Welcome

The Gannon Gatti Group has built a successful business by investing the time necessary to get to know our clients and developing tailored strategies to meet their specific needs.  In doing so, we help the individuals, couples, and families we serve develop and execute financial strategies and make smart investment decisions.

Our primary goal is to earn long-term, multi-generational relationships by guiding our clients successfully through life stages impacting their personal economy and consistently providing peace of mind about their financial needs and goals throughout their lives.

We believe achieving this goal requires teamwork.  We combine unique and complementary perspectives, experience, and expertise from each member of our team.  We develop and execute creative and successful wealth management solutions that integrate unbiased investment consulting, comprehensive advanced planning, best-in-class portfolio management, and excellent client service.

Several decades of serving a diverse group of clients has equipped us to analyze financial decisions from different perspectives.  We take the time to listen and learn from our clients.  We conduct an in-depth analysis of each client’s particular situation, collaborate with their trusted advisors, constantly monitor progress, and work diligently to ensure our recommendations meet our client’s goals. 

At Morgan Stanley, we have the capabilities and resources to deliver a complete spectrum of financial solutions, and have particular strengths in financial planning and financial goal analysis, retirement planning, legacy planning, education funding, portfolio management, fixed income strategies, and wealth preservation.

We are proud to serve our clients and of the relationships we’ve built over the years.  We welcome the opportunity to hear about you and your needs.
Services Include
  • Cash Management1
  • Certificates of Deposit2
  • Life Insurance3
  • Estate Planning Strategies4
  • Planning for Education Funding5
  • Retirement Planning6
  • Trust Accounts7
  • Annuities8
  • Fixed Income9
  • 401(k) Rollovers
  • 529 Plans10
  • Exchange Traded Funds11
  • Lending Products
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

1200 Mt Kemble Avenue
Fl 2
Morristown, NJ 07960
US
Direct:
(973) 425-8530(973) 425-8530
Toll-Free:
(800) 755-4253(800) 755-4253
Fax:
(973) 425-2366(973) 425-2366

Meet The Gannon Gatti Group

About Me

Mike, a 1979 University of Scranton graduate, began his financial services career in 1981.  Since then, he has steadily built his knowledge and experience in wealth management and investment consultation.  As a Certified Financial Planner®, he works with clients in creating customized financial plans.  Mike explains to them the planning process, gathers necessary information, and produces analysis that addresses critical life goals such retirement and wealth transfer. 

Working closely with you, Mike will develop an investment strategy that reflects your lifestyle expectations, cash flow needs, risk tolerance, and aspirations for your family.  From there, he and his team will help you build a portfolio using the resources of Morgan Stanley, one of the world’s largest financial services firms.  Over time, they will navigate you through the distractions of turbulent markets and focus your attention on achieving your goals.

In Mike’s spare time, he enjoys golfing and spending time with his wife and family boating at the Jersey shore.
Securities Agent: TX, NJ, WV, WA, VT, VA, TN, SC, PA, OR, NY, NV, NH, NC, MS, MI, ME, MD, MA, LA, IL, FL, DC, CT, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1270207

About Me

Joe grew up in Plainfield, NJ and is a 1972 alumnus of Wardlaw Country Day School in Edison.  After graduating from Columbia College majoring in Economics in 1976, he was hired at Prudential in Newark as an entry level computer systems tester.  Two years later, he applied to Merrill Lynch and was hired on January 22, 1979 into their Account Executive Training Program.  Joe, Mike Gannon, and Nisha Ribardo began working together in November 1997 at Merrill Lynch and transitioned to Morgan Stanley in February 2009.

Joe focuses on building theme based portfolios for his clients according to their financial plan results.  Theme based investing will incorporate sectors the Morgan Stanley research teams and our trusted third-party research providers believe will do well in certain economic times.

Joe and his wife live in Watchung, NJ, have been married for 36 years, and have three grown children. Both enjoy travelling, golfing, attending New York Giant’s games, and spending summer weekends at their Chadwick Beach home.  Through their parish, they volunteer with the Franciscan Charities at St. Ann’s Soup Kitchen in Newark and The Center for Great Expectations in Somerset, NJ.
Securities Agent: TX, NJ, WV, WA, VT, VA, TN, SC, PA, OR, NY, NV, NH, NC, MS, MI, ME, MD, MA, LA, IL, FL, DC, CT, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1279307

About Me

Nisha provides thoughtful administrative and operational support to the clients of The Gannon Gatti Group.  From onboarding new clients to maintaining existing client relationships, her proactive style and attention to detail ensures client’s needs, including cash management solutions, digital and online access, and trade execution are carefully and efficiently addressed. 

Nisha, an Illinois native, received a B.S. in Management from the A. B. Freeman School of Business at Tulane University.  After two years teaching in Elizabeth, NJ through Teach for America, she began her financial services career in 1996 at Merrill Lynch.  She has her Series 7 and 66 licenses and earned her CFP® designation in 2004.

Outside of work, Nisha’s life centers around her husband, Bryan, and their sons, Paul and Edward.  She enjoys reading, travelling, volunteering locally, and attending New Jersey Devils games.
From Our Team

Social Security Benefits: It Can Pay to Wait


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.

More from Morgan Stanley

Consolidate Your Cash at a Competitive Rate

Consolidate Your Cash at a Competitive Rate

2.30% APY with Preferred Savings for New Money deposited through your eligible Morgan Stanley brokerage account. Contact me to learn more or click here. Terms apply.
Learn more about Consolidate Your Cash at a Competitive Rate
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.
Learn more about Morgan Stanley and Justin Rose: A Winning Team
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
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 Gannon Gatti Group today.
Market Information Delayed 20 Minutes
1Morgan 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

2CDs are insured by the FDIC, an independent agency of the U.S. Government, up to a maximum of $250,000 (including principal and accrued interest) for all deposits held in the same insurable capacity (e.g. individual account, joint account, IRA etc.) per CD depository. Investors are responsible for monitoring the total amount held with each CD depository. All deposits at a single depository held in the same insurable capacity will be aggregated for the purposes of the applicable FDIC insurance limit, including deposits (such as bank accounts) maintained directly with the depository and CDs of the depository.

3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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.

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 (“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.

7Morgan 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.

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

9Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

10Investors 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.

11An investment in an exchange-traded fund involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor's ETF shares, if or when sold, may be worth more or less than the original cost.

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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