Welcome

As Financial Advisors, we take a proactive approach in identifying our clients’ needs and objectives so they may enjoy their lives. Every financial decision is different for everyone and that’s why our clients turn to the Fortress Group at Morgan Stanley for comprehensive, wealth-management planning. We are able to achieve this by utilizing a team-approach that provides sound advice, customized investment strategies, and concierge-level service.
Services Include
  • Wealth Management1
  • Asset Management2
  • Professional Portfolio Management3
  • 401(k) Rollovers
  • Estate Planning Strategies4
  • 529 Plans5
  • Alternative Investments6
  • Lending Products
  • Life Insurance7
  • Long Term Care Insurance8
  • Qualified Retirement Plans9
  • Retirement Planning10
  • Sustainable Investing11
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

1 Penn Plaza
43rd Fl
New York, NY 10119
US
Direct:
(212) 643-5781(212) 643-5781
Toll-Free:
(800) 223-4565(800) 223-4565

Meet The Fortress Group

About Me

1978 - Present: Morgan Stanley**
Senior Vice President
New York, NY

Honors
President's Club

Education and Licensing
Bachelor of Arts, 1978
Wesleyan University
Middletown, CT

Certified Financial Planner™


•Series 7 - NYSE/NASD General Securities
•Series 63 - Uniform State Exam
•Series 3 - Commodity
•Series 5 - Interest Rate (Debt Options)

•Life, Accident, Health & Variable Annuity Licensed

Other Activities

•Milbank Housing Partners
  Trustee
  New York, NY

•Children's Aid Society
  Trustee
  New York, NY

•New York City Historical Society
  New York, NY
Securities Agent: WY, WI, WA, VT, VA, TX, TN, SC, PA, OR, OH, NY, NV, NM, NJ, NH, NC, MT, MI, ME, MD, MA, LA, KS, IN, IL, ID, IA, GA, FL, DE, DC, CT, CO, CA, AZ, AL; Managed Futures; Transactional Futures/Commodities; General Securities Representative
NMLS#: 1282766

About Me

1996 - Present: Morgan Stanley*
First Vice President
Senior Portfolio Manager / Financial Advisor
Financial Planning Specialist
New York, NY

1993 - 1996: KLS Professional Advisors Group
Director/Financial Advisor
New York, NY

Jaffe Haft & Spring
CPA
New York, NY

Coopers & Lybrand
CPA
Pittsburgh, PA

Honors
Century Club - Morgan Stanley*
Magna Cum Laude - Syracuse University

Education and Licensing
MBA, 1982
New York University
New York, NY

BS - Accounting, 1977
Syracuse University
Syracuse, NY

Certified Retirement Planning Counselor


Series 7 - NYSE/NASD General Securities Representative
Series 31 - Managed Futures & Commodities
Series 65 - Investment Advisory Agent

Life, Accident, Health & Variable Annuity Insurance Licensed
Securities Agent: TX, WY, WI, WA, VT, VA, TN, SC, PA, OR, OH, NY, NV, NJ, NH, NC, MT, MI, ME, MD, MA, LA, KS, IN, IL, ID, IA, GA, FL, DE, DC, CT, CO, CA, AZ, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1282614

About Me

Business Experience:
Joined the Fortress Group at Morgan Stanley* in 2009
Intern at Oppenheimer Funds: Equity Trading

Education and Licensing:
BA – Business Economics in 2008
Minor – Finance
Dean’s List Scholar
Providence College
Providence, RI

Series 7 – FINRA General Securities Representative
Series 66 – FINRA Uniform Combine State Law

Life, Accident, Health & Variable Annuity Licensed

Certified Financial Planner™
Securities Agent: TX, NJ, WY, WI, WA, VT, VA, TN, SC, PA, OR, OH, NY, NV, NH, NC, MT, MI, ME, MD, MA, LA, KS, IN, IL, ID, IA, GA, FL, DE, DC, CT, CO, CA, AZ, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1285184

About Me

Michael Geisser joined the The Fortress Group at Morgan Stanley in 2014 and is now a Wealth Advisory Associate.  His responsibilities include financial planning and client relationship management .  He graduated from Hartwick College in 2014 with a B.S. in Business Administration and a minor in Finance.  
Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WI, WY; Investment Advisor Representative; General Securities Representative

About Me

Michael Nierva joined the Fortress Group at Morgan Stanley in 2018 as a Registered Client Service Associate.  He worked previously at Neuberger Berman from 2015-2018.  His responsibilities include client service matters and opening new accounts.  Michael obtained Bachelor of Science and  Bachelor of Arts degrees from St. Francis College in 2015 where he majored in Business Management and Economics. He also played Division 1 basketball for the St. Francis Terriers.

About Me

Tamara Hayardeny joined The Fortress Group at Morgan Stanley in the summer of 2017 as an intern. She recently was promoted to the position of Client Service Associate within the group. Ms. Hayardeny currently attends Queens College where she is an Accounting Major and Economics Minor. She expects to graduate in the spring of 2019.

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.

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
Five Smart Strategies to Use a Bonus or Raise

Five Smart Strategies to Use a Bonus or Raise

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

Family

Creating customized financial strategies for the challenges that today's families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
Financial Transition: A Guide for Women

Financial Transition: A Guide for Women

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

Business Planning

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

6 Keys to Building a Startup

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

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
A New Roadmap for Mission Alignment

A New Roadmap for Mission Alignment

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

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Consolidate Your Cash at a Competitive Rate

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Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
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With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Learn more about Your Financial World. On the Go.
Reserved | Living & Giving

Reserved | Living & Giving

Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
Learn more about Sign Up for eDelivery
Access Morgan Stanley Online

Access Morgan Stanley Online

Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
Learn more about Access Morgan Stanley Online
Ready to start a conversation? Contact The Fortress Group today.
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Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

1Morgan Stanley 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 Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

3Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

4Morgan 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.

5Investors 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.

6Alternative 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 suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

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

8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

9Tax 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.

10Morgan 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.

11The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

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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