Phone:
(973) 993-5210(973) 993-5210
The Lee Group at Morgan Stanley
Direct:
(973) 267-4545(973) 267-4545
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
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.*
Advice Matters
Not all advice is the same. My team's advice is backed by advanced technology, exceptional insight and institutional scale that can't be found just anywhere.
We offer wealth planning informed by sound advice, developing comprehensive solutions to help you meet your goals. We take the time to develop a deep understanding of your complete financial picture, using your unique objectives to construct an investment strategy that is appropriate and all-encompassing. We will be sure to communicate with you regularly throughout our relationship and make adjustments as your life and the financial markets change.
We offer wealth planning informed by sound advice, developing comprehensive solutions to help you meet your goals. We take the time to develop a deep understanding of your complete financial picture, using your unique objectives to construct an investment strategy that is appropriate and all-encompassing. We will be sure to communicate with you regularly throughout our relationship and make adjustments as your life and the financial markets change.
Client Benefits
- Comprehensive Wealth Plan
- Industry Leading Analytics
- Personalized Financial Planning
- World Class Institutional Support
Here at Morgan Stanley, we look to break down business silos to identify opportunities and drive efficiencies across all functions and platforms that support institutional businesses. We also strive to deliver a better Institutional client experience and increase product penetration within client companies to secure new business relationships. Our goal is to develop new client relationships and capture new retail assets.
Total Wealth View
The ability to view all of your assets together provides the opportunity to advise on your Morgan Stanley accounts with your entire financial picture in mind.
We've launched a new tool that allows you to link information from your accounts at other financial institutions directly to your Morgan Stanley Online or Morgan Stanley Mobile App profile.
Total Wealth ViewWe've launched a new tool that allows you to link information from your accounts at other financial institutions directly to your Morgan Stanley Online or Morgan Stanley Mobile App profile.
Cybersecurity
Safeguarding our clients’ assets and personal information is our highest priority. To ensure that safety, we make significant investments in cyber defense especially around our online capabilities.
Clients engaging with our digital offerings available on Morgan Stanley Online helps reduce their risk of fraud. Through our enhanced security features, we are able to detect and prevent potential fraud more effectively when clients have a digital connection with us.
Cybersecurity VideoClients engaging with our digital offerings available on Morgan Stanley Online helps reduce their risk of fraud. Through our enhanced security features, we are able to detect and prevent potential fraud more effectively when clients have a digital connection with us.
Goals Planning System
GPS helps clients define what they want out of life, and then creates a financial framework to bring these goals to life.
A holistic Goals Planning System approach to Wealth Management can help tailor an investment framework that considers key aspects of a client's life, such as retirement age, healthcare costs, home buying, cash management, legacy needs, and potential withdrawal strategies.
Using goals as a benchmark, the investment strategy is continuously evaluated to ensure clients are on track. As circumstances and goals change, Financial Advisors can help adjust priorities and introduce additional solutions.
Once goals are assessed, various investment proposals are considered to help clients get on track in accordance with their risk tolerance.
Goals Planning SystemA holistic Goals Planning System approach to Wealth Management can help tailor an investment framework that considers key aspects of a client's life, such as retirement age, healthcare costs, home buying, cash management, legacy needs, and potential withdrawal strategies.
Using goals as a benchmark, the investment strategy is continuously evaluated to ensure clients are on track. As circumstances and goals change, Financial Advisors can help adjust priorities and introduce additional solutions.
Once goals are assessed, various investment proposals are considered to help clients get on track in accordance with their risk tolerance.
Portfolio Risk Platform (Aladdin)
Our new Portfolio Risk Platform, powered by Aladdin, empowers clients with better analysis of specific risk drivers, risk models based on simulated markets and more.
This institutional portfolio risk monitoring tool allows you to monitor risks at the account and portfolio level, as well as across your entire book of business.
Portfolio Risk Platform VideoThis institutional portfolio risk monitoring tool allows you to monitor risks at the account and portfolio level, as well as across your entire book of business.
Digital technology is centered on how people communicate, consume, transact and travel. Our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Here are a few of the technologies we have to offer our clients.
Morgan Stanley Online
Morgan Stanley Online (MSO) has a variety of features beyond viewing your account balance and activity that you should take advantage of. They include:
- eAuthorizations, an enhanced way to authorize transactions with one click on Morgan Stanley Online and the Morgan Stanley Mobile App.
- eDelivery, which reduces paper documents sent by mail and can protect your personal information from getting into the hands of identity thieves.
- Linking your accounts outside of Morgan Stanley, which can help you see your larger financial picture and allow us to have more informed wealth planning discussions.
- Managing your everyday finances such as paying bills online, sending money or transferring funds.
MSO Log-In- eAuthorizations, an enhanced way to authorize transactions with one click on Morgan Stanley Online and the Morgan Stanley Mobile App.
- eDelivery, which reduces paper documents sent by mail and can protect your personal information from getting into the hands of identity thieves.
- Linking your accounts outside of Morgan Stanley, which can help you see your larger financial picture and allow us to have more informed wealth planning discussions.
- Managing your everyday finances such as paying bills online, sending money or transferring funds.
Digital Vault
Keeping important documents and financial records organized and readily available is one of the best gifts you can give those you love. In the event of catastrophe or serious illness, disability or death, your Family Records Organizer can immediately provide vital, timely information to both your family and professional advisors.
The Digital Vault on Morgan Stanley Online and the Mobile App allows you and your clients to build a central, shared document library where all documents are stored using encryption.
Digital Vault VideoThe Digital Vault on Morgan Stanley Online and the Mobile App allows you and your clients to build a central, shared document library where all documents are stored using encryption.
eSign
eSign is a digital, paperless alternative to the traditional means of obtaining signatures from clients on paperwork.
There is no registration process for you to begin using eSign — all you need is a valid email address and phone number.
The eSign Portal allows branch personnel to create and send forms to clients for their electronic signature, track the status of packages that have been sent, and take action on forms that clients have signed electronically and returned.
eSign VideoThere is no registration process for you to begin using eSign — all you need is a valid email address and phone number.
The eSign Portal allows branch personnel to create and send forms to clients for their electronic signature, track the status of packages that have been sent, and take action on forms that clients have signed electronically and returned.
eAuthorization
eAuthorization allows clients to electronically authorize domestic and international, one-time/recurring transactions through Morgan Stanley Online and the Morgan Stanley Mobile App.
- Fast: Clients can quickly authorize any transaction with one click.
- Convenient: Clients manage their authorizations from anywhere using Morgan Stanley Online or Morgan Stanley Mobile.
- Secure: By using a secure login, eAuthorizations are safely made through online and the mobile application.
- Simple: The branch receives the client’s request, inputs the transaction, the client approves the request, and the transaction is executed.
eAuthorization- Fast: Clients can quickly authorize any transaction with one click.
- Convenient: Clients manage their authorizations from anywhere using Morgan Stanley Online or Morgan Stanley Mobile.
- Secure: By using a secure login, eAuthorizations are safely made through online and the mobile application.
- Simple: The branch receives the client’s request, inputs the transaction, the client approves the request, and the transaction is executed.
eDelivery
eDelivery provides you with the ability to view statements and other Firm documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online may enroll in eDelivery.
Currently, documents available through eDelivery include statements, trade confirmations and prospectuses, general correspondence, selected Internal Revenue Service (IRS) approved tax documents,
eDeliveryCurrently, documents available through eDelivery include statements, trade confirmations and prospectuses, general correspondence, selected Internal Revenue Service (IRS) approved tax documents,
Data Security
Our highest priority is keeping your information protected. Morgan Stanley dedicates significant resources to protecting your assets and personal information.
-Strong encryption protocols designed to protect your data.
- Continuous monitoring to help detect and
Data Security-Strong encryption protocols designed to protect your data.
- Continuous monitoring to help detect and
Location
340 Mount Kemble Avenue
Morristown, NJ 07960
US
Direct:
(973) 267-4545(973) 267-4545
Fax:
(973) 993-5276(973) 993-5276
Meet The Lee Group
Phone:
(973) 993-4490(973) 993-4490
Lily Domanski
Phone:
(973) 993-5249(973) 993-5249
About Perry Lee
Securities Agent: FL, NV, CO, PA, OR, NY, DE, TX, PR, MA, LA, GA, WY, VA, NH, MD, DC, WA, OK, MI, CT, IL, AZ, NM, NC, CA, UT, NJ, ME, VT, SC; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1282876
NMLS#: 1282876
About Jason Brelinsky
Securities Agent: CO, NJ, WY, PR, NH, NC, MD, TX, CA, NY, NV, NM, FL, DE, OR, LA, OK, ME, GA, WA, SC, IL, AZ, VT, VA, UT, MI, MA, CT, PA; General Securities Representative; Investment Advisor Representative
NMLS#: 1274532
NMLS#: 1274532
Contact Perry Lee
Contact Jason Brelinsky
Wealth Management
Global Investment Office
Portfolio Insights
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
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
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
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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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
Article Image
Ready to start a conversation? Contact The Lee Group today.
1When 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3When 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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3When 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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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)