The Flagler Group at Morgan Stanley

Mike is the Head of the Flagler Group at Morgan Stanley. His financial curiosity and dedication to mentorship have motivated him to guide families throughout their financial lives for over 25 years. He leads our team in expanding our understanding of each of our clients, looking for risks and opportunities, even beyond their investment portfolios. Mike also drives the team’s investment philosophy and viewpoint as well as how both are expressed in each client’s portfolio.

Mike joined Morgan Stanley (and its predecessor firms) in 2003 from J.P. Morgan Private Bank in New York, where he had started his wealth management career in 1997. Prior to that, Mike was a Certified Public Accountant with Coopers & Lybrand from 1993 to 1996. His prior tax knowledge, in addition to his experience as a CERTIFIED FINANCIAL PLANNERTM and Certified Investment Management Analyst^®, help him drive tax efficient solutions for his clients and collaborate effectively with his clients’ accountants, attorneys and other advisors.

Mike graduated from the Wharton School at The University of Pennsylvania in 1993 with a Bachelor of Science degree in Economics and received his MBA from Michigan Business School (now Stephen M. Ross School of Business) in Ann Arbor in 1998. He was raised in Framingham, MA, and moved from Manhattan (after 15 years of cold winters) to Palm Beach County in 2013 with his wife Katrina, daughter Zoe and son Drew. His family is everything to him. Mike and his wife are raising their children the same way they were raised – among many things, being respectful of and helpful to others, placing a high priority on education and continual self-improvement, working hard and understanding the value of a dollar.

Mike is on the Board of Trustees for the Jewish Community Foundation of Palm Beach County. He is a former member of the Board of Directors of Homeless Coalition of Palm Beach County. He is an avid tennis player and a struggling golfer. Mike and his family have 2 beautiful dogs, Maddy and Max, that they adopted from a local shelter.

Jeff leads The Flagler Group’s investment management process.  He attributes his current role and past successes to his ability to think critically and adapt to new information and environments. Jeff constructs and implements portfolios customized for each client as well as oversees team-managed portfolios for specific strategies.  Jeff helps set the team's overall investment philosophy, monitor financial markets and communicate changes with clients.
 
Jeff’s investment background is well suited for The Flagler Group at Morgan Stanley.  In a prior role at the firm , Jeff managed the Southeast Region for the Morgan Stanley investment advisory arm which currently manages over $1 trillion in client assets (as of Q4 2019).  In this role, Jeff advised Morgan Stanley Wealth Advisors and their clients on asset allocation, strategy research and portfolio implementation. Furthermore, Jeff has earned the Certified Investment Management Analyst^® designation through the Wharton School’s CIMA Certification Program, demonstrating proficiency in investment management consulting and wealth advisory.
 
Jeff joined Morgan Stanley (and its predecessor firms) during 2006 in Philadelphia, PA. He worked with Morgan Stanley while attending the Haub School of Business at Saint Joseph’s University in Philadelphia where he graduated with a Bachelor’s degree.  Jeff was born and raised in the Philadelphia area by a family of engineers and builders who instilled in him an affinity for finding efficient solutions to complex situations.
 
He and his wife, Hillary, reside with their two dogs in West Palm Beach, FL. They enjoy cooking and spending time on the water with friends and family.

Mark is a Family Wealth Director with the Flagler Group, overseeing the relationships of accomplished families he's proud to call clients.

His skilled focus in working with entrepreneurs and business owners in particular can be traced to the prior successful corporate benefits business he created with his 3 partners (a CPA, a Trust & Estates attorney and an Enrolled Actuary) in 1983.
 
Mark was at the forefront of the retirement plan revolution, living and breathing every aspect of this business until he sold his interest in 1993. His intimate knowledge of the intersection of an entrepreneur’s business and personal financial plans comes from the years of hard work in growing this company from scratch.

Mark's parents came from Depression-era roots and instilled in Mark the importance of hard work and gratitude. His father taught him to measure twice and cut once, and his mother taught him the importance of a sense of humor.
Mark appreciates the great things the world has to offer, including music, travel and cooking, to name a few.

The biggest gift his wife Lynn and he have given their 4 children is a great education.  Harrison, Tucker, Palmer and Ellery have all graduated from some of America’s top universities.  They are very proud and fortunate to have been able to provide this for their kids.

Mark and his family also value the opportunity to be philanthropic.  Their family foundation is engaged actively in making contributions to organizations that focus on education, music, healthcare and environmental sustainability.

Amber leads our team's Family Wealth Education effort. Her experience and expertise as a former teacher coupled with her enthusiasm for financial literacy gives Amber a unique opportunity to help our clients' children of all ages to learn about and engage with the financial world.

In addition to advising families and their children, Amber dedicates a portion of her practice to working with individuals that are contemplating or going through a divorce. Amber helps these individuals determine the short-term and long-term financial impact of a proposed divorce settlement as well as how to avoid common financial pitfalls that may occur throughout this process. 

Amber joined Morgan Stanley in 2010 following her career as an educator. Prior to that, Amber obtained a Master's Degree in Education from Florida Atlantic University after she graduated from the University of Kentucky where she played collegiate soccer. Playing on a nationally competitive, high caliber team taught Amber the value in helping her team members grow and improve. Amber brings this mindset to the Flagler Group and our mission with clients.

Amber is originally from Eden, North Carolina but spent much of her childhood outside of Cincinnati, OH before moving to South Florida. Currently, Amber and her husband, Matt, reside in Lake Worth, Florida with their twins Bethanny and Jacob. They enjoy golfing, fishing, and spending time with friends and family.

Amber is a member of the Special Olympics of Palm Beach County Executive Management Team and a member of the board of directors for Healthy Mother’s Healthy Babies Coalition of Palm Beach County.

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.

Adam is a Senior Vice President, Financial Advisor with The Flagler Group at Morgan Stanley. Adam’s passion for the Financial Services Industry began at the young age of ten when he visited the floor of the New York Stock Exchange with his family. Family drives everything Adam does, and he understands that his clients share the same values. He works closely with family offices and successful entrepreneurs (primarily in commercial real estate), to identify their objectives and create strategic plans designed to grow and preserve their wealth for current and future generations.

Adam joined Morgan Stanley in 2020 from Citi Private Bank where he was a lead private banker, specializing in managing the complex needs of high net worth families, advising them on all aspects of their wealth management strategy including investments, capital markets, real estate, credit, and cash management. Adam began his career in finance in institutional fixed income trading and equities at Lehman Brothers in New York in 2001. In 2010, Adam joined JPMorgan Private Bank in Miami (and later Palm Beach) where he pivoted his career to focus on wealth management for high net worth families.

Born in Boston, and raised in Maine, Adam’s family relocated to Florida in 1992. Adam graduated from the University of Florida in 2001 with a Bachelor of Science degree in Finance and earned his MBA from UF’s Hough Graduate School of Business in 2010.

Adam’s parents instilled in him that volunteering and philanthropy are central to being a good member of the community. He donates his time to local causes such as Feeding Palm Beach County, the Leukemia and Lymphoma Society and the American Heart Association.

Adam lives in Jupiter, FL with his wife Dina, daughters Sophia and Stella, son Teddy, and dog Wally. Adam cherishes his family and prioritizes spending time with his children. He encourages them to work hard and explore the things in life that give them joy. Adam is a passionate sports fan especially when it comes to his Florida Gators and the Boston Red Sox. He enjoys skiing, fishing and playing golf.

Alex delivers an exceptional level of service to our clients, assisting with all of their requests and needs. Alex's priority is making sure our clients are happy with their experience at Morgan Stanley. Raised by industry professionals, he understood early in life the difference a dedicated and proactive service team can make.

Alex began his career with Morgan Stanley in 2020 after graduating from Elmhurst University with Bachelor's Degrees in Economics & Finance. He joined the Flagler Group at Morgan Stanley in 2022 as a Registered Client Service Associate and holds the Series 7 and 66 licenses.

Alex resides in downtown West Palm Beach. He enjoys athletic training and taking his dog, Trooper, for walks on the beach. He is also an avid sports fan supporting his Chicago Bulls, and Bears, but he can’t always take the heartbreak.

As a Wealth Management Associate, Mariolia is critical to the execution of our clients’ wealth plans. She thrives on connecting with and catering to the needs of a diverse range of clients.

Mariolia’s extensive experience is derived from previous roles at Barclays in London, UK and Stifel. In those roles she delivered tailored solutions for ultra-high net worth families and global family offices across multiple jurisdictions, including North America, Switzerland, Ireland, Monaco, and the Channel Islands.

She has a passion for learning and teaching. Her education has included a bachelor's degree in Economics from the University of Edinburgh, an MSc in Economics from University College London, and a Ph.D. in Finance from the University of Glasgow (including time at NYU and UC Berkeley as a visiting scholar). She also lectured in economics at business schools in the UK and Hong Kong.

In 2022, Mariolia relocated to Palm Beach County with her husband Steven and their beloved Maltese, Maf. In her free time, she enjoys chess, ballroom dancing, and walking with her furry friend on the beach. These activities allow her to unwind, recharge, and foster a deep appreciation for nature, reinforcing her commitment to conservation and environmental protection.

Mariolia holds the Series 7 & 66 licenses and is proficient in four European languages.