About Us

Greenwich Soundview Group at Morgan Stanley provides the guidance and resources clients need to help navigate the financial challenges of managing wealth. This is not limited to retirement and legacy goals, but also significant life transitions such as the sale of a business, divorce, untimely death of a family member, widowhood, disability, and career change. For our many nonprofit and charitable clients, Greenwich Soundview has helped enabled them to uphold their values, pursue their goals, and support their missions by investing their resources in a socially responsible manner.
Services Include
  • Wealth Management1
  • Business Planning2
  • Endowments and Foundations3
  • Estate Planning Strategies4
  • Financial Planning5
  • Lending Products
  • Life Insurance6
  • Municipal Bonds7
  • Planning for Individuals with Special Needs8
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Community Involvement

Giving back to our community is another expression of the values represented by Greenwich Southview Group. Whether it is individual efforts of our team members- mentoring activities through Morgan Stanley’s LIFT council, volunteerism with local chapters of HEAD START or our combined efforts for PROJECT PURPLE-we take seriously our commitment to our local communities.

    Location

    1 Fawcett Place
    3rd Floor
    Greenwich, CT 06830
    US
    Direct:
    (203) 625-4872(203) 625-4872
    Toll-Free:
    (866) 614-4509(866) 614-4509

    Meet The Greenwich Soundview Group

    Photo of Stephanie Mihalakos

    Stephanie Mihalakos, CFP®

    First Vice President, Financial Advisor, Senior Investment Management Consultant, Portfolio Manager, Certified Financial Planner™

    Phone:
    (203) 625-4872(203) 625-4872

    About Me

    A combination of education (graduate of The Wharton School, and Certified Financial Planner™), professional experience (30 years in financial services including both banking and private equity, as well as wealth management) , and life circumstances (widowed at a young age with two children) has given Stephanie a unique, thoughtful, and comprehensive view on investment, estate, insurance, and planning issues. She advises high net worth individuals, business owners, and families in an effort to help maximize their current wealth and grow it for the future.
    Securities Agent: CT, WI, VT, VA, UT, TX, SC, RI, PA, OH, NY, NJ, NH, NC, ME, MD, MA, KY, IN, IL, GA, FL, DE, DC, CO, CA, AZ, AL; General Securities Representative; Investment Advisor Representative
    NMLS#: 176097

    About Me

    A former physician and vascular surgeon, Steve ‘Doc’ Korwin left active practice after an injury, moving into medical administration before eventually joining Morgan Stanley. Steve has a distinctive focus in socially responsible fixed income and equity investing. He invests funds for religious organizations and nonprofits consistent with their social and environmental investment policies.
    Securities Agent: TX, CT, WI, VT, VA, UT, SC, RI, PA, NY, NJ, NH, NC, MN, MD, MA, KY, IL, GA, FL, DE, DC, CO, CA, AZ, AL; General Securities Representative; BM/Supervisor; Investment Advisor Representative

    About Me

    Alex is a Certified Financial Planner™ with prior experience in the hedge fund industry. Alex’s primary responsibilities include analyzing portfolio holdings, and asset allocations. He actively performs manager due diligence, research, and incorporates his findings to generate highly customized investment proposals. Having lost his father to the disease, Alex is passionate about raising money for pancreatic cancer, and embodies the Greenwich Soundview Group’s commitment to social responsibility and community causes.

    About Me

    Ryan joined the Greenwich Team with prior experience in the asset management industry. He is dedicated to providing friendly, accessible, and "concierge-style" service to our valued clients.
    Investment and Market Perspectives

    On the Markets

    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
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    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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    Ready to start a conversation? Contact The Greenwich Soundview Group today.
    Market Information Delayed 20 Minutes
    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

    1Morgan 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.

    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.

    3Morgan 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.

    4Morgan 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.

    5Morgan 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.

    6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    7Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.

    8Morgan 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.

    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.

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    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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