About Us

As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Services Include
  • Wealth Management1
  • 401(k) Rollovers
  • 529 Plans2
  • Annuities3
  • Asset Management4
  • Endowments and Foundations5
  • Estate Planning Strategies6
  • Financial Planning7
  • Fixed Income8
  • Philanthropic Services
  • Professional Portfolio Management9
  • Qualified Retirement Plans10
  • Sustainable Investing11
  • Trust Accounts12
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*
Working Mother Magazine: "Top 200 Wealth Advisor Moms"

Location

1290 Ave Of Americas
13th Fl
New York, NY 10104
US
Direct:
(212) 492-6925(212) 492-6925
Toll Free:
(800) 917-9662(800) 917-9662

Meet The MLP Group

About Me

Gayle A. Metz
Senior Vice President, Wealth Management
Financial Advisor

As a founding partner of The MLP Group at Morgan Stanley, Gayle Metz is a Senior Vice President – Financial Advisor at Morgan Stanley.  A Financial Advisor with over 40 years of experience, Gayle has acquired a broad perspective of the investment process in various financial environments. She is a highly experienced relationship manager guiding clients through every aspect of wealth management.  Her skills have enabled her to help individuals, families, institutions, and non-profit Corporations to navigate the many domestic and global changes that influence their respective stages of growth.


Gayle resides in Westchester County, NY with her husband. Some of her interests are decorating, food, gardening, and literature.  Gayle & Bill enjoy spending time with family and friends in community activities that encapsulate fund raising along with working with charitable organizations.  Gayle is a member of the Association of Helen C. Moon, The Cherokee Nation, Financial Women’s Association (FWA), Harvard Club of New York City and The Morgan Stanley Network.
Securities Agent: AZ, CA, CO, CT, DC, FL, GA, IA, IL, MA, MD, ME, MO, NC, NH, NJ, NY, PA, RI, TN, TX, VA, VI, VT, WA; Investment Advisor Representative; General Securities Representative
NMLS#: 1380664

About Me

A founding partner of The MLP Group at Morgan Stanley, Courtney started her career as an intern at Dean Witter in the fall 1987 and has experienced all types of markets.  She serves as a Relationship Manager designing and implementing wealth management strategies for clients including financial modeling and asset allocation analyses. Courtney works closely with clients and their legal and tax professionals to achieve results. She has held a Certified Financial Planner™ (CFP®) designation for over 20 years. As a third generation female investor, Courtney has acquired abroad perspective of the investment process in various financial environments. Courtney especially enjoys working with multi-generational families to achieve their goals.


 Courtney grew up in Wyckoff, NJ and graduated from Muhlenberg College with a BA in Business Administration. Courtney has been a member of the Junior League of Bergen County for 25 years. She has served a various leadership roles including President, Festival of Trees Chair, and Sustainer Chair. Courtney and her husband Paul currently reside in Ho-Ho-Kus, NJ. Courtney and Paul are active travelers and enjoy spending time with their three children in community activities including sports, school and charitable organizations.
Securities Agent: AZ, CA, CO, CT, DC, FL, GA, IA, IL, MA, MD, ME, MO, NC, NH, NJ, NY, PA, RI, TX, VA, VI, VT, WA, WV; Investment Advisor Representative; General Securities Representative
NMLS#: 1274596

About Me

Christopher B. Podskoc
Vice President, Wealth Management
Financial Advisor

Chris started his career in 1996 and has been a financial advisor since 2001.  As a founding partner of the MLP group at Morgan Stanley, Chris Podskoc works with individuals, families and institutions to develop investment strategies that help them meet their goals.  Chris’s skills and experience through changing market cycles enable him to advise clients as they navigate the changes they encounter transitioning through different stages of their financial lives.


Chris is a Chartered Financial Analyst (CFA) and Certified Financial Planner™ (CFP®).  He is also licensed in life and health insurance.  These designations are integral in designing financial planning solutions and overseeing the design of the team’s customized portfolio management strategies.   Chris grew up in Somerset, NJ and graduated from Bucknell University with a BS in Civil Engineering.    Chris and his wife Danielle currently live in NYC.  They are active travelers and enjoy outdoor activities.   Chris is a member of the New York Society of Security Analysts and the CFA Institute.
Securities Agent: AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, MA, MD, ME, MO, NC, NH, NJ, NY, PA, RI, TX, VA, VI, VT, WA; Investment Advisor Representative; General Securities Representative
NMLS#: 1390861

About Me

Idalia B. Reyes
Senior Client Service Associate


Idalia has been part of the MLP group for the last 24 years.  Idalia started as an intern in Wertheim Schroders in 1992 and soon after became part of the team.  Her role is to oversee the team’s client service, marketing and administrative processes.  Idalia is responsible for maintaining continuity and efficiency with all aspects of the team’s operation and the MLP group’s clients.  She has dedicated herself to creating premier service environment for all clients of the team.  Idalia’s priority is facilitating all client and administrative request quickly, efficiently and providing exceptional service.  She has a strong commitment to the MLP Group’s clients.   


Idalia graduated Cum Laude from the School of Professional Studies with a Bachelor’s of Arts Degree in Communication and Media.   Idalia resides in Co-Op City with her dog Aurora.  In her spare time, she enjoys traveling, playing tennis and being an active member in the Keep a Child Alive Foundation.  
From Our Team

Working Mother Magazine: 'Top 200 Wealth Advisor Moms'


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.

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
Five Smart Strategies to Use a Bonus or Raise

Five Smart Strategies to Use a Bonus or Raise

Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

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.

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.

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.

More from Morgan Stanley

Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
Learn more about Morgan Stanley and Justin Rose: A Winning Team
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.
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
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
Ready to start a conversation? Contact The MLP Group today.
Market Information Delayed 20 Minutes
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.

2Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

3Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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 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.

6Morgan 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.

7Morgan 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.

8Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

9Morgan 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.

10Tax 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.

11The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

12Morgan 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.

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 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