The Morgan Group at Morgan Stanley
Direct:
(212) 883-7708(212) 883-7708
Toll-Free:
(800) 995-4635(800) 995-4635
Our Mission Statement
With eight decades of experience behind us and many more still ahead, we plan to be here for your career, your retirement, and your family’s next generation.
Our Story and Services
When you’re busy with your career, your family, or your passions––it can be easy to overlook a simple question: what future do you want for yourself and your family 10, 30, or even 50 years down the line? As your advisors, we help you define and realize that future for this generation and the next.
Our team has eight decades of combined experience behind us and many more still ahead. That means:
● We’ll be here for your career, your retirement, and your family
● We’ve seen it all––we’ve worked through bull markets and bear markets
● We’ve done it all––we’ve helped clients achieve many different goals
● We balance our extensive firsthand know-how with today’s robust technologies
Whether you’re planning for retirement, saving for a child’s education, trying to mitigate taxes, or strategizing charitable giving––we’ll be your comprehensive financial resource.
For a second opinion on your current financial strategy, or to chat about your goals, give us a call at (212) 883-7708.
Our team has eight decades of combined experience behind us and many more still ahead. That means:
● We’ll be here for your career, your retirement, and your family
● We’ve seen it all––we’ve worked through bull markets and bear markets
● We’ve done it all––we’ve helped clients achieve many different goals
● We balance our extensive firsthand know-how with today’s robust technologies
Whether you’re planning for retirement, saving for a child’s education, trying to mitigate taxes, or strategizing charitable giving––we’ll be your comprehensive financial resource.
For a second opinion on your current financial strategy, or to chat about your goals, give us a call at (212) 883-7708.
Services Include
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheckLink Opens in New Tab.*
We Believe
● We believe your family deserves a bright future, and that a solid financial plan will help get them there
● We believe the most successful portfolio is one personalized to your goals
● We believe in being here for your family for generations to come
● We believe in leveraging Morgan Stanley’s innovative technology AND our deep experience to help you achieve your goals
● We believe professionalism means being honest, responsive, and diligent
● We believe in coordinating with your CPA and attorneys to help keep your financial strategy streamlined.
● We believe in straightforward and consistent communication
● We believe the most successful portfolio is one personalized to your goals
● We believe in being here for your family for generations to come
● We believe in leveraging Morgan Stanley’s innovative technology AND our deep experience to help you achieve your goals
● We believe professionalism means being honest, responsive, and diligent
● We believe in coordinating with your CPA and attorneys to help keep your financial strategy streamlined.
● We believe in straightforward and consistent communication
What We Do
While we love digging into the numbers, we define our process first and foremost on a human level. To start, we want to hear about your life goals, your professional ambitions, and your family aspirations. Then we’ll translate these into a set of financial objectives and craft your financial plan.
After ensuring you understand the “why” behind your plan, we put it into action. Sometimes, growing your wealth raises a new set of challenges. That’s why we work closely with Morgan Stanley Family Office Resources. Together, we help high and ultra-high net worth clients address complex questions:
● How can my charitable donations have the impact I want them to have?
● Are my heirs prepared, intellectually and emotionally, to manage their inheritance?
● How can I reduce my transfer taxes, while benefiting family and charity at the same time?
● I’m getting ready to sell the company that I’ve spent much of my life building. What do I do next?
At the end of the day, our service is about so much more than your portfolio. We’re here not only to help optimize your asset allocation, but also to walk you through a large purchase, help you strategize charitable gifts, answer your questions, and be your financial sounding board.
After ensuring you understand the “why” behind your plan, we put it into action. Sometimes, growing your wealth raises a new set of challenges. That’s why we work closely with Morgan Stanley Family Office Resources. Together, we help high and ultra-high net worth clients address complex questions:
● How can my charitable donations have the impact I want them to have?
● Are my heirs prepared, intellectually and emotionally, to manage their inheritance?
● How can I reduce my transfer taxes, while benefiting family and charity at the same time?
● I’m getting ready to sell the company that I’ve spent much of my life building. What do I do next?
At the end of the day, our service is about so much more than your portfolio. We’re here not only to help optimize your asset allocation, but also to walk you through a large purchase, help you strategize charitable gifts, answer your questions, and be your financial sounding board.
Who we serve
Our clients represent a wide range of backgrounds and professions: some are retired corporate executives, others are entrepreneurs with many professional years ahead, still others are multigenerational families. We’ve been fortunate to work with many of these clients across multiple decades; in fact, some have been with us for over 40 years.
With our broad experience and skill set, we can guide our clients through each stage of their lives. Often, we plan for their children and grandchildren’s lives as well. Because of this family focus, we’re always happy to work with our clients professional network of CPAs and attorneys, and believe wholeheartedly in collaboration.
We also believe the foundation for every client relationship is trust. That’s why we define our practice by integrity and diligence, and strive to be an objective and straightforward resource for you and your family.
With our broad experience and skill set, we can guide our clients through each stage of their lives. Often, we plan for their children and grandchildren’s lives as well. Because of this family focus, we’re always happy to work with our clients professional network of CPAs and attorneys, and believe wholeheartedly in collaboration.
We also believe the foundation for every client relationship is trust. That’s why we define our practice by integrity and diligence, and strive to be an objective and straightforward resource for you and your family.
Our Clients Include
- High-net-worth individuals and families
- Entrepreneurs
- Medical Health Professionals
- Tech industry leaders
- Business owners and executives
- Philanthropists and charitable organizations
Awards, Designations, and Recognitions
Thanks to the unwavering commitment to helping clients and families achieve their investment goals, members of The Morgan Group have been awarded the following industry awards, recognitions, and designations.
Forbes Top Next-Gen Wealth advisors Best-in-State 2023 (New York)
Tyler Morgan was named to the Forbes Top Next-Gen Wealth Advisors Best-In-State 2023 ranking. Congratulations to Tyler and all the Morgan Stanley Financial Advisors who continuously demonstrate a commitment to taking care of their clients with an eye toward raising standards in our industry.
Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State
Source: Forbes.com (Awarded Aug 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/22 - 3/31/23.
Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State
Source: Forbes.com (Awarded Aug 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/22 - 3/31/23.
Chartered Financial Analyst (CFA)
The Chartered Financial Analyst (CFA) designation is widely regarded as the gold standard in the investment management profession. By earning this designation, Seth Gallagher has demonstrated expertise in investment analysis, portfolio management, and ethical standards.
Morgan Stanley Wealth Management Century Club
Tyler Morgan has been named to the Firm’s prestigious Century Club, an elite group composed of the Firm’s top Financial Advisors. The appointment recognizes Tyler's consistent creativity and excellence in providing a wide range of investment products and wealth management services to his/her clients.
Location
3801 Pga Boulevard
Suite 700
Palm Beach Gardens, FL 33410
US
Direct:
(212) 883-7708(212) 883-7708
Toll-Free:
(800) 995-4635(800) 995-4635
55 East 52nd Street
28th Floor
New York, NY 10055
US
Meet The Morgan Group
Phone:
(212) 883-8197(212) 883-8197
Nancilyn Stafutti
Senior Registered Client Service Associate
Phone:
(212) 649-8609(212) 649-8609
About Tyler Morgan
Cornell University, Class of 2011
Joined Morgan Stanley March 2014
Series 7, 66 licensed
Quogue Fire Department - Firefighter
Joined Morgan Stanley March 2014
Series 7, 66 licensed
Quogue Fire Department - Firefighter
Securities Agent: CO, CT, DC, DE, FL, GA, IL, KY, MA, MD, MI, MN, MO, MS, NC, NH, NJ, NM, NV, AZ, NY, OH, OK, OR, PA, PR, AL, RI, SC, SD, TX, VA, VI, VT, WA, WI, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 1373257
CA Insurance License #: 4365066
NMLS#: 1373257
CA Insurance License #: 4365066
About Seth Gallagher
Securities Agent: RI, VT, VA, OR, SC, NC, FL, IL, CA, AZ, NV, MD, NM, MS, MO, DE, CO, OK, NY, MI, NJ, MN, MA, PA, GA, DC, WA, OH, NH, CT, AL, TX; General Securities Representative; Investment Advisor Representative
NMLS#: 1968234
NMLS#: 1968234
Contact Tyler Morgan
Contact Seth Gallagher
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
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
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
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
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact The Morgan Group today.
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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 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.
3Morgan 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
4When 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.
5The 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. Diversification does not guarantee a profit or protect against loss in a declining financial market.
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 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.
8Morgan 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.
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 DisclosuresLink Opens in New Tab
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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 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.
3Morgan 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
4When 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.
5The 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. Diversification does not guarantee a profit or protect against loss in a declining financial market.
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 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.
8Morgan 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.
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 DisclosuresLink Opens in New Tab
CRC 6491812 (04/2024)
