A Team Built To Serve You

For over 40 years, we have provided a complete range of advice to affluent individuals, entrepreneurial business owners, corporate executives, pension funds and corporate retirement plans. We deliver customized guidance and the support you need to help you meet your long-term goals and objectives, while weathering volatile times, both today and in the future.
Above all else, we commit to:
  • Effective Communication
  • Complete Objectivity
  • Generational Experience
  • Academic Competency
  • Wealth Protection
  • Total Privacy
Services Include
  • Wealth Management1
  • Estate Planning Strategies2
  • Business Succession Planning3
  • Executive Financial Services4
  • Divorce Financial Analysis5
  • Trust Services6
  • Corporate Retirement Plans7
  • Life Insurance8
  • Long Term Care Insurance9
  • Asset Management10
  • Planning for Special Needs Individuals11
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*
Many financial advisors say they offer wealth management; however, most are only proficient in Investment Management. This level of service fails to address all of the aspects that need attention in your financial life.

The Franklin Avenue Group delivers customized strategies for an exclusive group of high-net worth families and institutions that extend well beyond traditional investment management.

If you are interested in learning about this comprehensive standard of care you should be receiving, please explore the materials below that match your current family or business situation.
Morgan Stanley provides our team an elite open architecture platform. Giving us access to thousands of global portfolio managers, as well as, insight of potential opportunities that can emerge from equity, fixed income, alternative markets, and financial technology. If you are interested in learning about some of the exclusive benefits offered to Morgan Stanley clients, please explore the links below:
The Franklin Avenue Group delivers customized, actionable solutions to a variety of high net worth families and businesses. If you are interested in learning about previous client outcomes, please explore the success stories below:

Location

1300 Franklin Avenue
Garden City, NY 11530
US
Direct:
(516) 683-3233(516) 683-3233
Fax:
(516) 204-4223(516) 204-4223
595 South Federal Highway
Suite 400
Boca Raton, FL 33432
US

Meet The Franklin Avenue Group

About Me

Richard Brown leads a team that helps families with significant wealth organize, prioritize and simplify their financial affairs so that they can enjoy and lead meaningful lives. Drawing on over 25 years of experience in the financial services industry, Rich contributes his extensive knowledge in a number of areas that are important to high net worth families, including estate planning strategies, asset management, risk management, and liquidity management.
Rich is a Senior Vice President, Senior Investment Management Consultant, Portfolio Management Director, Family Wealth Advisor and Financial Advisor with Morgan Stanley. Richard holds the CERTIFIED FINANCIAL PLANNERTM and Chartered Retirement Plans SpecialistSM designations. He has been with the firm since 1992.
Rich is a lifelong swimmer. He exhibits this passion by serving as the Nassau County Officials Chairman for USA Swimming and proudly watching his children swim at Cornell and Notre Dame Universities. He lives with his wife, three sons and daughter in Garden City, New York.
Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TX, UT, VA, VT, WA, WI, WV; Investment Advisor Representative; General Securities Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1301139
CA Insurance License #: 0L48743

About Me

Christian Maguire approaches every financial conversation with a comprehensive point of view, working tirelessly to understand not only the financial issue, but the other potential implications to a client’s wealth management plan.  Drawing on over a decade of experience as a financial advisor, he facilities the coordination of clients’ other professional advisors, helping to ensure the client always receives top notch advice.
Christian is a Vice President, Investment Management Consultant, Senior Portfolio Manager and Financial Advisor with Morgan Stanley. A believer in professional development, Christian has earned the CERTIFIED FINANCIAL PLANNERTM, Chartered Mutual Fund CounselorSM, Chartered Retirement Planning CounselorSM, Chartered Retirement Plans SpecialistSM, and Certified In-Long-Term Care designations. He has been with the firm since 2005.
Christian is an Eagle Scout and remains active in the National Eagle Scout Association as an Assistant Scout Master. He also volunteers his time as a mentor in the Morgan Stanley Associates program, helping to coach Financial Advisor Associates. Christian resides with his wife, son and daughter in Lynbrook, New York.
Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TX, UT, VA, VT, WA, WI, WV; Investment Advisor Representative; General Securities Representative; Managed Futures
NMLS#: 1268248
CA Insurance License #: #0L12134

About Me

Charles Fischer has dedicated his career to working with high net worth families. Relying on over 25 years of financial services experience, he provides customized wealth management plans that encompass all aspects of tax, cash flow, transfer, gifting, giving, and risk mitigation.
Charles is a Vice President, Portfolio Manager, and Financial Advisor with Morgan Stanley and holds the CERTIFIED FINANCIAL PLANNERTM designation. He joined Morgan Stanley in 2015.
Charlie served his country proudly as a Army Officer during Operation Desert Storm. He twice received the Army Commendation Medal for his service in the military. Charlie volunteers with Shriners Organization for children and lives in Lighthouse Point, Florida.
Securities Agent: AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV; Investment Advisor Representative; General Securities Representative
NMLS#: 1549185
CA Insurance License #: 0K51514

About Me

Sanford Feldman is a Senior Vice President and seasoned professional with more than 40 years of experience in the financial services industry. His areas of focus include constructing diversified client portfolios for current income, specifically in the Municipal Bond space. Sandy joined Morgan Stanley in 1978 and the Franklin Avenue Group in 2017. Above all, he is committed to providing outstanding advice and service to his clients.

Prior to Morgan Stanley, Sandy served as an Officer in the Army from 1967 to 1969. After his service ended, Sandy established, ran, and sold a successful chain of clothing stores with four locations. He enjoys watching tennis, traveling, reading non-fiction books, volunteering for the Crohn’s and Colitis Foundation, and raising money for breast cancer research. He lives with his wife in Hewlett Harbor, New York.
Securities Agent: AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TX, UT, VA, VT, WA, WI, WV; General Securities Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1684997
CA Insurance License #: 0M62212

About Me

Ryan Wroblewski leverages Morgan Stanley’s vast resources to create a personalized wealth plan for our clients. He helps clients achieve their goals while remaining mindful of their values, principals and guidance. Whether it is a retirement income plan, preparing for the cost of a college education or helping to protect and preserve assets, Ryan ensures that our clients are equipped with a customized road map to guide them towards their financial goals.

The newest member of the team, Ryan has over seven years of experience in the financial services industry and joined Morgan Stanley as a Wealth Advisory Associate in 2016. He volunteers his time with the Knights of Columbus and resides with his wife and two sons in East Northport, New York.
Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TX, UT, VA, VI, VT, WA, WI, WV, WY; Investment Advisor Representative; General Securities Representative
NMLS#: 1608157
CA Insurance License #: 0M77101

About Me

Robert L. Schaefer Sr. is a Financial Advisor with Morgan Stanley.

Robert has over 45 years of experience in the financial services industry and has been with Morgan Stanley since 2013. Prior to that, Bob spent over 25 years at JPMorgan Chase focusing on lending to individuals and small
business owners and maintains this focus today by providing access to cash management and lending services for the clients of The Franklin Avenue Group at Morgan Stanley.

Bob enjoys spending time with his grandchildren and is active in a number of charities. He lives in Rockville Centre, New York with his family.
Securities Agent: AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TX, UT, VA, VT, WA, WI, WV; Investment Advisor Representative; General Securities Representative
NMLS#: 828722
CA Insurance License #: 0M51431

About Me

Jerry Thorn is responsible for supporting the team’s client relationships and providing a broad range of client operations and solutions.  He is determined to deliver an exceptional service experience to the team’s individual and corporate clients.

Jerry, a Registered Client Service Associate, has over 25 years of experience in the financial services industry and has been with the firm since 2016.

He is active with the Boca Raton Lions Club, Boca-Delray Masonic Lodge, and the Scottish Rite. Jerry lives with his wife and son in Boynton Beach, Florida

About Me

Daniel Koluch enjoys interacting with clients, and takes pride getting things done promptly and accurately for them. His superior customer service skills and close attention to detail allow him to execute every detail with the utmost level of professionalism.
Dan joined Morgan Stanley in 2015 as a Registered Client Service Associate. Prior to that, he spent five years working in the corporate accounting division of a large entertainment corporation. Dan enjoys participating in local sports leagues, volunteering at local community events, and lives in West Hempstead, New York.

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.

More from Morgan Stanley

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
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
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.
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
Ready to start a conversation? Contact The Franklin Avenue 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 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.

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 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.

6Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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. 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.

7Tax 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.

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

9Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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.

11Morgan 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.

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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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