Harry Lewkowitz
Managing Director, Financial Advisor
Phone:
(212) 230-3740(212) 230-3740
The Lewkowitz-Gersten Wealth Management Group at Morgan Stanley
Direct:
(212) 230-3740(212) 230-3740
Our Mission Statement
We empower our clients with personalized, strategic financial guidance to protect, grow, and preserve wealth across generations.
Our Story and Services
We believe wealth management is far more than investment advice – it’s about understanding your unique vision for the future and building a tailored strategy to help you achieve it. Too often, wealth management is mistaken for a one-size-fits-all approach or reduced to categorizing clients by their assets. Our philosophy is different: we place you, your goals, and your family’s priorities at the center of everything we do.
From the very beginning, our team takes the time to understand your values, aspirations, and concerns. We then design and oversee a customized plan that evolves with you – adapting to new opportunities and challenges along the way. Our disciplined approach focuses on growing and protecting your wealth while managing risk, so you can pursue your ambitions with clarity and confidence.
One of our greatest strengths is our continuity. Our team has worked together for more than 25 years, building long-standing relationships not only with one another, but with generations of clients. That shared history gives us a deep understanding of our clients’ needs and the ability to provide seamless, consistent service year after year.
For us, this work is personal. We measure our success by your success – and we’re committed to being your trusted partner through every chapter of your financial journey. When you achieve your goals, we’ve achieved ours.
From the very beginning, our team takes the time to understand your values, aspirations, and concerns. We then design and oversee a customized plan that evolves with you – adapting to new opportunities and challenges along the way. Our disciplined approach focuses on growing and protecting your wealth while managing risk, so you can pursue your ambitions with clarity and confidence.
One of our greatest strengths is our continuity. Our team has worked together for more than 25 years, building long-standing relationships not only with one another, but with generations of clients. That shared history gives us a deep understanding of our clients’ needs and the ability to provide seamless, consistent service year after year.
For us, this work is personal. We measure our success by your success – and we’re committed to being your trusted partner through every chapter of your financial journey. When you achieve your goals, we’ve achieved ours.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
WHO WE WORK WITH
We partner with a diverse group of clients who share one common goal – making confident, informed decisions about their financial future. Our experience spans working with:
- High-Net-Worth Families – Helping preserve, grow, and transfer wealth across generations while aligning strategies with family values and legacy goals.
- Guiding business owners through every stage, from launch to exit planning, with solutions that integrate personal and business finances.
- Offering strategies to maximize equity compensation, manage concentrated stock positions, and plan for career transitions.
- Designing income strategies that maintain financial security and support the lifestyle they've worked hard to achieve.
While these groups represent much of our client base, our reach is broad. We work with individuals, families, and institutions across industries and life stages, tailoring each plan to reflect unique priorities. No matter the circumstances, our role remains the same: to provide clarity, confidence, and a personalized path toward lasting success.
PLANNING THAT PUTS YOU FIRST
Our approach to wealth management begins with you – your goals, values, and vision for the future. We take a comprehensive view of your financial life – investments, cash flow, and everything in between – ensuring each element works seamlessly together. By combining advanced planning tools with a collaborative process, we create a personalized, practical strategy to guide you every step of the way.
LifeView – Intelligent Planning
LifeView is a dynamic suite of tools that helps us design customized, goal-based strategies aligned with your long-term vision. Working closely with you, we integrate every part of your financial life – from investments to cash management – into a cohesive plan built around what matters most.
Strategy – Intelligent Withdrawals
How and when you withdraw assets can make a big difference. We help you structure withdrawals with tax-aware strategies that work across your entire portfolio – aiming to reduce tax impact and enhance overall returns.
Cash Management and Lending Services
Cash is the lifeblood of both business and personal finances. Whether you need solutions for liquidity, accounts receivable, or other cash-flow strategies and offer tailored alternatives to meet your needs.
Retirement Planning
As retirement approaches, we'll work with you to identify the most effective ways to generate income, maintain security, and stay on track with your goals – before and after you retire.
MODERN WEALTH TOOLS
Our suite of secure, easy-to-use digital tools is designed to help you manage and simplify every aspect of your financial life. From protecting your information to streamlining document access, these technologies keep you connected and in control.
Online Security Center
Protecting your assets and personal information is one of your highest priorities. The Online Security Center offers resources, best practices, and proactive measures to help safeguard your accounts and protect yourself online.
eDelivery
Go paperless with eDelivery, giving you instant access to statements, confirmations, and other important documents online – securely and conveniently. Clients enrolled in Morgan Stanley Online can easily register for eDelivery.
Total Wealth View
See your complete financial picture in one place with Total Wealth View. By linking your accounts, you gain a more comprehensive perspective for informed wealth planning, secure data access, and seamless connectivity.
Digital Vault
Securely store, organize, and access your most important documents anytime, anywhere with Digital Vault. This encrypted, centralized library – available through Morgan Stanley Online and the Mobile App – keeps your essential files protected and within reach.
INSIGHTS TO GUIDE YOUR FINANCIAL DECISIONS
We believe that informed decisions are the foundation of financial success. Our investor resources are designed to make complex market and economic concepts clear, giving you the confidence to navigate your financial future. Explore these curated reports and tools for timely perspectives on today's evolving business and investment landscape.
GIC Weekly Report
Stay informed with the Global Investment Committee's weekly outlook, led by Lisa Shalett. This report covers market trends, asset class performance, and fixed income insights.
On The Markets Report
Gain in-depth analysis from Morgan Stanley thought leaders on topics such as global equities, fixed income, monetary policy, and more.
Thoughts on the Market Podcast
Hear market perspectives from Mike Wilson and other Morgan Stanley strategists as they share timely viewpoints on the forces shaping today's financial marketplace.
2025 Tax Tables
Understand how tax changes can influence your financial goals. Updated annually, these tables help you prepare for tax season with clear, accurate information for the year ahead.
Location
55 East 52nd Street, Floor 12
New York, NY 10055
US
Direct:
(212) 230-3740(212) 230-3740
Meet The Lewkowitz-Gersten Wealth Management Group
Jeffrey Gersten
Managing Director, Financial Advisor
Phone:
(212) 230-3741(212) 230-3741
Walter Mould
Vice President, Director of Investments
Phone:
(212) 230-3742(212) 230-3742
Kevin Greenan
Assistant Vice President, Wealth Management Associate
Phone:
(212) 230-3743(212) 230-3743
Lauren Nardone
Assistant Vice President, Wealth Management Associate
Phone:
(212) 230-3744(212) 230-3744
About Me
Harry brings over 30 years of financial services experiences to the Lewkowitz-Gersten Wealth Management Group. He began his career in futures trading in 1976. Since then, he has held many senior management positions and even established his own trading operation. In 1990, Harry made a seamless career change into financial consulting.
Harry Draws on this deep experience to guide clients in implementing strategies for retirement income planning, estate planning services and other wealth management needs. His tenure in the industry has given him witness to a variety of market and economic landscapes.
Harry Draws on this deep experience to guide clients in implementing strategies for retirement income planning, estate planning services and other wealth management needs. His tenure in the industry has given him witness to a variety of market and economic landscapes.
Securities Agent: DC, AL, OH, NY, TX, MD, IL, CO, WV, PA, NV, MN, KS, VI, NC, FL, DE, VA, MS, MI, ME, LA, KY, CT, NM, MA, WA, SC, NJ, NH, GA, CA; General Securities Representative; Investment Advisor Representative
About Me
Jeffrey brings over 20 years of financial services experience to the Lewkowitz-Gersten Wealth Management Group. Before joining Morgan Stanley, he began his career at Merrill Lynch Wealth Management in 1998 and has been a partner on the team since 2000. Jeff’s areas of focus include investment planning, asset management and complex wealth management strategies. His tenure in the industry has given him a vast experience of economic and market conditions. This experience is an asset he draws on to help clients formulate the appropriate custom strategies to navigate the constantly changing financial and investment planning landscape.
Securities Agent: CT, DC, NJ, NC, CA, WV, SC, KS, PA, IL, HI, NM, MD, LA, WA, NY, MI, ME, CO, TX, OH, AL, VI, VA, NH, MA, DE, MS, MN, KY, GA, NV, FL, RI; General Securities Representative; Investment Advisor Representative
Contact Harry Lewkowitz
Contact Jeffrey Gersten
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
A Simple Six-Step Retirement Checkup
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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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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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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
Ready to start a conversation? Contact The Lewkowitz-Gersten Wealth Management Group today.
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.
4Morgan 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.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
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.
4Morgan 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.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
CRC 4665150 (8/2025)
