Robert Cohen
Senior Vice President, Wealth Management, Wealth Advisor, Senior Portfolio Manager
Phone:
(631) 755-1605(631) 755-1605
The Melville Group at Morgan Stanley
Direct:
(631) 755-8905(631) 755-8905
Toll-Free:
(866) 394-7602(866) 394-7602
Our Mission Statement
Excellence in generational wealth planning for your family's unique goals
About Us
The Melville Group strives to help our clients define and meet their goals by combining an array of resources to custom fit each client’s specific needs. Our philosophy is based off the fact that the services we will provide always differ on a case by case basis. Coupling our team’s process, with the capabilities of Morgan Stanley’s world-class platform gives clients access to some of the most powerful solutions in the areas of financial planning, estate and insurance planning, corporate retirement planning, business succession planning, and alternative investing.
Services Include
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
From Mike Wilson's Thoughts On The Markets Podcast to the latest trends in tech, you can find it all here.
Want to learn more about the digital wealth tools that Morgan Stanley offers to its clients? Visit the links below the description of each tools for more information.
Morgan Stanley Online
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley Mobile App.
Learn More About MSOTotal Wealth View
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.
Learn More and Enroll in Total Wealth ViewOnline Security
At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
Our Security ResourcesGoals Planning System (GPS)
Our Goals Planning System is built on Morgan Stanley's intellectual capital and capabilities, to provide you with comprehensive investing and planning solutions for your individual goals. Contact us to begin your plan today.
Learn More about GPSeServices
Send/receive wire transfers, review your monthly statements and safely store your important documents with our suite of eServices. With eDelivery, eAuthorization, eSign and our Digital Vault you can avoid the hassle of paper and monitor your accounts from your MSO account and the MSO mobile app.
eServices
In today's day and age, online security is of the utmost importance. Morgan Stanley proactively defends our systems and monitors our digital landscapes to ensure that issues, whether anticipated or occurring, are dealt with in the proper manner.
Curious as to what is included in our security process? Security includes the following: Strong encryption protocols designed to protect your data, continuous monitoring to detect and prevent fraudulent activity, routine testing of our systems identify potential vulnerabilities, and independent reviews by outside security firms to penetration test our applications and evaluate our processes.
For more about cybersecurity and protecting your digital presence, below find some helpful resources.
Curious as to what is included in our security process? Security includes the following: Strong encryption protocols designed to protect your data, continuous monitoring to detect and prevent fraudulent activity, routine testing of our systems identify potential vulnerabilities, and independent reviews by outside security firms to penetration test our applications and evaluate our processes.
For more about cybersecurity and protecting your digital presence, below find some helpful resources.
Forbes Best-In-State Wealth Management Teams
Source: Forbes. Awarded Jan 2025. Data compiled by SHOOK Research for the period 3/31/23–3/31/24. Awards Disclosures
Location
58 South Service Rd
Ste 400
Melville, NY 11747
US
Direct:
(631) 755-8905(631) 755-8905
Toll-Free:
(866) 394-7602(866) 394-7602
Meet The Melville Group
Phone:
(631) 755-1676(631) 755-1676
Neil Mascioli
Vice President, Financial Advisor, Lending Specialist
Phone:
(631) 755-1677(631) 755-1677
Phone:
(631) 755-8894(631) 755-8894
Phone:
(631) 755-8906(631) 755-8906
First Vice President, Wealth Management, Financial Advisor, Insurance Planning Director
Phone:
(631) 755-8907(631) 755-8907
Lori Simon
Portfolio Associate
Phone:
(631) 755-1678(631) 755-1678
Jacqueline Motta
Portfolio Associate
Karen Kenny
Registered Client Service Associate
Loretta Morano
Registered Client Service Associate
About Robert Cohen
•2008 - Present: Morgan Stanley
•1993 - 2008: Citigroup Smith Barney
•State Univerisity of Cortland
•Series 8, Series 7, Series 63, life & health insurance
•NMLS certified
•The Sephardic Home (Held titles of Chairman of the Finance Committee, President, Chairman of the board, & Man of the Year honor)
•Business Information Network of LI (Former 3x President)
•Suffolk YMCA (Former board member)
•Tam O’Shanter Club (Former board member)
•Master’s club
•1993 - 2008: Citigroup Smith Barney
•State Univerisity of Cortland
•Series 8, Series 7, Series 63, life & health insurance
•NMLS certified
•The Sephardic Home (Held titles of Chairman of the Finance Committee, President, Chairman of the board, & Man of the Year honor)
•Business Information Network of LI (Former 3x President)
•Suffolk YMCA (Former board member)
•Tam O’Shanter Club (Former board member)
•Master’s club
Securities Agent: OR, AR, WI, SC, PR, NJ, MD, GA, CA, VA, OH, NV, NC, MI, OK, RI, MT, MN, ME, IA, AZ, DE, NY, NM, LA, IN, CO, PA, FL, DC, WA, TX, MA, IL, CT, VT, NH; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 1395634
NMLS#: 1395634
About Marc Lepselter
•2006 - Present: Morgan Stanley
•1998 - 2006: UBS
•1997 - 1998: Prudential
•B.S. Finance University of Maryland
•Series 7, Series 63, Series 65, life & health insurance
•NMLS certified
•Master’s club
•1998 - 2006: UBS
•1997 - 1998: Prudential
•B.S. Finance University of Maryland
•Series 7, Series 63, Series 65, life & health insurance
•NMLS certified
•Master’s club
Securities Agent: MN, MI, DE, CA, PR, NC, MD, CT, PA, DC, WI, TX, OK, GA, FL, CO, MT, TN, RI, NY, NV, HI, OH, NM, MA, IN, WA, OR, ME, VA, IA, AR, VT, NJ, LA, KY, IL, AZ, SC, NH; General Securities Representative; Investment Advisor Representative
NMLS#: 1297710
NMLS#: 1297710
About Neil Mascioli
•2009 - Present: Morgan Stanley
•B.S. Finance University of Maryland
•Series 7, Series 66, life & health insurance
•NMLS certified
•Member of Business Information Network of LI
•Board Member of Business Information Network of LI
•B.S. Finance University of Maryland
•Series 7, Series 66, life & health insurance
•NMLS certified
•Member of Business Information Network of LI
•Board Member of Business Information Network of LI
Securities Agent: MN, KY, TN, PR, IL, DE, CT, TX, OK, IN, NV, MI, AR, OH, NM, ME, FL, CO, WI, NJ, IA, GA, SC, PA, OR, NY, NH, NC, LA, HI, DC, CA, MT, VT, VA, RI, MD, AZ, WA, MA; General Securities Representative; Investment Advisor Representative
NMLS#: 1299724
NMLS#: 1299724
About Salvatore Alesia
Securities Agent: GA, FL, NH, AZ, RI, MI, CO, VT, TN, SC, OR, NM, NJ, MN, IL, MT, OH, PR, PA, OK, CT, AR, WI, TX, NV, NC, IN, HI, DC, ME, KY, DE, WA, VA, MA, LA, CA, NY, MD, IA; General Securities Representative; Investment Advisor Representative
NMLS#: 821966
NMLS#: 821966
About Jay Dienes
Securities Agent: CA, AZ, MT, HI, NH, LA, PA, NV, IA, KY, OR, NC, MN, MA, CT, VT, TX, TN, OK, ME, WA, VA, SC, NY, DC, AR, PR, NJ, MI, MD, IN, WI, FL, DE, RI, OH, NM, IL, GA, CO; General Securities Representative; Investment Advisor Representative
NMLS#: 1395598
NMLS#: 1395598
About John J Donnell
Securities Agent: SC, NJ, MD, CO, NH, GA, CT, VT, FL, WI, TX, OR, IL, WA, PR, NY, ME, LA, KY, IA, HI, DC, AR, OH, NM, PA, MT, MA, CA, VA, NV, MI, IN, NC, MN, DE, AZ, OK, RI, TN; General Securities Representative; Investment Advisor Representative
NMLS#: 579350
CA Insurance License #: 0G47231
NMLS#: 579350
CA Insurance License #: 0G47231
About Lori Simon
Client Service Associate Complex Coach
Series 7, Series 63
Series 7, Series 63
Contact Robert Cohen
Contact Marc Lepselter
Contact Neil Mascioli
Contact Salvatore Alesia
Contact Jay Dienes
Contact John J Donnell
Wealth Management
From Our Team
Why Having a Goal Is Key to Investing
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
Tax-Smart Ways to Sell Securities
How investors can tap their portfolios in tax-savvy ways.
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
Article Image
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
Article Image
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 Melville Group today.
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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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
3Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
4Morgan 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.
5Morgan 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.
6Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate 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.
7Municipal bonds may not be appropriate for all investors. Income 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
8When 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.
9Alternative 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 appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
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 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
3Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
4Morgan 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.
5Morgan 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.
6Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate 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.
7Municipal bonds may not be appropriate for all investors. Income 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
8When 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.
9Alternative 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 appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
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)
