Our Story and Services

As Morgan Stanley Private Wealth Advisors, we provide portfolio management, financial planning, and family office services.  Clients choose us for our integrity, consistency, and proven record of success in the financial services industry.  Our team distinguishes itself by our comprehensive offerings where we can help those whose financial lives require the broadest possible spectrum.

We are committed to helping you have an experience that is more rewarding, and we do so by our collaborative efforts as a team and our personalized service.

We look forward to learning more about you and your family, and discussing how we can work together.
Services Include
  • Comprehensive Wealth Planning
  • Pre-Liquidity Planning
  • Investment Management
  • Proprietary Investment Opportunities
  • Sustainable & Responsible Investing
  • Risk Management
  • Family Governance & Wealth Education
  • 10b5-(1) Programs
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Philosophy

The Gully Wealth Management Group wants you to have the ability to pursue interests apart from your financial responsibilities.  To achieve this, we help you prioritize your human and financial capital objectives.

Our clients rely on our consultative approach, which is proactive, objective, flexible, and transparent.  Together, we define your picture of success, and help achieve it through our sophisticated wealth analysis and structuring, comprehensive global investment approach, and intensive personal financial service and access. Through a driven approach, we are always expanding our knowledge and service, to ensure our clients are getting the highest level of care and attention. 

We pride ourselves on adapting not only to our clients’ needs, but also their preferences for interaction. While we are always available to our clients, and provide access to our services through every advisor on our team, we ensure a consultative approach that is comfortable and convenient for our client.

    Location

    1585 Broadway, 21st
    Fl
    New York, NY 10036
    US
    Direct:
    (212) 761-4219(212) 761-4219

    Meet The Gully Wealth Management Group

    About Me

    Josh Gully is a Managing Director and Private Wealth Advisor at Morgan Stanley in midtown Manhattan.  Josh joined Morgan Stanley’s Private Wealth Management Group in 1992. 

    Josh specializes in developing and implementing multi asset class investment portfolios for his clients.  He leverages Morgan Stanley’s open architecture to source world class managers in the equity, fixed income and alternative asset classes. As a result of his tenure and experience, Josh advises several key client relationships for the firm.  Josh’s investment career began at Salomon Brothers in 1984. He was a fixed income specialist and covered some of the largest institutions in the country.  Josh’s strong background in economics and capital markets has provided a strong foundation for advising clients.

    Josh received his B.S. degree from Cornell University in 1983 and his MBA from New York University’s Stern School of Business in 1992. He has been consistently recognized by Barron’s Magazine as one of the Top New York Advisors (2010-2018), and Top 100 Financial Advisors (2009). In addition, Josh was named to Forbes' Best-in-State Wealth Advisors (2018) and Financial Times' 400 Top Financial Advisors (2018). He resides in Summit, New Jersey with his wife and two children.  He is a former Board Member of The Kent Place School, The Summit Lacrosse Club, and Cornell University's Athletic Advisory Board.
    Securities Agent: TX, NJ, IL, WA, VA, UT, TN, SD, SC, RI, PA, OH, NY, NV, NH, NC, MO, MI, MD, MA, LA, IN, IA, GA, FL, DE, DC, CT, CO, CA; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
    NMLS#: 1347369

    About Me

    Gail Massey is a Vice President in the Private Wealth Management division at Morgan Stanley.  Gail joined Morgan Stanley in 1972 after graduating from SUNY Fredonia.

    About Me

    Michelle DeBusschere is a Vice President in the Private Wealth Management division at Morgan Stanley.  Michelle has been at Morgan Stanley since 1994.  Michelle Graduated from Duke University in 1991.

    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.
    Investment and Market Perspectives

    On the Markets

    Insights and Outcomes

    Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
    Art as An Asset
    CRC 2274738 01/19

    Art as An Asset

    Art may play a significant role in the context of a collector's overall wealth. Generally, a collector may differentiate financial assets, including stocks, bonds and real estate, from other possessions, such as art.

    Managing Significant Wealth

    • Investment Management
    • Wealth Transfer & Philanthropy
    • Cash Management & Lending
    • Family Governance & Wealth Education
    • Signature Access
    • Business Services
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    Overview of Wealth Planning Structures

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    Ready to start a conversation? Contact The Gully Wealth Management Group today.
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    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


    CRC 2019752 10/2018