Michael J. Notter
Financial Advisor, Senior Vice President, Wealth Management
Phone:
(516) 227-2801(516) 227-2801
The Notter Group at Morgan Stanley
Direct:
(516) 227-2801(516) 227-2801
Toll-Free:
(800) 645-8600(800) 645-8600
Our Mission Statement
Our mission is to deliver high quality service with a wide array of investment solutions to help our clients achieve their investment and retirement goals.
Our Story and Services
Helping you achieve financial success is our first priority. Morgan Stanley has meaningful intelligence about every major asset class and a presence in every major market, as well as investment research from some of the world’s most respected analysts. Together, we will formulate a strategy to help you achieve your most important goals and then deliver a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve.
In addition to our firm’s resources, our team has over 145 years of experience helping our clients achieve our financial goals. We accomplish this by giving each of our clients our personal attention to help them reach their objectives.
In addition to our firm’s resources, our team has over 145 years of experience helping our clients achieve our financial goals. We accomplish this by giving each of our clients our personal attention to help them reach their objectives.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
1200 Franklin Avenue 2nd
Fl
Garden City, NY 11530
US
Direct:
(516) 227-2801(516) 227-2801
Toll-Free:
(800) 645-8600(800) 645-8600
Fax:
(516) 874-3346(516) 874-3346
Meet The Notter Group
Patricia C. Notter
Financial Advisor
Phone:
(516) 227-2954(516) 227-2954
Associate Vice President, Wealth Management, Financial Advisor, Financial Planning Specialist
Phone:
(516) 227-2960(516) 227-2960
Heather Baumann
Assistant Vice President, Wealth Management Associate
Phone:
(516) 227-2851(516) 227-2851
About Michael J. Notter
Michael was registered in 1973 and has guided his clients through three bear markets of more than 40% each. His favorite quote, from Mark Twain, is "I am more concerned about the return of my money than the return on my money". In additions to being a Senior Vice President, Wealth Management, he has 2 granddaughters and looks forward to teaching them skiing and tennis.
Securities Agent: DE, IL, WI, TX, RI, VT, NH, WA, WY, VA, MD, KY, MI, MN, NC, MT, KS, TN, SC, PA, OH, NY, NV, NJ, AZ, CO, CT, ME, CA, MA, IA, GA, FL, DC; General Securities Representative; Investment Advisor Representative
NMLS#: 1288306
NMLS#: 1288306
About Patricia C. Notter
Pat has been in the securities business since 1974. Previous to Morgan Stanley, she was employed by Paine Weber/ UBS from 2000-2013. Prior to that, Pat was with Prudential Securities for 26 years. Pat and Michael have been married since 2014.
Securities Agent: VT, WI, WY, WA, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, KS, KY, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NV, NY, OH, PA, RI, SC, TN, TX, VA; General Securities Representative; Investment Advisor Representative
About Michael J. Pizzo
Michael J. Pizzo, a Financial Advisor with Morgan Stanley Wealth Management, joined the firm in 2016. He brings a wealth of experience and knowledge to this role with over 20+ years in the financial securities industry.
Prior to 2016, Michael was a Financial Planning Specialist and Financial Analyst for Wells Fargo Advisors. His duties and areas of focus include but not limited to; investment portfolio design and management, risk management, retirement planning, and overall comprehensive financial planning.
Whether working with an individual or a business client, Michael works closely with them to ensure all the details of client plans are carried out and implemented. By utilizing this approach, you can be assured that he is always available to assist you with your needs.
Michael and his wife, Mia, have two children. He enjoys spending time with his family, golfing, skiing, travelling, and conversing with his local businessmen and women in his home town of East Northport, NY.
Prior to 2016, Michael was a Financial Planning Specialist and Financial Analyst for Wells Fargo Advisors. His duties and areas of focus include but not limited to; investment portfolio design and management, risk management, retirement planning, and overall comprehensive financial planning.
Whether working with an individual or a business client, Michael works closely with them to ensure all the details of client plans are carried out and implemented. By utilizing this approach, you can be assured that he is always available to assist you with your needs.
Michael and his wife, Mia, have two children. He enjoys spending time with his family, golfing, skiing, travelling, and conversing with his local businessmen and women in his home town of East Northport, NY.
Securities Agent: MD, AZ, NH, CO, FL, DC, CA, VA, TN, OR, MA, KS, WI, TX, OH, DE, NJ, MT, IL, GA, VT, WA, SC, PA, NY, NC, CT; General Securities Representative; Investment Advisor Representative
NMLS#: 1751499
NMLS#: 1751499
About Heather Baumann
Heather Bauman is an Assistant Vice President, Wealth Management Associate with over 36 years industry experience.
Prior to Morgan Stanley, Heather has held the position of Financial Advisor at PaineWebber, UBS and Prudential Securities. Heather has worked with Mr. Notter for over 31 years; working with many types of individuals and families has given our team the experience, perspective and skill to help you build a financial future. You will work with professionals who can translate your goals into a custom designed wealth plan — customized to you and your needs for your financial future. Moreover, because we work as a team, you will always have access to a Financial Advisor who understands your specific goals and strategy.
Heather’s passion is educating and assisting individuals as they pursue their own financial and retirement goals. She has worked with clients in all facets including wealth management, investment accounts, estate planning, multi-generational legacy creation, and corporate investment management. With a client-centric focus, Heather delivers these services with her special brand of warmth and professionalism. With over 36 years in the Financial Services Industry, if you have a question, Heather will have the answer or find it for you.
Prior to Morgan Stanley, Heather has held the position of Financial Advisor at PaineWebber, UBS and Prudential Securities. Heather has worked with Mr. Notter for over 31 years; working with many types of individuals and families has given our team the experience, perspective and skill to help you build a financial future. You will work with professionals who can translate your goals into a custom designed wealth plan — customized to you and your needs for your financial future. Moreover, because we work as a team, you will always have access to a Financial Advisor who understands your specific goals and strategy.
Heather’s passion is educating and assisting individuals as they pursue their own financial and retirement goals. She has worked with clients in all facets including wealth management, investment accounts, estate planning, multi-generational legacy creation, and corporate investment management. With a client-centric focus, Heather delivers these services with her special brand of warmth and professionalism. With over 36 years in the Financial Services Industry, if you have a question, Heather will have the answer or find it for you.
Contact Michael J. Notter
Contact Patricia C. Notter
Contact Michael J. Pizzo
Wealth Management
Global Investment Office
Portfolio Insights
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
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
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
Ready to start a conversation? Contact The Notter Group today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When 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.
3Morgan 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.
4Morgan 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.
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 Disclosures
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When 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.
3Morgan 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.
4Morgan 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.
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 Disclosures
CRC 6491812 (04/2024)
