Why Green Jade

We are The Green Jade Group because we embody the properties Green Jade is known to promote: financial longevity, wisdom and harmony. We remind you to stay wise, remain consistent and strive to achieve your prosperity goals.

As stewards of our clients’ financial futures, we embrace a Magna Cum Laude, Ivy League mindset, which when combined with our world-class ideology and resources, enables us to analyze your unique circumstances and construct your personal wealth management plan.

Our “3 ‘S’ Philosophy” of simplifying, supporting and steering your unique financial journey is implemented with passion amongst our team who ensure your plan is aligning with your aspirations.

It would be our privilege to serve you with our diverse and customized experience. Please reach out to us to see how good of a fit we are to simplify the complexity of your wealth, support the manifestation of your legacy and steer you through the financial complexities of wealth so you can live the life you have imagined.
OUR "3 'S' PHILOSOPHY"
  • SIMPLIFY: Conduct a series of conversations to understand the challenges you and your family face and what is paramount to you, including: making managing your financial life easier, providing a legacy to your heirs, promoting your passions through philanthropic giving, which all leads to living the life you want.
  • SUPPORT: Create and Update your Personal Financial Statement • Investment Portfolio Review • Liability Review • Insurance and Annuity Review • Estate Plan Review • Construct your Personal Wealth Roadmap
  • STEER: Hold a minimum of semi-annual portfolio performance reviews • Active dialogue around market dislocations and opportunities these present • Provide an in depth risk assessment analysis of your portfolio and possible shock-tests should markets move one way or the other and what outcomes that would provide for your net worth • Proactively work with your tax advisors and attorneys to understand and monitor tax positions in order to capitalize on all opportunities • Review wealth roadmap and make appropriate adjustments to the plan should your circumstances change
Services Include
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

A holistic approach to wealth management, financial wellness and financial longevity, combined with wisdom, harmony and a meaningful life.

Do you want something more than an annual check-in with your wealth advisor? Would you like to be connected at a deeper level with the team that ultimately manages your financial future?
The Green Jade Group at Morgan Stanley applies a holistic approach to wealth management and financial wellness that extends beyond just focusing on your tax, insurance, legal planning and investment portfolio. Our unique 3-S Philosophy of Simplifying, Steering and Supporting has helped our exclusive group of clients live The Green Jade Lifestyle.
The Green Jade Lifestyle is not for everyone, it is exclusive to those who:
• Desire meaningful dialogue about all life’s challenges and how sometimes your greatest challenges become your finest moments.
• Like to laugh and have fun with people who truly care about your family as if it were their own.
• Like to explore and expand upon your passions by engaging in activities with like-minded people.
• Want an advisory team that remains constant and responsive to your ever-changing needs and becomes an important friendship and force in your life, all while ensuring your wealth is protected and maximizing in value.

Successfully navigating and being a steward of your wealth is indicative of living a certain lifestyle and having a particular mindset.
Is the Green Jade Lifestyle for you?
Discover the Green Jade Lifestyle
• You have built substantial wealth, be it a private business or a career in corporate America.
• You enjoy the lifestyle your hard work and fortitude have afforded you and want to continue to live your best life while ensuring your legacy continues past your time on this Earth.
• You have complex family needs, philanthropic desires and like to “plan smart” for the future.
Start on your Journey to living the Green Jade Lifestyle today; contact thegreenjadegroup@morganstanley.com or 833.659.0379
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    Lori Rabinowitz
    Growing up, I always had a calling towards public service. After graduating with a degree in International Affairs, a next logical career step was to enter the Foreign Service, however Wall Street came knocking looking for motivated, high-achievers. I had been working in Investment Banking for several years when I realized that I missed working on behalf of individuals and helping them solve their unique problems. I quickly transitioned from Investment Banking to Private Banking and found my true passion in helping individuals and their families feel safe with their wealth.
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    Elizabeth Camp
    The early and sudden death of my father created challenges for my family. I moved back to Florida to help my mother cope with our family’s loss. Faced with the reality that most women will be the primary financial decision maker at some point in their lives, I was inspired to become a financial advisor. To this day, this fuels my desire to work with others to prepare them for life’s both anticipated and unexpected moments.
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    The Green Jade Group Summit
    Our annual Green Jade Group Summit unites members of the Green Jade Group community for an evening full of connection, conversation and great food and service. The evening features notable speakers who offer their insights on philanthropy, leadership, family legacy and capital markets. The theme of the 2024 Summit was gratitude and featured a fireside chat with Morgan Stanley’s Client Advisor and former Executive Chairman Carla Harris who shared her perspectives on how to transition from being successful to significant and making an impact and Morgan Stanley’s Head of Wealth Management Market Research & Strategy Team, Daniel Skelly who shared the firm’s market outlook for 2025. The evening was filled amazing food and service from the Crystal Plaza and with music performed by alumni from the New Jersey Performing Arts Center’s Jazz for Teens program.
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    The Green Jade Group Literary Society
    Our invitation-only, exclusive Literary Society and Author Series meets virtually on a seasonal basis to discuss a poignant, contemporary nonfiction selection.
    Click here to view the invitation
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    Lessons in Leadership
    A virtual series of intimate conversations on leadership, each from a unique perspective. Join us to hear industry giants discuss their personal journeys towards leadership and success.
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    Our Philanthropic Focus
    "Education breeds confidence. Confidence breeds hope. Hope breeds peace.”
    Confucius

    The Green Jade Group believes in giving back to our community by supporting organizations that give people a “hand up” and not simply a “hand out.” We are passionate about promoting education and life skill development throughout the state of New Jersey and beyond.

    Some of the organizations we actively support are:
    - The Crohn’s and Colitis Foundation
    - NJPAC: New Jersey Performing Arts Center
    - Visual Arts Center of New Jersey
    - LifeCamp
    - Roots and Wings
    - PG Chambers School
    - Salaam Shriner’s of New Jersey
    - NJ Community Food Bank

Location

340 Mount Kemble Avenue
Morristown, NJ 07960
US
Direct:
(833) 659-0379(833) 659-0379

Meet The Green Jade Group

About Lori S. Rabinowitz

Lori Siegel Rabinowitz combines over 20 years of experience in both capital markets and financial planning to serve an exclusive clientele of private business owners, corporate executives and other high net worth individuals, as well as endowments and foundations. She works with these clients to develop strategies that address a broad array of investment, pre-transaction planning and philanthropic planning matters.

Prior to joining Morgan Stanley, Lori was a banker within J.P. Morgan Private Bank, advising high net worth individuals and institutions on a variety of investment and wealth transfer issues. Earlier in her career, she spent several years at Citi Private Bank and Citi Smith Barney, and worked within the fixed income and equity derivatives divisions of Lehman Brothers and Deutsche Bank, respectively.

Lori graduated magna cum laude, Phi Beta Kappa, with honors, with a B.A. in international affairs and French from the Elliott School of International Affairs at the George Washington University in Washington, D.C. While attending university, Lori also matriculated at the Sorbonne in Paris, France. Lori holds a Certificate in Financial Planning from the Lubin School of Business at Pace University.

She is a graduate of the Pingry School in Basking Ridge, New Jersey.

Outside the office, Lori is extremely active in her community. Elected in March 2022 to the National Board of Trustees of the Crohn’s and Colitis Foundation, Lori is passionate about fulfilling the mission to cure Crohn's disease and ulcerative colitis, and to improve the quality of life of children and adults affected by these diseases. She also volunteers at the Community Food Bank of New Jersey and supports Roots and Wings, an organization dedicated to providing teens who have aged out of foster care with tools they need to succeed such as housing and career advice. Lori resides in Westfield, New Jersey with her husband and two daughters.
Securities Agent: IL, AL, TX, NM, MA, AZ, ID, CT, FL, DE, AR, VA, NE, HI, GA, CO, CA, OH, ND, MD, WA, SC, NC, PA, NV, IN, NY, DC, IA, NJ, MI, LA; General Securities Representative; Investment Advisor Representative
NMLS#: 821850

About Elizabeth Camp

Elizabeth “Liz” Camp has been helping high net-worth families create, build and preserve wealth for over two decades. Dedicated to delivering highly customized solutions, she uses a focused and objective planning process. As a Certified Divorce Financial Analyst™, she is especially dedicated to helping women in transition.

Prior to joining Morgan Stanley, Liz held positions at Thomson Reuters in New York and in the Motion Picture Literary department at the Creative Artist Agency in Beverly Hills.

Liz is a graduate of the University of Pennsylvania with a B.A. in English and Communications from the Annenberg School of Communications. While attending university, Liz also matriculated at Kings College in London, England.

She is a graduate of Pine Crest School in Fort Lauderdale, Florida.

When not in the office, Liz is extremely active in her community. She is the President of the University of Pennsylvania Metro NJ Alumni Club and serves on the Women United Leadership Council for United Way of Northern NJ. She is a proud 2010 NYC Marathon finisher and has been a team captain for Cycle for Survival benefiting Memorial Sloan Kettering Cancer Center. Liz lives in Livingston, New Jersey with her husband, two daughters and a miniature schnauzer.
Securities Agent: NM, NC, WA, CO, CA, SC, MA, NH, IL, FL, DC, OH, IA, DE, CT, VA, TX, NY, NV, MD, KY, AZ, AL, MI, LA, NJ, IN, GA, NE, PA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1312607

About Rohan G Walker Jr.

Rohan holds a BS from the School of Environmental and Biological Sciences at Rutgers University and an MBA from the Martin Tuchman School of Management at New Jersey Institute of Technology. He holds the Series 7 and Series 66 licenses. He is a resident of Morristown, N.J. and when he’s not in the office, he is coaching youth basketball and strength training at the gym.

About Symôna Simpson

Symôna holds a BS from the Smeal College of Business at The Pennsylvania State University. She holds her Series 7, Series 66, Series 63 and SIE licenses. Prior to joining the Green Jade Group, Symôna was a member of Morgan Stanley’s Virtual Engagement Program where she leveraged the firm’s online resources to assist advisor teams in optimizing their digital outreach. She currently serves as the Co-Chair of the Giving Back Committee for Morgan Stanley's Women in Wealth Central New Jersey Chapter. When not in the office, Symôna is passionate about music, entrepreneurship and philanthropy.
Wealth Management
From Our Team

The Green Jade Group's Wealth Planning Preparedness Checklist


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
4 Financially Smart Ways to Take Money Out of Retirement Accounts
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4 Financially Smart Ways to Take Money Out of Retirement Accounts

Discover how planning for required minimum distributions from retirement accounts can help you fund future needs and support loved ones.

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
2025 Global Economic Outlook: U.S. Policies May Temper Global Growth
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2025 Global Economic Outlook: U.S. Policies May Temper Global Growth

Global growth is likely to be around 3% in 2025 and 2026, as tariff and immigration policies begin to slow the U.S. economy late next year, and China's underperformance restrains emerging markets.

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
6 Financially Smart Ways to Start 2025
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6 Financially Smart Ways to Start 2025

Heading into 2025, it?s time to take stock of your budget, debt and investments?and check them against your financial goals. These six steps can get you started.

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
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Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

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 
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Donor Advised Funds: A Smart Way to Manage Your Giving 

There’s more to charitable giving than you may realize. Here’s one method that may be a tax-efficient way to give and can help maximize your impact.
Ready to start a conversation? Contact The Green Jade Group today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.

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2Morgan 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.

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3Alternative 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.

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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.

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5Morgan 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.

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6Products 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.
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.

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7The 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. Diversification does not guarantee a profit or protect against loss in a declining financial market.

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8Morgan 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.

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9When 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.

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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.

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11Morgan 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.

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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.

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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.

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Awards Disclosures
CRC 6491812 (04/2024)