The Luxor Group at Morgan Stanley

Yamen is a Certified Financial PlannerTM (CFP^®), the recognized standard of excellence for personal financial planning. He is also a First Vice President, Portfolio Manager, Financial Advisor and co-founder of The Luxor Group at Morgan Stanley, a highly-skilled advisory team located in Sarasota, FL.

With more than a decade of investment and banking experience, Yamen combines his analytical skills with an educational approach to guide clients toward the achievement of their specific financial goals. He is committed to delivering exceptional service as he counsels his clients in the areas of retirement planning, investment management, estate planning and lending solutions.

Born in Egypt, Yamen moved to America in 2006 for the opportunity to achieve the American dream. He began his journey in North Carolina and then moved to New York, where he started his career with JPMorgan Chase. Yamen then relocated with this firm to Florida and began his career in wealth management. Yamen quickly rose to one of the highest individual investment advisors in the state of Florida for JPMorgan Chase. It was during this time that he met fellow advisors and future partners, Christopher Guido and Eric Abbott. In 2019, he made the decision to form The Luxor Group and move his practice to Morgan Stanley.

Throughout his career, Yamen has remained committed to advanced learning for himself and his clients. In 2014, he completed the rigorous coursework needed to attain his Certified Financial PlannerTM (CFP^®) designation from the CFP^® Board of Standards. More recently, he earned an Executive MBA from the University of South Florida in May 2020, expanding his knowledge of optimum business practices. These credentials provide Yamen with special knowledge and skills in the areas of retirement and estate planning, wealth preservation and risk management, as well as business proficiency. They also demonstrate his dedication to a world-class client experience.

Yamen enjoys working with like-minded clients who value and appreciate the level of skill and service he and his colleagues deliver. His goals-based process begins with asking the right questions and actively listening. He enjoys learning about client’s past: what’s important to them and where they are headed. This information then serves as the foundation for the development of a comprehensive plan and investment portfolio that reflects each client’s goals for the future. Yamen receives great satisfaction knowing he is making a significant impact on the quality of his clients’ lives and strives to become one of the most important relationships to them and their families.

Yamen believes balance is vital to a happy life. Outside of the office, he enjoys outdoor activities, including golf, tennis, riding his bicycle and taking long walks with Axel, his labradoodle.

Chris is a Vice President, Portfolio Manager, Insurance Planning Director, Financial Advisor and co-founder of The Luxor Group at Morgan Stanley. For more than 15 years, he has enjoyed working with successful professionals, business leaders and their families, providing personalized advice through a disciplined wealth management process. Chris’s analytical background enables him to help clients understand and solve their financial challenges. He uses a pragmatic approach that combines his passion for helping others with his in-depth market analysis to guide clients in building a financial plan and investment portfolio tailored to their specific needs and goals.

Chris grew up in a household dedicated to helping high net worth families achieve their financial goals. His father, a successful advisor for four decades, inspired Chris to pursue a career that combines his fascination for the markets with his inherent desire to help others. He began his career as a Financial Advisor at Fidelity Investments in Boca Raton in 2005. Three years later, he moved to the Sarasota area for the opportunity to continue his work with Fidelity, where he became the primary advisor for over 500 private wealth clients. It was during this time that Chris met his future partner, Eric Abbott. In 2015, Chris joined Eric at J.P. Morgan Chase and later met their third partner, Yamen Elsaid. Together, the three moved to Morgan Stanley in 2019 and formed The Luxor Group. Today, Chris enjoys carrying on his father’s legacy, guiding clients in the achievement of their financial goals.

With Chris’s extensive investment experience, he has developed a strong understanding of economics and is well versed in the equity and fixed income markets. Over the years, he has cultivated specialized skills in alternative investments, retirement planning, insurance services and estate protection strategies. Combining his goals-based process with Morgan Stanley’s world-class resources, he works diligently to provide clients with confidence about their finances, so they may enjoy the wealth they’ve worked so hard to attain.

A strong believer in giving back, Chris has been actively involved in community service his entire career. His wife, Stefanie, is the co-founder of Sugar Volunteers, a local nonprofit organization that creates volunteer opportunities for kids of all ages to give back to their community. Over the past few years, Sugar Volunteers has developed relationships with over 60 local nonprofits.

Originally from Bergen County, NJ, Chris has been a longtime Floridian since the age of 10. He and Stefanie now call Lakewood Ranch their home, where they live with their two daughters, Stella and Carly. Chris’s life centers on a love for his family. Favorite leisure activities include golfing and coaching his daughters’ softball teams.

Eric is a Vice President, Portfolio Manager, Financial Advisor and co-founder of The Luxor Group at Morgan Stanley. Since 2001, he has been working with highly successful individuals, families and business owners, providing personalized advice through a disciplined wealth management approach. Eric’s extensive experience in the financial industry coupled with his ability to decipher complex financial matters enables him to help clients understand the intricate details of their wealth, while guiding them towards the achievement of their personal definition of financial success.

Upon graduating from the University of Florida with a B.A. degree in Business Administration, Eric began his career at Morgan Stanley before pursuing a new vocation as a Private Banker. It was during this experience that Eric discovered his true desire was to have a more meaningful impact on the quality of people’s financial lives. He became a Financial Advisor for the opportunity to help others achieve their long-term goals through smart financial planning, investment management and tax-advantaged strategies. After working at such firms as Fidelity and J.P. Morgan Chase, he returned to Morgan Stanley in 2019, establishing The Luxor Group with his two business partners, Yamen Eslaid and Christopher Guido. They have been valuable members of the firm ever since.

Eric draws upon his vast experience to provide clients with customized portfolios and tailored advice. He enjoys solving problems for clients and sharing insights from others who have experienced the same challenges. Above all, he excels at simplifying the complexities of investing, effectively explaining his strategies with simple and easy-to-understand language.

Eric’s desire to help others is equaled only by his dedication to his community and his family. Over the years, he has been active with many organizations and has been on the Board of many organizations, including Easter Seals of Southwest Florida, YMCA of Sarasota, In Stride Therapy of Nokomis. Eric is also a former member of the Kiwanis of South Sarasota.

Originally from Louisville, KY, Eric now lives in Sarasota with his wife, Meg, and their two sons, Brennan and Connor. Outside of the office, he enjoys playing tennis both recreationally and competitively. An avid runner, Eric also likes to coach and assist with his son’s various sports activities.

Nic is an experienced Financial Advisor at The Luxor Group at Morgan Stanley. Whether he’s helping a couple plan for retirement or advising a local business owner on how to save more efficiently for the future, Nic is dedicated to helping clients meet their needs and achieve their goals. He believes successful people all share a common bond: They encounter important life events that require timely guidance to help them make the right financial decisions for themselves, their careers, and their families. Nic is there to help them each step of the way.

Growing up in Fort Wayne, IN, Nic always had interests in the financial markets. He also had sights on earning a doctorate in Psychology and becoming a counselor. While earning his degree at Purdue University, Nic had the opportunity to intern at Lincoln Financial Group. It was here where he discovered his true passion for problem solving and long-term planning. He enjoyed the intricate details of analysis to develop strategies to achieve optimum results, while minimizing risk. This experience led Nic to shift his focus to a profession that would pair his love of the markets with his desire to help others.

After graduation, Nic joined Lincoln Financial full-time and worked there two years before joining J.P. Morgan Chase in 2010 as a Private Client Financial Advisor. While there, he soon met Chris Guido, Eric Abbott, and Yamen Elsaid. Working together in the same office, Nic’s respect for the way his colleagues took care of their clients continued to grow. In 2021, he proudly joined The Luxor Group at Morgan Stanley. It gives Nic great satisfaction knowing he is working on a team that shares his passion for helping families navigate the ups and downs of today’s financial markets, while enhancing the quality of their lives now and in the future.

Today, Nic now calls Sarasota his home, where he lives with his wife, Britney, and their son, Oliver. He is a strong believer in giving back to his community and volunteers at All Faiths Community Food Bank, where he provides food and personal items to those who need a helping hand. He also works with Junior Achievement, teaching kids about the fundamentals of business and government, how they can contribute to society and how money works. Outside of the office, Nic has many interests. He enjoys golf, cooking and spending time with family and friends.

Joe is a Vice President, Alternative Investments Director, Workplace Advisor with a specialization in Equity Compensation, and Financial Advisor with The Luxor Group. He has dedicated his career to serving the specialized needs of successful professionals, business leaders, and families living in the greater Sarasota area and around the country. He enjoys educating clients on how to make more informed and confident decisions about their wealth. His areas of strength include financial planning, investment management, banking and lending strategies, and leveraging the firm’s wide array of technology tools. For Joe, professional success is measured in terms of his client’s well-being and overall goal achievement.

Originally from the Bronx, NY, Joe has lived most of his life in Florida. He knew he wanted to pursue a career in financial services at the age of 15, when he became a key member of the Future Business Leaders of America locally, and led his chapter to win their first state FBLA competition. After this achievement, a deep focus on accounting, finance, and market research ensued, and ultimately a career that offered the opportunity to help families achieve financial freedom.

In 2012, Joe joined Fifth Third Bank as a Personal Banker and two years later was recruited to JP Morgan Chase. Over the next six years, he became known as one of the top performing bankers and trusted leader in his region. Continuing on his path, he took on more and more responsibility, expanding his knowledge and skills and earning such titles as Licensed Private Client Banker, Vice President - Financial Advisor, and Vice President - Private Client Advisor. In 2020, he made the decision to join Morgan Stanley to provide his clients with a broader set of global resources and wealth management tools. Having known his current partners Christopher Guido, Yamin Elsaid, Eric Abbott, and Nicolas Mettert from his work at JP Morgan Chase, it was an easy decision to join their team. Today, Joe and his colleagues run their practice like a Fortune 500 company with each team member having a clear and defined role. This, they believe, is critical for long-term success for both their clients and their business.

In 2024, Joe was named to Morgan Stanley's prestigious Pacesetter's Club, a group composed of the Firm’s most elite Financial Advisors. The Pacesetter’s Club is a global recognition program for financial advisors who demonstrate the highest professional standards and first class client service.

Joe draws upon his vast experience to provide clients with customized portfolios and tailored advice. He enjoys solving problems for clients and sharing insights from others who have experienced the same challenges. Above all, he excels at simplifying the complexities of investing, effectively explaining his strategies with simple and easy-to-understand language.

A current resident of Lakewood Ranch, Joe is a member of the investment committee of the Suncoast United Way organization. Their mission is to provide pathways to education and financial stability that create better opportunities for everyone in the community. He also loves spending times with his two daughters, Kyrsten and Kennedy, whether they're practicing softball, doing an extra-curricular activity at school, or having fun at one of Florida’s many theme parks. Joe also likes to focus on personal fitness and has taken up the game of golf so he can spend more time with clients outside of the office.

Michele is a Senior Registered Client Service Associate with The Luxor Group at Morgan Stanley. She assists clients with their operational and administrative needs, and her main focus is to provide a high touch, personalized experience across the board. Being fully licensed, Michele offers a wide range of additional support including trading assistance should clients be unable to reach a member of the team.

Michele has been in the financial services industry since 1998. She joined Morgan Stanley in December 2022. Prior to coming to Morgan Stanley, she was a Senior Registered Client Associate at Wells Fargo Advisors in Sarasota, Florida. She is a native of Delaware that has resided in Florida for 28 years. She has a 17-year-old son and 2 dogs. Outside of the office, Michele enjoys working in her yard, walking her dogs and spending time with her family.