Welcome

We understand that success is coupled with increasing complexities. Investment strategies, estate planning, succession planning, and philanthropic endeavors all become more intricate. Our mission is to simplify these matters. We help our clients enjoy the benefits of their achievements and assure their financial success has its intended effect on future generations.
Services Include
  • Wealth Management1
  • Estate Planning Strategies2
  • Business Succession Planning3
  • Corporate Retirement Plans4
  • Endowments and Foundations5
  • Philanthropic Services
  • Executive Financial Services6
  • Financial Planning7
  • Planning for Special Needs Individuals8
  • Life Insurance9
  • Long Term Care Insurance10
  • Asset Management11
  • Cash Management12
  • Defined Contribution Plans13
  • Lending Products
  • Qualified Retirement Plans14
  • Trust Accounts15
  • Trust Services*16
  • Wealth Consulting
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Location

1300 Franklin Avenue
Garden City, NY 11530
Direct:
(516) 683-3160(516) 683-3160
Toll Free:
(800) 473-0031(800) 473-0031

Meet The Northeast Group

About Me

Jeff is a Senior Vice President-Senior Portfolio Manager of the Northeast Group at Morgan Stanley. Jeff is a member of the firm's Family Wealth Director Program and the prestigious Presidents Club for 2016 and 2017. Jeff made the FT400 for the second time this year which is The Financial Times list of the top 400 Advisors in the country.

Jeff graduated the Pennsylvania State University in 1995 and began his career in equity research at Monness, Crespi, Hardt, an institutional broker dealer. From there Jeff joined the wealth management division of Janssen Myers, a boutique investment bank and helped launch several successful technology public offerings. The majority of Jeff's career has been focused on private client wealth management. Jeff joined Morgan Stanley in 2009. The Northeast Group is a comprehensive wealth management team located in Garden City.

Jeff lives on the North Shore of Long Island with his wife Rosea and daughter Darcy. He has been recognized on numerous occasions for his philanthropic efforts surrounding the needs of disabled children.
Securities Agent: AK, AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, MA, MD, ME, MI, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TX, VA, VT, WA, WI; Investment Advisor Representative; General Securities Representative
NMLS#: 1255359

About Me

Michael is a Senior Vice President - Investments   He has been with the firm, since 1985.  He utilizes his 25 plus years of experience in the financial services industry by helping to offer clients comprehensive financial planning, and asset management solutions. Michael is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and focuses on helping clients preserve both their wealth and their families.  Many of the team’s clients are family business owners and may face complicated family dynamics.   

In addition to being a CFP® Mike is also a CHARTERED RETIREMENT PLANNING SPECIALIST (CRPS®) from the College of Financial Planning. He is also a Certified Exit Planning Advisor® and member of the Exit Planning Institute® Michael holds professional registrations of series 3, 7, 8, 63, 65, along with New York State Life and Health Insurance license.
Securities Agent: AK, AZ, CA, CT, DC, FL, GA, IN, KY, MA, MD, MI, NC, NH, NJ, NM, NV, NY, OH, PA, SC, SD, TX, VA, VT, WA; BM/Supervisor; General Securities Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1255655

About Me

Nicholas is a Wealth Advisor and Associate Vice President.  He has been with the firm since 2000.  Nicholas is a CHARTERED RETIREMENT PLANNING SPECIALIST (CRPS®) from the College of Financial Planning.  Nick leads the team’s efforts on corporate retirement plans.  

Nicholas holds professional registrations of series 7, 63, 65, along with New York State Life and Health Insurance license.
Securities Agent: AK, AZ, CA, CT, DC, FL, IL, IN, MA, MD, MI, NC, NJ, NM, NV, NY, PA, SC, SD, TX, VA, VT, WA; General Securities Representative; Managed Futures
NMLS#: 1347322

About Me

Patrick is a Vice President – Investments.  Since 1996 Pat has offered clients financial planning, and asset management solutions.  Pat’s role on the team includes leading the implementation of technical analyses and tactical allocation of client portfolios.   Pat utilizes these techniques to help provide more dynamic customized portfolio solutions designed to minimize risk and achieve the most efficient transfer of affluence across generations.

Patrick holds professional registrations of series 7, 63, 65, along with New York State Life and Health Insurance license. He is a graduate of St. Johns University with BA in Finance.
Securities Agent: AK, AZ, CA, CO, CT, DC, FL, GA, IA, IN, MA, MD, MI, MT, NC, NH, NJ, NM, NV, NY, OH, PA, SC, SD, TX, UT, VA, VT, WA; General Securities Representative
NMLS#: 1262296

About Me

The most recent addition to The Northeast Group, Pam brings to Morgan Stanley the insight of having founded and operated several asset-based entertainment companies, in the areas of artist management and music publishing. As an entrepreneurial business owner, Pam brings her firsthand knowledge of the issues facing private business owners and actively presents potential solutions to the challenges of maintaining wealth and maximizing its return. A graduate of Hofstra University and an active member of the Long Island Greek community, Pam has founded The Good Neighbor Fund and the Holiday Spirit Program which provide financial relief to health and poverty stricken individuals. She also serves on the Board of Directors of the Maurer Foundation for Breast Health Education. Pam holds her series 7 and 66 securities licenses, and currently resides in Huntington, NY with her husband and two children.
Securities Agent: AK, AZ, CA, CO, CT, DC, FL, GA, IN, MA, MD, MI, NC, NH, NJ, NM, NV, NY, PA, SC, SD, TX, VA, VT, WA; Investment Advisor Representative; General Securities Representative
NMLS#: 1279312
From Our Team

Global Investment Committee Weekly


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.
Learn more about The Simple Six-Step Retirement Checkup

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
How to Prepare for Changes this Tax Season

How to Prepare for Changes this Tax Season

April 15th will be here before you know it. Here’s an overview of the latest tax changes and what the new law could mean for your situation.
Learn more about How to Prepare for Changes this Tax Season

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
  • 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.
Learn more about 6 Keys to Building a Startup

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.
Learn more about A New Roadmap for Mission Alignment

More from Morgan Stanley

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
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
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.
Ready to start a conversation? Contact The Northeast 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.

2Morgan 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.

3Morgan 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.

4Tax 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.

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.

6Tax 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.

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.

8Morgan 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.

9Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

10Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

11Morgan 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.

12Morgan 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

13Tax 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.

14Tax 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.

15Morgan 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.

16Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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. 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: http://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.


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