Vice President, Wealth Management, Financial Advisor, CERTIFIED FINANCIAL PLANNER®, Chartered Retirement Planning Counselor, Senior Portfolio Manager, Financial Planning Specialist
Phone:
(609) 844-7963(609) 844-7963
The Grant Stine Group at Morgan Stanley
Direct:
(609) 844-7900(609) 844-7900
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Our Story and Services
The Grant-Stine team offers a personalized approach to helping individuals, families, business owners and corporate executives manage their finances. Putting clients’ goals and needs first, Michael and Andrea work with clients on all aspects of their investments, providing a fresh and wholistic perspective. Their thoughtful advice is based on a combined 50-plus years of experience in helping clients steer through good and bad markets and a multitude of life events in a financially sound way.
Michael and Andrea seek to make a meaningful impact for clients in many areas, including:
Retirement Planning – Whether you are an individual seeking to accumulate a comfortable nest egg or a business owner searching for the most efficient vehicle for putting money aside for retirement, we help guide you through the myriad choices and programs.
Professional Portfolio Management – We realize our clients have worked hard for their money. We build portfolios that are aligned with your goals, how you view risk and where your interests lie.
Risk Management: We help clients prepare for the unexpected and help provide some certainty – whether it’s ensuring loved ones are taken care of, having a reliable source of retirement income or steering through difficult markets.
How do we get started with clients? It all begins with a conversation. We want to hear about your goals and dreams and what is important to you. Michael and Andrea translate these conversations into financial and investment strategies to help you achieve your life objectives. This is the foundation of how we work and the valuable relationships we continue to build with clients and their families.
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.
Michael and Andrea seek to make a meaningful impact for clients in many areas, including:
Retirement Planning – Whether you are an individual seeking to accumulate a comfortable nest egg or a business owner searching for the most efficient vehicle for putting money aside for retirement, we help guide you through the myriad choices and programs.
Professional Portfolio Management – We realize our clients have worked hard for their money. We build portfolios that are aligned with your goals, how you view risk and where your interests lie.
Risk Management: We help clients prepare for the unexpected and help provide some certainty – whether it’s ensuring loved ones are taken care of, having a reliable source of retirement income or steering through difficult markets.
How do we get started with clients? It all begins with a conversation. We want to hear about your goals and dreams and what is important to you. Michael and Andrea translate these conversations into financial and investment strategies to help you achieve your life objectives. This is the foundation of how we work and the valuable relationships we continue to build with clients and their families.
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.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Clients
We help people just like you, in every stage of life.
Whether you need help tackling college costs or taking full advantage of your employee stock options and retirement plan, we have solutions.
Whether you need help tackling college costs or taking full advantage of your employee stock options and retirement plan, we have solutions.
Our clients include:
- Business owners (including family businesses)
- Corporate executives
- High-net-worth young investors
- Mid-career professionals and their families
- Nonprofit organizations
- People getting close to or already retired
Working With You
Your goals, hopes and dreams are at the center of our work. That’s why we’ll plan to meet with you at length when you first begin working with us. We’ll ask smart questions and listen to what you say matters. Once we fully understand your situation, we’ll suggest ways to put your money to work.
Working with us, you can expect us to:
Develop a detailed financial strategy based on your goals
Set up a long-term wealth plan
Help you take the emotion out of money moves
Be flexible. When changes come to your life, or in the market, we’ll recommend tweaks your financial strategy.
Set up a long-term wealth plan
Help you take the emotion out of money moves
Be flexible. When changes come to your life, or in the market, we’ll recommend tweaks your financial strategy.
Some of our work is best coordinated with your other key advisors. If you like, we can connect directly with your:
Tax specialist
Trust attorney
Insurance professional
Family office
Trust attorney
Insurance professional
Family office
Location
1200 Lenox Dr.
Ste 300
Lawrenceville, NJ 08648
US
Direct:
(609) 844-7900(609) 844-7900
Meet The Grant Stine Group
Senior Vice President, Wealth Management, Wealth Advisor, Portfolio Management Director, CERTIFIED FINANCIAL PLANNER®, Financial Planning Specialist
Phone:
(609) 844-7932(609) 844-7932
Gina M. Logsdon
Portfolio Associate
Phone:
(609) 844-7935(609) 844-7935
About Andrea Stine
Andrea is Vice President, Wealth Management, Financial Advisor, Certified Financial Planner™, Chartered Retirement Planning Counselor℠ and Portfolio Manager at Morgan Stanley.
She joined Morgan Stanley as a Financial Advisor in 2007, after a long career in the chemical and pharmaceutical industries where she held senior positions in Investor Relations and Communications.
She holds a Bachelor of Arts degree in English from Boston College. Andrea currently is a board member of the Alliance Française of Princeton. She and her husband Rick reside in Princeton.
She joined Morgan Stanley as a Financial Advisor in 2007, after a long career in the chemical and pharmaceutical industries where she held senior positions in Investor Relations and Communications.
She holds a Bachelor of Arts degree in English from Boston College. Andrea currently is a board member of the Alliance Française of Princeton. She and her husband Rick reside in Princeton.
Securities Agent: IL, ME, CA, DE, CO, NH, TX, PA, MI, WA, NY, MD, WY, SC, NJ, IN, OH, NC, VA, MA, IA, DC, CT, VT, FL; General Securities Representative; Investment Advisor Representative
NMLS#: 1279232
NMLS#: 1279232
About Michael J Grant
Michael J. Grant is Senior Vice President – wealth management and a Certified Financial Planner™ at Morgan Stanley Wealth Management.
A Financial Advisor for 35 years, Mr. Grant joined the firm in 1990 from Merrill Lynch. He was assistant branch manager of the Lawrenceville office for 12 years before being named branch manager in 2009, a position in which he served for two years while also maintaining his own wealth management practice.
A former captain in the United States Air Force and a former Certified Public Accountant, Mr. Grant received a Bachelor of Science degree in business and economics from Lehigh University. He also holds a Master of Business Administration degree with a concentration in finance from Babson College.
He was president and a long-time member of the North Hanover Township, N.J., school board. He and his wife Celeste have four sons and six grandchildren.
A Financial Advisor for 35 years, Mr. Grant joined the firm in 1990 from Merrill Lynch. He was assistant branch manager of the Lawrenceville office for 12 years before being named branch manager in 2009, a position in which he served for two years while also maintaining his own wealth management practice.
A former captain in the United States Air Force and a former Certified Public Accountant, Mr. Grant received a Bachelor of Science degree in business and economics from Lehigh University. He also holds a Master of Business Administration degree with a concentration in finance from Babson College.
He was president and a long-time member of the North Hanover Township, N.J., school board. He and his wife Celeste have four sons and six grandchildren.
Securities Agent: TX, ME, VA, WY, VT, SC, NY, NJ, NH, PA, MI, IA, FL, DC, CO, MD, WA, DE, NC, IN, CT, MA, OH, IL, CA; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 302581
NMLS#: 302581
About Gina M. Logsdon
Gina Logsdon has worked in the financial services industry for almost 30 years. She brings a wealth of experience in assisting clients with a wide range of administrative services as well as trading. A former branch administrator at Dean Witter, Gina is a registered portfolio associate with Series 7 and 66 licenses. She has frequently worked as a mentor and coach to other client service associates at the firm. She enjoys spending time with her family and young grandson.
Contact Andrea Stine
Contact Michael J Grant
Wealth Management
Global Investment Office
Portfolio Insights
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
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
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
Article Image
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
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Ready to start a conversation? Contact The Grant Stine Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
3Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
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. 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.
4Alternative 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 appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5Morgan 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
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
1When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
3Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
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. 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.
4Alternative 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 appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5Morgan 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
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)