.

Dan’s previous experience includes positions as Senior Vice President at PNC Wealth Management and Vice President/Senior Portfolio Manager in U.S. Trust’s Palm Beach office. As a senior portfolio manager, he managed investment portfolios for individuals, families, trusts, and endowments totaling just under $1 Billion in assets. Prior to his work at U.S. Trust, Dan was a Vice President and Fund Manager in a regional bank’s asset management group where he managed one of the bank’s proprietary mutual funds. The six-person funds management team managed six funds totaling over $1.4 Billion in assets. During this time, he also managed individual accounts for high net worth individuals. Dan began his career in the investment industry as an analyst.

Mr. Payne is a Chartered Financial Analyst charter holder and a member of the CFA Institute. He is also a past president of the Jacksonville Financial Analyst Society, where he served on the board for four years. Dan received his MBA in Finance from the University of Florida. In addition, Dan received his BA in Business Administration from Furman University – where he earned three varsity letters on the school’s NCAA Division 1 Track & Field Team.
Securities Agent: FL, WV, TX, PA, OH, NY, NJ, NC, ME, DE, CT; General Securities Representative; Investment Advisor Representative

About Me

Eileen has over twenty-seven years of wealth management experience, focusing on the areas of financial and estate planning, trust and estate administration, philanthropic services for private foundations, as well as private banking and family office management.

Eileen’s wealth management experience includes her most recent position as Senior Vice President and Senior Trust Product Specialist for six years with PNC Wealth Management, providing fiduciary planning and administrative advisory services to individuals and families of high and ultra-high net worth. Prior to PNC, Eileen was with U.S. Trust for fourteen years as Senior Vice President serving in various roles including Fiduciary Audit Manager based in New York City, Chief Compliance Officer for the firm’s southeast region and Relationship Manager based in the Palm Beach office. Eileen began her career with PriceWaterhouseCoopers (formerly Coopers & Lybrand) serving for seven years in the Financial Services Audit Practice.
Securities Agent: FL, WV, TX, PA, OH, NY, NJ, NC, ME, DE, CT; General Securities Representative; Investment Advisor Representative
Investment and Market Perspectives

On the Markets

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
Five Smart Strategies to Use a Bonus or Raise

Five Smart Strategies to Use a Bonus or Raise

Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

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
A New Roadmap for Mission Alignment

A New Roadmap for Mission Alignment

Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

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
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.

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
Financial Transition: A Guide for Women

Financial Transition: A Guide for Women

Here's how to take control of your finances if a death or divorce leaves you holding the reins.

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Morgan Stanley and Justin Rose: A Winning Team

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Reserved | Living & Giving

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Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
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Your Financial World. On the Go.

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With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Learn more about Your Financial World. On the Go.
Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
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Ready to start a conversation? Contact The Excelsior Group today.
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Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

1Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

4Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients 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.

6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

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 suitable 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”) 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.


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