Kevin Birkner, CRPC®
Managing Director, Financial Advisor, Family Wealth Director, Workplace Advisor - Equity Compensation
Phone:
(732) 389-8625(732) 389-8625
The Hudson Legacy Group at Morgan Stanley
Kevin Birkner, CRPC®John Del Mauro, CEPA®, QPFCJesse Cohen, CFP®Gabriel Lavigne, CRPS®, ChSNC®, QPFCMarc RidellPatrick McDevitt, CRPC®Cole J KellyBrandon Wilson
Direct:
(732) 578-4559(732) 578-4559
Direct:
(732) 977-2176(732) 977-2176
Industry Award WinnerOur Mission Statement
Our mission is to help you create a legacy that transcends wealth. Delivering the experience, resources and personalized service needed to help affluent families address their most complex wealth management issues.
About Us
The Hudson Legacy Group has distinguished itself by providing customized advice and guidance to a select group of corporate executives, business owners and affluent families. Our passion is providing specialized advice and highly personalized service for individuals and families who require confidentiality and discretion around complex financial situations. We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our customized financial and investment management strategies allow our clients to focus on their careers and lives, with the knowledge that their wealth is being managed in direct alignment with their personal goals and values.
We have over 35 years of combined experience providing sophisticated financial advice and wealth management services and are responsible for over $4.5 billion of individual, corporate, and non-profit assets and liabilities for 1400 families. Our client demographics consist of household net worth ranging from $1 million to in excess of $25 million, with relationships globally. The principals that founded The Hudson Legacy Group believe that personalized financial service is what makes our business rewarding — earning client trust over the years and working across all generations of a family. We believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.
Services Include
- Financial PlanningFootnote1
- Retirement PlanningFootnote2
- Estate Planning StrategiesFootnote3
- Corporate Retirement PlansFootnote4
- Business Succession PlanningFootnote5
- Philanthropic ManagementFootnote6
- Stock Plan ServicesFootnote7
- Cash Management and Lending ProductsFootnote8
- Wealth ManagementFootnote9
- Trust ServicesFootnote10
- Institutional ServicesFootnote11
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
Our wealth management approach focuses on you, your family and your career - where you are today and where you want to go.
Our goal is to deliver a plan that will help you achieve your financial goals.
We build you a personalized plan based on who you are;
your values, your sources of wealth, your passions and
your pleasures. We clearly articulate how each financial
decision impacts financial security We focus on
outcomes to the stuff that matters to a family: education
of future generations, buying a second home, investing in
other businesses.
your values, your sources of wealth, your passions and
your pleasures. We clearly articulate how each financial
decision impacts financial security We focus on
outcomes to the stuff that matters to a family: education
of future generations, buying a second home, investing in
other businesses.
Helping Families Navigate Significant Wealth
We begin by asking what matters to the families we serve, and we never stop asking that question. We have extensive experience advising clients before, during, and after life’s transitions:
• Such as births, weddings, deaths, or divorces
• Purchase, sale, merger, or transfer of a business
• Executive decisions, such as retirement, deferred compensation, or taxes in consultation with your tax professionals
• Such as births, weddings, deaths, or divorces
• Purchase, sale, merger, or transfer of a business
• Executive decisions, such as retirement, deferred compensation, or taxes in consultation with your tax professionals
Coordination with your outside advisors.
We work under a format of open architecture, which means that we actively coordinate with your preferred outside advisors. This approach seeks to provide seamless integration of the vast services of Morgan Stanley, leveraging the resources we have in many areas, along with those of our client’s outside advisors.
Building Lasting Relationships
We are intentional about impact every day. We will be in the trenches with you when the world and/or family goals appear to be unbalanced. We are celebrating with you with life events and when goals have been accomplished.
Comprehensive Financial Planning
Regardless of what stage your life is in - moving ahead in your career, enjoying retirement. or somewhere in between - as your Financial Advisors, The Hudson Legacy Group can help you achieve your financial goals.
Retirement Planning
Leading up to and through retirement, The Hudson Legacy Group helps you identity the most appropriate ways to get the income you need and helps ensure you are on track to achieve for financial goals.
Preparing for Retirement Checklist
Investment Management
The Hudson Legacy Group takes care of your retirement
accounts and other investments based on your comfort
level with risk and your current tax circumstances.
tailoring your financial strategy to your unique situation.
needs. and goals.
2026 Investment Outlookaccounts and other investments based on your comfort
level with risk and your current tax circumstances.
tailoring your financial strategy to your unique situation.
needs. and goals.
Estate & Trust Planning
Regardless of your current financial circumstances, it is crucial to have a backup plan for your money. Our team at The Hudson Legacy Group regularly reviews your finances with you and coordinates with your estate attorney to help ensure that we meet your wishes in the most efficient and cost-effective way possible.
Preparing for Your Meeting with an Estate Planning Attorney
Cash Management and Lending Services
The driving force behind any business is cash. Whether
it's access to capital or managing accounts receivable
and accounts payable, we can help you review the strategies you have in place and where appropriate, provide you with alternatives to consider.
Learn more about Cash Management Solutionsit's access to capital or managing accounts receivable
and accounts payable, we can help you review the strategies you have in place and where appropriate, provide you with alternatives to consider.
Education Planning
There are many options and considerations for each stage of education expense planning. We will cover the basics to help inform you of the various strategies for your situation and create a plan best suited for your loved ones.
Learn more about Education Planning
Generational Wealth Planning
Being empowered with the knowledge to make smart financial decisions during every stage of life is key to preserving wealth through the next generations.. Discussing family finances is especially important with adult children, no matter their age. It's not always easy, but starting the conversation is a key step in long-term wealth planning.
Financial Literacy for Any Stage in LifeAwards, Certifications & Press
Forbes Best-In-State Wealth Management Teams
The Hudson Legacy Group at Morgan Stanley - 2025 & 2026
Forbes Best-In-State Wealth Advisors in New Jersey
Kevin Birkner - 2022, 2023, 2024 & 2025
John Del Mauro - 2025
John Del Mauro - 2025
Forbes Next-Gen Wealth Advisor in New Jersey
Kevin Birkner - 2022, 2023, 2024 & 2025
Gabriel Lavigne - 2023 & 2024
Gabriel Lavigne - 2023 & 2024
Five Star Wealth Manager
John Del Mauro - 2021, 2022, 2023, 2024 & 2025
Utilizing the Powerful Morgan Stanley at Work platform, we at The Hudson Legacy Group are able to help build financial confidence through insightful advice, thoughtful education and cutting-edge technology across a suite of modern workplace solutions.
At Work Solutions
Innovative workplace offerings for companies and employees which include Shareworks by Morgan Stanley, our global equity plan management solution, Financial Wellness and Retirement Solutions.
Learn more about our at work equity solutions
Corporate Retirement Solutions
Comprehensive solutions to effectively maximize and customize retirement benefits, so managers can help employees make the most out of retirement.
Learn more about corporate retirement solutions
Business Planning
We focus on those things that make a difference to your business - from your perspective of ownership, control and liquidity, to the major challenges and opportunities you may face.
Learn moreSuccession and Exit-Planning
Planning is key as you approach the next chapter of your company's story. Whether it's selling a business- all or part of it - or passing it on, The Hudson Legacy Group can help develop various exit strategies.
Navigating the Emotional Transition of Selling a Business
Financial Wellness
At The Hudson Legacy Group, we understand that when employees thrive, companies thrice. We are proud to offer a customizable solution for organizations to empower their employees by making their finances a source of wellness- and not a source of stress.
Learn more about Financial Wellness
401K Plan
Whether your business has five or 500 employees, providing a retirement plan can be a powerful tool for elevating your talent strategy and reaching targeted growth goals. Morgan Stanley at Work walks you through why retirement solutions are essential to add to your benefits package in today’s competitive job market.
Learn more about retirement solutionsLocation
1030 Broad Street 3rd
Floor
Shrewsbury, NJ 07702
US
Direct:
(732) 578-4559(732) 578-4559
Fax:
(732) 978-4756(732) 978-4756
Meet The Hudson Legacy Group
John Del Mauro, CEPA®, QPFC
Executive Director, Financial Advisor, Workplace Advisor - Equity Compensation, Senior Portfolio Management Director
Phone:
(732) 578-4559(732) 578-4559
Jesse Cohen, CFP®
Senior Vice President, Wealth Management, Financial Advisor, Portfolio Manager, Workplace Advisor - Equity Compensation
Phone:
(732) 389-8628(732) 389-8628
Gabriel Lavigne, CRPS®, ChSNC®, QPFC
Senior Vice President, Financial Advisor, Corporate Retirement Director, Portfolio Manager
Phone:
(732) 936-3412(732) 936-3412
Marc Ridell
Senior Vice President, Financial Advisor, Alternative Investments Director, Senior Portfolio Manager, Workplace Advisor - Equity Compensation
Phone:
(212) 296-8640(212) 296-8640
Patrick McDevitt, CRPC®
Associate Vice President, Financial Advisor, Financial Planning Specialist
Phone:
(732) 389-8603(732) 389-8603
Cole J Kelly
Financial Advisor
Phone:
(732) 389-8626(732) 389-8626
Brandon Wilson
Financial Advisor
Phone:
(732) 389-8636(732) 389-8636
Janet Gaglione
Business Development Associate
Phone:
(732) 389-5198(732) 389-5198
Mary Ann Jacobs
Senior Registered Associate, Portfolio Associate
Phone:
(732) 578-4560(732) 578-4560
Christa Trust
Registered Client Service Associate
Phone:
(732) 389-8639(732) 389-8639
Nick DeBiase
Registered Client Service Associate
Phone:
(732) 936-3316(732) 936-3316
About Kevin Birkner
For the past 13 years, I have been dedicated to building strong relationships while delivering beneficial advice to my clients. I pride myself in two key areas; honesty and availability.
I believe people need someone who is willing to work around their schedule, while giving them an honest assessment of their financial life. As a seasoned professional, I understand education is paramount to delivering an excellent client experience. From start to finish, my team and I tailor a plan specific to your financial goals.
I've been working within the financial services industry for 13 years. I am a Chartered Retirement Planning Counselor (CRPC®) and have my Series 7, 24, 63, 65 licenses.
I believe people need someone who is willing to work around their schedule, while giving them an honest assessment of their financial life. As a seasoned professional, I understand education is paramount to delivering an excellent client experience. From start to finish, my team and I tailor a plan specific to your financial goals.
I've been working within the financial services industry for 13 years. I am a Chartered Retirement Planning Counselor (CRPC®) and have my Series 7, 24, 63, 65 licenses.
Securities Agent: TN, ND, MS, DE, AL, WI, NY, IN, IL, UT, NV, MN, MA, AZ, HI, AK, SD, MT, IA, WV, PA, ME, GA, AR, NC, RI, OH, KY, FL, DC, CA, VT, NJ, NH, NE, OR, NM, MD, ID, WA, VA, TX, OK, MO, MI, LA, KS, CT, CO, SC, WY; General Securities Principal; General Securities Representative; Investment Advisor Representative
NMLS#: 2016129
NMLS#: 2016129
About John Del Mauro
John is a graduate of Villanova University in Villanova, PA where he received his B.A. in Finance. He spent the first 5 years of his career on the foreign exchange sales and trading desk at Forex Capital Markets and Deutsche Bank DBFX, both located in New York, NY.
John moved to Global Wealth Management at Merrill Lynch in 2011 to begin The Del Mauro Group focusing on Private Banking and Investment Management for high-net-worth families. He partnered with two other advisors to create a team that quickly became one of Merrill Lynch’s most recognized and fastest growing teams in the Merrill Lynch roster of Wealth Advisors. John made a transition to Morgan Stanley in the Summer of 2017. In 2022, The Hudson Legacy Group was formed at Morgan Stanley. John has been named by Five Star Professional as a Five Star Wealth Manager from 2019 - 2024. John has recently been named to Morgan Stanley's prestigious Century Club, a group of the Firm's successful Financial Advisors.
On a personal basis, John currently lives in Westfield, NJ with his wife, Josephine, and children John, Lily and Mia. In his free time, John coaches his children’s baseball and softball teams. He has been an active member in the Hudson/Bergen County Big Brother Big Sisters for over 15 years. John is a member of the Villanova Financial Club and volunteers as a mentor for rising juniors at Villanova University.
"2019-2024 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2019-2024) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period."
Morgan Stanley Country Club: Disclosure: https://mgstn.ly/48yHOEI
John moved to Global Wealth Management at Merrill Lynch in 2011 to begin The Del Mauro Group focusing on Private Banking and Investment Management for high-net-worth families. He partnered with two other advisors to create a team that quickly became one of Merrill Lynch’s most recognized and fastest growing teams in the Merrill Lynch roster of Wealth Advisors. John made a transition to Morgan Stanley in the Summer of 2017. In 2022, The Hudson Legacy Group was formed at Morgan Stanley. John has been named by Five Star Professional as a Five Star Wealth Manager from 2019 - 2024. John has recently been named to Morgan Stanley's prestigious Century Club, a group of the Firm's successful Financial Advisors.
On a personal basis, John currently lives in Westfield, NJ with his wife, Josephine, and children John, Lily and Mia. In his free time, John coaches his children’s baseball and softball teams. He has been an active member in the Hudson/Bergen County Big Brother Big Sisters for over 15 years. John is a member of the Villanova Financial Club and volunteers as a mentor for rising juniors at Villanova University.
"2019-2024 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2019-2024) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period."
Morgan Stanley Country Club: Disclosure: https://mgstn.ly/48yHOEI
Securities Agent: AL, CO, WA, PA, AZ, WY, VA, NC, LA, DC, MN, UT, TX, MA, VT, OR, MO, KS, IN, FL, AR, OK, WV, KY, IL, ID, DE, SD, SC, NY, ND, IA, AK, RI, NM, NJ, MT, HI, CA, WI, TN, OH, NV, NH, NE, MS, MI, ME, MD, GA, CT; General Securities Representative; Investment Advisor Representative
NMLS#: 662708
NMLS#: 662708
About Jesse Cohen
Jesse brings a principled and comprehensive approach to guiding clients through their financial lives. A graduate of Indiana University’s Kelley School of Business, Jesse has dedicated the past eight years to fostering deep, collaborative relationships, helping individuals and families navigate complex financial decisions—from retirement and investment management to estate planning.
As a CFP® professional, Jesse operates with a commitment to holistic financial stewardship. He believes that effective planning is a thorough, deliberate process built on trust and clear communication.
Prior to joining Morgan Stanley and The Hudson Legacy Group, Jesse honed his analytical skills on the Interest Rate trading desk at Bank of Tokyo, analyzing various option strategies. He also gained valuable experience at US Bank, collaborating with different hedge funds to manage and monitor their balance sheets. These roles instilled a disciplined, detailed-oriented approach that serves as the foundation of his client work today.
Away from the office, Jesse lives in Jersey City with his wife, Emily. An avid fan of the Mets and Jets, he values consistency and long-term commitment—both on the field and in financial planning.
As a CFP® professional, Jesse operates with a commitment to holistic financial stewardship. He believes that effective planning is a thorough, deliberate process built on trust and clear communication.
Prior to joining Morgan Stanley and The Hudson Legacy Group, Jesse honed his analytical skills on the Interest Rate trading desk at Bank of Tokyo, analyzing various option strategies. He also gained valuable experience at US Bank, collaborating with different hedge funds to manage and monitor their balance sheets. These roles instilled a disciplined, detailed-oriented approach that serves as the foundation of his client work today.
Away from the office, Jesse lives in Jersey City with his wife, Emily. An avid fan of the Mets and Jets, he values consistency and long-term commitment—both on the field and in financial planning.
Securities Agent: PA, AK, WA, OK, MN, CT, CO, VT, RI, HI, KS, NE, SD, NM, ND, IN, IL, ID, GA, AR, WY, WI, TX, OH, MT, DC, AZ, WV, NV, MI, KY, SC, NC, MD, DE, CA, UT, TN, MA, VA, OR, NY, ME, MO, IA, AL, NJ, FL, NH, MS, LA; General Securities Representative; Investment Advisor Representative
NMLS#: 1787005
NMLS#: 1787005
About Me
Gabriel joined Morgan Stanley in 2025, after spending twelve years at UBS, providing financial advice to private clients. In that time, Gabriel’s primary focus has been working with families and corporate clients. The majority of his clients are made up of business owners, executives and trustees of organizations which allows him to assist with their personal finances as well as their for profit or not for profit business.
Gabriel is an avid networker with a focus on internal and external professional relationships and strategic partnerships. Internally he interacts with the corporate retirement group, the business development group and other institutional partners in order to connect our clients with the right resource for whatever goal they are trying to achieve. Externally, he works with a network of professionals to insure that clients have strong partners in terms of estate planning, accounting, commercial insurance and other pertinent areas. Gabriel is responsible for overseeing retirement and institutional business within the firm. He is well versed in the different types of available retirement plans as well as other executive benefits.
Gabriel is extremely dedicated to his community. He serves on the board of multiple non-profits, volunteering the majority of his time as the President of Elijah’s Promise which harnesses the power of food to break the cycle of poverty, alleviate hunger, and change lives in Central New Jersey. He resides in Colts Neck, New Jersey with his wife Jackie, sons Jacob and Liam and daughter Dani. In his free time he enjoys playing golf, woodworking, playing the drums, kayaking, biking and spending time with his family.
Gabriel is an avid networker with a focus on internal and external professional relationships and strategic partnerships. Internally he interacts with the corporate retirement group, the business development group and other institutional partners in order to connect our clients with the right resource for whatever goal they are trying to achieve. Externally, he works with a network of professionals to insure that clients have strong partners in terms of estate planning, accounting, commercial insurance and other pertinent areas. Gabriel is responsible for overseeing retirement and institutional business within the firm. He is well versed in the different types of available retirement plans as well as other executive benefits.
Gabriel is extremely dedicated to his community. He serves on the board of multiple non-profits, volunteering the majority of his time as the President of Elijah’s Promise which harnesses the power of food to break the cycle of poverty, alleviate hunger, and change lives in Central New Jersey. He resides in Colts Neck, New Jersey with his wife Jackie, sons Jacob and Liam and daughter Dani. In his free time he enjoys playing golf, woodworking, playing the drums, kayaking, biking and spending time with his family.
Securities Agent: IN, CA, SD, ND, NV, MO, MI, IL, OR, ME, KY, ID, FL, DC, AZ, AL, IA, WI, OH, NY, MS, MD, LA, AK, SC, NJ, TX, RI, PA, NC, MN, NH, NE, MA, AR, WY, WA, TN, PR, NM, MT, KS, HI, DE, CO, WV, VT, VA, UT, OK, GA, CT; General Securities Representative; Investment Advisor Representative
NMLS#: 865114
NMLS#: 865114
About Marc Ridell
Marc is a Senior Vice President, Financial Advisor with the Hudson Legacy Group at Morgan Stanley. He works closely with clients to develop a strategic and holistic financial plan and to build an investment portfolio tailored to their unique needs and aligned to their goals. Implementing a “family wealth” approach, Marc takes an overarching view of his clients’ wealth—going beyond just financial capital to also consider the equally important aspects of intellectual and human capital.
Marc began his career at Morgan Stanley in September 2011, completing the company’s vigorous Financial Advisor Associate program. After working at UBS for a decade, Marc moved his business back to Morgan Stanley in February 2023. He holds his Series 7, 63 and 66 licenses, and maintains his Life Insurance, Accident and Health Insurances, and Variable Annuity licenses.
A graduate of Syracuse University, Marc is heavily involved with his alma mater. He frequently participates in activities through the Lubin House in New York City. Marc currently resides in Red Bank, NJ, with his wife Cindy, son Jovi, daughter Kira, and dog Roux.
Marc began his career at Morgan Stanley in September 2011, completing the company’s vigorous Financial Advisor Associate program. After working at UBS for a decade, Marc moved his business back to Morgan Stanley in February 2023. He holds his Series 7, 63 and 66 licenses, and maintains his Life Insurance, Accident and Health Insurances, and Variable Annuity licenses.
A graduate of Syracuse University, Marc is heavily involved with his alma mater. He frequently participates in activities through the Lubin House in New York City. Marc currently resides in Red Bank, NJ, with his wife Cindy, son Jovi, daughter Kira, and dog Roux.
Securities Agent: MN, ME, MA, IA, SD, NC, SC, NE, PA, MO, KY, ID, CA, RI, OR, OK, CT, AL, AK, WY, WV, VT, NJ, GA, WA, VI, UT, NY, NV, ND, LA, HI, FL, DC, AZ, TN, OH, NH, MI, KS, DE, CO, WI, MT, IN, AR, VA, NM, MD, IL, TX, MS; General Securities Representative; Investment Advisor Representative
NMLS#: 2593227
NMLS#: 2593227
About Patrick McDevitt
I’m a financial advisor and have been in the financial services business for over 13 years. I’ve been at Morgan Stanley for 10 of those years. I have specialties in concentrated stock positions, tax efficient strategies and retirement planning.
I believe that great financial advice starts with listening. Every client situation, goal, and concern is different. So portfolios should be built with purpose, not from a template.
I received my bachelor’s degree from the College of Charleston in 2011. I have a Chartered Retirement Planning Counselor designation. I have been internally rewarded as a Morgan Stanley “pacesetter” in recognition of excellent performance since moving to the financial advisory role. I was awarded this year with the Associate Vice President title. I am licensed in mortgage origination and in life, health, property & casualty insurance. Allowing me to coordinate protection, lending and investment planning under one advisory relationship.
I live with my fiancé, Kayla, my son James and our Havanese Marlie, in Tinton Falls NJ. I grew up in Fair Haven NJ. In my free time I enjoy golfing, surfing, snowboarding, tennis and fishing.
I believe that great financial advice starts with listening. Every client situation, goal, and concern is different. So portfolios should be built with purpose, not from a template.
I received my bachelor’s degree from the College of Charleston in 2011. I have a Chartered Retirement Planning Counselor designation. I have been internally rewarded as a Morgan Stanley “pacesetter” in recognition of excellent performance since moving to the financial advisory role. I was awarded this year with the Associate Vice President title. I am licensed in mortgage origination and in life, health, property & casualty insurance. Allowing me to coordinate protection, lending and investment planning under one advisory relationship.
I live with my fiancé, Kayla, my son James and our Havanese Marlie, in Tinton Falls NJ. I grew up in Fair Haven NJ. In my free time I enjoy golfing, surfing, snowboarding, tennis and fishing.
Securities Agent: HI, DE, OR, IN, WV, TN, KY, PA, CA, SC, NM, NJ, CT, WI, MA, ID, GA, WA, NV, NC, VA, OH, NY, IA, AZ, VI, SD, MS, AK, VT, NE, MN, LA, AR, OK, KS, AL, UT, ME, WY, PR, ND, MT, MD, NH, DC, CO, RI, IL, FL, TX, MO, MI; General Securities Representative; Investment Advisor Representative
NMLS#: 889770
NMLS#: 889770
About Cole J Kelly
Cole is a graduate of the Pennsylvania State University in State College, PA, where he received his B.S. in Finance from the Smeal College of Business. There, he demonstrated exceptional academic performance and a strong passion for financial markets and investment strategies. These exhibited traits were cultivated within the Hudson Legacy Group, where Cole began his career as a Summer Wealth Management Intern prior to his senior year, before ultimately joining the group full-time following his graduation as a financial advisor. In this role, Cole provides distinguished financial advice and wealth management services, all while building meaningful, lasting relationships with clients.
Cole currently resides in Oakhurst, New Jersey with his family. In his free time, Cole enjoys exercising, grilling, the beach, and spending time with his family. While in school, he danced in Penn State’s THON, a 48-hour dance marathon to raise money for children with pediatric cancer, and has been an active contributor ever since.
Cole currently resides in Oakhurst, New Jersey with his family. In his free time, Cole enjoys exercising, grilling, the beach, and spending time with his family. While in school, he danced in Penn State’s THON, a 48-hour dance marathon to raise money for children with pediatric cancer, and has been an active contributor ever since.
Securities Agent: MO, HI, OH, UT, OR, NE, IN, GA, CT, MD, CA, AR, WY, WV, SC, PA, OK, NM, NJ, ND, MS, KS, VI, TN, SD, FL, VA, MT, DE, DC, AZ, VT, RI, MN, ME, IL, NH, ID, TX, NC, AK, WI, WA, PR, MA, CO, AL, NY, NV, MI, LA, KY, IA; General Securities Representative; Investment Advisor Representative
NMLS#: 2642311
NMLS#: 2642311
About Brandon Wilson
Brandon is a graduate of Mercy University, where he earned his degree with a dual specialization in Finance and Marketing. During his time at Mercy, he was a four-year member of the men’s basketball program and served as a three-year team captain, experiences that helped shape his leadership and team-oriented mindset.
Before joining Morgan Stanley, Brandon founded InfluenceTee, an NIL-focused apparel and branding company that worked with over 800 collegiate and professional athletes nationwide. Through this work, he gained meaningful exposure to business operations and financial decision-making.
Today, Brandon works with individuals and families to provide comprehensive financial planning designed to help clients prepare for all that life has to offer. He is committed to building lasting relationships through thoughtful guidance, clear communication, and a long-term perspective.
On a personal level, Brandon resides in Manchester, New Jersey with his wife, Kellie. He is actively involved in his community through his church and enjoys spending time with family, golfing, and traveling in his free time.
Before joining Morgan Stanley, Brandon founded InfluenceTee, an NIL-focused apparel and branding company that worked with over 800 collegiate and professional athletes nationwide. Through this work, he gained meaningful exposure to business operations and financial decision-making.
Today, Brandon works with individuals and families to provide comprehensive financial planning designed to help clients prepare for all that life has to offer. He is committed to building lasting relationships through thoughtful guidance, clear communication, and a long-term perspective.
On a personal level, Brandon resides in Manchester, New Jersey with his wife, Kellie. He is actively involved in his community through his church and enjoys spending time with family, golfing, and traveling in his free time.
Securities Agent: MI, AK, MT, LA, KY, FL, CO, AZ, RI, IL, OH, NJ, IN, UT, NM, NC, MA, DE, AR, VA, CT, CA, WA, OK, NY, NV, AL, WY, WV, TX, TN, PA, OR, NH, IA, DC, WI, VT, SC, NE, MO, MD, SD, ND, MN, ME, KS, MS, ID, HI, GA; General Securities Representative; Investment Advisor Representative
NMLS#: 2774218
NMLS#: 2774218
About Janet Gaglione
Janet is a Portfolio Associate on The Hudson Legacy Group and is responsible for overseeing and managing our client's many complex administrative needs.
Janet’s primary focus is on delivering a first-class service experience by managing and responding to client needs and requests. She is committed to maintaining our outstanding client satisfaction by providing the highest level of customer service combined with Morgan Stanley's broad resources. Her extensive knowledge of Morgan Stanley’s products, services & capabilities provides our clients with an efficient and pleasant interaction.
Janet received her B.S. Degree in Finance from St. John University. She joined Morgan Stanley in NYC in 1996 and has spent her entire career with the firm. She holds her series 7, 63 and 65 securities licenses.
She resides in Manalapan with her husband, Chris and 2 daughters, Megan and Jacqueline.
In her leisure she enjoys spending time with her family and traveling.
Janet’s primary focus is on delivering a first-class service experience by managing and responding to client needs and requests. She is committed to maintaining our outstanding client satisfaction by providing the highest level of customer service combined with Morgan Stanley's broad resources. Her extensive knowledge of Morgan Stanley’s products, services & capabilities provides our clients with an efficient and pleasant interaction.
Janet received her B.S. Degree in Finance from St. John University. She joined Morgan Stanley in NYC in 1996 and has spent her entire career with the firm. She holds her series 7, 63 and 65 securities licenses.
She resides in Manalapan with her husband, Chris and 2 daughters, Megan and Jacqueline.
In her leisure she enjoys spending time with her family and traveling.
About Mary Ann Jacobs
Mary Ann has worked in the financial services industry since 1994. In 2008, she joined Smith Barney which has since merged with Morgan Stanley. As the head of team operations with over 23 years in the industry, Mary Ann has extensive experience working closely with high-net-worth individuals, corporate executives, and their families. She assists these families and multiple generations in all aspects of servicing their accounts, which can include help with online account access, transactions and answers to questions.
Mary Ann is skilled in working closely with families who have complex needs and unique circumstances. She is detail oriented, diligent, efficient, knowledgeable, organized and has a deep knowledge of the financial services industry. Her goal is to provide complete satisfaction in all areas of client service. She strives to constantly exceed client expectations through efficient communication.
Mary Ann obtained her Associates Degree in Business Management. Mary Ann is a fully licensed wealth associate. She resides in Old Bridge with her significant other, Tom, and her son, Tom. In her leisure, she enjoys gardening, working out, and camping.
Mary Ann is skilled in working closely with families who have complex needs and unique circumstances. She is detail oriented, diligent, efficient, knowledgeable, organized and has a deep knowledge of the financial services industry. Her goal is to provide complete satisfaction in all areas of client service. She strives to constantly exceed client expectations through efficient communication.
Mary Ann obtained her Associates Degree in Business Management. Mary Ann is a fully licensed wealth associate. She resides in Old Bridge with her significant other, Tom, and her son, Tom. In her leisure, she enjoys gardening, working out, and camping.
About Christa Trust
Christa joined The Hudson Legacy Group in 2025 as a Registered Client service Associate & has been with Morgan Stanley since 2019. Christa's primary responsibility is to foresee the administrative duties for the team and our clients. In addition, Christa works to keep the team organized, streamline its operations, as well as provide general assistance to our clients' questions or concerns. Prior to joining Morgan Stanley, Christa was the Financial Assistant for Couto DeFranco, PA and was registered with Avantax Investment Services. She earned her Bachelor’s degree in Mathematical Sciences from Kean University and holds her Series 7, 66 and 63 securities licenses.
Christa and her husband, Alex, live in Toms River with their daughter & three dogs. In her leisure, she enjoys the beach, gardening, and traveling.
Christa and her husband, Alex, live in Toms River with their daughter & three dogs. In her leisure, she enjoys the beach, gardening, and traveling.
About Nick DeBiase
Before joining Morgan Stanley, Nick entered the financial services industry in 2017 beginning his career as an intern at UBS. Upon graduating he joined UBS in the Northern New Jersey market where has served in various operations and administrative roles. Now as a member of the Hudson Legacy Group he will assist servicing clients with their administrative needs. In his spare time Nick enjoys golfing, exercising, spending time at the beach and rooting for his beloved local sports teams the NY Yankees, Giants, and Rangers.
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Awards and Recognition
Forbes Best-In-State Wealth Advisors
2022-2025 Forbes Best-In- State Wealth Advisors Source: Forbes.com (Awarded 2022-2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Forbes Best-In-State Wealth Management Teams
Forbes Best-In-State Wealth Management Teams Source: Forbes (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period 3/31/23-3/31/24.
Forbes America's Top Next-Gen Wealth Advisors
2022-2025 Forbes America's Top Next-Gen Wealth Advisors (formerly referred to as Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors) Source: Forbes.com (Awarded 2022-2025). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
3
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Anthony Viskovic
Private Banker
Michael Ryan
Private Banker
Mark T Curtis
Managing Director, Stock Plan Director, Financial Planning Specialist, Family Wealth Director, International Client Advisor, Investing with Impact Director
Michael Gallagher
Managing Director, Wealth Management, Financial Advisor, Corporate Client Group Director
About Anthony Viskovic
Anthony Viskovic is a Private Banker serving Morgan Stanley Wealth Management offices in New Jersey.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Anthony began his career in financial services in 2004, and joined Morgan Stanley in 2010 as a Regional Lending Advisor. Prior to joining the firm, he was an Internal Banking Consultant at UBS Financial Services.
Anthony is a graduate of Rutgers University, where he received a Bachelor of Arts Degree in Economics. He lives in Ocean, New Jersey with his family. Outside of the office, Anthony enjoys being active, cooking, traveling and spending time with his family.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Anthony began his career in financial services in 2004, and joined Morgan Stanley in 2010 as a Regional Lending Advisor. Prior to joining the firm, he was an Internal Banking Consultant at UBS Financial Services.
Anthony is a graduate of Rutgers University, where he received a Bachelor of Arts Degree in Economics. He lives in Ocean, New Jersey with his family. Outside of the office, Anthony enjoys being active, cooking, traveling and spending time with his family.
NMLS#: 1427370
About Michael Ryan
Michael Ryan is a Private Banker serving Morgan Stanley Wealth Management offices in New Jersey and New York.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Michael began his career in financial services in 2010 and joined Morgan Stanley in 2017. Prior to joining the firm, he was a Citigold Relationship Manager for Citibank in Queens, NY. Michael was also a Private Client Banker with JP Morgan Chase Bank in New Jersey.
Michael is a graduate of Ramapo College where he received a Bachelor of Science with a concentration in Law and Society Studies. He lives at the Jersey Shore with his family. Outside of the office, Michael donates his time to the Juvenile Diabetes Research Foundation. He enjoys playing golf, skiing, the beach, and spending time with his family.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Michael began his career in financial services in 2010 and joined Morgan Stanley in 2017. Prior to joining the firm, he was a Citigold Relationship Manager for Citibank in Queens, NY. Michael was also a Private Client Banker with JP Morgan Chase Bank in New Jersey.
Michael is a graduate of Ramapo College where he received a Bachelor of Science with a concentration in Law and Society Studies. He lives at the Jersey Shore with his family. Outside of the office, Michael donates his time to the Juvenile Diabetes Research Foundation. He enjoys playing golf, skiing, the beach, and spending time with his family.
NMLS#: 600637
Private Banking Group (PBG) Market Managers, Senior Private Bankers, Private Bankers, and Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Wealth Management Financial Advisors can conduct their business in several ways: individually, as a member of a team of Financial Advisors, or through the formation of a Strategic Partnership with another Financial Advisor or team of Financial Advisors. A Strategic Partnership is an arrangement between a Financial Advisor or a team of Financial Advisors with another Financial Advisor or team of Financial Advisors that has a unique focus or knowledge regarding a specific business concentration, product area, and/or client type. If your account is with an individual Financial Advisor, that Financial Advisor services all facets of your account. If your account is with a Financial Advisor who is a member of a team, any Financial Advisor on the team can service your account. If your Financial Advisor is part of a Strategic Partnership, his or her role in that Strategic Partnership may be limited to a specific business and/or product area and may not cover all facets of your account. The use of the terms “Partner” or “Strategic Partner” and/or “Partnership” or “Strategic Partnership” are used as terms of art and not used to imply or connote any legal relationship.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Wealth Management Financial Advisors can conduct their business in several ways: individually, as a member of a team of Financial Advisors, or through the formation of a Strategic Partnership with another Financial Advisor or team of Financial Advisors. A Strategic Partnership is an arrangement between a Financial Advisor or a team of Financial Advisors with another Financial Advisor or team of Financial Advisors that has a unique focus or knowledge regarding a specific business concentration, product area, and/or client type. If your account is with an individual Financial Advisor, that Financial Advisor services all facets of your account. If your account is with a Financial Advisor who is a member of a team, any Financial Advisor on the team can service your account. If your Financial Advisor is part of a Strategic Partnership, his or her role in that Strategic Partnership may be limited to a specific business and/or product area and may not cover all facets of your account. The use of the terms “Partner” or “Strategic Partner” and/or “Partnership” or “Strategic Partnership” are used as terms of art and not used to imply or connote any legal relationship.
Wealth Management
From Our Team
LifeView® Advisor Client Questionnaire
Wealth Management
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Portfolio Insights
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
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
529 Plans: A Powerful Tool to Save for Education
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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
A Simple Six-Step Retirement Checkup
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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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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
Rational Investing in an Age of Uncertainty
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Retirement for Plan Sponsors
End-to-End Services, Made Simple:
We can provide the tools and guidance to help you manage a retirement plan.
We can provide the tools and guidance to help you manage a retirement plan.
- Plan Evaluation
- Investment Management
- Plan Management Support
- Plan Participant Education
Small Business Retirement Plans
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Ready to start a conversation? Contact The Hudson Legacy Group today.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
1Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When 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.
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 and other legal matters.
4When 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.
5Morgan 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.
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.
7Morgan 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.
8Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
9Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
10Morgan 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.
11Morgan 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.
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.
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 appropriate 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”), 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.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
1Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When 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.
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 and other legal matters.
4When 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.
5Morgan 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.
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.
7Morgan 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.
8Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
9Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
10Morgan 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.
11Morgan 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.
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.
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 appropriate 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”), 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.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025), 4763067 (9/2025)
