The Navigator Group at Morgan Stanley

For 30 years, Tom has enjoyed working with financially successful individuals, families and business owners, providing personalized advice through a disciplined, financial planning-based approach. His extensive experience enables him to help clients understand the intricate details of their wealth. He listens carefully to what is most important, so he can develop a tailored plan designed to achieve their personal and professional goals.

Throughout his career, Tom has remained committed to professional development. A graduate of Ithaca College where he earned a B.S. degree in Business Management, Tom continued his studies, earning his Certified Financial PlannerTM designation in 2007 and his Senior Portfolio Management Director designation from Morgan Stanley in 2022.

Tom began his career in 1991 at IDS, a division of American Express focused on financial planning. He joined Smith Barney (now Morgan Stanley) in 2000 and has been a valuable member of the firm ever since. Tom teamed up with Sandy Poon-Wing in 2009 to form The Navigator Group. Together, they share a common vision to meet the needs of their clients through a commitment to ongoing education and excellent service.

Over the years, Tom has acquired a diverse set of skills to guide his clients in achieving their goals. His process begins with asking the right questions and actively listening. This information then serves as the foundation for the development of a custom plan. He prides himself on delivering personal care with a strategic approach to help clients build considerable wealth, so they may pass it on to future generations.

Born in Brooklyn, Tom now lives in Jericho with his wife, Susan, and their two sons. Outside of the office, Tom enjoys fostering his creative side through writing. Over the past few years, he has written a few screenplays that have won some awards. He also enjoys his musical roots – he sang with the NYC Opera Company at Lincoln Center as a child and played in a rock band in college.

Sandy strives to provide clients with confidence about their financial future is the cornerstone on which she has built her practice. She enjoys meeting with clients and listening to their life goals and concerns, while working hand-in-hand with them on a journey towards achieving their personal financial goals.

Immigrating to the U.S. at the age of eight from Hong Kong, Sandy learned first-hand the importance of being financially independent from her mother, who struggled with her own finances. This experience inspired Sandy to seek a profession to empower her clients, especially women, to be confident in their financial decisions. Through ongoing education and understanding, she helps them achieve the financial freedom to pursue their hopes and dreams and pass on wealth in meaningful ways. Today, she is honored to work with an exceptional group of clients, including those who may need complex concepts explained in Cantonese or Mandarin.

After earning her BBA degree from Bernard Baruch College, Sandy furthered her education while working full time. She achieved her MBA in Finance and International Business from New York University’s Leonard N. Stern School of Business in 1998 and soon joined Smith Barney as an Associate. Six years later, Sandy became a Financial Advisor, and in 2009, she teamed up with Tom Tucker to form The Navigator Group. Sandy earned her Certified Financial PlannerTM designation in 2017, her Senior Portfolio Management Director designation from Morgan Stanley in 2024 and Alternative Investment Director designation from Morgan Stanley in 2023.

Passionate about empowerment through education, Sandy often speaks at association events to provide financial education to their members. She is a Mentor for the iMentor Organization and she also volunteers with a non-profit organization that serves survivors of domestic violence and human trafficking.

Sandy lives in Douglaston, Queens. Outside of the office, she enjoys working out and practicing yoga. She is a self-proclaimed foodie and loves to travel globally, having visited many countries in Asia and Europe.


Disclosure: Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for the firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one client's experience. This ranking is not indicative of the Financial Advisor's future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. For more information, see www.SHOOKresearch.com (C)2023 Morgan Stanley Smith Barney LLC, Member SIPC.

Having over 15 years of experience in the Financial Services industry, Helen started as a Senior Branch Service Associate at a top financial services firm. Now, at Morgan Stanley, she is a Registered Client Service Associate.

Helen attended college at the State University College at Oswego, NY, graduating Magna Cum Laude with a BS in Business Administration.

Her licenses include the series 7 – General Securities License, the Series 66 – Uniform Combined State License, the Series 9 – General Securities Sales Supervisor – Options, and the Series 10 – General Securities Sales Supervisor – General.

In her spare time, Helen loves to read and enjoys cycling, weight training, hiking, and playing golf.