Jonathan H. Evans
Senior Vice President, Financial Advisor, Family Wealth Director, Alternative Investments Director, Lending Specialist, Qualified Plan Financial Consultant
Phone:
(203) 861-5755(203) 861-5755
The F.E.D. Wealth Management Group at Morgan Stanley
Jonathan H. EvansDavid J. Donovan, CFP®Andrew L. Florio, CFP®, CIMA®, ChFC®Jeffrey H. GagginChristopher NortonDonald SelingerPaul Selinger
Direct:
(203) 861-5757(203) 861-5757
Toll-Free:
(888) 386-7439(888) 386-7439
Our Mission Statement
The F.E.D. Wealth Management Group is positioned to address the lifestyle needs and complex challenges of wealthy families.
Our Story
Welcome to The F.E.D. Wealth Management Group at Morgan Stanley.
We are dedicated to providing our clients with the resources needed to enhance their financial capital and to optimize their preservation of wealth for future generations.
The F.E.D. Wealth Management Group is focused on delivering an unparalleled experience to ultra-high net worth individuals and family offices, foundations, business owners & professionals.
Our team has the capabilities and experience to provide our clients with important strategies, including: tax-advantaged solutions, alternative investments, trust & estate planning, and philanthropy.
With a singular focus on our clients, we provide advice driven by our Global Investment Committee and the intellectual capital of the firm to deliver all of the resources of Morgan Stanley.
Members of our team have been named to the Forbes Best-In-State Wealth Advisors list and have achieved the Family Wealth Director designation. This drive for excellence within our team directly benefits our clients.
Our five senior financial advisors have a combined experience of 125 years and are your advocates to help you achieve your financial and personal goals.
To learn more about our team members, please see below. We look forward to meeting you.
We are dedicated to providing our clients with the resources needed to enhance their financial capital and to optimize their preservation of wealth for future generations.
The F.E.D. Wealth Management Group is focused on delivering an unparalleled experience to ultra-high net worth individuals and family offices, foundations, business owners & professionals.
Our team has the capabilities and experience to provide our clients with important strategies, including: tax-advantaged solutions, alternative investments, trust & estate planning, and philanthropy.
With a singular focus on our clients, we provide advice driven by our Global Investment Committee and the intellectual capital of the firm to deliver all of the resources of Morgan Stanley.
Members of our team have been named to the Forbes Best-In-State Wealth Advisors list and have achieved the Family Wealth Director designation. This drive for excellence within our team directly benefits our clients.
Our five senior financial advisors have a combined experience of 125 years and are your advocates to help you achieve your financial and personal goals.
To learn more about our team members, please see below. We look forward to meeting you.
Our Clients
- High Net-Worth Individuals
- Multi-Generational Families
- Corporate Executives
- Entrepreneurs and Business Owners
- Attorneys
- CPAs
- Foundations and Endowments
- Retirees
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheckLink Opens in New Tab.*
See Our Approach
Discovery Process
Investing the time to learn about you and your family and understanding key personal and financial circumstances and objectives.
Formulation of Tax, Trust & Estate Strategy
Working with your tax and legal advisors, to analyze income and estate tax circumstances along with your current balance sheet to identify pertinent gaps and address your objectives.
Creation of a Customized Strategic Asset Allocation
Discuss potential planning and investment recommendations, reflecting risk, opportunities and taxation across various entities.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. We must analyze costs associated and potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis, strategies are chosen and implemented from our expansive investment platform.
Ongoing Assessment of Wealth Management Needs
Conduct regular review meetings with clients to ensure plan is up to date and adapts to changing financial and family needs.
What You Can Expect
-A highly organized, systematic process that looks at the total picture of your financial situation
-A robust set of highly personalized wealth management services
-A team approach that draws on our strengths and credentials to provide you with a broad array of solutions
-Transparency about our fees and our process
-Investment solutions that stay within your risk parameters, utilizing risk-management strategies and ensure complete alignment with your current and long-term wealth objectives
-Proactively working with your accountants, attorneys and other trusted advisors
-Concierge-level care and service for you and members of your family
-Rigorous attention to detail
-Regular updates delivered in the manner that best suits your needs
-A robust set of highly personalized wealth management services
-A team approach that draws on our strengths and credentials to provide you with a broad array of solutions
-Transparency about our fees and our process
-Investment solutions that stay within your risk parameters, utilizing risk-management strategies and ensure complete alignment with your current and long-term wealth objectives
-Proactively working with your accountants, attorneys and other trusted advisors
-Concierge-level care and service for you and members of your family
-Rigorous attention to detail
-Regular updates delivered in the manner that best suits your needs
Why We Are Different
We have strategically built a deep bench of complementary advisory skills. Our team’s professional investment credentials demonstrate a deep level of knowledge spread out among many areas of financial investment and planning, an adherence to a strict ethical code, and the ability to coordinate efforts among other professionals, such as our clients’ attorneys and CPAs.
Our team is proud to have been named one of the Forbes Best-In-State Wealth Management Teams for 2023, 2024 and 2025. It's an honor to be recognized among this group of outstanding professional who consistently work to raise the standards in our industry.
In addition, two members of our team, David Donovan & Jonathan Evans, have received the nomination for Forbes' Best-In-State Wealth Advisors for the past five consecutive years.
2023-2025 Forbes Best-In-State Wealth Management Teams in Connecticut
Source: Forbes (Awarded Jan 2023, Jan 2024 and Jan 2025). Data compiled by SHOOK Research LLC based on time period from 3/31/21 – 3/31/22, 3/31/22 – 3/31/23 and 3/31/23-3/31/24.
2018-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded April 2018, 2019, 2020, 2021, 2022, 2023, & 2024). Data compiled by SHOOK Research LLC based on time period from 6/30/16 - 6/30/17, 6/30/17 - 6/30/18, 6/30/18 - 6/30/19, 6/30/19 - 6/30/20, 6/30/20 - 6/30/21, 6/30/21 - 6/30/22, & 6/30/22 - 6/30/23.
Our team is proud to have been named one of the Forbes Best-In-State Wealth Management Teams for 2023, 2024 and 2025. It's an honor to be recognized among this group of outstanding professional who consistently work to raise the standards in our industry.
In addition, two members of our team, David Donovan & Jonathan Evans, have received the nomination for Forbes' Best-In-State Wealth Advisors for the past five consecutive years.
2023-2025 Forbes Best-In-State Wealth Management Teams in Connecticut
Source: Forbes (Awarded Jan 2023, Jan 2024 and Jan 2025). Data compiled by SHOOK Research LLC based on time period from 3/31/21 – 3/31/22, 3/31/22 – 3/31/23 and 3/31/23-3/31/24.
2018-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded April 2018, 2019, 2020, 2021, 2022, 2023, & 2024). Data compiled by SHOOK Research LLC based on time period from 6/30/16 - 6/30/17, 6/30/17 - 6/30/18, 6/30/18 - 6/30/19, 6/30/19 - 6/30/20, 6/30/20 - 6/30/21, 6/30/21 - 6/30/22, & 6/30/22 - 6/30/23.
Morgan Stanley Resources
At Morgan Stanley, we provide clients with easily digestible financial analysis from our market research experts. The links below provide further insight on the markets and economic landscape.
The GIC Weekly
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Read the latest article
Thoughts on the Markets Podcast
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Listen to the latest webcast
Morgan Stanley Insights
At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues. From volatility and geopolitics to economic trends and investment outlooks, stay informed on the key developments shaping today's markets.
Read More
Tax Efficient Investing
Establishing a tax management strategy for your investments can help you retain more of your investment returns. Learn more on the Morgan Stanley Tax Management home site,
Access the PagePlanning For Your Goals
Morgan Stanley's personalized wealth management process is designed to create a roadmap for your financial future. Leveraging our vast resources - including intellectual capital, experience and dedicated service - we can work with you to create a personalized wealth strategy. Then, over time, we can adapt it to changing circumstances, helping you to achieve - and protect - your goals.
LifeView - Intelligent Planning
LifeView is a suite of planning tools that includes goal-specific analysis that Financial Advisors can use with clients to create a realistic, holistic strategy that integrates the various aspects of an individual’s financial life, including investments and cash management needs.
LifeView provides progress-to-goals reporting and can also illustrate complex planning strategies such as methods of stock option exercise, Roth conversions and 401k early distributions under IRS Rule 72(t).
LifeView QuestionnaireLifeView provides progress-to-goals reporting and can also illustrate complex planning strategies such as methods of stock option exercise, Roth conversions and 401k early distributions under IRS Rule 72(t).
Goals Planning System (GPS)
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.
Learn More About GPS
Long Term Care Planning
Long-term Care (LTC) insurance is an invaluable tool that helps clients protect their assets, maintain financial freedom, and ensure the best care for their loved ones and themselves.
Learn More About LTC Planning
Planning for the Rising Costs in Health Care
Health care costs are rising, especially for retirees, and many will need long-term care. Share this article with clients so they can take action to prepare themselves.
Read MoreLocation
1 Fawcett Place
3rd Floor
Greenwich, CT 06830
US
Direct:
(203) 861-5757(203) 861-5757
Toll-Free:
(888) 386-7439(888) 386-7439
Meet The F.E.D. Wealth Management Group
David J. Donovan, CFP®
Executive Director, Financial Advisor, Alternative Investments Director, Family Wealth Director, Senior Portfolio Manager, CERTIFIED FINANCIAL PLANNER®, Lending Specialist
Phone:
(203) 861-5756(203) 861-5756
Phone:
(203) 625-4641(203) 625-4641
About Jonathan H. Evans
Jonathan H. Evans
Senior Vice President
Financial Advisor
Family Wealth Director
Alternative Investments Director
As a senior partner of The F.E.D. Wealth Management Group, Jon works as an advisor to a select group of the team’s more complex client relationships. He focuses on asset allocation, portfolio construction, manager selection and due diligence.
Jon is a graduate of Kent School in Kent, Connecticut. He attended Ohio-Wesleyan University and graduated from Pace University with a Bachelor of Science degree in business administration and accounting. Jon joined Merrill Lynch in 1990 and was selected to follow a management path. After serving as a Professional Sales Manager for a number of years, he decided that he preferred working directly with clients and, with David Donovan, formed the team that became The F.E.D. Wealth Management Group in 2000.
Jon is one of a select group of Morgan Stanley advisors who have earned the Family Wealth Director designation. Financial Advisors who merit this designation must meet stringent quantitative and qualitative requirements. Directors must also demonstrate professional knowledge and experience in a number of areas, including estate planning, alternative investments, controlled and restricted securities, lending, hedging and monetization, and business succession planning.
Jon is also a member of the Association of Professional Investment Consultants (APIC), an organization committed to the role of Financial Advisors as client advocates. In 2009, he earned the Accredited Investment Fiduciary® (AIF®) designation.
Jon lives in New York, NY with his wife Laura and has 2 adult children.
jon.evans@ms.com
(203) 861-5755
Senior Vice President
Financial Advisor
Family Wealth Director
Alternative Investments Director
As a senior partner of The F.E.D. Wealth Management Group, Jon works as an advisor to a select group of the team’s more complex client relationships. He focuses on asset allocation, portfolio construction, manager selection and due diligence.
Jon is a graduate of Kent School in Kent, Connecticut. He attended Ohio-Wesleyan University and graduated from Pace University with a Bachelor of Science degree in business administration and accounting. Jon joined Merrill Lynch in 1990 and was selected to follow a management path. After serving as a Professional Sales Manager for a number of years, he decided that he preferred working directly with clients and, with David Donovan, formed the team that became The F.E.D. Wealth Management Group in 2000.
Jon is one of a select group of Morgan Stanley advisors who have earned the Family Wealth Director designation. Financial Advisors who merit this designation must meet stringent quantitative and qualitative requirements. Directors must also demonstrate professional knowledge and experience in a number of areas, including estate planning, alternative investments, controlled and restricted securities, lending, hedging and monetization, and business succession planning.
Jon is also a member of the Association of Professional Investment Consultants (APIC), an organization committed to the role of Financial Advisors as client advocates. In 2009, he earned the Accredited Investment Fiduciary® (AIF®) designation.
Jon lives in New York, NY with his wife Laura and has 2 adult children.
jon.evans@ms.com
(203) 861-5755
Securities Agent: IA, AR, MD, OK, NY, NH, MN, NJ, NC, IN, ME, VA, MO, VT, NM, OH, WA, OR, KY, MA, HI, RI, SC, PA, TX, DE, FL, KS, DC, UT, CO, MI, CT, WI, WY, NV, ID, IL, GA, AZ, CA; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 175885
NMLS#: 175885
About David J. Donovan
David J. Donovan, CFP®
Senior Vice President
Financial Advisor
Family Wealth Director
Portfolio Management Director
As a senior partner of The F.E.D. Wealth Management Group, David brings more than 35 years of experience advising individuals and their families. His in-depth knowledge encompasses advisory services, portfolio management, alternative investments, hedging and monetization, capital markets, estate planning strategies and philanthropy.
David began his career in the financial services industry with Merrill Lynch in 1985. David and his partner Jon Evans co-founded The F.E.D. Wealth Management Group in 2000.
David is one of a select group of Morgan Stanley advisors who have earned the designation of Family Wealth Director by meeting the high standards required to advise the firm’s most valuable clients. He is dedicated to helping high net-worth individuals and their families preserve and grow their financial, family and social capital.
David became a Certified Financial Planner™ (CFP®) in 1990 and is an active member of the International Board of the Standards and Practices for Financial Planners. He is also a Portfolio Management Director with Morgan Stanley’s Portfolio Management Group, which consists of Financial Advisors who have shown the ability to independently manage client assets based on extensive training, experience, and commitment to portfolio management.
David graduated from the University at Albany with a Bachelor of Science degree in business administration and economics. He and his wife, Rhonda, live in Chappaqua, NY, where they have raised four sons.
david.donovan@ms.com
(203) 861-5756
Senior Vice President
Financial Advisor
Family Wealth Director
Portfolio Management Director
As a senior partner of The F.E.D. Wealth Management Group, David brings more than 35 years of experience advising individuals and their families. His in-depth knowledge encompasses advisory services, portfolio management, alternative investments, hedging and monetization, capital markets, estate planning strategies and philanthropy.
David began his career in the financial services industry with Merrill Lynch in 1985. David and his partner Jon Evans co-founded The F.E.D. Wealth Management Group in 2000.
David is one of a select group of Morgan Stanley advisors who have earned the designation of Family Wealth Director by meeting the high standards required to advise the firm’s most valuable clients. He is dedicated to helping high net-worth individuals and their families preserve and grow their financial, family and social capital.
David became a Certified Financial Planner™ (CFP®) in 1990 and is an active member of the International Board of the Standards and Practices for Financial Planners. He is also a Portfolio Management Director with Morgan Stanley’s Portfolio Management Group, which consists of Financial Advisors who have shown the ability to independently manage client assets based on extensive training, experience, and commitment to portfolio management.
David graduated from the University at Albany with a Bachelor of Science degree in business administration and economics. He and his wife, Rhonda, live in Chappaqua, NY, where they have raised four sons.
david.donovan@ms.com
(203) 861-5756
Securities Agent: HI, SC, AR, PA, AZ, RI, IN, WA, ID, IL, WY, MD, MI, ME, NV, NM, OH, DE, TX, WI, FL, CA, NC, IA, OR, NJ, NH, UT, VT, VA, OK, NY, MN, MO, KS, MA, CO, CT, DC, GA, KY; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 175872
NMLS#: 175872
About Donald Selinger
Don Selinger is a highly accomplished and experienced professional in the field of finance and banking. With a strong educational background and an impressive career trajectory, Don has made significant contributions to the industry and served in various leadership roles throughout his career.
Don earned a Bachelor of Science degree from Miami University (Ohio) and an MBA from New York University. Don began his career by completing Chemical Bank's (now JP Morgan Chase) Management Credit Training Program. After serving as a financial analyst, he joined the bank's International Division, eventually holding several key positions with increasing responsibilities. At Chemical Bank, Don served as the Regional Manager for Africa, Cairo Representative, General Manager for the bank’s Taiwan Bank Office, Regional Manager for East Asian Financial Institutions, President of Chemical Bank Connecticut Corporation and finally as Regional Manager for the bank’s Middle East Private Banking Division. Upon the bank’s merger with Chase Manhattan Bank, he joined Chase Asset Management.
Domestically, Don served as the Managing Director and General Manager of PNC Private Bank in Greenwich, CT, before joining Merrill Lynch’s Private Bank Investment Group as a Senior Vice President and Portfolio Manager. Most recently, he joined Morgan Stanley as a First Vice President in May of 2017.
With his continued focus on improving the education of others, Don also served as a member of the Norwalk Community College Foundation and currently serves as Chairman of International College of Beirut, a Massachusetts incorporated 501-C-3 Corporation, which is a K-12 school with enrollment of over 3,500 students.
Don earned a Bachelor of Science degree from Miami University (Ohio) and an MBA from New York University. Don began his career by completing Chemical Bank's (now JP Morgan Chase) Management Credit Training Program. After serving as a financial analyst, he joined the bank's International Division, eventually holding several key positions with increasing responsibilities. At Chemical Bank, Don served as the Regional Manager for Africa, Cairo Representative, General Manager for the bank’s Taiwan Bank Office, Regional Manager for East Asian Financial Institutions, President of Chemical Bank Connecticut Corporation and finally as Regional Manager for the bank’s Middle East Private Banking Division. Upon the bank’s merger with Chase Manhattan Bank, he joined Chase Asset Management.
Domestically, Don served as the Managing Director and General Manager of PNC Private Bank in Greenwich, CT, before joining Merrill Lynch’s Private Bank Investment Group as a Senior Vice President and Portfolio Manager. Most recently, he joined Morgan Stanley as a First Vice President in May of 2017.
With his continued focus on improving the education of others, Don also served as a member of the Norwalk Community College Foundation and currently serves as Chairman of International College of Beirut, a Massachusetts incorporated 501-C-3 Corporation, which is a K-12 school with enrollment of over 3,500 students.
Securities Agent: FL, HI, IA, IL, KY, MA, MD, ME, CO, MN, MO, NC, NH, NJ, NM, NV, NY, OH, PA, SC, TX, UT, VA, VT, WA, WY, GA, DC, AR, RI, WI, ID, OR, CA, AZ, OK, IN, KS, MI, CT, DE; General Securities Representative; Investment Advisor Representative
NMLS#: 579244
NMLS#: 579244
About Andrew L. Florio
Andrew L. Florio, CFP®, CIMA®, ChFC®
Vice President
Financial Advisor
Investment Management Consultant
Portfolio Manager
As a partner with The F.E.D. Wealth Management Group, Andrew brings more than twenty years of experience working with a select group of individuals and families to identify and help address their ongoing financial and investment needs. Andrew assists in managing the team’s model portfolios and adherence to special client risk parameters.
Drawing on his advanced training and experience, Andrew designs custom solutions and asset allocations that help address the wide range of financial issues confronting high net-worth clientele. As a Certified Investment Management Analyst (CIMA®), Andrew possesses a sophisticated understanding and broad array of investment knowledge to provide objective advice and guidance to individual investors. The CIMA® certification program is specifically designed for financial professionals who want to attain a level of competency as an advanced investment consultant.
Andrew graduated from the University of South Carolina with a Bachelor of Science degree in business administration. He began his career in the financial services industry with Merrill Lynch in 1997. The F.E.D. Wealth Management Group was formed in 2000 and the team joined Morgan Stanley’s predecessor firm in 2005. Andrew lives on the Upper West Side of Manhattan with his wife, Amy, and their two sons.
andrew.florio@ms.com
(203) 861-5754
Vice President
Financial Advisor
Investment Management Consultant
Portfolio Manager
As a partner with The F.E.D. Wealth Management Group, Andrew brings more than twenty years of experience working with a select group of individuals and families to identify and help address their ongoing financial and investment needs. Andrew assists in managing the team’s model portfolios and adherence to special client risk parameters.
Drawing on his advanced training and experience, Andrew designs custom solutions and asset allocations that help address the wide range of financial issues confronting high net-worth clientele. As a Certified Investment Management Analyst (CIMA®), Andrew possesses a sophisticated understanding and broad array of investment knowledge to provide objective advice and guidance to individual investors. The CIMA® certification program is specifically designed for financial professionals who want to attain a level of competency as an advanced investment consultant.
Andrew graduated from the University of South Carolina with a Bachelor of Science degree in business administration. He began his career in the financial services industry with Merrill Lynch in 1997. The F.E.D. Wealth Management Group was formed in 2000 and the team joined Morgan Stanley’s predecessor firm in 2005. Andrew lives on the Upper West Side of Manhattan with his wife, Amy, and their two sons.
andrew.florio@ms.com
(203) 861-5754
Securities Agent: GA, MA, NJ, OH, RI, VA, WY, IL, WI, WA, VT, UT, TX, SC, PA, OR, OK, NY, NV, NM, NH, NC, MO, MN, MI, ME, MD, KY, KS, IN, ID, IA, HI, FL, DE, DC, CT, CO, CA, AZ, AR; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1255326
NMLS#: 1255326
About Jeffrey H. Gaggin
Jeff Gaggin is a partner of The F.E.D. Wealth Management Group at Morgan Stanley, an 8-person team that provides guidance on complex issues facing ultra-high net worth individuals and family offices, including trust & estate planning strategies and philanthropy. As a seasoned professional with 25 years of experience, he focuses on portfolio construction, investment management and alternative investments with the goal of improving risk-adjusted returns.
As an equity analyst and portfolio manager for over a decade, Jeff has deep relationships in the technology sector, specifically software, discussing strategy and the competitive landscape with C-level executives. He also has long standing relationships with portfolio managers, analysts and traders in the mutual fund and hedge fund community. Today, he works with tech and finance executives to help them drive performance for their personal assets as well as their businesses. In addition, Jeff provides corporate services to business owners, specifically in the areas of cash management, retirement plans, stock plan admin and sell-side/buy-side transactions through MS & Co.
Jeff focuses on providing individuals with an unsurpassed client service experience, based on a culture of excellence, driven by Morgan Stanley’s market leading research and global insight. By understanding each client’s unique goals, he helps develop customized financial plans and asset allocation strategies intended to help our clients maintain their financial independence throughout their retirement years.
He is among a select group of Morgan Stanley Financial Advisors to have earned the designation of Alternative Investments Director, which reflects his commitment to helping clients achieve their financial goals and preserve their legacy.
A graduate of Plattsburgh State, Jeff lives in Greenwich, CT with his wife and two children. In his spare time, he enjoys ice hockey, skiing, fishing and travel.
Disclaimer:
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.
As an equity analyst and portfolio manager for over a decade, Jeff has deep relationships in the technology sector, specifically software, discussing strategy and the competitive landscape with C-level executives. He also has long standing relationships with portfolio managers, analysts and traders in the mutual fund and hedge fund community. Today, he works with tech and finance executives to help them drive performance for their personal assets as well as their businesses. In addition, Jeff provides corporate services to business owners, specifically in the areas of cash management, retirement plans, stock plan admin and sell-side/buy-side transactions through MS & Co.
Jeff focuses on providing individuals with an unsurpassed client service experience, based on a culture of excellence, driven by Morgan Stanley’s market leading research and global insight. By understanding each client’s unique goals, he helps develop customized financial plans and asset allocation strategies intended to help our clients maintain their financial independence throughout their retirement years.
He is among a select group of Morgan Stanley Financial Advisors to have earned the designation of Alternative Investments Director, which reflects his commitment to helping clients achieve their financial goals and preserve their legacy.
A graduate of Plattsburgh State, Jeff lives in Greenwich, CT with his wife and two children. In his spare time, he enjoys ice hockey, skiing, fishing and travel.
Disclaimer:
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.
Securities Agent: GA, OH, NJ, RI, VA, WY, MA, IL, WI, WA, VT, UT, TX, SC, PA, OR, OK, NY, NV, NM, NH, NC, MO, MN, MI, ME, MD, KY, KS, IN, ID, IA, HI, FL, DE, DC, CT, CO, CA, AZ, AR; General Securities Representative; Investment Advisor Representative
NMLS#: 1762607
NMLS#: 1762607
About Paul Selinger
Paul Selinger is a versatile finance professional with a diverse background in economics, corporate benefits and investment portfolio management. He graduated from Muhlenberg College in Allentown, PA, with a double major in Economics and Entrepreneurial Studies in 1997.
In the early years of his career, Paul worked in human resource consulting, where he customized software systems for employee benefits, and retirement plan actuarial calculations. Seeking to expand his knowledge in finance he took a sabbatical in Paris and obtained a degree in finance from the Baruch College AUP Executive Master's Program in 2008. Paul is also a French citizen and speaks the language fluently. In 2009, he joined his father, Don Selinger, at Merrill Lynch, where he was the lead support for portfolio trading, investment analysis, financial planning, and client servicing. Paul also holds both his Series 7 and 66 securities licenses.
In 2017, Paul moved to Morgan Stanley and completed the FAA Training Program to become a financial advisor. In his role, Paul continues to provide expert investment guidance and personalized financial strategies to clients.
Outside of his professional pursuits, Paul has a passion for running, and you can often spot him on his runs through town pushing his daughter in the baby jogger.
In the early years of his career, Paul worked in human resource consulting, where he customized software systems for employee benefits, and retirement plan actuarial calculations. Seeking to expand his knowledge in finance he took a sabbatical in Paris and obtained a degree in finance from the Baruch College AUP Executive Master's Program in 2008. Paul is also a French citizen and speaks the language fluently. In 2009, he joined his father, Don Selinger, at Merrill Lynch, where he was the lead support for portfolio trading, investment analysis, financial planning, and client servicing. Paul also holds both his Series 7 and 66 securities licenses.
In 2017, Paul moved to Morgan Stanley and completed the FAA Training Program to become a financial advisor. In his role, Paul continues to provide expert investment guidance and personalized financial strategies to clients.
Outside of his professional pursuits, Paul has a passion for running, and you can often spot him on his runs through town pushing his daughter in the baby jogger.
Securities Agent: WA, WI, WY, WV, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TX, UT, VA, VT; General Securities Representative; Investment Advisor Representative
NMLS#: 1915538
NMLS#: 1915538
About Christopher Norton
Securities Agent: KS, KY, AZ, AR, GA, DE, IA, IL, ME, IN, MD, MA, CT, DC, LA, MI, NH, CA, FL, AL, NM, NV, ID, NJ, NC, NY, OR, OK, MN, OH, RI, SC, TN, UT, VT, VA, HI, WI, WA, TX, CO, WY, MO, PA, NE; General Securities Representative; Investment Advisor Representative
NMLS#: 2336685
NMLS#: 2336685
About Christine M. Harsaghy
Christine M. Harsaghy
Business Development Director
Bachelor of Science - Iona College
2005 - Present: Morgan Stanley
Series 7 & 63 Licensed
Business Development Director
Bachelor of Science - Iona College
2005 - Present: Morgan Stanley
Series 7 & 63 Licensed
About Emily Cunningham
Emily Cunningham
Registered Client Service Associate
Bachelors of Science, Business, Marketing – Eastern Connecticut State University
2019-present: Morgan Stanley
Series 7, 63, 65, and 99
Registered Client Service Associate
Bachelors of Science, Business, Marketing – Eastern Connecticut State University
2019-present: Morgan Stanley
Series 7, 63, 65, and 99
About Keishara Colby
Keishara Colby
Senior Registered Client Service Associate
Bachelor of Arts: Political Science, English – Keene State College
2017-2022: Merrill Lynch
2022 - Present: Morgan Stanley
Series 7 & 63 Licensed
Senior Registered Client Service Associate
Bachelor of Arts: Political Science, English – Keene State College
2017-2022: Merrill Lynch
2022 - Present: Morgan Stanley
Series 7 & 63 Licensed
Contact Jonathan H. Evans
Contact David J. Donovan
Contact Donald Selinger
Contact Andrew L. Florio
Contact Jeffrey H. Gaggin
Contact Paul Selinger
Contact Christopher Norton
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
Jake Barone
Planning Associate
About Jake Barone
Jake Barone 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. Jake 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 The University of Rhode Island and received the Financial Planning Specialist® designation from the College for Financial Planning. Jake is originally from New York and currently resides in Monroe, New York.
He earned his undergraduate degree from The University of Rhode Island and received the Financial Planning Specialist® designation from the College for Financial Planning. Jake is originally from New York and currently resides in Monroe, New York.
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
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
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact The F.E.D. Wealth Management Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
3Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
4Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5Morgan 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.
6Morgan 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.
7Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
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.
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1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
3Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
4Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5Morgan 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.
6Morgan 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.
7Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
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 DisclosuresLink Opens in New Tab
CRC 6491812 (04/2024)
