Our Story and Services

We believe success in achieving important financial goals starts with a comprehensive wealth strategy. We will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

1229 Post Road
Fairfield, CT 06824
US
Direct:
(203) 319-5161(203) 319-5161
Toll-Free:
(800) 506-7959(800) 506-7959

Meet The Gottlieb Group

About Me

Jonathan Gottlieb
Executive Director
Financial Advisor

As a Financial Advisor since 1986, Jonathan Gottlieb has diligently implemented wealth management strategies for clients by concentrating on portfolio management.Mr. Gottliebis firmly committed to long-term relationships and works attentively with his client s as he listens to their goals, values, and concerns before implementing plans through a personalized process.

Before joining Morgan Stanley, Mr. Gottlieb was a Senior Vice President with Wachovia Securities for 9 years, achieving the firm's Chairman's Council for 8 years.

Prior to that, Mr. Gottlieb was a Vice President with A.G. Edwards for 10 years and held former positions as an investment broker with Shearson Lehman Brothers with Allied Capital Group on Wall Street.

As an Executive Director, Financial Advisor with Morgan Stanley Smith Barney, Mr. Gottlieb holds his Series 6, 7, and 63 licenses. He is licensed to offer both life and health insurance products. He has achieved Chairman's and Master's Club recognitions and more recently in 2018 named one of Forbes’ top advisors in the state of Connecticut. He earned his Bachelor's Degree from Ithaca College in Ithaca, New York. Mr. Gottlieb serves as a youth baseball and basketball coach and supports and volunteers with a variety of charities as well as participating in Big Brothers/Big Sisters organization. He has traveled throughout Europe and Africa.
Securities Agent: TX, CT, WY, WA, VT, VA, SC, RI, PA, OR, OH, NY, NJ, NH, NC, MT, MO, ME, MD, MA, IN, GA, FL, DC, CO, CA, AZ, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 150224

About Me

Rick Granger
Vice President
Financial Advisor

From 1996 to present, Rick Granger, has provided his personal knowledge and support to assist his clients with a range of financial objectives.

As a Vice President with Morgan Stanley Smith Barney, Mr. Grnager completed Morgan Stanley's Graduate School program in Estate Planning and Financial Planning. In addition in 2001, he completed the Morgan Stanley Graduate School Program; achieving the designation of Retirement Planning Specialist.

Mr. Granger focuses his efforts on identifying appropriate retirement plans for companies. Keeping his clients abreast of legislative and industry reforms make his services vital to today's retirement plan sponsors.

Mr. Granger holds his Series 7, 63, and 65 licenses. He was appointed to the Director's Club in recognition for excellent performance in customer services.

A graduate of Roanoke College in Salem, Virgina, Mr. Granger received his Bachelor's Degree in 1982. He is affiliated with both Cub Scouts and Boy Scouts of America (B.S.A.) and has participated in the Big Brothers Big Sisters Organization.
Securities Agent: CT, VA, SC, RI, PA, OR, NY, NV, NJ, NH, MN, MA, IN, IL, HI, FL, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 181492

About Me

As a Wealth Management Associate, Ms. Castorina is responsible for the day-today operations of the group and implementing business management systems to increase client service quality. She is responsible for coordinating the group's marketing activities and communicating the group's investment recommendations.

Prior to joining Morgan Stanley, Ms. Castorina was an Assistant Vice President; Senior Registered S.A. at Wachovia Securities. She joined Mr.s Gottlieb's team in 1998.

Ms. Castorina works closely with clients developing financial plans for retirement and asset allocation. She currently holds her Series 7, 63 and 65 licenses. In addition, she maintains her life and health insurance licenses.

Ms. Catorina has completed Morgan Stanley Smith Barney's World-Class Service program; receiving the firm's ACE award in 2008.

Her volunteer work has included, tutoring first language speakers, serving as a board member of a Boy Scouts of America Explorer Post, volunteering for Adult Daycare services and as a board member of a foundation dedicated to educational services.
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.

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Consolidate Your Cash at a Competitive Rate

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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.
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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.
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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 Gottlieb Group today.
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