What Sets Us Apart

Managing wealth is a considerable responsibility and the demands of this task can make it difficult to concentrate on what matters to you most: pursuing personal ambitions and family aspirations, exploring new opportunities, and living the life you’ve worked so hard to achieve.

The Finan Group works with you to explore a broad range of topics that will likely influence your financial future. What we learn together serves as the foundation for a distinctive financial investment strategy, one that is specifically customized for you and easily adaptable so it can respond as your life changes. By providing objective advice and knowledgeable guidance, we help you prepare for all of life’s challenges and opportunities. The depth and diversity of our team enables us to serve as your single point of contact for all your financial needs. We also work closely with your legal, insurance and tax advisors to help ensure you have an efficient, coordinated wealth management strategy.

We deliver a standard of care that prioritizes your best interests and your level of comfort. We are dedicated to earning your trust. In short, our comprehensive wealth management practice involves many factors that, when brought together, help give you the confidence to make informed decisions that seek to maximize the probability of achieving what is most important to you.

Our commitment to excellence has earned Bob national recognition.

Forbes' Best-In-State Wealth Advisors in 2019

Forbes' Best-In-State Wealth Advisors in 2018

Financial Times’ To 400 Financial Advisors in 2015

Barron’s Top 1000 Financial Advisors in 2013

Barron’s Top 1000 Financial Advisors in 2011

Barron’s Top 1000 Financial Advisors in 2010

We look forward to getting to know you and your family and discussing how we can help you create the lifestyle and legacy you envision.
Services Include
  • Wealth Management1
  • Financial Planning2
  • Retirement Planning3
  • Executive Financial Services4
  • Estate Planning Strategies5
  • Trust Accounts6
  • Lending Products
  • Long Term Care Insurance7
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

20 Linden Place
Red Bank, NJ 07701
US
Direct:
(732) 936-3390(732) 936-3390
Toll-Free:
(855) 834-9911(855) 834-9911

Meet The Finan Wealth Management Group

About Me

Bob began his career in 1982 with the Merrill Lynch Private Client Group in Red Bank, NJ.   In September 2013 Bob and his Team moved to the Morgan Stanley Red Bank Complex where he is a Wealth Management Senior Vice President.
Employing his 30 plus years of industry experience, and strong work ethic, Bob has developed a comprehensive Wealth Management practice.  Bob is passionate about educating and helping his clients make informed decisions to address their most important financial concerns and to maximize the probability of attaining what is most important to them.
Bob has earned the Chartered Retirement Planning Counselor (CRPC®) designation, and was honored by Barron’s as one of America’s Top 1,000 Financial Advisors in 2010, 2011 and 2013 and was recognized by the Financial Times as one of America's Top 400 Financial Advisors in 2015.
Bob graduated from Providence College in 1979 with a BA degree.  Bob is an avid reader, enjoys boating, fishing, the beach and is active in numerous charitable organizations. Bob and his wife have been married for over 30 years and enjoy spending time with their five beautiful children.
Securities Agent: NJ, WY, WA, VT, VA, TX, SD, SC, RI, PA, OR, OK, OH, NY, NV, NH, NC, MN, MI, ME, MD, MA, IA, HI, GA, FL, DE, CT, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 578128

About Me

Anthony S. LaFonte III started his finance career in 2001 working his way up to be an Analyst on a Private Wealth Management Team at Merrill Lynch in New York City and joining the Finan Group, as a Financial Advisor, in 2010.  He is currently Associate Vice President and Senior Portfolio Manager for the Finan Group at Morgan Stanley. 

Drawing on over a decade of helping successful families manage their investments, Anthony focuses on developing and implementing customized financial planning strategies for clients who value the Finan Group’s comprehensive wealth management approach. Additionally, Anthony’s extensive knowledge and experience enables him to assist corporate executives and business owners work through the complexities of stock options, restricted stock positions and 401(k) plans.  Attention to detail, good listening skills, and empathy enable Anthony to address the issues most important to clients.

Anthony has earned the Chartered Retirement Planning Counselor (CRPC) designation and graduated from Kean University with a BS in Business Management with a concentration in Finance. 

Anthony is happily married and has three children.  Outside the office, he enjoys golfing, traveling, coaching youth sports, and spending time with his family and friends.
Securities Agent: NJ, WY, WA, VT, VA, TX, SD, SC, RI, PA, OR, OK, OH, NY, NV, NH, NC, MN, MI, ME, MD, MA, IA, HI, GA, FL, DE, CT, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 578678

About Me

Carolyn joined the Finan Group in 2006 after working on a successful wealth management team in New York City for ten years.  Carolyn manages all aspects of client relations for the team, and oversees the Finan Group's administrative and operational activities.  Carolyn's attention to detail and commitment to delivering the highest level of personal service to clients makes her an integral part of the Finan Group.  Carolyn's sensitivity and patience help to provide our clients with peace of mind.
Carolyn enjoys gardening, entertaining and is a loyal N.Y. Mets fan.

About Me

Beth started her financial career in 1989 at Morgan Stanley in New York City on a team servicing high net worth clients.  After leaving the workforce to raise her children, Beth returned to the finance industry in 2008 and joined The Finan Group in 2012.
Through focused outreach and communication, Beth helps the team gain a deep understanding of client priorities, integrating this information into the comprehensive wealth management plans that are a fundamental part of the Group's consultative process. Beth educates clients about their individual investments and how they help contribute to preserving, protecting and growing client financial assets.  To provide a wide range of solutions for client needs, Beth acts as a liaison between your professional advisors such as CPAs, attorneys, and insurance specialists.
Beth is a graduate of Haverford College and has a Masters of Public Administration from Baruch College, City University of New York. Beth enjoys reading, cycling and spending time with her family.

Investment and Market Perspectives

On the Markets

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.

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
From Clueless to Clued In: Teaching Teens About Money

From Clueless to Clued In: Teaching Teens About Money

As your children grow into young adults, you can help them learn how to manage their own finances. Here’s how to go about it.

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
Choosing an Environmental Charity

Choosing an Environmental Charity

There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

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Ready to start a conversation? Contact The Finan Wealth Management Group today.
Market Information Delayed 20 Minutes
1Morgan 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.

2Morgan 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.

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.

4Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

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 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.

7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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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