About Jeffrey M Hollander
With over 40 years of experience at Morgan Stanley and its predecessor firms, I currently serve as a Financial Advisor with the firm. My primary responsibilities are organizing and managing clients’ financial lives which includes: Financial & Retirement Planning, Investment Strategies, Portfolio Management, Risk Management and Wealth Transfer.
My clients come from many different backgrounds which includes high net worth families, private businesses, and corporate executives. Our team, The Mohawk Valley Group works to help create a meaningful difference in clients’ lives by guiding them to make well-informed financial decisions for themselves and their families.
I retired this past December 2024 as Branch Manager of the Latham NY office ending 24 years in Branch Management. It was an honor and privilege to work with so many talented and skilled professionals dedicated to helping their clients reach their financial goals.
Prior to joining the Latham branch, my experience includes serving as a Branch Manager in Roseland, NJ (2004-2008), Sales Manager in Purchase, NY (2000-2004), and as a Financial Advisor on Long Island, NY (1983-2000).
I graduated from SUNY Albany with a Bachelors of Arts degree in History & English. Shortly after, I worked for Dun & Bradstreet serving in several capacities including: Credit Analyst, Senior Staff Accountant, Manager - Accounting Operations, and Product Manager. While working at D&B, I earned my MBA at Hofstra University with a concentration in Banking, Finance, and Investments.
I currently reside in Niskayuna, NY with my wife of over 40 years, Barbara and I have 3 grown daughters: Rachel, Jaime and Jaclyn. I also have 4 grandchildren, Jack, Eden, Mia, and Eli. My hobbies include golf, gardening, reading, and travelling.
My passion over the past 25 years is to help in alleviating food insecurity by serving on the Board of Directors of the Regional Food Bank of Northeastern NY as well as its Development and Finance Committees. My term on the Board recently ended but my passion has not. I look forward to continuing to focus on this basic necessity of life as the need grows even greater.
Securities Agent: SC, DE, UT, NH, NE, MD, IA, WI, VI, OH, MA, CO, TX, NJ, ND, SD, MS, MN, IL, AL, OK, MO, MI, ME, CA, AZ, VT, VA, OR, NY, MT, DC, WY, WV, NC, GA, FL, PR, NV, KY, ID, CT, AK, RI, PA, IN, AR, HI, WA, TN, NM, LA, KS; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 172764