About Our Team

The Gregory Group is a wealth management team at Morgan Stanley, one of the largest wealth advisory firms in the world. With decades of advisory and investment experience, the lead team members – Donald B. Gregory, Senior Vice President, Portfolio Manager, Financial Advisor (46 years); and Dean B. Gregory, Vice President, Financial Planning Specialist, Portfolio Manager, Financial Advisor (18 years) – help our clients achieve their most meaningful goals. Through an uncompromising commitment to delivering intellectual strength, quality service and personalized attention, The Gregory Group provides an intensely personal experience to high net worth individuals, their families and corporations.
Services Include
  • Wealth Management1
  • Estate Planning Strategies2
  • Trust Services3
  • Financial Planning4
  • Professional Portfolio Management5
  • Lending Products
  • Life Insurance6
  • Annuities7
  • 529 Plans8
  • 401(k) Rollovers
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Community Involvement

The Marty Lyons Foundation (MLF) was established in 1982 to fulfill the special wishes of children, ages three (3) to seventeen (17) years old, who have been diagnosed as having a terminal or life-threatening illness by providing and arranging special wish requests. We are unique in that we will grant a second wish to a deserving child.

The Foundation has 10 Chapters granting wishes in 13 states - Alabama, Connecticut, Florida, Georgia, Maryland, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas and Virginia.

Incorporated in 1982 as a not-for-profit, tax exempt 501(c)(3) organization, MLF has granted over 7,300 wishes and is dedicated to making more dreams come true for our children.

Location

1300 Franklin Avenue
Garden City, NY 11530
Direct:
(516) 683-3148(516) 683-3148
Toll Free:
(866) 380-2710(866) 380-2710
Fax:
(516) 256-8481(516) 256-8481

Meet The Gregory Group

Photo of Dean Gregory

Dean Gregory

Vice President, Financial Advisor, Financial Planning Specialist, Portfolio Manager

Phone:
(516) 683-3148(516) 683-3148

About Me

Dean is a Vice President, Financial Planning Specialist, Portfolio Manager & Financial Advisor on the team. Dean graduated from Hofstra University in 2000. He began his career as a Client Service Associate at PaineWebber Jackson & Curtis in 1996 before becoming a Financial Advisor in 2000. Dean focuses on the coordination of all facets of the teams Wealth Planning process including Family Governance, Financial Planning, Philanthropy, Asset Protection, Cash Management and Lending Services, Asset Management and Corporate Retirement Planning. Dean joined Morgan Stanley in 2009 from UBS.

Dean lives on the North Shore of Long Island with his wife Jennifer and two daughter’s Scarlett & Eva. He became an Eagle Scout in 1995 and is active in both the National Eagle Scout Association and was an active Director of The Marty Lyons Foundation from 2016 to 2018.
Securities Agent: AZ, CA, CO, CT, FL, GA, IL, KS, MD, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TN, VA; General Securities Representative
NMLS#: 1255753

Strategic Partners

The Experience to Guide You
Our steadfast committment is to enhance the advice you receive. Working in partnership allows us the opportunity to provide a more holistic approach to help you manage and meet your wealth management goals head-on.
Photo of Richard Schwamb

Richard Schwamb, C(k)P

Financial Advisor, Senior Vice President


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.
Learn more about The Simple Six-Step Retirement Checkup

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
Why Financial Fitness is One of the Easier Resolutions You Can Make

Why Financial Fitness is One of the Easier Resolutions You Can Make

Don’t overlook resolving to focus on your finances this year. There are a number of financial New Year’s Resolutions you can make that may yield results for years to come.
Learn more about Why Financial Fitness is One of the Easier Resolutions You Can Make

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.
Learn more about Financial Transition: A Guide for Women

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.
Learn more about 6 Keys to Building a Startup

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.
Learn more about A New Roadmap for Mission Alignment

More from Morgan Stanley

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
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
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.
Ready to start a conversation? Contact The Gregory Group today.
Market Information Delayed 20 Minutes
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 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.

3Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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 and other legal matters.

4Morgan 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.

5Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable 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.

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

7Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

8Investors 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.

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: http://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.


CRC 2019752 10/2018