Welcome

The Mahoney Team has built our business by investing time to get to know our clients and by developing strategies to meet their specific needs. Since our clients have come to wealth in their own unique ways, we use customized investment strategies that seek to complement their unique situations and personal objectives. Our team further seeks to enhance this integral part of our clients’ lives by educating and informing them of their financial performance every step of the way. Our team shares a passion for investment excellence and client service, complementing Scott’s experience in designing wealth management strategies that enable clients to navigate both risk and opportunities with confidence. As a Portfolio Management Director, Scott actively manages money for successful families, business owners and corporate executives, and confers regularly with their professional advisors to make financial planning more coordinated and effective. We welcome the opportunity to tell you more about our diverse wealth management capabilities and services.
Capabilities
  • Wealth Management1
  • Professional Portfolio Management2
  • Alternative Investments3
  • Business Planning4
  • Business Succession Planning5
  • Retirement Planning6
  • Trust Accounts7
  • Asset Management8
  • Endowments and Foundations9
  • Estate Planning Strategies10
  • Financial Planning11
  • Fixed Income12
  • Lending Products
  • Life Insurance13
  • Municipal Bonds14
  • Structured Products15
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

About PWM

Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
  • Manage investments with an unwavering focus on your financial strategy and personal goals
  • Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
  • Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
  • Approximately 250 teams1  specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $330 billion in AUM2
  • Comprising 26% of the Barron’s Top 100 Financial Advisors list for 20173
  • Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December 31, 2017
2 Morgan Stanley Internal Compensable Revenue Report, December 31, 2017
3 Barron’s Top 100 Financial Advisors, April 2017

Approach

Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.

Location

1200 Mt Kemble Avenue
Fl 2
Morristown, NJ 07960
US
Direct:
(973) 425-8547(973) 425-8547

Meet The Mahoney Team

Photo of Kimberly Davis

Kimberly Davis

Group Director

About Me

With over 25 years of experience in the financial services industry, Scott Mahoney leads the team in designing and monitoring wealth management strategies that seek to empower clients to confidently navigate both risks and opportunities. As Portfolio Management Director, Scott actively manages discretionary portfolios for successful families, business owners and corporate executives, and confers regularly with their other professional advisors striving to make financial planning more coordinated and effective.
Scott entered the wealth management field in 1991 and has since built knowledge and experience in business succession planning, wealth management, investment consultation and philanthropy. His steadfast commitment to clients and superior performance record has earned him membership into Morgan Stanley’s prestigious Chairman’s Club in 2016. Scott has also served on Morgan Stanley’s Financial Advisor Advisory Council (FAAC) from 2009 to 2013, which he co-chaired for 3 years. Scott has been designated a Certified Private Wealth Advisor® by the Investment Management Consultants Association, and a Family Wealth Director by Morgan Stanley.
Scott graduated from Rutgers University, where he earned his Bachelor’s Degree in Business. He is a director for the Hudson Farm Foundation in Andover, New Jersey. Scott and his wife live in Mendham, New Jersey with their three daughters. In his free time Scott pursues outdoor activities including skiing, archery, and bike riding. He also enjoys watching his wife compete in equestrian events and his children participate in various sports.

NMLS# 1278574
Securities Agent: TX, NJ, CA, WY, WV, WI, WA, VT, VI, VA, UT, TN, SD, SC, RI, PR, PA, OR, OK, OH, NY, NV, NM, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, AZ, AR, AL, AK; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1278574

About Me

Michael has been involved in the financial services industry for over 15 years with a focus on exploring and analyzing global investment opportunities across various asset classes and industries. Through a rigorous process of exploring macroeconomic trends, industry dynamics, and company specific fundamentals Michael constructs investment portfolios that meet the return and risk profiles of clients.

Prior to joining Morgan Stanley as a Financial Advisor, Michael was a Co-Founder & Managing Member of Caip Partners LLC, a hedge fund which implemented an opportunistic investment approach globally. As a managing member at Caip Partners his responsibilities included overall asset allocation assessment, individual company analysis, and developing deep relationships with investment companies. Extensive travel to target and existing investments in Latin America, Asia, Europe, Middle East and Africa provided unique perspective and insight into global trends. Before co-founding Caip Partners LLC, Michael was a Managing Director focused on technology investments at Maverick Capital, a $10 billion Long/Short equity hedge fund. Prior to Maverick, Michael was a senior analyst at Pequot Capital focused on the semiconductor industry. Michael began his career at Morgan Stanley Asset Management as an analyst focused on the technology, energy, industrial, and financial sectors. Michael received his B.A. in Economics from Colgate University.

Michael and his wife, Michele, live in Tenafly, New Jersey with their two sons. They are involved in various capacities with Colgate University, Columbia University, and The Pingry School.

NMLS # 1279370
Securities Agent: NJ, WY, WV, WI, WA, VT, VI, VA, UT, TX, TN, SD, SC, RI, PR, PA, OR, OK, OH, NY, NV, NM, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 1279370

About Me

Securities Agent: NJ, WY, WV, WI, WA, VT, VI, VA, UT, TX, TN, SD, SC, RI, PR, PA, OR, OK, OH, NY, NV, NM, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 1274617

About Me

Timothy Starkey is the Financial Planning Specialist on the team. With almost 20 years of experience , he guides retirees, affluent families, business owners, and corporate executives to develop and maintain wealth management and transfer strategies. He leverages his deep knowledge and experiences to not only advise, but to educate clients about the wealth management process and how it relates to achieving what is important to them.
Tim has been with Morgan Stanley as a Financial Advisor since 2007. Prior to Morgan Stanley, Tim worked as a Financial Advisor at Merrill Lynch. He started his career at Merrill in 2000 as a Senior Financial Analyst with the Firm’s Retirement Group before moving onto their asset management division before becoming a Financial Advisor. Tim is a CERTIFIED FINANCIAL PLANNERTM (CFP®) practioner and earned the Chartered Financial Consultant (ChFC®) designation.
Tim graduated from Lehigh University with a Bachelor of Science in Business & Economics. Remaining active with the schools he attended, Tim is Reunion Co-Chair for his class at Lehigh University, is on the Alumni Leadership Council and Planned Giving Committee at the Peddie School, and served on the Board of Trustees of the Chapin School. Tim, his wife, and daughter reside in Chatham, NJ.

NMLS# 533935
Securities Agent: NJ, WY, WV, WI, WA, VT, VI, VA, UT, TX, TN, SD, SC, RI, PR, PA, OR, OK, OH, NY, NV, NM, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 533935

About Me

Drawing on over 20 years of diverse financial industry experience. Jeff is responsible for portfolio management, performance reporting, asset allocation analysis, and investment manager research. Jeff received a Bachelor of Science in Economics from the Wharton School of Business at the University of Pennsylvania and later received a Master of Science in Finance as well as an MBA from University of Colorado. Jeff has also earned the CFA? Charter Holder designation. He was named "Analyst of the Year" in 2008 while at predecessor firm, Smith Barney. Jeff lives in Colorado and enjoys spending time outdoors with his wife and German Shepherd dogs and is a lifelong Denver Broncos fan.

About Me

Dorothea is responsible for the operations management of the Greater New York team. Through a combination of marketing methods, client-management skills, and market and product knowledge, Dorothea partners with team members to address the specific needs and service issues of our clients. She meets regularly with team members to assure we are delivering world class customer service to our clients. A securities licensed representative, Dorothea has been in the financial services industry since 1982.

About Me

Drawing on over 10 years of service experience with the team and over 20 years in the financial services industry, Stephanie is responsible for all on-going client service and administration tasks. This includes account opening, wires, deliveries and team operations management. Stephanie graduated from Iona College with a B.A. in Business Administration.

About Me

Ellen helps execute in the extensive range of services to our clients, including the opening of accounts, wires, and team operations management. Ellen recently came to the team from Advent Capital Management where she serviced institutional clients. She graduated from Fairfield University and has a Masters from Columbia in Economic Development.

About Me

Kim is responsible for the overall management and administration of the Investment and Client Service teams in the New Jersey, Colorado and Los Angeles offices of The Mahoney Team at Morgan Stanley. Prior to joining the team, she was a Vice President at Goldman Sachs, responsible for the management of the Americas Control Room Compliance Teams. Kim also previously oversaw a complete policies and procedures overhaul in Anti-Money Laundering Compliance at Royal Bank of Scotland Securities. Kim earned a Bachelor’s degree from Cornell University and a Juris Doctorate from Saint John's University School of Law. She is an attorney admitted to practice in the State of New York and also holds the Series 7 and Series 66 licenses. When not in the office, Kim enjoys traveling and spending time with her husband, two young children and their Golden Retrievers.
Economic and Market Perspectives

On the Markets

Managing Significant Wealth

  • Investment Management
  • Wealth Transfer & Philanthropy
  • Cash Management & Lending
  • Family Governance & Wealth Education
  • Lifestyle Advisory
  • Business Services
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Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

3Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

7Morgan 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.

8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

9Morgan 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, charitable giving, philanthropic planning and other legal matters.

10Morgan 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.

11Morgan 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.

12Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

13Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

14Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.

15Structured Investments are complex and not suitable for all investors, and there is no assurance that a strategy of using structured product for wealth preservation, yield enhancement, and/or interest rate risk hedging will meet its objectives.

The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.

Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.

Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.

See the Financial Advisors Biographies for Registration and Licensing information.

Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .

Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.