Welcome

You’ve worked hard to achieve financial success. You deserve a wealth management plan that works hard for you. Whether you’re a young professional, growing a business, planning for retirement, or transferring wealth, we’ll help you plan and preserve what you’ve worked hard to achieve so you can reach your financial goals for the future.

Our team grew out of a husband and wife practice and continues to take a collaborative approach to wealth management. With over 85 years of combined experience, we help guide clients through a wide range of financial issues that require careful attention, sophisticated resources, and a keen understanding of market complexities. With our corporate and financial services backgrounds, we have extensive experience in financial planning and asset management.

As Senior and Certified Portfolio Managers, we are among a select group of Morgan Stanley advisors who take a hands-on approach to the markets by doing our own research, analysis, and portfolio construction. With more than three decades of experience in the industry, we’ve seen both bear and bull markets up close and personal. So when it comes to investing, we remain patient and totally focused on our client’s objectives of building and maintaining their financial resources.

If you’d like a second opinion about your investments or would like to chat about your financial future, please call us at (212)-230-3498.
Services Include
  • Professional Portfolio Management1
  • Financial Planning2
  • Estate Planning Strategies3
  • Lending Products
  • Municipal Bonds4
  • Trust Services5
  • Executive Benefit Services6
  • Philanthropic Services
  • Retirement Planning7
  • 401(k) Rollovers
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Working With You

With a collaborative, detail-oriented approach, we aim to design a wealth management plan that is truly tailored to your unique needs and aspirations. That’s why we start with a deep understanding of your objectives and personal preferences – your risk tolerance, liquidity needs, long-term goals, and tax and estate planning requirements.

Whether we are building your portfolio from scratch or updating an existing one, we get to know and appreciate both your investment style and how a mix of investments and certain appropriate liabilities are best suited to your objectives. We begin each day conducting our own research gathered from the best minds in areas and subjects that could impact our strategies and investment decisions. This insight not only sets us apart from other advisors, but allows us to provide you with the latest and most appropriate guidance.

We communicate and collaborate with you frequently – by telephone, email, and in person – to ensure that your financial strategy stays aligned with your evolving objectives. We also keep you up to date on market behavior through a quarterly newsletter. None of our material is “canned” and we haven’t missed a quarter in the last 25 years!

We also work with your attorneys and tax professionals as needed, that way our financial strategy is not only coordinated, but comprehensive

    Clients

    Our clients are successful, driven, and often very busy. They are corporate executives, young professionals, business owners, individuals, and families who need help managing and ultimately transferring their wealth.

    Most of our clients have been with us for many years. Many also refer their children to us. Why? Because they value our attentive, personalized approach and rely on our experience and insight to guide them through all of life’s financial challenges. We take pride in working with the 3rd and 4th generations of many families, preserving their shared values and lasting family legacy.

    While guidance around wealth is largely the same for both genders, women’s financial needs require a different financial strategy. We get this, in fact, as an organizer of Morgan Stanley’s “Her Way” summit for women, we help women engage, embrace, and become empowered to live their best financial lives. And with statistics showing that women now control approximately 51% of all private assets in the country*, it is concerning that studies show the vast majority of these assets are “under-invested.”** The time is now to help women take charge of their wealth.

    * Bank of Montreal Wealth Institute. “Financial Concerns of Women,” April 2, 2015.

    ** Age Wave. “Women and Financial Wellness: Beyond the Bottom Line,” May 2018.
      We believe in transparency and honesty .

      We believe in reading anything and everything about market behavior.

      We believe in analyzing foreign markets and global events, as they often have a big impact on US markets.

      We believe in being good listeners.

      We believe that your sons and daughters deserve a bright future and a financial roadmap to help get them there.

      We believe that prudent investments are born out of thorough research, sound judgment, and common sense.

      We believe in helping women take charge of their wealth so that they can secure a better life for themselves, their families, and their community.

        Location

        522 5th Avenue
        11th Floor
        New York, NY 10036
        US
        Direct:
        (212) 230-3498(212) 230-3498
        Toll Free:
        (800) 843-0211(800) 843-0211

        Meet The Marshall / Tepper Group

        About Me

        Jessica A. Marshall
        Senior Vice President
        Senior Portfolio Management Director
        Financial Advisor

         

        Jessica A. Marshall is a Senior Vice President, Senior Portfolio Management Director, Financial Advisor, and founding partner of the Marshall/Tepper Group at Morgan Stanley. With more than 30 years in the financial services industry, Jessica focuses on portfolio management and financial planning for corporate executives, young professionals, business owners, individuals, and families.

        Jessica earned her bachelor’s degree from Finch College and a master’s degree in business administration from Bernard Baruch College. She began managing client portfolios as a Financial Advisor at Bache Halsey Stuart Shields (a predecessor firm of Prudential Services) and joined Smith Barney (now Morgan Stanley) in 1994.

        As a Senior Portfolio Management Director, Jessica is among a select group of Morgan Stanley advisors who conduct their own research, analysis, and portfolio construction. With decades of experience designing investment portfolios, Jessica offers a patient, steady approach. She builds her investment portfolios from the ground up, starting with a keen understanding of her clients’ goals and aspirations.

        Passionate about helping women achieve their personal and financial goals, Jessica co-founded the “HER Way” initiative at Morgan Stanley, a series of community events dedicated to help empower women to live their best financial lives.

        Outside of the office, Jessica is a devoted dog lover and enjoys cooking. She was a gold-level ice skater and has continued her love for the arts as a Board Member of The Gibney Dance Company.
        Securities Agent: AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WI, WY; General Securities Representative
        NMLS#: 1282863

        About Me

        Jerrold P. Tepper, CPM
        Senior Vice President
        Senior Portfolio Management Director
        Certified Portfolio Manager
        Financial Advisor

         

        Jerrold P. Tepper is a Senior Vice President, Senior Portfolio Management Director, Certified Portfolio Manager, Financial Advisor, and founding partner of the Marshall/Tepper Group at Morgan Stanley. With more than 25 years of experience in the financial services industry, he focuses on portfolio management and financial planning for corporate executives, young professionals, business owners, individuals, and families.

        Jerry earned a bachelor’s degree from Rutgers University, master’s degrees from The New School For Social Research and Hunter College, and a Certified Portfolio Manager designation from Columbia University’s Center for Financial Engineering. He began managing client portfolios when he partnered with his wife, Jessica Marshall, at Prudential Securities. They joined Smith Barney (now Morgan Stanley) in 1994. Jerry is also a past President of the Portfolio Management Institute. 

        As a Senior Portfolio Management Director and a Certified Portfolio Manager, Jerry is among a select group of Morgan Stanley advisors who conduct their own research, analysis, and portfolio construction. He has extensive experience crafting customized investment plans, doesn’t believe in a “one size fits all” approach, and knows that building the right investment strategy starts with being a good listener. Committed to a high level of communication with clients, Jerry adjusts plans as needed to keep them aligned with his clients’ evolving vision for the future. He also writes a quarterly newsletter that updates clients on current market behavior.

        Outside of work, Jerry is a devoted dog lover and a car enthusiast. He also enjoys cooking and biking and boogie boarding at the beach in Long Beach, NY.
        Securities Agent: AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WI, WY; General Securities Representative
        NMLS#: 1279261

        About Me

        Kenneth J. Bracht Jr.
        Financial Advisor
        Portfolio Management Associate
        Financial Planning Specialist


        Kenneth J. Bracht Jr. is a Portfolio Management Associate, Financial Planning Specialist, Financial Advisor, and partner of the Marshall/Tepper Group at Morgan Stanley. With extensive experience in the financial services industry, he focuses on comprehensive financial planning for corporate executives, young professionals, business owners, individuals, and families.

        A graduate of SUNY Plattsburgh, Ken earned a Bachelor of Science degree in Marketing and Finance. He began his financial advising career at Smith Barney (now Morgan Stanley) in 1999. Prior to joining Morgan Stanley Ken was an analyst with Waterhouse Securities and a mortgage broker with Ameriquest Mortgage.

        With meticulous attention to detail, Ken builds customized wealth management plans that are carefully crafted to meet each client’s unique needs, objectives, and risk tolerance. Throughout this process, he maintains a high level of communication with clients to ensure that their financial plans stay aligned with their vision for the future.

        Outside of the office, Ken stays active playing soccer and golf
        Securities Agent: AZ, CA, CO, CT, DC, DE, FL, GA, IA, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WI, WY; Investment Advisor Representative; General Securities Representative
        NMLS#: 1261866

        About Me

        Bianca J. Schuman, CFP
        Registered Associate
        Certified Financial Planner

        As The Marshall/Tepper Group's Client Service Associate, Bianca is the first point of contact for any administrative, service or problem solving needs.

        An honor's graduate of The Boston University School of Management , Bianca earned a BS/BA in finance and accounting. She is a Certified Financial Planner, having achieved this designation in 2018.
        Upon graduation, Bianca was an Associate at Moody's Investors Service in their Public Finance Department.

        Before joining The Marshall/Tepper Group, Bianca was a Private Banking Advisory Associate  where she focused on meeting the lending needs of clients of Morgan Stanley's Wealth Management Division.

        For fun Bianca spends time with her husband Ben and son Spencer hiking, playing tennis and travelling. 
         

        Investment and Market Perspectives

        On the Markets

        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
        The Simple Six-Step Retirement Checkup

        The Simple Six-Step Retirement Checkup

        Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.
        Learn more about The Simple Six-Step Retirement Checkup

        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
        How to Prepare for Changes this Tax Season

        How to Prepare for Changes this Tax Season

        April 15th will be here before you know it. Here’s an overview of the latest tax changes and what the new law could mean for your situation.
        Learn more about How to Prepare for Changes this Tax Season

        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
        Financial Transition: A Guide for Women

        Financial Transition: A Guide for Women

        Here's how to take control of your finances if a death or divorce leaves you holding the reins.
        Learn more about Financial Transition: A Guide for Women

        Business Planning

        Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
        • Succession Planning
        • Business Planning
        • Retirement Plan Sponsors
        • Qualified Retirement Plans
        • Corporate Pension Funds
        6 Keys to Building a Startup

        6 Keys to Building a Startup

        Entrepreneurs share ideas and learnings from the experience of starting a company.
        Learn more about 6 Keys to Building a Startup

        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
        A New Roadmap for Mission Alignment

        A New Roadmap for Mission Alignment

        Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.
        Learn more about A New Roadmap for Mission Alignment

        Mosaic

        Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.

        More from Morgan Stanley

        Access Morgan Stanley Online

        Access Morgan Stanley Online

        Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
        Learn more about Access Morgan Stanley Online
        Reserved | Living & Giving

        Reserved | Living & Giving

        Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
        Learn more about Reserved | Living & Giving
        Sign Up for eDelivery

        Sign Up for eDelivery

        With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
        Learn more about Sign Up for eDelivery
        Your Financial World. On the Go.

        Your Financial World. On the Go.

        With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
        Learn more about Your Financial World. On the Go.
        Ready to start a conversation? Contact The Marshall / Tepper Group today.
        Market Information Delayed 20 Minutes
        1Morgan 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.

        2Morgan 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.

        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.

        4Income 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.

        5Morgan 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.

        6Tax laws are complex and subject to change. 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 and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

        7Morgan 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.

        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: http://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 suitable 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”) 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.


        CRC 2019752 10/2018