Our Story

Based in downtown Fort Lauderdale, The New River Wealth Management Group at Morgan Stanley is a team of eight seasoned financial professionals with over 150 years of collective experience managing assets and mitigating risks for affluent families and business owners. Each member of our team offers a unique and diverse perspective on investments, wealth planning, operations, and financial decision-making. Our mission is to help you manage your wealth with a long-term approach and an unwavering focus on your family's goals and best interests. We pride ourselves on delivering concierge-level service to our clients; using good judgment; following a comprehensive process to investing; maintaining strong communication; and building meaningful relationships with our clients.

Managing your finances can often be complex – that is why we take a holistic and strategic approach to wealth management for our clients. We begin every relationship with a thorough and in-depth conversation to understand your goals, balance sheet, and investment experience. The information we learn about you during these discovery conversations becomes the framework for your wealth plan and our investment strategy. Our team will leverage a sophisticated suite of analytic tools, as well as the exclusive solutions available to our Family Wealth Director (FWD) Shaun Orcinolo, to develop a personalized strategy for your financial picture. This all-encompassing strategy is a living, breathing plan that will adapt and evolve as your life changes.

At The New River Wealth Management Group at Morgan Stanley, we are committed to helping you take charge of your financial future and achieve your goals even with the ever-changing economic landscape. Explore our website to learn more about our team and how we can work together.

Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
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Morgan 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.

Family Wealth Director Capabilities

In 2012, Shaun Orcinolo received his Family Wealth Director (FWD) designation – a designation held by approximately 4% of Morgan Stanley's Financial Advisors. After rigorous coursework and a competitive 3-part examination process, Shaun Orcinolo earned this prestigious recognition and gained access to a greater array of resources to service our high-net-worth clientele.

To provide you and your family a truly differentiated experience, Shaun Orcinolo's approach to planning addresses family governance issues; wealth transfer; asset protection and location; and business succession planning. As the demands of your family grow and evolve, you are likely to need advisors who have expanded their capabilities to include the following:
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    Comprehensive Wealth Management Planning
    Leveraging a sophisticated suite of analytic tools, as well as the extensive resources of Morgan Stanley, we can help you take charge of your financial future and achieve your goals.
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    Estate Planning Strategies
    We offer a fully integrated analysis of your balance sheet, estate plan and investment strategy through a collaborative process, including your Morgan Stanley Family Wealth Director and Estate Planning Strategist and, at your request, your legal and tax advisors.
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    Family Governance and Wealth Education
    We recognize that wealth consists not only of a family’s financial capital, but also consists of its human and social capital. We seek to help you address sensitive family issues; facilitate communication; manage conflict; and achieve a shared sense of common direction in coordination with your outside network.
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    Philanthropy Management
    Our mission is to help you translate your personal values and family legacies into results-oriented, strategic giving programs by drawing upon our firm’s global reach and expertise in philanthropy.
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    Access to Cash Management and Lending
    Morgan Stanley offers a variety of digital tools to complement your investment strategy. These modern alternatives to regular banking give you more value and protection in one place.


    Morgan 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
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    Lifestyle Advisory
    Lifestyle Advisory understands the importance of enhancing your lifestyle experiences and provides access to knowledgeable third-party providers to help meet your personal needs, from every day to the extraordinary.




    Lifestyle Advisory products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision

Recognition for The New River Wealth Management Group

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    2025 Forbes Best-In-State Wealth Management Teams
    The third annual Forbes | SHOOK Best-In-State Wealth Management Teams list features more than 5,300 teams with cumulative assets of $7 trillion. Forbes’ rankings were compiled by SHOOK Research, which uses financial data and interviews candidates nominated by their firms. The New River Wealth Management Group was named to the list in 2025.

    Forbes Best-In-State Wealth Management Teams
    Source: Forbes.com (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period from 3/31/23–3/31/24.
    Visit Our Team's Forbes Profile
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    2024 Forbes Best-In-State Wealth Management Teams
    The second annual Forbes/SHOOK Best-In-State Wealth Management Teams list features more than 4,100 teams with cumulative assets of $5.1 trillion. Forbes’ list was compiled by SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank teams. The New River Wealth Management Group was named to the list in 2024.

    Forbes Best-In-State Wealth Management Teams
    Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22–3/31/23.
    Visit Our Team's Forbes Profile
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    2023 Forbes Best-In-State Wealth Management Teams
    Forbes/SHOOK has just launched its inaugural list of Best-In-State Wealth Management Teams, spotlighting teams of financial professionals identified as representing the best our industry has to offer. The New River Wealth Management Group was named to the list in 2023.

    Forbes Best-In-State Wealth Management Teams
    Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
    Visit Our Team's Forbes Profile
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    2024 Forbes Best-In-State Wealth Advisors
    Forbes’ Best-in-State Wealth Advisors list comprises a select group of individuals who have a minimum of seven years of industry experience. The ranking, developed by Forbes’ partner SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews. Senior Partner Shaun Orcinolo was named to the list in 2024.

    ​Forbes Best-In-State Wealth Advisors
    Source: Forbes.com (Awarded April 2024) Data compiled by SHOOK Research LLC based on time period from
    6/30/22-6/30/23.
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    2023 Forbes Best-In-State Wealth Advisors
    Forbes’ Best-in-State Wealth Advisors list comprises a select group of individuals who have a minimum of seven years of industry experience. The ranking, developed by Forbes’ partner SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews. Senior Partner Shaun Orcinolo was named to the list in 2023.

    ​Forbes Best-In-State Wealth Advisors
    Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time period from
    6/30/21-6/30/22.
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    2022 Forbes Best-In-State Wealth Advisors
    Forbes’ Best-in-State Wealth Advisors list comprises a select group of individuals who have a minimum of seven years of industry experience. The ranking, developed by Forbes’ partner SHOOK Research, is based on factors like revenue trends, AUM, compliance records, industry experience and more. Senior Partner Shaun Orcinolo was named to the list in 2022.

    ​Forbes Best-In-State Wealth Advisors
    Source: Forbes.com (Awarded Apr 2022) Data compiled by SHOOK Research LLC based on time period from 6/30/20 - 6/30/21.
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    Shaun Orcinolo Named to President's Club at Morgan Stanley Wealth Management
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    Barry Klein Named to Master’s Club at Morgan Stanley Wealth Management
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    Lauren Fiori Named to Pacesetter’s Club at Morgan Stanley Wealth Management
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    Jarrett Klein Named to Pacesetter’s Club at Morgan Stanley Wealth Management

Investor Resources

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    Learn about our latest security measures, how we are safeguarding your assets and personal information and find actionable insights and resources on important cybersecurity topics to enhance your own online security.
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    The GIC Weekly Report
    The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
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    On The Markets Research Report
    Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
    Read The Latest Monthly Report
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    Bringing you revealing stories about the world of business, finance, technology and beyond. Listen on Apple Podcasts or Spotify now!
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    2025 Tax Tables
    2025 Federal Tax Table to assist you and your family in your investment decisions.
    What to Know
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    Why DIY Investors Choose Morgan Stanley Financial Advisors
    You’ve done well managing your own investments so far. Expert financial advice can help you go further.
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    How to Plan Instead of Panic in Volatile Markets
    How do you weather a market crash? A study of nearly 120,000 investors reveals the value of having a sound financial plan to help keep you on track.
    Learn More

Location

350 East Las Olas Blvd
Ste 1500
Ft Lauderdale, FL 33301
US
Direct:
(954) 267-5600(954) 267-5600
Toll-Free:
(800) 669-7262(800) 669-7262

Meet The New River Wealth Management Group

Photo of Barry Klein

Barry Klein

Executive Director, Wealth Management, Financial Advisor
Phone:
(954) 267-5620(954) 267-5620
Photo of John Kirk

John Kirk

Senior Vice President, Financial Advisor, Portfolio Management Director, NFLPA Registered Institutional Player Financial Advisor
Phone:
(954) 267-5717(954) 267-5717
Photo of Calida Stone

Calida Stone

Senior Registered Associate
Phone:
(954) 267-5614(954) 267-5614
Photo of Liuby Meriño

Liuby Meriño

Client Service Associate
Phone:
(954) 762-3086(954) 762-3086
Photo of Belinda C. Galbraith

Belinda C. Galbraith

Senior Registered Client Service Associate
Phone:
(954) 713-8443(954) 713-8443

About Shaun Orcinolo

Shaun Orcinolo is a founding partner of The New River Wealth Management Group at Morgan Stanley and has been working in the financial services industry since 1994. Shaun helps families develop a customized family wealth management plan utilizing values-based wealth planning strategies, which takes into consideration his client's long term financial objectives; the human capital of their family; philanthropic aspirations; and legacy planning needs. Shaun's knowledge base of the complex financial markets, economic landscapes, and family dynamics runs extremely deep. With 30 years of experience, Shaun spends an incredible amount of time working with families to understand their appropriate asset allocation, specific investment goals, cash flow needs, and succession planning strategies.

In 2012, Shaun earned Morgan Stanley's prestigious Family Wealth Director (FWD) designation – a designation held by approximately 5% of Morgan Stanley's Financial Advisors. In 2018, Shaun earned the Certified Portfolio Manager (CPM®) designation offered jointly by Columbia University's School of Engineering and Applied Science and the Academy of Certified Portfolio Managers (ACPM®).

Shaun is a past member of the Board of Directors of the United Cerebral Palsy of South Florida and a founder of the Ziff Jewish Museum of Florida and Next Generation – Miami Jewish Home & Hospital. He is a past president of the Hope Center in Miami and past Chairman of the Family Advisory Council at Joe DiMaggio Children’s Hospital.

Outside of work, Shaun enjoys attending concerts, riding his bike, and spending time with his family. Shaun's interests also include major league baseball and film history.
Learn more about my specialty in Equity Compensation
Securities Agent: TN, OK, NJ, CA, WY, MI, MA, KY, IL, OH, IN, CO, KS, MO, RI, NH, MD, FL, AZ, AK, WA, UT, NM, DE, NC, NY, DC, CT, PR, SD, OR, TX, SC, GA, PA, NV, LA, VA; General Securities Representative; Investment Advisor Representative
NMLS#: 1278938
CA Insurance License #: 0D26202

About Barry Klein

Barry has been in the financial services industry since 1983. His area of focus is providing innovative strategies and risk-management solutions for his clients. He holds FINRA Series 7, 63 and 66 securities licenses, as well as licenses to offer health, long-term care and variable annuities insurance.

Barry helps clients manage portfolios containing money market, currency, equity, fixed income, hedging techniques, commodities, structured products and real estate investments. Barry earned an A.A. degree in business and then attended Broward College. In his spare time, Barry raises funds for the local American Cancer Society chapter and various local charities. Barry and his wife, Jaime, have two children and reside in Boca Raton.
Securities Agent: OR, MA, VA, PR, NY, IL, CT, CA, UT, SC, OH, KS, FL, TN, NJ, MI, IN, DE, AZ, NC, LA, WY, TX, PA, NM, KY, WA, SD, NV, NH, AK, MO, GA, RI, OK, DC, CO, MD; General Securities Representative; Investment Advisor Representative
NMLS#: 1279066
CA Insurance License #: 0E07916

About John Kirk

John Kirk began his career in financial services in 1999 working for a private portfolio manager at Smith Barney. John joined The New River Wealth Management Group in 2001, and he is responsible for directing the team's efforts regarding portfolio management, operations, and administration.

John earned his degree from the University of Florida. He is an active supporter of St. Jude Children’s Hospital and The David Sheldrick Wildlife Fund. He has served as the Chairman of the Endowment Committee and the Board of Trustee's, as well as the Finance and Legacy Committees for All Saints Episcopal Church.

John along with his wife, Arlie, and their two children reside in Plantation and are active members of All Saints Episcopal Church.
Securities Agent: KY, GA, CT, PR, OK, LA, NC, MI, IL, NY, RI, CO, SC, NM, KS, CA, SD, NV, NH, IN, DE, PA, AZ, WY, VA, UT, MD, DC, AK, OH, NJ, MA, FL, WA, TX, TN, OR, MO; General Securities Representative; Investment Advisor Representative
NMLS#: 1288104
CA Insurance License #: 0E07905

About Jarrett Klein

Jarrett started his career with Morgan Stanley in 2016 working at our Portfolio Management and Consulting Group Advisor desk. Jarrett became a Financial Advisor in 2019 and joined the New River Group in 2022. As an experienced financial professional having his series 7 and 66 licenses, Jarrett enjoys working with successful individuals, families, and business owners, providing personalized advice through a disciplined wealth management approach. He combines his analytical skills with his institutional knowledge to guide clients towards the achievement of their specific financial goals. Jarrett focuses on what is most important to each client, so he can develop a customized plan designed to build, preserve, and transfer their wealth.

Jarrett was born and raised in Weston Florida, then attended Florida State University for his higher education. Jarrett currently resides in Fort Lauderdale. He’s an avid sports fan and supports all of the local teams. Jarrett enjoys playing sports and attending sporting events, traveling, the outdoors, and spending time with family and friends.
Learn more about my specialty in Equity Compensation
Securities Agent: MI, LA, MA, AZ, NY, NM, DE, KY, KS, CT, CO, CA, WY, PA, MD, NV, MO, IN, AK, TN, PR, OH, TX, SD, OR, NJ, IL, DC, WA, UT, VA, SC, RI, NC, GA, FL, NH; General Securities Representative; Investment Advisor Representative
NMLS#: 2317920
CA Insurance License #: 0N13301

About Lauren Fiori

Lauren Fiori joined The New River Wealth Management Group as a Financial Advisor. Lauren is passionate about helping clients identify their financial goals; building comprehensive wealth plans; and aligning an investment strategy that will help clients meet those goals. On the team, Lauren is responsible for financial planning and portfolio analysis.

Born and raised in New York, Lauren graduated from the University of Florida with her Bachelor's Degree in Finance and Real Estate. Shortly after graduation, Lauren began her career in the financial services industry here at Morgan Stanley as a Wealth Advisor Associate (WAA) in 2021. In this role, Lauren worked with over 250 Financial Advisors across the South Florida region to help them implement financial planning into their practice.

Lauren is a licensed Registered Representative with FINRA holding her Series 7 and 66 Licenses, plus she holds her Life, Health and Variable Annuities Insurance license. In August of 2024, Lauren earned the CERTIFIED FINANCIAL PLANNER™ certification. This designation is awarded to candidates who have demonstrated extensive knowledge and experience in the areas of education, investment, tax, retirement, estate and insurance planning strategies. CFP® professionals must accrue several years of experience related to delivering financial planning services to clients and pass a comprehensive exam.

Outside of work, Lauren enjoys spending time with her family, friends, and Mini-Goldendoodle named Winston.
Securities Agent: MI, LA, AK, WA, IN, SD, SC, NH, VA, TN, PA, OK, NV, MO, MA, KS, DE, AZ, OH, MD, IL, RI, NM, CT, TX, PR, NY, NJ, NC, GA, DC, CA, UT, OR, KY, FL, CO, WY; General Securities Representative; Investment Advisor Representative
NMLS#: 2442935
CA Insurance License #: 4266501

About Calida Stone

Calida Stone is our team’s Senior Registered Associate. She began her career in Seattle, Washington at a regional firm as a client associate in 2005. She joined The New River Wealth Management Group at Morgan Stanley in 2014 and currently holds the Series 7, and 66 FINRA registrations. She is instrumental in client onboarding, as well as the operational and administrative functions of our business. Calida cultivates and enhances new and existing client relationships through active communication with clients, processing client requests, resolving inquiries by providing guidance and making sure key information and documentation remains current. She excels at organizational efficiency, overseeing the administration of client accounts, banking services, and ensuring clients remain informed on account-related updates.

Calida enjoys traveling, days at the beach, music and spending time with family and friends.

About Liuby Meriño

Liuby started in the business in 1998 as a receptionist with A. G. Edwards. Through the years, she moved to Operations as the cashier and then as the wire operator and eventually becoming the Branch Manager’s Assistant. Her career at Morgan Stanley began in March 2014 in the Aventura office, she later transferred to the Commercial branch and then to Las Olas branch as the Branch Administrator. As the Branch Administrator, the role enabled her to learn all aspects of the business at a high level and the wide range of responsibilities represents opportunities to grow skill sets and progress her career in the business.

After many years of handling administrative duties, she decided to expand her skill set and join The New River Wealth Management Group as a Senior Client Associate. Liuby is Series 7 & 63 licensed.

Outside of work, her greatest joys are spending time with her family and traveling. She is married has a young son and 2 mischievous dogs.

About Belinda C. Galbraith

Drawing on more than 14 years of industry experience, Belinda is often the first line of contact on a wide range of administrative and operational services. A consummate professional, she is committed to providing each client with the highest level of personal service and integrity.

From the largest task to the smallest request, Belinda works diligently to exceed client expectations. Her primary responsibilities include onboarding new clients, ensuring client account information is up to date, and performing operational tasks that support the team in the day-to-day management of their wealth management practice.

She joined Morgan Stanley in 2008 where she maintains all of her FINRA licenses, which include Series, 7, 31, 63 and 66.

Belinda comes from a large family and is happily married with three daughters and 3 grandchildren. She loves the outdoors, loves to travel and eat authentic foods.
Wealth Management
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A Parent's Guide to Talking to Your Kids About Money

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Family

Creating customized financial strategies for the challenges that today’s families face.
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  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
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Are You Prepared for Tax Day?

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Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
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  • Wealth Planning
  • Traditional Investments
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  • Impact Investing
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2025 Global Economic Outlook: U.S. Policies May Temper Global Growth
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2025 Global Economic Outlook: U.S. Policies May Temper Global Growth

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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
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4 Financially Smart Ways to Take Money Out of Retirement Accounts
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4 Financially Smart Ways to Take Money Out of Retirement Accounts

Discover how planning for required minimum distributions from retirement accounts can help you fund future needs and support loved ones.

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
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Donor Advised Funds: A Smart Way to Manage Your Giving 
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Donor Advised Funds: A Smart Way to Manage Your Giving 

There’s more to charitable giving than you may realize. Here’s one method that may be a tax-efficient way to give and can help maximize your impact.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Qualified Retirement Plans
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Financial Planning for Life After Selling a Business
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Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

Wealth Management for Athletes and Entertainers

Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
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  • Wealth Transfer & Philanthropy
  • Private Banking Solutions
  • Family Governance & Wealth Education
  • Lifestyle Advisory
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You are your Own CEO: Build a Dream Team for Your Career
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You are your Own CEO: Build a Dream Team for Your Career

Assembling a team of trusted professionals to manage your career—and your money—is essential to help best position you to thrive. Here’s how.

Financial Wellness

Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
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  • Set themselves apart by offering comprehensive financial wellness benefits.
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The Business Case for a Financially Resilient Workforce
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The Business Case for a Financially Resilient Workforce

In the face of turbulent markets, the word “resilience” may be top of mind. Broadly speaking, resilience is the ability to “bounce back” when encountering life’s inevitable challenges.
Ready to start a conversation? Contact The New River Wealth Management Group today.
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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:
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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)