The GMA Group at Morgan Stanley is a multidimensional team of Wealth Management professionals dedicated to serving the complex and evolving needs of corporate executives, entrepreneurs, and successful families who have built and sustained multigenerational wealth. We take a highly personalized approach, combining disciplined analysis with thoughtful planning to deliver actionable insights and comprehensive strategies tailored to each client's objectives, values, and circumstances.
The partners of the GMA Group are CFP® professionals committed to the highest standards of financial planning and wealth management. Drawing on diverse experience and complementary areas of specialization, our team collaborates closely to evaluate opportunities, anticipate challenges, and design integrated solutions that support clients across all phases of life—whether navigating liquidity events, executive compensation, business transitions, philanthropic goals, or legacy planning.
Above all, the GMA Group aims to serve as a trusted, long-term partner—providing clarity, coordination, and steady guidance so clients can make confident decisions and remain focused on what matters most.
A lawyer, a doctor, a professor, a sales rep, and a millennial walk into a building with countless resources…
And while that may be the plot to the next comedy blockbuster, here at The GMA Group at Morgan Stanley it is the accumulation of life experiences that has led to decades of service across many industries.
Once aggregated, this Financial Advisory team brings variety of thought and strategies well equipped to suit you, your family, and your business.
Three members of the team are CERTIFIED FINANCIAL PLANNERS™(CFP®), but each have a different areas of focus that they focus on together. This allows for the GMA Group to be a a full-service practice with a feedback sharing culture to better serve our clients.
Regardless of what stage your life is in - moving ahead in your career, enjoying retirement, or somewhere in between - as your Financial Advisors, we can help you achieve your financial goals.
Using a suite of tools that includes goal-specific analysis, we can work with you to create a realistic, holistic strategy that integrates the various aspects of your financial life, including your investments and cash management needs.
We can create your personal roadmap to help achieve and protect your goals — a framework that makes the connection between your life goals and your financial resources, and provides a baseline for future discussions.
Joseph Fisher & David Zukowski
Joseph Fisher & David Zukowski
Executive Services is a dedicated group of seasoned professionals who focuses in assisting executives and other key insiders effectively navigate the complex landscape of insider trading regulations and reporting requirements.
Joseph Fisher & David Zukowski
Insurance protects you and your loved ones against uncertainties. Insurance policies provide a payout for specified death, damage, or sickness in return for premium payments. These policies are a form of financial risk management that help protect you and the things you value. There are several types of insurance policies offered through Morgan Stanley , which include:
David Zukowski & JC Wilhelm
Your equity compensation can play an important role as you build your personalized financial roadmap and work toward your objectives. Strategically using your proceeds may make it possible for you to meet certain milestones sooner, or provide more flexibility for your long-term plans.
Joseph Fisher, David Zukowski,
A financial planning specialist is a professional dedicated to helping you manage your money. They can assess your income, expenses, assets, and liabilities to get a holistic view of your financial health.
Once they have a full understanding of your needs, they help you establish clear financial goals and objectives. This could include planning for:
Joseph Fisher, David Zukowski, Darsh Kumar, & JC Wilhelm
The CERTIFIED FINANCIAL PLANNER™ designation identifies those individuals who have met the experience and ethical requirements, have successfully completed financial planning coursework and have passed the CFP Certification Examination. CFP certificants must also agree to meet ongoing continuing education requirements and to uphold the Certified Planner Board of Standards Inc.'s Code of Ethics and Professional Responsibility and Financial Planning Practice Standards.
Joseph Fisher
For many, the challenges of passing financial wealth on to decendants are more complicated and daunting than planning for gift or estate tax. But it doesn't have to be that way. Our mission is to help clients maximize the value of thier family capital through the transfer and preservation of the family's shared values, and the creation of an eduring family legacy.
Darsh Kumar & JC Wilhelm
Portfolio Managers are empowered to implement investment decisions on your behalf while leveraging the global resources of Morgan Stanley.
Disclosures:
The individuals mentioned as the Portfolio Management Team are Financial Advisors with Morgan Stanley participating in the Morgan Stanley Portfolio Management program. The Portfolio Management program is an investment advisory program in which the client's Financial Advisor invests the client's assets on a discretionary basis in a range of securities. The Portfolio Management program is described in the applicable Morgan Stanley ADV Part 2, available at www.morganstanley.com/ADV or from your Financial Advisor.
In this program the client pays a wrap fee to MSWM (the "MSWM Fee"), which covers MSWM investment advisory services, custody of securities (if we are the custodian), trade execution with or through MSWM, as well as compensation to any Financial Advisor. The Portfolio Management program fees are described in the applicable Morgan Stanley ADV Part 2, available at www.morganstanley.com/ADV or from your Financial Advisor.
Joseph Fisher, David Zukowski, & JC Wilhelm
Alternatives are the investments that go beyond traditional stocks and bonds. They can open doors to help grow and protect your wealth, and have long sought to offer enhanced returns, portfolio diversification, lower volatility, as well as potential tax efficiency.
Disclosures:
Before making any investment, each investor should carefully consider the risks associated with the investment, as discussed in the applicable offering memorandum, and make a determination based upon their own particular circumstances that the investment is consistent with their investment objectives and risk tolerance. Alternative investments often are speculative and include a high degree of risk. Investors could lose all or a substantial amount of their investment. Alternative investments are appropriate only for eligible, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time. They may be highly illiquid and can engage in leverage and other speculative practices that may increase the volatility and risk of loss. Alternative Investments typically have higher fees than traditional investments. Investors should carefully review and consider potential risks before investing.
Alternative investment securities discussed herein are not covered by the protections provided by the Securities Investor Protection Corporation, unless such securities are registered under the Securities Act of 1933, as amended, and are held in a Morgan Stanley Wealth Management Individual Retirement Account.
Our approach to wealth planning focuses on what is most meaningful to you. As your life stage changes, so do your goals – our platform is designed to help you develop a flexible strategy to address these changing demands.
We'll help you understand the fundamentals of finance and put your resources to work so you can plan, invest and ultimately transition to retirement with confidence.
The by-product of a successful career is often a concentrated position in your company stock – representing a significant portion of your personal net worth and a high level of complexity. We help clients understand their equity compensation and manage their concentrated stock positions.
Helping business owners with key strategic needs such as access to capital, plan administration and a variety of exit strategies.
A sound wealth plan requires more than seeking returns. It involves mitigating and managing risks to help protect you when the unexpected occurs. Insurance, as part of your overall wealth plan, can help you get closer to achieving your retirement and legacy planning goals.
As your family grows and your wealth expands, managing it becomes increasingly complex. With evolving family dynamics and greater financial responsibility, you may require professionals with broader expertise and more advanced capabilities.
We address the full spectrum of multigenerational wealth management. As your family and assets grow, more nuanced and sophisticated challenges often arise. Our Family Office services are designed to help you meet those challenges effectively.
For many ultra-high-net-worth families, the most difficult planning challenges are not financial but personal. Managing the human impact of wealth often involves addressing complex dynamics such as family values, communication, and legacy planning.
Our Wealth and Estate Planning Specialists work as virtual team members alongside your Financial Advisor. Together, they create customized strategies to preserve and transfer your wealth in alignment with your long-term goals.
Our open-architecture trustee platform gives you access to a carefully selected network of third-party corporate trustees. Morgan Stanley Trust Specialists review your trust documents and objectives to recommend solutions that align with your needs.
Many high-net-worth families benefit from integrated insurance strategies that support tax efficiency, wealth transfer, and charitable giving. We help you incorporate these solutions into your overall financial plan.
We provide the insight, guidance, and tools needed to define your philanthropic goals and develop a thoughtful strategy for achieving them.
Joseph Fisher, CFP®, CIMA®, CMFC®
David R Zukowski, CFP®, CRPC®, CPWA®
Kim Vallet
Jennifer Kafoury
Kristopher Johnson
Joseph V. Portera
Shamar Evans
