The Golden Key Group at Morgan Stanley

Charles Tomasheski is a Financial Advisor, Vice President, and Senior Portfolio Manager with The Golden Key Group at Morgan Stanley with more than 47 years of financial services experience. Charles graduated from Rutgers University with a Bachelor of Arts in Business Administration. He attained the CERTIFIED FINANCIAL PLANNER™ certification in 1998. Prior to joining Morgan Stanley in 2001, Charles worked at J.B. Hanauer & Co., Prudential Securities, and The GMS Group.

Armed with the experience that only 47 years can provide, Charles has built strong multi-generational client relationships forged by trust, integrity, and honesty. He is committed to providing unparalleled personal service by actively seeking opportunities to go “above and beyond” expectations. He strives for professional growth and personal excellence with a focus on becoming the best that he can be. He brings a visible level of energy and enthusiasm to all his daily activities and interactions.

For Charles, retirement planning means much more than providing clients with investment advice. It means helping them maintain the financial independence they’ve worked their entire lives to achieve. It means striving to ensure each client has the means to pursue what’s most important to them. And it means understanding them as individuals with unique goals, values, and circumstances that will ultimately determine the strategies he develops on their behalf. Charles’ consultative process begins with an in-depth discussion of your current finances and future objectives. He will address issues you might overlook that can significantly impact your ability to retire as planned. Finally, Charles will determine how he can help you adjust your investment strategy as necessary to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.

Charles is a longtime resident of Pines Lake, located in Wayne, New Jersey, along with his wife, Marie. Together, they have three sons and seven grandchildren. He enjoys time with his family, cooking (and eating), golf, all genres of music, playing guitar, and 5:00 AM workouts at a nearby gym.

Anna Farag is a Financial Advisor, Portfolio Manager, Alternative Investments Director, and Financial Planning Specialist with The Golden Key Group at Morgan Stanley. Growing up, Anna’s father taught her that, “A goal without a plan is just a wish.” She learned that our actions have to speak far louder than our words in order for us to accomplish the goals we set for ourselves. Years later, Anna continued to incorporate this concept when taking on new endeavors. After witnessing how market volatility impacted her loved ones, she began to see the value in pursuing a career through which she could help those around her make secure financial decisions to accomplish their objectives.

Anna could help her clients preserve and grow their financial, familial, and social capital by providing them with a high level of financial resources and service. With this goal in mind, she did as her father had always said – she planned. After graduating from Bowdoin College in Brunswick, Maine, Anna began her career with UBS, focusing on the liabilities side of a client's financial situation. She concentrated on high-net-worth liabilities management, financing solutions, banking products, and lending. With a deep knowledge of how to manage client’s liabilities, Anna’s next step was to understand the bigger picture and help define where her clients want to go and how she could help them get there. She earned the Five Star Wealth Manager award in 2024.

In 2017, she joined Morgan Stanley to provide holistic wealth management services to her clients and help them navigate challenging markets and financial decisions. But, more importantly, Anna’s obligation is to be there for all of the various changes that life inevitably presents.

When she’s not in the office, she loves to travel and visit family as well as plan events, listen to country music, and go jet-skiing.


Five Star Wealth Advisor Award
This award was issued in 2024. The award was determined based on an evaluation process conducted by Five Star Professional based on objective criteria from 03/13/2023 - 09/29/2023

View Anna Farag's Five Star Award Winner Profile:
https://www.fivestarprofessional.com/awardwinner/91100

Nicholas Randazzo is a Financial Advisor, Portfolio Manager and Alternative Investments Director with The Golden Key Group at Morgan Stanley. Raised by his mother in Staten Island, New York, Nicholas earned a Bachelor of Science degree in Accounting from the College of Staten Island in 2004. He started his career in public accounting and earned his CPA designation before joining the UBS Alternative and Quantitative Investment group, part of the portfolio management and logistics team in New York City.

In 2011, Nicholas was asked to join UBS’ Park Avenue-based Private Wealth Management group where, for over six years, he focused on developing asset allocations, managing and trading investment portfolios, providing customized solutions and premier service to their ultra-high net worth clientele. While with this group, he earned a certificate from the Private Wealth Executive Education Program at the Wharton School of Business. During his tenure, Nicholas also earned his Chartered Financial Analyst (CFA ^®) designation. Interested in what drives human investment decisions and behavior, Nick took the next step beyond modern portfolio theory and earned his Behavioral Financial Advisor designation. Nicholas’ intention is to help clients make rational, values-based decisions as they confront inevitable market uncertainty.

In 2017, Nicholas saw an opportunity to join Morgan Stanley and work in their Paramus, New Jersey office, where he could actively manage his practice and be closer to home. Since joining Morgan Stanley, he has earned the Five Star Wealth Manager Award from 2020 to 2024 and has also been apart of Morgan Stanley’s prestigious Pacesetters Club since 2020.

Invested in his community, Nicholas has devoted time over the past several years to raising money for local charities, managing events in his town of Glen Rock, and being a leader in the community. He enjoys playing golf, exercising, cooking and spending good family time with his wife, two daughters and his dog, Hilde.


2020-2024 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2020-2024) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2020 Award - 03/1/2019 - 10/16/2019
2021 Award - 03/30/2020 - 10/23/2020
2022 Award - 04/12/2021 - 10/15/2021
2023 Award - 03/21/2022 - 10/18/2022
2024 Award - 03/13/2023 - 09/29/2023

View Nicholas Randazzo’s Five Star Award Winner Profile: https://www.fivestarprofessional.com/awardwinner/74435

*Morgan Stanley Wealth Management Pacesetter’s Club members must meet a number of criteria including performance, conduct and compliance standards, revenue, length of experience and assets under supervision. Club membership is no guarantee of future performance.

Rachel is a Client Service Associate with The Golden Key Group. She helps shape the future of service by modernizing the client experience through an elevated service model. Rachel truly cares about our clients and works hard to help them simplify and manage aspects of their financial life. She strives to provide every client we serve with a first-class customer experience.

Rachel cultivates and enhances new and existing client relationships through active communication, processing client requests, resolving inquiries, and making sure key information and documentation remains current. She keeps an eye on each administrative detail and finds the issues that need to be addressed.

Rachel majored in elementary education at Montclair State University. She graduated in 2006 with her Bachelor of Arts in elementary education. Prior to joining Morgan Stanley in 2013, Rachel worked at Panasonic Headquarters. She has acquired her Series 7 license and is obtaining her Series 66 this year.

Rachel is from Hawthorne, NJ and has resided in Midland Park since 2011. Outside of work, she enjoys reading and exercising. She is a 2X NYC marathoner (2016 and 2018). Rachel also enjoys spending quality time with her husband and their dog Murphy, and their family and friends.

Kevin is a Client Service Associate (CSA) with The Golden Key Group at Morgan Stanley. He helps shape the future of our service with his desire to be thorough, efficient, personable, and effective. Kevin is modernizing the client experience through our technology and is elevating our standard of care. He is invested in our clients and works hard to help them simplify and manage aspects of their financial life. He strives to provide every client we work alongside with a first-class experience.

Kevin cultivates and enhances new and existing client relationships through active communication, processing client requests, resolving inquiries, and making sure key information and documentation remains current. He helps run our business with an eye on each administrative detail and finds the issues that need to be addressed. He is a fantastic partner within our group.

Kevin majored in Business Marketing at Bloomsburg University. He graduated in 2019 with his Bachelor of Science in Business Administration and has been with Morgan Stanley since July of 2019. He has acquired his Series 7 and Series 63 licenses.

Kevin is from Dumont, New Jersey. Outside of work, he enjoys exercising and watching movies. He also likes spending quality time with family and friends.