Welcome

Working with many types of individuals, families and institutions has given our team the experience, perspective and skill to help you build a financial future.

You will work with professionals who can translate your goals into a custom designed wealth plan — customized to you and your needs for your financial future. Moreover, because we work as a team, you will always have access to a member of our team who understands your specific goals and strategy.

We strive to help you achieve your objectives and provide financial guidance to help manage wealth from generation to generation.
Services Include
  • Institutional Services
  • Life Insurance1
  • Trust Accounts2
  • Wealth Management3
  • Financial Planning4
  • Fixed Income5
  • Lending Products
  • Long Term Care Insurance6
  • Municipal Bonds7
  • Retirement Planning8
  • Endowments and Foundations9
  • Estate Planning Strategies10
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

595 So Federal Hwy
Ste 400
Boca Raton, FL 33432
US
Direct:
(561) 393-2032(561) 393-2032
Toll-Free:
(800) 327-0146(800) 327-0146

Meet The Fox Team

About Me

David is a Senior Vice President , Financial Advisor and partner in the Fox Team at Morgan Stanley. He has worked in the financial services industry since 1991, exclusively with Morgan Stanley and its predecessor firms. As a Certified Financial PlannerTM, he utilizes his knowledge to design wealth management strategies for his clients.

David was named one of the Top U.S. Financial Advisors by Barron’s in 2011 and 2012, and one of the Top 1,200 Financial Advisors in 2014, 2015 and 2016. He was also recognized as one of the Top 400 Financial Advisors by the Financial Times in 2015 and he has been included in Morgan Stanley’s prestigious Master’s Club and President’s Council. 

 David graduated from Ithaca College with a B.S in finance. He and his wife, Jaimi, have two children, Courtney and Brian. For years, he has been very active in the St. Andrew’s School lacrosse program.
Securities Agent: TX, FL, WI, WA, VT, VA, SC, RI, PA, OH, NY, NM, NJ, NH, NC, MI, ME, MD, MA, KY, IL, GA, DE, DC, CT, CO, CA, AZ, AL; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
NMLS#: 1274572

About Me

As a Senior Vice President and Financial Advisor, Neil listens carefully to his clients’ goals, values and concerns in order to customize wealth management plans that helps them achieve their financial objectives. He is committed to delivering exceptional service and developing long-term client relationships, many of which have lasted more than 40 years and include three generations within the same family. Neil has worked as an investment professional with Morgan Stanley and its predecessor firms for more than 50 years and has held the designation of Certified Financial PlannerTM since 1978. 

Throughout his career, Neil has received numerous accolades within the financial services industry. Most recently, he was recognized by Barron’s as one of the Top 1000 U.S. Financial Advisors from 2011 to 2013, and as one of the Top 1,200 Financials Advisors in 2014, 2015 and 2016. He was named one of the Top 100 Financial Advisors by Registered Rep magazine in 2009 and one of the Top 400 Financial Advisors by the Financial Times in 2015.

Neil is a graduate of Rensselaer Polytechnic Institute with a bachelor’s degree in engineering and he received an M.B.A. from Rutgers University, majoring in finance and economics. He has been married to his wife, Ina Rae, for 60 years and they been blessed with three sons and six grandchildren. In his spare time, Neil is an avid golfer and a Silver Life Master at bridge. He is active in a number of charities and serves as the national treasurer and a board member of American Friends of Magen David Adom (the Israeli Red Cross), from which he and his wife received their highest honor, the AFMDA Humanitarian Award.
Securities Agent: FL, WI, WA, VT, VA, TX, SC, RI, PA, OH, NY, NM, NJ, NH, NC, MI, ME, MD, MA, KY, IL, GA, DE, DC, CT, CO, CA, AZ, AL; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
NMLS#: 1262360

About Me

Brian has more than 18 years of experience in the financial services industry. He joined the Fox Team in 2010 to work with institutional and high-net-worth clients. He takes a holistic approach in the selection of investment products to help them reach their financial goals. In addition to financial planning fundamentals such as asset allocation and retirement strategies , Brian focuses on strategic lending and insurance coverage. He is a member of the Morgan Stanley Pacesetter’s Club, and he was a member of the firm’s Blue Chip Council from 2008-2009.

Brian graduated from Florida State University with a B.S. in finance and marketing. He is actively involved with Boomers Volleyball Academy, where he has coached athletes toward college and Olympic careers. As a parent of a daughter with a hearing disability, Brian especially values his participation with the Alexander Graham Bell Association for the Deaf and Hard of Hearing.
Securities Agent: TX, FL, WI, WA, VT, VA, SC, RI, PA, OH, NY, NM, NJ, NH, NC, MI, ME, MD, MA, KY, IL, GA, DE, DC, CT, CO, CA, AZ, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1272724

About Me

Cherie has been a member of the Fox team for more than 22 years. She originally joined the group as a Financial Advisor in 1994, and later she decided to take on a management position in order to assist with daily operations for institutional and retail clients. In this role, she addresses and resolves clients' service inquiries. Prior to joining the team, she worked in real estate and insurance sales in Baltimore, Maryland. 

Cherie and her husband, Herb, have seven grandchildren. She enjoys golfing and is an active member of the Weston Hills Country Club, as well as several other philanthropic organizations. 
From Our Team

Neil A. Fox and David H. Fox Named to Barron's "Top 1 200 Financial Advisors"


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
Investing in Artificial Intelligence and Automation

Investing in Artificial Intelligence and Automation

AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

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
A Parent's Guide to Talking to Your Kids About Money

A Parent's Guide to Talking to Your Kids About Money

Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.

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
Facing Financial Stress? Your Employer May Be Able to Help

Facing Financial Stress? Your Employer May Be Able to Help

Many of us face money worries. You may be able to get advice and education from an unexpected source.

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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Morgan Stanley and Justin Rose: A Winning Team

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Sign Up for eDelivery

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With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
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Reserved | Living & Giving

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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.
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Your Financial World. On the Go.

Your Financial World. On the Go.

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.
Access Morgan Stanley Online

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Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
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Meet Premier Cash Management

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Ready to start a conversation? Contact The Fox Team 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.

1Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

2Morgan 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.

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.

4Morgan 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.

5Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

7Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.

8Morgan 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.

9Morgan 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, charitable giving, philanthropic planning and other legal matters.

10Morgan 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.

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.

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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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