The Garden City Group at Morgan Stanley

Peter J Costello is a Senior Vice President, CERTIFIED FINANCIAL PLANNER, Alternative Investments Director, and Financial Advisor in the Western Long Island Complex. Prior to joining the Firm, Peter worked on the institutional Foreign Exchange and Emerging Markets trading desk at Nomura. As the head of the Garden City Group, Peter has played a pivotal role in helping clients reach their financial success. He loves working with clients to learn about what is important to them and how a disciplined financial approach can help them achieve their goals.

Peter’s passion for helping people combined with his knowledge in the industry are the biggest factors in what inspired him to become a Financial Advisor. Peter learned at a young age from his father’s practice about the power of having a financial plan for life and its long-term decisions. His ability to take complex concepts and explain them in a straightforward manner set him apart from other advisors in the industry. Peter provides a high level of trust and experience to guide clients through creating a financial road map for success.

While not in the office, Peter is an active member of his local community, where he serves on the board of directors for the Catholic Faith Network. He also supports various local charities that benefit military veterans in need. Family is of the utmost importance in Peter’s life. He is married to his wife, Chelsea, and together, they have three children. Outside of work, Peter enjoys, spending time with his family, playing golf, platform tennis, and skiing.

BA - Villanova University, 1990
Financial Planning Specialist (FPS)
Smith Barney
Series 7-General Securities Representative
Series 63-Uniform State Exam
Series 65-Investment Advisory Agent
Life & Health Insurance Licensed
2001 - Present: Morgan Stanley*
1996 - 2001: Merrill Lynch
1992 - 1996: Paine Webber

Joseph was a small business owner in the auto industry prior to joining Merrill Lynch in November 2017. After two years at Merrill Lynch, Joseph was recruited by the Rule-Suger Team of the Burrows-Strzelecki Stock Plan Group at Morgan Stanley. Joseph specializes in business development and is a chartered retirement planning counselor (CRPC^®) accredited through the college for financial planning. Joseph studied business at Virginia Commonwealth University and graduated with BS in economics from Queens College.

Kenneth Olsen is a dedicated financial advisor who strives to make sense of the intricate financial world and give his clients financial solutions that keep their interest priority number one. With a deep-rooted passion for guiding individuals and families through various life milestones, Ken values the trust bestowed upon him by multiple generations of clients and their family members.

Ken became very interested in the stock market at a very young age and decided he wanted to become an investor. Upon entering college, he realized that becoming a financial advisor would enable him to help individual investors explain the complexity of the marketplace and help clients achieve their financial milestones.

Guided by his love of the markets and his ability to connect with people, Ken approaches each client relationship applying his knowledge and expertise spanning over two decades to asses’ unique situations and develop personalized investment solutions tailored to each of his relationships.

Ken embarked on his financial services career in 1997 and joined Morgan Stanley in 2004. He holds a Bachelor of Science from Cornell University. Throughout his career, Ken has remained steadfast in his commitment to serving clients, a journey that led him to Morgan Stanley, continuing to make a difference in the lives of those he serves.

Ken acknowledges that people do business according to the K/L/T model: Know, Like, and Trust! Driven by a desire to be different from his competitors; he implements a 90-day no-contact service model whereby he speaks to his clients once a quarter whereby earning their trust and ensuring a predicable engagement model that works best for his clients' busy schedules. Ken's entire business is based upon the trust he has earned from his clients which has become the single most important reason why they readily refer family members and friends without hesitation.

Outside of his professional career, Ken finds joy in outdoor activities including boating and fishing. He Is happily married to his wife and has one son. He is grateful for being blessed with his close-knit family.

Linda joined Morgan Stanley in 2022 as a Client Service Associate in the Western Long Island Complex. Prior to joining Morgan Stanley, she spent 12 1/2 years at Ralph Lauren, most currently as a Director of Buying. Linda’s ability to cohesively work with others, desire to provide the utmost satisfaction to clients, and passion for finance has been vital to her team. As a member of the Garden City Group, Linda assists both clients and advisors as a jack of all trades in the day-to-day responsibilities, which consists of client-facing and internal operations.

Linda graduated from Furman University with a degree in Health & Exercise Science. Outside of work, Linda is an active member of the National Charity League, a not-for-profit organization designed to encourage volunteer opportunities for mothers and their daughters in grades 7-12. Linda is happily married with two daughters, Georgia and Darcy. In her free time, Linda enjoys spending time with family, traveling, baking with her daughters, and reading.

With more than five years of experience working in advisory roles, Jacqueline Giammarusco brings a person-focused, detailed-oriented approach to understanding and meeting the needs of the team’s clients. Passionate about creating a superior overall client experience, she handles an extensive range of service requests, organizes and schedules client and team meetings, and educates clients on services and capabilities available to them.

Prior to joining Morgan Stanley, Jaqueline worked in higher education. She served as a career advisor at the Stevens Institute of Technology, helping students fulfill their goals of starting careers in the business, engineering, and computer science industries. Earlier, she worked at Adelphi University, establishing, and fostering relationships with campus partners, students, and alumni to facilitate networking and career building opportunities.

Jacqueline earned her B.S. from The University of Scranton in Counseling and Human Services and her MA in Counseling from The College of New Jersey. She holds Series 7, 66, and SIE securities licenses.