Our Story

The Gramercy National Group at Morgan Stanley offers a comprehensive wealth management advisory practice, working with successful and globally minded individuals and families through periods of prosperity and times of uncertainty who are seeking personalized, unbiased and effective financial advice and who consider their wealth for impact and purpose.

Our process is simple, sensible and straightforward.  Through our thoughtful and comprehensive consultations, a customized investment strategy is proposed, mutually agreed upon, and implemented under the careful steward of our team of professionals. Particular sensitivity is given to global investment opportunities, juxtaposed with appropriate risk and reward levels and tax implications.  Emphasis is placed on investment transparency so clients can gauge what they own, the risks undertaken, and the progress achieved.

Circumstances and resources are unique; our clients entrust us to assist in optimizing their finances, as we manage wealth with high regard and respect for the manner it was earned. By providing progressive financial planning strategies, tactical portfolio management and steadfast personal communication we allow you to focus on your life’s priorities with confidence, knowing that our team is working on your behalf with your best interests in mind.
Services Include
  • Wealth Consulting
  • 401(k) Rollovers
  • 529 Plans1
  • Alternative Investments2
  • Art Advisory3
  • Asset Management4
  • Business Planning5
  • Cash Management6
  • Certificates of Deposit7
  • Corporate Bonds8
  • Endowments and Foundations9
  • Estate Planning Strategies10
  • Executive Financial Services11
  • Financial Planning12
  • Lending Products
  • Life Insurance13
  • Long Term Care Insurance14
  • Philanthropic Services
  • Planning for Individuals with Special Needs15
  • Sustainable Investing16
  • Syndicate17
  • Trust Services*
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

You work hard to build wealth in pursuit of a meaningful life for you and your family. As your team of seasoned Financial Advisors, we will work just as hard on your behalf, committing our experience, knowledge and skills to helping you achieve your specific goals. What’s more, we will support you and your strategy by accessing the resources and insight of one of the world’s largest financial firms.Our four-step process lays out a clear path to your goals — one you can easily follow, knowing you are making informed, confident decisions.
  • Setting Your Financial Objectives
    Developing Your Financial Management Strategy
    Implementing Your Investment Strategy
    Providing Business Strategies
    Reviewing Objectives and Performance

Location

522 5th Avenue
11th Floor
New York, NY 10036
US
Direct:
(212) 603-6216(212) 603-6216

Meet The Gramercy National Group

About Me

For over 40 years in the business Wing has helped clients reach their financial goals.  Wing has consistently delivered a highly personalized approach to wealth management.


Wing began his career in 1976 with Merrill Lynch, Pierce, Fenner & Smith.  Wing joined Shearson in 1983.  Through a number of mergers and acquisitions the firm today is Morgan Stanley Wealth Management.

Wing is a Chartered Retirement Planning Counselor?. The CRPC® designation is the industry-benchmark for retirement planning credentials. 
 
Wing focuses on asset allocation, wealth preservation, and transfer strategies for families, endowments and foundations.  His goals-based wealth management philosophy focuses on two essential pillars: lifestyle and cash flow.  By guiding his clients down a customized financial roadmap, he strives to eliminate financial blind spots and reduce the risk of clients outliving their income.
 
In his spare time, Wing enjoys playing tennis, golf, and guitar.  Wing resides in New Canaan, CT, with his wife, Pam, and their two children.
Securities Agent: VA, TX, SC, PA, NY, NV, NJ, NH, NC, MO, MD, MA, KY, GA, FL, DE, CT, CO, CA; Managed Futures; Transactional Futures/Commodities; General Securities Representative
NMLS#: 1446189

About Me

Keith’s holistic wealth management practice focuses on understanding client’s financial, professional and personal goals, so he may provide tailored guidance and sound advice.  His practice includes uniquely successful individuals, multi-generational families and nonprofits, with a special emphasis on business owners.


Prior to joining Morgan Stanley in 2014, Keith worked at UBS Private Wealth Management, and Dominick & Dominick LLC.  Keith received a B.A. degree in Business Administration from Roanoke College.


Morgan Stanley recognized Keith as a 2015 Pacesetter Club member, and by New York Magazine as a 2015 Five Star Wealth Manager for New York City.  The Five Star designation promotes professional excellence in the financial services industry and recognizes those wealth managers who excel in client retention.


Additionally, Keith is a member of the Investments and Wealth Institute.  The Investments & Wealth Institute is a professional association, advanced education provider, and standards body for financial advisors, investment consultants, and wealth managers who embrace excellence and ethics. 


Keith successfully completed the Certified Private Wealth Advisor Education program at the University of Chicago Booth School of Business.

Keith is a current board member, former President of the board and volunteer for Statement Arts, a not for profit organization dedicated to bringing the creative, visual and performing arts to underserved and low income individuals in the New York metropolitan area.  Keith and Statement Arts are proud of their 100% college placement success rate.
  
Keith and his wife spend weekends at their home in Litchfield County, CT.  Keith enjoys playing golf, travelling, and fly fishing.
Securities Agent: NJ, VA, TX, SC, PA, NY, NV, NH, NC, MO, MD, MA, KY, GA, FL, DE, CT, CO, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 1581085

About Me

Myriam serves as the Client Service Associate for The Gramercy National Group at Morgan Stanley. Drawing on more than 30 years of professional experience, Myriam leads all aspects of the team’s business management and client servicing activities and plays an integral role on the group’s leadership team. 

Myriam is often the first point of contact in coordinating client meetings and post-meeting follow-up, and is instrumental in spearheading efforts to support our clients’ world-changing philanthropic initiatives.  Myriam is qualified to facilitate complex operational tasks and handle all client related service requests. She serves as the primary administrator of clients’ cash management needs, account paperwork filings and transfers, and all related retirement fund rollovers and distributions. Remaining consistent with The Gramercy National Group's goals, Myriam implements a high level of client service and recognizes the importance of personalized attention.

About Me

Justine is a Senior Registered Associate with the Gramercy National Group at Morgan Stanley.

As a Senior Client Registered Associate, Justine's primary focus is on providing first-class service and operational support to the group’s clients. She provides fundamental client support in all phases of operational service and account maintenance, including daily processing support for transaction business requests and disbursements. Her exceptional time management and organizational skills help ensure quality service for the team’s clients.

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

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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
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Financial Transition: A Guide for Women

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Mosaic

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Ready to start a conversation? Contact The Gramercy National Group today.
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1Investors 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.

2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

3Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.

4Morgan 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.

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 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

7CDs 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.

8Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

9Morgan 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, charitable giving, philanthropic planning and other legal matters.

10Morgan 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.

11Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

12Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

13Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

14Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

15Morgan 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.

16The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

17Participating in a new issue/syndicate is subject to availability and suitability. IPOs are highly speculative and may not be suitable for all investors because they lack a stock-trading history and usually involve smaller and newer companies that tend to have limited operating histories, less-experienced management teams, and fewer products or customers. Also, the offering price of an IPO reflects a negotiated estimate as to the value of the company, which may bear little relationship to the trading price of the securities, and it is not uncommon for the closing price of the shares shortly after the IPO to be well above or below the offering price.

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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