Senior Vice President, Wealth Management, Financial Advisor, Financial Planning Specialist
Phone:
(631) 755-8869(631) 755-8869
The Laporta McKenna McVey Paolano Team at Morgan Stanley
Our Story and Services
"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."
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Four-Step Process
Our approach focuses on you, your family, and your career - where you are today and where you want to go. Working together, we develop the strategies to help get you there, navigating life's challenges and helping you make more informed decisions about your wealth.
1. Introductory Call
We begin the process with an informal meeting to understand your financial concerns and determine how we can add value. If we agree to move forward, we will schedule our next meeting and request important financial information.
2. Get To Know You Meeting
We continue the conversation by initiating an in-depth conversation where we learn more about the values that shape your decisions and discuss your goals. We will also review the documents you provided and identify any unique circumstances.
3. Analysis & Plan Development
By utilizing proprietary financial planning tools to develop a personalized and detailed plan, we can provide recommendations to help you grow, preserve, and transfer your wealth.
4. Implementation
Here, we present appropriate strategies designed to work together to achieve your goals. Upon your approval, we open new accounts for you at Morgan Stanley and begin providing our investment recommendations. We will also begin implementing other strategies we have discussed. Often included in these strategies are tax minimization, risk management, and estate planning techniques.
Tax-Efficient Strategies
At The Laporta McKenna McVey Team at Morgan Stanley, we strive to simplify complex financial ideas so that our clients understand what is being done on their behalf to plan for their financial future. We want to provide our clients with as many resources as possible so they can stay informed about the latest market trends, outlooks, and breakdowns. The links below provide detailed analysis on interesting topics that are affecting the finance and business worlds.
4 Key Tax Questions for Investors to Consider
Factoring the impact of taxes into your investment decisions can help you keep more of your hard-earned money, both now and in the future.
Explore the Questions Here
Tax-Smart Strategies for Retirement
Looking for ideas on how to be more tax efficient when planning for your retirement?
Read the Strategies Here
Tax-Loss Harvesting Explained
Tax-loss harvesting can work year-round for investors. As a tax-efficient investing strategy, it helps to minimize the capital gains tax from your investments.
Learn About the Strategy Here
How to Access Your Tax Forms
How to Access Your Tax Forms
1. Log into your account via Morgan Stanley Online
2. Click the Accounts tab
3. Select the Documents tab
4. Go to the Statement drop-down tab
5. Select Tax Documents and download them
Click Here to Log In to Morgan Stanley Online1. Log into your account via Morgan Stanley Online
2. Click the Accounts tab
3. Select the Documents tab
4. Go to the Statement drop-down tab
5. Select Tax Documents and download them
Planning For Your Future
Our team will work with you to understand your priorities during these crucial years and implement a customized strategy for you. Whether it is planning for retirement, transitioning into retirement, or managing your assets in retirement, our team has the experience and resources to help accomplish your personal and financial goals.
Understanding Your Savings Vehicles
When it comes to retirement savings, the most important thing is to get started—after all, time is one of your greatest assets. Although retirement may seem far for some, it is essential to get started on planning for future living expenses, potential education funds, or travel costs. Let us help educate you on ways to grow and preserve your wealth.
Learn More About 401(k) Strategies Here
The Psychological Transition into Retirement
Most retirement preparations focus on financial planning, but it is equally crucial to look at personal considerations and help you with easing the fear of the unknown. Given that many people overlook the psychological adjustments of retirement, we can help you understand why it’s important to be emotionally (not just financially) ready for retirement.
Risks to Your Retirement
Once you determine what kind of retirement you want, we will work together to take a closer look at the risks that might be standing between you and your retirement goals. No matter how well you save during the accumulation phase, it’s important to plan how you will convert those assets to income. We can help you navigate the challenges that may arise.
Impact of Taxes
The strategies you use when drawing down your retirement savings can have a significant impact on how much you’ll pay in taxes and may help you keep more of the returns. Each retiree’s situation is different, but establishing a tax management strategy for your investments can help you retain more of your investment returns.
Read About Tax-Smart Strategies HereResources & Digital Tools
Our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Below are a few of the technologies that we offer our clients.
GIC Weekly Research Report
The Global Investment Committee's Lisa Shalett headlines this weekly analysis of markets, asset class performance and fixed income.
Read The Latest Report
Thoughts On The Market Podcast
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial markets.
Check Out The Latest Episode
Morgan Stanley Online
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley Mobile App.
Learn More About MSO
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your account information, you can benefit from more informed wealth planning, more secure data access, and convenient connectivity.
Learn More About Total Wealth View
Online Security Center
At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
Learn More About Online Security CenterLocation
58 South Service Rd
Ste 400
Melville, NY 11747
US
Direct:
(631) 755-8800(631) 755-8800
Meet The Laporta McKenna McVey Paolano Team
Phone:
(631) 755-8920(631) 755-8920
Phone:
(631) 755-8931(631) 755-8931
Assistant Vice President, Wealth Management, Financial Advisor, Financial Planning Specialist
Phone:
(631) 755-8935(631) 755-8935
Jodi Juliano
Senior Registered Associate
Phone:
(631) 755-1635(631) 755-1635
About Ralph Laporta
Securities Agent: AZ, NC, MO, GA, DE, CO, VT, SC, NY, MI, MA, IN, IL, OR, NV, AL, VA, NM, NJ, MD, ME, KY, OK, NH, VI, PA, TX, FL, CT, CA, TN; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1262195
NMLS#: 1262195
About Scott B McKenna
Securities Agent: VT, CA, TX, CT, NV, NH, MO, KS, DE, VI, SC, NC, GA, AL, VA, NY, KY, FL, OK, NM, IL, MI, ME, PA, MD, CO, AZ, IN, TN, OR, NJ, MA; General Securities Representative; Investment Advisor Representative
NMLS#: 1268287
NMLS#: 1268287
About Kevin McVey
Securities Agent: DE, OR, NY, KY, GA, AZ, MO, CT, NV, ME, MI, TX, MA, SC, NH, MD, CA, CO, VI, TN, PA, OK, NM, NJ, IL, FL, AR, AL, VT, NC, IN, VA; General Securities Representative; Investment Advisor Representative
NMLS#: 1326726
NMLS#: 1326726
About Anthony V Paolano Jr.
Securities Agent: MD, VA, PA, KY, OK, MI, FL, AZ, TX, NV, GA, AL, SC, MO, MA, DE, NC, CT, NJ, ME, CO, CA, NH, OR, VT, IN, VI, NY, IL, TN; General Securities Representative; Investment Advisor Representative
NMLS#: 1261975
NMLS#: 1261975
Contact Ralph Laporta
Contact Scott B McKenna
Contact Kevin McVey
Contact Anthony V Paolano Jr.
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact The Laporta McKenna McVey Paolano Team today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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 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
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 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)
