Ken Stewart
The First Nassau Group at Morgan Stanley
Direct:
(609) 844-7900(609) 844-7900
Our Mission Statement
“Excellence is never an accident. It is always the result of high intention, sincere effort, and intelligent execution; it represents the wise choice of many alternatives – choice, not chance, determines your destiny.”
- Aristotle
- Aristotle
We are the First Nassau Group. We believe an effective process leads to successful outcomes.
Our team helps deliver unique financial solutions to busy high net worth individuals and families. Today’s life events and complex challenges require clear goals, trusted advice and ongoing communication. Each team member has extensive knowledge from decades of experience, providing a comprehensive and objective financial planning approach. Together with the intellectual capital of Morgan Stanley, we can provide clients with solutions that go beyond investment advice. We can help give our clients confidence that their financial resources will provide them the freedom to live their lives on their terms.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
At Morgan Stanley, we believe that identifying financial solutions begins with a solid understanding of each client's situation, goals, objectives and risk tolerance. We follow a disciplined process that allows us to work with you to craft a solution that helps to meet your individual financial needs.
Step 1: Introductory Meeting
Our relationship begins with an initial discussion aimed towards getting to know you, your lifestyle, and your future goals.
Step 2: Discovery Meeting
During the discovery meeting, we will work together to establish your financial goals by reviewing your current financial situation and developing an appropriate risk tolerance that can help you achieve the financial outcome you envision for yourself.
Step 3: Financial Plan Presentation
Financial plan presentations map out essential factors that play into your financial success such as your employee and employer contributions, liquidity events, and insurance coverage. Examining relevant financial information provides a holistic asset allocation analysis for your accounts helping ensure a comprehensive financial plan.
Step 4: Action Items / Next Steps
After the financial plan presentation, we will follow up with you regarding our analysis and recommendations, which may include adjustments to your financial plan, investment allocation, company benefits and insurance coverage.
Step 5: Implementation Meeting
The implementation meeting focuses on creating prospective strategies custom designed for your specific needs. Recommended changes could include logistics, tax impact, asset allocation adjustments, and saving/benefit modifications.
Step 6: Monitoring & Performance Tracking
Finally, we will be constantly monitoring your assets and analyzing your performance tracking data seeking to ensure your financial expectations are being met and adjusted accordingly. We will keep a high degree of communication with you to make sure your concerns and requests are always addressed.
Our Services
Financial Planning
Your goals, assets, liabilities and other important information are gathered and analyzed. We then use our perspective and experience with other unique clients like you to make recommendations on spending, giving and living.
Wealth Management
We take a holistic approach to bring all the aspects of your financial life together. We use our analysis and experience to develop a customized plan for you.
Retirement Planning
This is paramount in ensuring a successful retirement. We bring intense focus on this process. You have worked hard to get where you are at. Now it is up to us to help you live the retirement you have always dreamed of.
401(k) Rollovers
Rollovers can be beneficial to you in several ways. It can help simplify your life by consolidating your assets. We can ensure that there is no risky overlap or concentration insecurities. We can make taking required minimum distributions easier. You also have the full suite of an open platform from which to choose investments from.
Corporate Retirement Plans
We work with companies to develop and manage their corporate retirement plans. Let us bring our experience and resources to the table to take this burden off of you.
Business Succession Planning
A lot of thought and planning go into a successful succession strategy. We can help you navigate the requirements of working with other professionals in addition to us to achieve the results you want.
Asset Management
Based on your goals, assets and input, we create an investment strategy tailored to your unique needs.
Business Planning
We can help you by sharing our experience in helping other business owners just like you. We have ideas and strategies to help you grow or sell your business
Modern Wealth Tools
Morgan Stanley Online
Morgan Stanley Online (MSO) has a variety of digital features that help you keep track of your finances. They include mobile check deposit, paying your bills online, sending money through Zelle®, and accessing current market data, research, company profiles and quotes.
Morgan Stanley Online
Morgan Stanley Mobile App
Securely access your Morgan Stanley account from virtually anywhere.
Morgan Stanley Mobile App
Total Wealth View
As a Morgan Stanley client, you can now conveniently view your accounts from other financial institutions in one location to give you and your financial advisor a full picture of your financial wealth and health. Log into Morgan Stanley Online or download the Morgan Stanley Mobile App to link and add external accounts.
Total Wealth View
Digital Vault
Digital Vault, available on Morgan Stanley Online and the Mobile App, allows you to build a centralized document library where files are stored using encryption.
Digital Vault
Cyber Security Resources
At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
Cyber Security ResourcesPLANNING FOR YOUR FAMILY'S FINANCIAL NEEDS
Morgan Stanley has the scale and resources to help you manage the complexity through each stage of your financial life.
Philanthropic Planning
Your set of Philanthropic objectives is as personal as your vision of a better world. Determining your objectives however, can be challenging when there are so many worthy causes and so many unmet needs.
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Trust & Estate Planning
With you every step of the way. We analyze your tax and estate structures so that their tax characteristics are accurately incorporated in the asset allocation analysis performed for the client.
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Intangible Asset Management
Intangible assets are becoming increasingly important for individuals and companies to grow and generate profits.
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Family Governance
Particularly in the case of an ultra high net worth family engaged in a common enterprise, such as running a family business, operating a family office, or simply investing together as a family, it's extremely important to have a sound framework within which to make decisions - in other words, a family governance system.
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Signature Access
A broad range of specialty services are available to enrich and enhance the health, safety, comfort, and interests of affluent families, from private aviation, personal security, art advisory, and household staffing, to private health advisory services and advisory services for single family offices.
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Wealth Education
Financial Literacy means being empowered with the knowledge to make smart financial decisions during every stage of life. Discussing family finances is especially important with adult children, no matter their age. It's not always easy, but starting the conversation is a key step in long-term wealth planning.
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Intergenerational Wealth Planning
Highly-skilled accountants and estate attorneys are vital to constructing sound wealth-transfer plans, but sometimes it is the matters these experts cannot address that pose the greatest challenges.
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Tax Management
The tax decisions you make today can help you save for years to come. There are many tax smart strategies for your financial plan.
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1200 Lenox Dr.
Ste 300
Lawrenceville, NJ 08648
US
Direct:
(609) 844-7900(609) 844-7900
Meet The First Nassau Group
Debra Getz
Evan Silverman
Michael S Bauer
Marc E. Wisotsky
Gina M. Logsdon
Portfolio Associate
Phone:
(609) 844-7935(609) 844-7935
About Gina M. Logsdon
Gina Logsdon is the Team’s Portfolio Associate. She brings the Team 29 years of dedication to delivering a caring and an exceptional client experience. Gina supervises all administrative, operational, and transactional services. In addition, she helps clients coordinate their accounts in a way that best allows them to monitor their investment portfolios and streamline their day-to-day banking and finances.
A seasoned and true professional, Gina focuses on personal attention and anticipatory service to create an environment where the Team’s clients are well-cared for and know they are valued.
Gina lives in Hamilton, New Jersey, with her husband, Dave. They have been together for over 35 years. In their spare time, they enjoy riding their Harley Davidsons.
A seasoned and true professional, Gina focuses on personal attention and anticipatory service to create an environment where the Team’s clients are well-cared for and know they are valued.
Gina lives in Hamilton, New Jersey, with her husband, Dave. They have been together for over 35 years. In their spare time, they enjoy riding their Harley Davidsons.
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
Lauren Akers
Private Banker
About Lauren Akers
Lauren Akers is a Private Banker serving Morgan Stanley Wealth Management offices in Pennsylvania.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Lauren began her career in financial services in 2011 and joined Morgan Stanley in 2013 with the Home Loans Division. Prior to joining the firm, she served as a Credit Analyst at PHH Mortgage.
Lauren is a graduate of Rider University, where she received a Bachelor of Science in Business Administration with a concentration in Finance. She and her family currently reside in Chesterfield, New Jersey.
Outside of the office, Lauren dedicates her time to her family and several volunteer activities. She also enjoys spending time with her 2 kitties, cooking, baking, reading, gardening, shopping, traveling, and going to the beach. Lauren remains active by exercising and participating in 5K runs.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Lauren began her career in financial services in 2011 and joined Morgan Stanley in 2013 with the Home Loans Division. Prior to joining the firm, she served as a Credit Analyst at PHH Mortgage.
Lauren is a graduate of Rider University, where she received a Bachelor of Science in Business Administration with a concentration in Finance. She and her family currently reside in Chesterfield, New Jersey.
Outside of the office, Lauren dedicates her time to her family and several volunteer activities. She also enjoys spending time with her 2 kitties, cooking, baking, reading, gardening, shopping, traveling, and going to the beach. Lauren remains active by exercising and participating in 5K runs.
NMLS#: 1457897
Private Bankers, Ultra High Net Worth ("UHNW") Specialists, PBG Market Managers, Lending Advisors, Mortgage Consultants, Regional Mortgage Specialist, Cash Management Specialists, Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
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
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
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
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact The First Nassau Group today.
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.
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.
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.
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 Disclosures | Morgan Stanley
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.
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.
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 Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
