Our Story and Services

The Jordan Group at Morgan Stanley Private Wealth Management is a team of financial professionals with diverse talents and experience dedicated to serving the complex wealth management needs of our affluent clients. We provide access to the skills and resources of our team and the firm to help meet the myriad of challenges that come with managing wealth. We provide comprehensive wealth management through strategic and tactical investment recommendations and intergenerational planning. We take a values-based approach that focuses on a family’s specific objectives, tax structure, time horizon and risk tolerance, while taking into account the overall economic and financial market conditions on an ongoing basis.
Services Include
  • Risk Management
  • Cash Management & LendingFootnote1
  • Corporate Services
  • Retirement & Pension Plans
  • Family Governance & Wealth Education
  • Tax, Trust & Estate AdvisoryFootnote2
  • Lifestyle Advisory ServicesFootnote3
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
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    Professional Portfolio Management
    We will work with you to identify an investment strategy tailored to meet your needs. Throughout our relationships, you will have direct access to the investment professional managing your portfolio, with each account customized to meet your specific goals
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    Financial Planning
    Your goals, assets, liabilities and other important information are gathered and analyzed. We then use our collective perspective and experience to make recommendations on all aspects of your financial life.
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    Cash Management & Lending Products
    When paired with our understanding of your short and long term goals, our lending and cash management solutions can help you plan comprehensively to reach them.
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    Alternative Investments
    We pursue a broad range of strategies in diverse markets in order to provide specialized expertise that spans across private equity, private credit, hedge funds, real estate, infrastructure, future markets, and more.
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    Business Planning
    Whether your objective is to grow your business, realize its value through a succession strategy, or maintain family ownership through the next generation, we can help you examine your alternatives and develop the best strategy to achieve your goals.
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    Structured Products
    Structured Investments provide the opportunity to gain exposure to a variety of underlying assets while mitigating risk and potentially providing greater returns.
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    Estate Planning Strategies
    We take a holistic look at your estate in order to make more informed decisions. We include factors such as basic gifting, philanthropy, leveraged gifting and more in order to find a personalized solution.
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    Retirement Planning
    This is paramount in ensuring a successful retirement. We bring an intense focus to this process because you have worked hard to get where you are. Now it is time for us to help you achieve your long term retirement goals.
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    Asset Allocation
    Our asset allocation strategy is supported by an extensive quantitative research platform. This, combined with our expertise in seeking market inefficiencies, allows us to tailor your portfolio to fit your needs.
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    Trust Services
    Wealth accumulation is followed by wealth preservation, which in turn is followed by wealth transition. Our management of these three wealth phases focuses on meticulous planning and long-term commitment.
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    Planning for Education Funding
    Education planning focuses on potential tax advantages, estate tax benefits, and versatility & control of your portfolio. We offer a number of investment options that can suit your education needs.
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    Corporate Investment Solutions
    We offer a robust foundation of industry leading product offerings, services, and advice to deliver innovate, high-quality product solutions to help both individual and institutional investors.

PLANNING FOR YOUR FAMILY'S FINANCIAL NEEDS

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    Trust & Estate Planning
    With you every step of the way. We analyze your tax and estate structures so that their tax characteristics are accurately incorporated in the asset allocation analysis performed for the client.
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    Intergenerational Wealth Planning
    Highly-skilled accountants and estate attorneys are vital to constructing sound wealth-transfer plans, but sometimes it is the matters these experts cannot address that pose the greatest challenges.
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    Family Governance
    Particularly in the case of an ultra high net worth family engaged in a common enterprise, such as running a family business, operating a family office, or simply investing together as a family, it's extremely important to have a sound framework within which to make decisions - in other words, a family governance system.
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    Wealth Education
    Financial Literacy means being empowered with the knowledge to make smart financial decisions during every stage of life. 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.
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    Tax management
    The tax decisions you make today can help you save for years to come. There are many tax smart strategies for your financial plan.
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    Philanthropic Planning
    Your set of Philanthropic objectives is as personal as your vision of a better world. Determining your objectives however, can be challenging when there are so many worthy causes and so many unmet needs.
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Location

55 East 52nd Street 10th
11th Floor
New York, NY 10055
US
Direct:
(212) 492-6759(212) 492-6759
Toll-Free:
(800) 917-9662(800) 917-9662

Meet The Jordan Group

About Jordan Dickstein

Jordan is currently an Executive Director at Morgan Stanley and joined the firm in October of 2008. Previously, he was a Senior Vice President at UBS Financial Services. Beginning in 1987, he was a Financial Advisor with Kidder Peabody (later bought by UBS). From 1989 – 1991, Jordan served as the National Marketing Director for Financial Products, including Alternative Investments, Estate Planning, and Insurance and Annuity products. In 1991, he became Manager of the Equity Syndicate Desk, and was responsible for the sale, marketing, and distribution of over 300 initial public offerings and secondary offerings during that period. He returned to a Financial Advisory role in 1995, focusing on Financial Planning and Asset Allocation.

In 2008, Jordan was recognized by Registered Rep Magazine as one of America’s top 100 Investment Advisors with assets of $1 Billion**. In 2018, he was named to Forbes Magazine's inaugural list of America's Best-In-State Wealth Advisors. Jordan was again named as a Forbes/SHOOK Best-In-State Wealth Advisor from 2019 to 2024.

Jordan holds a BA in Economics from the University of Michigan, and an MBA in Finance from Fordham University. He resides in New York City with his wife and they have two children.

2018 -2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

America’s Top 100 Wirehouse Advisors Source: Wealthmanagement.com (Awarded September 2008) Data compiled by Registered Rep Magazine based on time period from September 2007 – September 2008. For criteria & methodology, go to https://www.wealthmanagement.com/practice-management/americas-top-100-wirehouse-advisors
Securities Agent: DC, NY, CT, CA, TX, PA, SC, OR, GA, FL, CO, MT, WI, RI, NJ, AZ, NC, VA, MO, WA, UT, NV, NM, MA, IL, DE, MI, ME, TN, MD; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1395664

About Jordan Black

Jordan Black uses the investment skills he honed as a portfolio manager to manage the financial affairs of his ultra high net worth clients. With an investment management career that spans over 35 years and across three continents, Jordan offers a distinct perspective on how international economic developments impact markets both in the US and abroad. Jordan is a Senior Portfolio Management Director able to manage portfolios on a discretionary basis.

Jordan began his career at the Chase Manhattan Bank, where his role grew from portfolio manager to establishing an investment management team in London for their Private Bank International (PBI) and serving as PBI’s regional head of asset management and foreign exchange trading for Asia. He actively managed both institutional and private client portfolios on a discretionary and advisory basis in excess of $1.6 billion. As a member on the PBI International Investment Policy Committee, Jordan played an instrumental role in forming strategic recommendations for the bank’s clients. Jordan combined his portfolio management proficiency with his financial planning skills at Donaldson, Lufkin & Jenrette and UBS before moving his practice to Morgan Stanley Private Wealth Management.

Jordan holds a B.A. in economics and philosophy from the University of Richmond. He currently resides in Scarsdale with his wife and has three children.
Securities Agent: MA, NC, ME, DE, UT, PA, OH, CA, TX, GA, FL, AZ, NY, NV, WA, VA, OR, MO, NJ, DC, CO, NM, IL, CT, MT, RI, SC; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1278993

About Jason McCarty

Jason joined Morgan Stanley in 2008. He earned his Bachelor’s Degree in Economics with a minor in International Studies from Wake Forest University. His professional experience started in General Electric’s Commercial Finance department as a research analyst. Jason holds series 7, 66 and 31 Securities Registrations and is Life, Accident, Health & Variable Annuity Licensed. Jason is also a Certified Financial Planner™. He is a Plattsburgh, New York native but currently resides in Jupiter, FL with his wife and 3 children.
Securities Agent: DE, CO, UT, PA, MA, CT, TX, NJ, FL, SC, GA, NY, MO, IL, MT, OR, DC, CA, VA, NM, NC, AZ, WA, RI, NV; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1278747

About Anthony Giliberto

After joining Morgan Stanley in September of 2016, Anthony became a Financial Advisor with the Jordan Group in September of 2020. Anthony's time as a Registered Associate with the team gives him a unique perspective on the client experience. It is this experience, paired with over 100 years of team experience in the financial industry, that allows him to deliver a comprehensive wealth strategy for this clients. His emphasis on financial planning allows his clients to feel secure in both their short and long term investment strategies.

Anthony holds the series 7, 66 and Life and Health Insurance licenses.

When not in the office, Anthony resides in Long Island with his wife, where he was born and raised. His hobbies include golfing and snowboarding. You may also find him at MetLife Stadium, where he will be watching the New York Jets play every home game.
Securities Agent: OH, NE, PA, ME, IN, TX, MO, DE, WA, HI, RI, NY, NV, DC, WI, NJ, MD, TN, NH, NC, MI, CA, AK, OR, MT, AZ, VA, NM, MA, IL, CT, VT, UT, SC, MN, GA, FL, CO; General Securities Representative; Investment Advisor Representative
NMLS#: 2069357

About Mina Schor

Mina Schor is currently a Wealth Management associate at Morgan Stanley and has more than 10 years of experience in the industry. Prior to Morgan Stanley, Mina held a position at UBS Financial Services as an Investment Associate. She is series 7, 63, and 66 registered. Mina is a graduate of Fordham University and holds a B.S. degree in Business Administration.

About Julia Brucker

After interning with the team in the summer of 2019, Julia joined the Jordan Group in August of 2020 as a Registered Client Service Associate. She is responsible for the daily needs and concerns of clients, as well as account maintenance and performance reporting. Julia mainly supports Jordan Black and Anthony Giliberto's client base.

Julia graduated from Tulane University in May of 2020 with a Bachelor of Science in Management. She holds her Series 7 and 66 certifications. In her free time, she loves to bake, work out, travel, and spend time with friends and family.

About Joseph McBride

Joe joins us as a Registered Associate after spending 4 years at UBS Private Wealth Management. As an associate, Joe will assist the team by enhancing the client experience with a unique and passionate approach to the advisor client relationship. Joe graduated from Providence College in 2018 with a degree in Economics and a Minor In Finance.
Wealth Management
Global Investment Office

Portfolio Insights

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
2025 Global Economic Outlook: U.S. Policies May Temper Global Growth
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2025 Global Economic Outlook: U.S. Policies May Temper Global Growth

Global growth is likely to be around 3% in 2025 and 2026, as tariff and immigration policies begin to slow the U.S. economy late next year, and China's underperformance restrains emerging markets.

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
Taking Control of Your Finances After Death of a Spouse
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Taking Control of Your Finances After Death of a Spouse

Financial planning after a divorce or death can be trying, but with the right approach and the right advice you can turn a difficult situation into empowerment.

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
4 Financially Smart Ways to Take Money Out of Retirement Accounts
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4 Financially Smart Ways to Take Money Out of Retirement Accounts

Discover how planning for required minimum distributions from retirement accounts can help you fund future needs and support loved ones.

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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Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

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
Donor Advised Funds: A Smart Way to Manage Your Giving 
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Donor Advised Funds: A Smart Way to Manage Your Giving 

There’s more to charitable giving than you may realize. Here’s one method that may be a tax-efficient way to give and can help maximize your impact.
Ready to start a conversation? Contact The Jordan Group today.
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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

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3Morgan Stanley Smith Barney LLC (the “Firm”) and its affiliates do not currently offer the services provided by this Service Provider(s). The Service Provider(s) is not an affiliate of the Firm. Any review of the Service Provider(s) performed by the Firm was based on information from sources that we believe are reliable but we cannot guarantee its accuracy or completeness. This referral should in no way be considered to be a solicitation by the Firm for business on behalf of the Service Provider(s). The Firm makes no representations regarding the appropriate or otherwise of the products or services provided by the Service Provider(s). There may be additional service providers for comparative purposes. If you choose to contact the Service Provider(s), do thorough due diligence, and make your own independent decision.

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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.

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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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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
CRC 6491812 (04/2024)