About Us

As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Services Include
  • Wealth Management1
  • Retirement Planning2
  • 401(k) Rollovers
  • Executive Financial Services3
  • Trust Services*
  • Endowments and Foundations4
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

1290 Avenue Of The Americas
Fl 12
New York, NY 10104
US
Direct:
(212) 492-6366(212) 492-6366

Meet The Heritage Solutions Group

About Me

After more than 25 years as a Financial Advisor with Merrill Lynch, Brian and his team moved to Morgan Stanley in the spring of 2017. Brian’s clients are high net worth individuals and philanthropic organizations. He focuses on portfolio construction and wealth planning, with an emphasis on tax efficient, risk mitigation investment strategies. He also leverages Morgan Stanley’s planning group to deliver multigenerational wealth transfer strategies.

A graduate of Rutgers University, Brian is an avid golfer and is involved in local youth sports programs. He supports several charities, including the Alzheimer’s Association of America. A lifelong Bergen County resident, Brian currently resides in Demarest, NJ with his wife Bronwyn and their 2 children.
Securities Agent: TX, NJ, WV, SC, RI, PR, PA, NY, NH, NC, MT, MD, MA, KS, IN, IL, FL, DE, DC, CT, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 744778

About Me

Kevin is a senior partner in the OML Group of Morgan Stanley. Kevin’s experience allows him to effectively build a customized approach for our clients using risk mitigation strategies and tax efficiency to help achieve their long term needs and goals. Prior to joining Morgan Stanley Kevin spent 24 years at Merrill Lynch. Kevin lives in Long Island, NY with his wife Monica and their three children, James, Lauren and John. Kevin spends his time outside the office on the things he enjoys, including:

-Malverne Little League – Board Member                                         -Our Lady of Lourdes School Men’s Club (fundraising efforts)
-The American Ireland Fund                                                                 -Our Lady of Lourdes Parish
-Chaminade High School                                                                      -Sacred Heart High School
-Golf – Hempstead Golf Club (7 hcp)                                                   -Freeport Arrows Youth Ice Hockey
-Tap to Pointe Dance Studio
Securities Agent: TX, NJ, WV, SC, RI, PR, PA, NY, NH, NC, MT, MD, MA, KS, IN, IL, FL, DE, DC, CT, CA; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 579912

About Me

After starting her career at Merrill Lynch in 1990, Missy and her team moved to Morgan Stanley in March of 2017. With clients ranging from high net worth individuals to charitable foundations, Missy helps her clients plan for the unexpected by structuring a holistic view of their financial outlook that extends beyond their investments. In this way clients can stay on track for what lay ahead.

Missy is a graduate of College of the Holy Cross in Worcester, MA. She is currently a Trustee on the board of her high school, Dominican Academy, in New York City. Missy lives in Morristown, NJ with her husband Declan, and their two sons, Conor and Emmet.
Securities Agent: TX, NJ, WV, SC, RI, PR, PA, NY, NH, NC, MT, MD, MA, KS, IN, IL, FL, DE, DC, CT, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 579967

About Me

Securities Agent: TX, WV, WA, VA, SC, RI, PR, PA, NY, NJ, NH, NC, MT, ME, MD, MA, KS, IN, IL, FL, DE, DC, CT, CO, CA, AL, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 578702

About Me

Securities Agent: TX, CT, WV, WA, VA, SC, RI, PR, PA, NY, NJ, NH, NC, MT, MD, MA, KS, IN, IL, FL, DE, DC, CA, AZ; General Securities Representative; Investment Advisor Representative

About Me

Lauren is the lead Registered Associate with the group. She focuses on managed strategy implementation and trading along with operational client support. Lauren has been with the team since 2013. She attained both a masters and bachelor’s degree from Monmouth University and currently holds Series 7 and 66 registrations. Lauren resides in Middletown, New Jersey.

About Me

Magdalena Sulima began her career with Morgan Stanley in 2010. As a Registered Client Associate, she assists clients to with day-to-day operational needs including money movement, onboarding, trading and technology support. Magdalena was born and raised in Poland, where she obtained her bachelor’s degree in Marketing and Management. After graduation, she moved to New York to continue her education at City University of New York. She is a graduate of Baruch College where she completed her second B.B.A., majoring in Finance. Currently, Magdalena lives in Queens with her husband and three sons. She enjoys traveling, skiing, cooking, and gardening.
From Our Team

Global Investment Committee Weekly


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.

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
Investing in Artificial Intelligence and Automation

Investing in Artificial Intelligence and Automation

AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

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Ready to start a conversation? Contact The Heritage Solutions Group today.
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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.

3Tax laws are complex and subject to change. 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 and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

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, charitable giving, philanthropic planning and other 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.

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