The Laviano Hathcock Group at Morgan Stanley

Frank Laviano is a highly experienced Executive Director, Financial Advisor, Global Sports & Entertainment Director, and Senior Portfolio Manager who works out of Morgan Stanley’s Paramus, NJ and West Palm, FL branch offices. He provides tailored financial plans to a broad spectrum of high net worth individuals and institutional investors.

Frank offers a wide range of high-quality services, including individual money management, insurance and estate planning strategies. He also has experience helping corporations establish and maintain retirement programs, such as 401(k) plans, and assisting employees and individuals with retirement plan investing.

Frank is among a select group of Financial Advisors at Morgan Stanley to earn the Corporate Retirement Director (CRD) title. To qualify for this designation, an individual must be identified by Morgan Stanley as a retirement-focused Financial Advisor; have a proven track record working with corporate and institutional clients; achieved stringent requirements with regard to the number and size of retirement plans serviced; and hold an external, retirement-focused designation with ongoing continuing education requirements.

Prior to entering financial services, Frank played in the minor leagues with the New York Yankees.

Frank was born in Bronx, New York. He played baseball for the prestigious Don Bosco Preparatory High School in Ramsey, NJ, and received a full baseball scholarship from George Mason University, where he earned a business management degree. Following graduation, he received a minor league contract to pitch for the Yankees.

After his third year with the Yankees, Frank embarked on his career as a financial advisor and built a successful practice—first at Prudential Securities and then at Wells Fargo, before joining Morgan Stanley as a Senior Vice President and Senior Portfolio Manager in 2010.

A deep commitment to maintain the highest standard of integrity has been the foundation of his professional growth.

While Frank tends to his clients’ finances, Alida Cabrera, his Client Service Associate for the past 12 years, handles all account service responsibilities. Alida has been a valuable addition to his practice. To help meet his clients’ varied financial needs, Frank also has highly valued business relationships with numerous other seasoned professionals, such as accountants, attorneys and bankers.

A devoted family man, Frank lives with his wife of nearly 30 years, Maria, and their daughter Victoria and son Vincent in Upper Saddle River, New Jersey. His hobbies include golfing and volunteerism.

Courtenay Hathcock is a Financial Advisor, Senior Portfolio Management Director at Morgan Stanley. With almost two decades of experience in financial services, he consults with clients about a broad array of important matters, such as retirement planning, trust services, philanthropy management and business planning. Courtenay develops and implements effective long-term strategies designed to both build wealth and facilitate the goals of his clients.

From endowments and foundations to individual professionals, he advises a diverse client base. They appreciate working with a seasoned, dedicated advisor who provides access to an industry-leading investment platform, comprehensive lending resources and a wide spectrum of subject matter experts.

Courtenay holds a Government Entity Specialist designation which allows him to service the needs of Government Entity clients. The US Government Entity business is a client segment that provides investment advisory and brokerage services to Government Entities in a complex regulatory environment.

Prior to joining Morgan Stanley, Courtenay worked for Wells Fargo Advisors and UBS Financial Services. He graduated from Drury University with a Bachelor of Arts degree in Business Administration. Courtenay furthered his financial education by obtaining a Certified Financial Planner (CFP^®) designation, which is awarded to those who meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests at all times.

Born and raised in Springfield, Missouri, Courtenay now lives in New Jersey with his wife, Karina, and their two children, Jacob and Luciana. He’s passionate about soccer having played the sport at a Division 1 level at college, and now serves as a volunteer soccer coach for the past six years. Courtenay also enjoys trail running and golf.

After earning his Bachelor of Science in Finance from The University of Connecticut, Rich Masley began his career at Bank of America as an Internal Auditor. In this role, Rich analyzed and improved business processes in Merrill Lynch’s Global Wealth & Investment Management division. Within a very short time, Rich had cultivated strong relationships with his business partners and was promoted to Assistant Vice President. After his promotion, Rich continued to enhance risk-mitigating processes, a valuable skill that he continues to leverage in his current role.

In 2020, Rich joined Morgan Stanley as a Financial Advisor. He earned the Certified Financial Planner (CFP^®) designation in 2022, which is awarded to those who meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests at all times.

Rich is thorough in his approach to financial planning with his clients. He dedicates valuable time to understand his clients’ current financial picture, life goals and risk tolerance. Each financial plan is tailored to the client and reflects their values. It is their financial road map, a realistic pathway to help each client achieve their goals. Rich is passionate about helping his clients recognize that, with his assistance, their financial goals are attainable and within reach.

Growing up, Rich always participated in sports and during college actively officiated high school basketball across Northeast Connecticut. His strong ethics and team mentality extend beyond the field and court to his work as a Financial Advisor.

In his spare time, Rich continues to be involved with many recreational sports, including baseball, basketball and golf.

Antoinette (Annie) Campbell is an Assistant Vice President and Wealth Management Associate with our team. Her principal focus is rendering ongoing premium client service and relationship support to our valued client base. It’s a role she enjoys and performs with the utmost pride and diligence.
Additionally, Annie serves as a valued team member, committed to providing solutions and coordinating key retirement planning reviews for new and existing clients.

With over 20 years in the industry, Annie supports clients with a wealth of knowledge and resources to help keep their financial lives organized and as seamless as possible. She holds her FINRA Series 7, 63, 65 registrations and Life, Health, and Annuity insurance licenses.

A former New Yorker, she now resides in New Jersey with her husband and their two sons. She’s an avid tennis fan, and enjoys playing tennis and taking family vacations.

Richard Ludwicki is a Senior Registered Client Service Associate. He started his career on Wall Street in 2001, and has attained his Series 7, Series 63, Series 65 and Series 24 licenses.

Being a financial services professional for more than two decades has afforded him extensive experience in management with a focus on operations, as well as a deep knowledge about trading and providing exceptional client service.

Alida Cabrera began her career in financial services in 2008 at Wells Fargo and has been with Morgan Stanley since 2010. Alida leads The Laviano Group at Morgan Stanley’s administrative efforts with over 15 years of experience in financial services. She ensures clients of The Laviano Group at Morgan Stanley receive the highest level of customer service. Alida provides a vast knowledge of Morgan Stanley’s resources including Morgan Stanley Online and Morgan Stanley Mobile App. She is fluent in Spanish and is presently working towards her Series 7 and 66 licensing. Alida is passionate about welcoming new clients to The Laviano Group and ensuring they feel assured throughout the onboarding process.

Currently, Alida lives in Garnerville, New York with her husband, Tom, and daughters, Julianna and Gabriella where they enjoy spending time playing soccer as a family.