Managing Director, Private Wealth Management, Private Wealth Advisor, Family Wealth Director
Phone:
(973) 236-3579(973) 236-3579
The Oak Haven Group at Morgan Stanley
Our Mission Statement
Rooted in Strength, planning with purpose, investing for your future.
Clarity and confidence through every stage of wealth.
A multigenerational team evolving with your needs.
Clarity and confidence through every stage of wealth.
A multigenerational team evolving with your needs.
Welcome
About us
At The Oak Haven Group, we believe wealth should create clarity and opportunity- not complexity. Our purpose is to serve as a financial haven for families, founders, and executives, helping them navigate complex financial decisions with clarity and confidence to preserve what matters most.
We are a multigenerational advisory team , that creates highly personalized strategies by combining Morgan Stanley's global resources, with each member bringing deep knowledge and experience in areas such as advanced planning, portfolio construction, alternative investments, equity compensation, and client service. This team-based approach allows us to deliver sophisticated customized strategies while helping to ensure clients and their families are supported today and for decades to come.
We don't just create investment and financial plans- we implement, monitor, and refine them as life evolves and market opportunities change. Backed by Morgan Stanley's industry-leading investment/alternatives platform and global resources, we are relentlessly committed to finding solutions as our clients' needs grow more complex. At Oak Haven, you'll always have a team that evolves alongside you.
Our Mission
We founded The Oak Haven Group on the belief that clients deserve a financial "haven"—a place where complexity becomes clarity and long-term planning feels secure. Our purpose is to help you live the life you envision while building, preserving, and transitioning wealth across generations.
Contact Us Today
Phone: 973.236.3536
Email: Christopher.Ridente@morganstanley.com
Services Include
- 401(k) Rollovers
- Cash Management and Lending ProductsFootnote1
- Comprehensive Wealth Planning
- Professional Portfolio ManagementFootnote2
- 529 PlansFootnote3
- Pre-Liquidity Planning
- Stock Option PlansFootnote4
- Business PlanningFootnote5
- Retirement & Pension Plans
- Alternative InvestmentsFootnote6
- Hedging Strategies
- Consolidated Reporting
- Philanthropy Management
- Family Governance & Wealth Education
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
At The Oak Haven Group, we believe wealth should be a source of freedom, not complexity. Our purpose is to create a financial haven for our clients—a place where the noise of markets and the burden of decisions are simplified into clear, confident strategies. We exist so families, founders, and executives can focus on what truly matters: building a life, a legacy, and a future with purpose.
How We Work
- We don't start with products or portfolios, we start with YOU - your story, your family, your values, and your vision drive everything we do. From there, we take a collaborative approach: blending deep discovery, tailored planning, and coordinated execution with your tax and legal advisors.
- We know that clients' lives are always evolving—and so are we. Our team is built to adapt as your needs change, consistently expanding our capabilities and finding creative solutions to complex challenges. Where others see roadblocks, we see opportunities.
- Unlike many wealth management groups, Oak Haven is not a team of generalists. Each team member brings a specialized knowledge—whether it's equity compensation, alternative investments, advanced planning, or client service—so clients receive deep expertise across every aspect of their financial life.
- Planning isn't just something we talk about—it's something we do. We build comprehensive, actionable plans and continuously monitor and adjust them, so they remain relevant as markets shift and families grow.
- Our multigenerational team ensures continuity across decades, so you and your family always have someone you can trust at the table—today, tomorrow, and for generations.
What Makes Us Different
- Specialized Knowledge– Every team member has an area of focus, helping to ensure depth of knowledge rather than broad generalization.
- Dynamic & Evolving – We consistently expand our offering as client needs evolve, always looking for solutions that fit.
- Planning in Action – Beyond creating plans, we implement, monitor, and refine them—bringing accountability to the process.
- Investment Leadership – Senior Portfolio Managers and Alternative Investment Directors provide access to sophisticated strategies normally reserved for institutions.
- Alternatives Leadership – Backed by Morgan Stanley's industry-leading alternatives platform, we aim to deliver unique access and resources .
- Personalized Guidance with Global Resources – Clients benefit from Morgan Stanley's institutional strength combined with boutique-level personalization.
- Continuity Across Generations – A multigenerational team built with intention, helping to ensure clients and their families are supported for decades.
Our Promise- Your Financial Haven Starts Here
We are more than advisors. We are —relentlessly committed to helping you achieve clarity, confidence, and continuity. At Oak Haven, you'll always have a team evolving alongside you, ready to provide solutions no matter how complex your financial world becomes.
Core Capabilities
Our team is committed to providing you with important information about managing your wealth in today's fast pace environment. Learn more about about our online platforms and take a look at our latest resources that focuses on insights in the market.
Family Governance and Wealth Education
The Family Governance & Wealth Education group helps ultra high net worth families strive to maximize the value of their human capital by addressing sensitive family issues, facilitate communication and manage your family dynamic in an effort to achieve a shared sense of common direction in coordination with your outside advisors.
Philanthropy Management
Philanthropy Management
We provide our clients with a smart way to give to causes and charities they care about through Morgan Stanley GIFT. Our donor advised fund, GIFT, is a 501(c)(3) public charity structured to offer you a simple, thoughtful and tax-advantageous way to support your favorite charities.
We provide our clients with a smart way to give to causes and charities they care about through Morgan Stanley GIFT. Our donor advised fund, GIFT, is a 501(c)(3) public charity structured to offer you a simple, thoughtful and tax-advantageous way to support your favorite charities.
Capital Markets
An integrated organization across fixed income, equities, and structured investments leveraging the thought leadership of Morgan Stanley Research and dedicated product specialists to identify key investment opportunities to help enhance the growth potential of diversified portfolios.
Legacy & Estate Planning Strategies
We engage with our Executive Planning Director and Wealth Planning Center to provide a fully integrated, comprehensive analysis of your balance sheet, estate plan, and investment strategy through a collaborative process- at your request we will coordinate with your legal tax advisors as well.
Investment Advisory
Manage your investments within a holistic advisory relationship and take advantage of integrated tax, risk management and estate planning benefits across your entire wealth strategy—backed by leading insights and one of the financial industry's most comprehensive, multi-award-winning advisory platform.
Awards & Experience
2023, 2024, 2025 Forbes America's Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023,22024) Data compiled by SHOOK Research LLC during the following periods:
2025 Award - 3/31/23 - 3/31/24
2024 Award - 3/31/22 – 3/31/23
2023 Award - 3/31/21 – 3/31/22
2025 Award - 3/31/23 - 3/31/24
2024 Award - 3/31/22 – 3/31/23
2023 Award - 3/31/21 – 3/31/22
Christopher Ridente: 2023, 2024, 2025 Forbes Top Next-Gen Wealth Advisors Best-In-State
Source: Forbes.com (Awarded Aug 2023,22024) Data compiled by SHOOK Research LLC during the following periods:
2024 Award - 3/31/23-3/31/24
2023 Award - 3/31/22 - 3/31/23
Morgan Stanley- Pacesetter's Club Member since 2020
Morgan Stanley Founders Club 2025
2024 Award - 3/31/23-3/31/24
2023 Award - 3/31/22 - 3/31/23
Morgan Stanley- Pacesetter's Club Member since 2020
Morgan Stanley Founders Club 2025
Founders Specialist
As a Founders Specialist, my team and I help guide you through every stage of your company's evolution and personal wealth journey. By leveraging experience across Morgan Stanley, we connect you to the right resources at the right time while addressing your unique wealth needs through strategic planning including cash flow management, tax-efficient wealth transfer, estate planning and more. This comprehensive support allows Founders to maintain focus on expanding their business while we help secure their financial interests. Christopher Ridente holds this designation.
Discover Ways We Can Support You
CFP®
A CERTIFIED FINANCIAL PLANNER™ has in-depth knowledge of the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management, and insurance.
Christopher Ridente and Matthew J. Graziano holds this designation.
Christopher Ridente and Matthew J. Graziano holds this designation.
Family Wealth Director
Designated Family Wealth Directors (FWD) must demonstrate professional knowledge and experience in a range of specialties including estate planning, alternative investments, control and restricted securities, lending, hedging and monetization, and business succession planning. The FWD designation also entitles our team to specialized access to a variety of family advisory services including, family governance and dynamics, philanthropy management and lifestyle advisory. These resources build a truly differentiated experience for our clients, one that is competitive with a multi-family-office service platform. Steve Christensen has been awarded this title.
Alternative Investments Director
An Alternative Investments Director is responsible for managing and overseeing the alternative investments portfolio of a financial institution or investment firm. They strategize, analyze, and monitor various alternative assets such as private equity, hedge funds, real estate, and commodities, aiming to diversify and enhance the overall investment portfolio. Mead Briggs, Jason Meyer, and Christopher Ridente have been awarded this title
Portfolio Management Director
This designation is given to a select group of Morgan Stanley financial advisors. It allows them to offer portfolio management services directly to their clients, rather than delegating that responsibility to third-party portfolio managers. Jason Meyer and Mead Briggs have been awarded this title.
Location
340 Mount Kemble Avenue
Morristown, NJ 07960
US
Direct:
(973) 236-3534(973) 236-3534
Meet The Oak Haven Group
Michael Reynolds
Managing Director, Private Wealth Management, Private Wealth Advisor
Phone:
(973) 236-3580(973) 236-3580
Senior Vice President, Financial Advisor, Alternative Investments Director, Founders Specialist
Phone:
(973) 236-3536(973) 236-3536
Mead Briggs
Executive Director, Financial Advisor, Portfolio Management Director, Alternative Investments Director
Phone:
(973) 236-3563(973) 236-3563
Jason Meyer
Executive Director, Financial Advisor, Portfolio Management Director, Alternative Investments Director
Phone:
(973) 236-3564(973) 236-3564
Nina Hodges
Business Development Associate, Financial Planning Specialist
Phone:
(973) 236-3534(973) 236-3534
Matthew J. Graziano, CFP®
Wealth Management Analyst, CERTIFIED FINANCIAL PLANNER®, Financial Planning Specialist
Phone:
(973) 425-8541(973) 425-8541
Ryleigh Flinn
Client Service Associate
Phone:
(973) 660-4673(973) 660-4673
About Steve Christensen
Steven Christensen
Managing Director
Private Wealth Advisor
Family Wealth Director
Steve has worked in the financial service industry for 40 years. He and his team provide investment and planning advice to families, private business owners, corporate executives, and financial industry executives. As a Morgan Stanley Family Wealth Director, Steve has experience with pre-transaction planning, trust and estate planning strategies, retirement planning, philanthropy, lending, and tax planning strategies. Steve and his team strive to provide family office resources to their clients with a problem- solving approach coupled with the highest level of client service and confidentiality.
Before joining Morgan Stanley, Steve spent 24 years at J.P. Morgan in their Investment Bank and Private Bank. As a Managing Director in J.P. Morgan’s Private Bank, Steve advised high net worth families, private business owners, financial professionals, corporate executives, and endowments and foundations. Prior to joining the Private Bank, Steve was a Managing Director in the Investment Bank’s investment-grade debt capital markets group. He has extensive knowledge in fixed income capital markets, interest rate derivatives and corporate finance. His prior experience includes commercial paper origination, municipal finance, high yield and commercial lending.
Steve graduated from the University of Pennsylvania with a B.A. in International Relations. While at Penn, he was captain of the varsity crew team and was selected as a member of The Friar’s Senior Honor Society. Steve was a member of the 1976 and 1980 Olympic Rowing Teams and the 1979 Pan American and World Championships Rowing Teams. His 1980 Olympic eight-oared crew was inducted into the Rowing Hall of Fame in 1991.
Steve lives in Summit, NJ with his wife Sarah, and their dog Tavi. They have three grown boys in the assisted living, insurance, and fashion industries, respectively.
steve.christensen@morganstanleypwm.com
973-236-3579
Managing Director
Private Wealth Advisor
Family Wealth Director
Steve has worked in the financial service industry for 40 years. He and his team provide investment and planning advice to families, private business owners, corporate executives, and financial industry executives. As a Morgan Stanley Family Wealth Director, Steve has experience with pre-transaction planning, trust and estate planning strategies, retirement planning, philanthropy, lending, and tax planning strategies. Steve and his team strive to provide family office resources to their clients with a problem- solving approach coupled with the highest level of client service and confidentiality.
Before joining Morgan Stanley, Steve spent 24 years at J.P. Morgan in their Investment Bank and Private Bank. As a Managing Director in J.P. Morgan’s Private Bank, Steve advised high net worth families, private business owners, financial professionals, corporate executives, and endowments and foundations. Prior to joining the Private Bank, Steve was a Managing Director in the Investment Bank’s investment-grade debt capital markets group. He has extensive knowledge in fixed income capital markets, interest rate derivatives and corporate finance. His prior experience includes commercial paper origination, municipal finance, high yield and commercial lending.
Steve graduated from the University of Pennsylvania with a B.A. in International Relations. While at Penn, he was captain of the varsity crew team and was selected as a member of The Friar’s Senior Honor Society. Steve was a member of the 1976 and 1980 Olympic Rowing Teams and the 1979 Pan American and World Championships Rowing Teams. His 1980 Olympic eight-oared crew was inducted into the Rowing Hall of Fame in 1991.
Steve lives in Summit, NJ with his wife Sarah, and their dog Tavi. They have three grown boys in the assisted living, insurance, and fashion industries, respectively.
steve.christensen@morganstanleypwm.com
973-236-3579
Securities Agent: DE, VA, OR, MD, TX, SD, NY, CT, AK, MA, CA, WY, MI, DC, CO, PA, NV, GA, WA, RI, OK, NJ, MT, MO, SC, NC, NM, VT, IL, FL, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 822093
NMLS#: 822093
About Michael Reynolds
Michael J. Reynolds
Managing Director — Wealth Management
Private Wealth Advisor
With 40 years of experience in the financial services industry, Michael is highly qualified to provide customized wealth management advice to both individuals and institutional clients. As an MD- Private Wealth Advisor, Michael and his team serve the unique needs of high net worth clients by developing a comprehensive understanding of each family’s unique situation and long-term goals. His experience covers a broad spectrum of client’s needs including investment management, retirement, life insurance, philanthropy, estate and tax strategies. He also offers access to cash management, credit and lending solutions. Michael leads a team that focuses intently on building long term relationships, striving to provide premium client service and ultimately producing first-class overall results.
Before joining Morgan Stanley, Michael spent 30 years at J.P. Morgan in their Investment Bank and Private Bank. As a managing director in J.P. Morgan’s Private Bank, Michael advised high net worth families on investments management, lending, banking, tax and estate planning. His previous experience includes finance and accounting, fixed income, equity and FX trading, risk management and advisory work for corporations and private client banking. Michael has traveled extensively throughout the world and worked in London for five years. He holds a finance and accounting degree from the University of Scranton, where he was also captain of the varsity golf team. Michael lives in Bernardsville, New Jersey with his wife, Terri, and children, Katherine and David.
Michael.J.Reynolds@morganstanleypwm.com
973-236-3580
Managing Director — Wealth Management
Private Wealth Advisor
With 40 years of experience in the financial services industry, Michael is highly qualified to provide customized wealth management advice to both individuals and institutional clients. As an MD- Private Wealth Advisor, Michael and his team serve the unique needs of high net worth clients by developing a comprehensive understanding of each family’s unique situation and long-term goals. His experience covers a broad spectrum of client’s needs including investment management, retirement, life insurance, philanthropy, estate and tax strategies. He also offers access to cash management, credit and lending solutions. Michael leads a team that focuses intently on building long term relationships, striving to provide premium client service and ultimately producing first-class overall results.
Before joining Morgan Stanley, Michael spent 30 years at J.P. Morgan in their Investment Bank and Private Bank. As a managing director in J.P. Morgan’s Private Bank, Michael advised high net worth families on investments management, lending, banking, tax and estate planning. His previous experience includes finance and accounting, fixed income, equity and FX trading, risk management and advisory work for corporations and private client banking. Michael has traveled extensively throughout the world and worked in London for five years. He holds a finance and accounting degree from the University of Scranton, where he was also captain of the varsity golf team. Michael lives in Bernardsville, New Jersey with his wife, Terri, and children, Katherine and David.
Michael.J.Reynolds@morganstanleypwm.com
973-236-3580
Securities Agent: NY, AZ, VT, SD, NC, FL, CO, WA, GA, AK, WY, TX, NJ, MA, VA, RI, OR, MT, MD, CA, NM, PA, NV, DE, SC, MO, IL, OK, DC, CT; General Securities Representative; Investment Advisor Representative
NMLS#: 821869
NMLS#: 821869
About Christopher Ridente
About Christopher Ridente
Christopher Ridente, CFP®
Senior Vice President
Financial Advisor
Alternative Investments Director
Chris Ridente has 15+ years of financial service experience and is the youngest partner of The Christensen Reynolds Group. He is highly experienced in financial planning, investment strategy, and relationship management. His high professional standards have earned him a membership into Morgan Stanley’s prestigious Pacesetter’s club since 2019. Chris was also recognized by Forbes, by being named as one of the “Top Next-Gen Wealth Advisors Best-In-State" from 2023- 2024.
He leads our team’s efforts on financial planning by developing highly customized wealth projections for our high-net-worth families. He holds a Certificate in Financial Planning from New York University and has earned his CFP®. In addition to these responsibilities, he delivers tailored wealth management solutions to all of our clients. He was also elected as the new team lead to run the overall business from an operational and financial perspective.
Prior to joining Morgan Stanley, Chris was an investment associate within J.P. Morgan’s Private Bank, concentrating in asset allocation and portfolio strategy for ultrahigh net worth families. Earlier in his career at J.P. Morgan, he served as an internal consultant working on numerous projects for the Private Bank.
Chris graduated with honors, from Wagner College. He was captain of Wagner’s Division I lacrosse program, was named to the All-MAAC Academic Team and received the Businessman of the Year award for all of Wagner College Sports. He currently resides in Bernardsville, New Jersey with his wife, Alyssa and their two sons, Connor & Christian. He enjoys golfing, traveling, skiing, and spending time with friends and family.
Phone: 973.236.3536
Cell: 201.396.8582
Christopher.Ridente@morganstanley.com
2023 - 2024 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2023 - 2024). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Awards Disclosures
Named to the 2025 Forbes Best-In-State Wealth Management Teams Ranking
Forbes America’s Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2025) Data compiled by SHOOK Research LLC based on time period from 3/31/23 – 3/31/24.
Awards Disclosures
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
Morgan Stanley Smith Barney LLC. Member SIPC.
CRC 4226858 2/25
Christopher Ridente, CFP®
Senior Vice President
Financial Advisor
Alternative Investments Director
Chris Ridente has 15+ years of financial service experience and is the youngest partner of The Christensen Reynolds Group. He is highly experienced in financial planning, investment strategy, and relationship management. His high professional standards have earned him a membership into Morgan Stanley’s prestigious Pacesetter’s club since 2019. Chris was also recognized by Forbes, by being named as one of the “Top Next-Gen Wealth Advisors Best-In-State" from 2023- 2024.
He leads our team’s efforts on financial planning by developing highly customized wealth projections for our high-net-worth families. He holds a Certificate in Financial Planning from New York University and has earned his CFP®. In addition to these responsibilities, he delivers tailored wealth management solutions to all of our clients. He was also elected as the new team lead to run the overall business from an operational and financial perspective.
Prior to joining Morgan Stanley, Chris was an investment associate within J.P. Morgan’s Private Bank, concentrating in asset allocation and portfolio strategy for ultrahigh net worth families. Earlier in his career at J.P. Morgan, he served as an internal consultant working on numerous projects for the Private Bank.
Chris graduated with honors, from Wagner College. He was captain of Wagner’s Division I lacrosse program, was named to the All-MAAC Academic Team and received the Businessman of the Year award for all of Wagner College Sports. He currently resides in Bernardsville, New Jersey with his wife, Alyssa and their two sons, Connor & Christian. He enjoys golfing, traveling, skiing, and spending time with friends and family.
Phone: 973.236.3536
Cell: 201.396.8582
Christopher.Ridente@morganstanley.com
2023 - 2024 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2023 - 2024). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Awards Disclosures
Named to the 2025 Forbes Best-In-State Wealth Management Teams Ranking
Forbes America’s Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2025) Data compiled by SHOOK Research LLC based on time period from 3/31/23 – 3/31/24.
Awards Disclosures
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
Morgan Stanley Smith Barney LLC. Member SIPC.
CRC 4226858 2/25
Securities Agent: OK, VT, NY, CA, NJ, IL, SD, MT, RI, FL, NV, CT, SC, NC, AK, MI, MD, DE, CO, NM, WY, TX, MA, DC, VA, PA, OR, AZ, WA, MO, GA; General Securities Representative; Investment Advisor Representative
NMLS#: 1747312
NMLS#: 1747312
About Mead Briggs
Mead Briggs
Executive Director
Financial Advisor
Senior Portfolio Manager
Alternative Investments Director
Mead Briggs brings over 23 years of asset allocation and portfolio management experience to the service of his clients. In his current role, Mead is responsible for advising high net worth individuals, foundations and senior executives on a range of financial matters including asset allocation, portfolio construction, equities, fixed income and alternative investments. Prior to joining Morgan Stanley, Mead worked 13 years at J.P. Morgan Private Bank and for five years with Bankers Trust Private Banking which later became Deutsche Bank Private Bank. He provided investment advice to high net worth individuals, families and institutions. He also worked as an Institutional Fixed Income salesman for two primary dealers with a focus on taxable instruments.
Mead is an active coach for his three children and recently concluded an eight year board position on the Long Hill Baseball and Softball Association. In 2021, he was nominated and continues to serve as Chairman of the Long Hill Beautification Committee.
Mead served as the vice chairman of the Long Hill Township Planning Board for nine years and was a member of two subcommittees. He was elected to the township committee of Long Hill Township and served as deputy mayor. Mead worked in several capacities including Planning and liaison, Finance Committee, Chairman of the Board of Health and liaison to the Fire Department and First Aid Squad.
Mead earned his master’s in business administration with a minor in accounting from the Stern School of Business, NYU. He also earned his Bachelor of Science in business administration with a major in finance and minor in sociology from Bucknell University. He attended Kent School in Kent, Connecticut for his high school education.
mead.briggs@morganstanley.com
973-236-3563
Executive Director
Financial Advisor
Senior Portfolio Manager
Alternative Investments Director
Mead Briggs brings over 23 years of asset allocation and portfolio management experience to the service of his clients. In his current role, Mead is responsible for advising high net worth individuals, foundations and senior executives on a range of financial matters including asset allocation, portfolio construction, equities, fixed income and alternative investments. Prior to joining Morgan Stanley, Mead worked 13 years at J.P. Morgan Private Bank and for five years with Bankers Trust Private Banking which later became Deutsche Bank Private Bank. He provided investment advice to high net worth individuals, families and institutions. He also worked as an Institutional Fixed Income salesman for two primary dealers with a focus on taxable instruments.
Mead is an active coach for his three children and recently concluded an eight year board position on the Long Hill Baseball and Softball Association. In 2021, he was nominated and continues to serve as Chairman of the Long Hill Beautification Committee.
Mead served as the vice chairman of the Long Hill Township Planning Board for nine years and was a member of two subcommittees. He was elected to the township committee of Long Hill Township and served as deputy mayor. Mead worked in several capacities including Planning and liaison, Finance Committee, Chairman of the Board of Health and liaison to the Fire Department and First Aid Squad.
Mead earned his master’s in business administration with a minor in accounting from the Stern School of Business, NYU. He also earned his Bachelor of Science in business administration with a major in finance and minor in sociology from Bucknell University. He attended Kent School in Kent, Connecticut for his high school education.
mead.briggs@morganstanley.com
973-236-3563
Securities Agent: NH, MA, CA, CO, VT, SD, GA, DC, PA, NV, MT, MO, IL, DE, RI, MD, AZ, WY, VA, OR, OK, NY, NM, WA, NC, CT, SC, NJ, FL, AK, TX; General Securities Representative; Investment Advisor Representative
NMLS#: 837207
NMLS#: 837207
About Jason Meyer
Jason Meyer
Executive Director
Financial Advisor
Portfolio Manager
Jason Meyer brings over 24 years of experience within asset allocation, portfolio strategy, equity research and trading. In his current role, Jason is responsible for advising high net worth individuals, foundations and senior executives on a range of financial matters including asset allocation, portfolio construction, equities, fixed income and alternative investments.
Prior to joining Morgan Stanley, Jason was an executive director and global investment specialist within J.P. Morgan Private Bank, helping design and implement portfolio solutions for high net worth families. He began his career at Brown Brothers Harriman as an equity options trader, and spent numerous years at both UBS, as an equity relationship manager, and at Merrill Lynch, as a portfolio strategist.
Mr. Meyer graduated from Rutgers University, where he earned his Bachelor of Science majoring in labor relations and minoring in economics.
jason.meyer1@morganstanley.com
973-236-3564
Executive Director
Financial Advisor
Portfolio Manager
Jason Meyer brings over 24 years of experience within asset allocation, portfolio strategy, equity research and trading. In his current role, Jason is responsible for advising high net worth individuals, foundations and senior executives on a range of financial matters including asset allocation, portfolio construction, equities, fixed income and alternative investments.
Prior to joining Morgan Stanley, Jason was an executive director and global investment specialist within J.P. Morgan Private Bank, helping design and implement portfolio solutions for high net worth families. He began his career at Brown Brothers Harriman as an equity options trader, and spent numerous years at both UBS, as an equity relationship manager, and at Merrill Lynch, as a portfolio strategist.
Mr. Meyer graduated from Rutgers University, where he earned his Bachelor of Science majoring in labor relations and minoring in economics.
jason.meyer1@morganstanley.com
973-236-3564
Securities Agent: CO, VA, SD, PA, NJ, CT, MT, AZ, RI, OR, MD, DE, AK, VT, OK, IL, NC, GA, FL, DC, WA, NY, TX, MO, CA, WY, SC, NM, NV, MA, AR; General Securities Representative; Investment Advisor Representative
NMLS#: 837299
NMLS#: 837299
About Nina Hodges
Nina Hodges
Business Development Associate
Financial Planning Specialist*
* This role cannot solicit or provide investment advice
A 25-year veteran of the financial services industry, Nina Hodges provides a broad range of support services that help to create an outstanding service experience for clients of the Group.
Nina began her career at Salomon Brothers, where she worked as a sales assistant on an equity sales and trading desk. She moved on to J.P. Morgan, where she spent the next 18 years in various capacities. These included positions as a sales assistant on a trading desk and a college recruiting assistant in the human resources department. Prior to joining Morgan Stanley Wealth Management, Nina spent the last five years of her career in J.P. Morgan's Private Wealth Management group as a client service representative working with high-net-worth clients and their families.
nina.hodges@morganstanley.com
973-236-3534
Business Development Associate
Financial Planning Specialist*
* This role cannot solicit or provide investment advice
A 25-year veteran of the financial services industry, Nina Hodges provides a broad range of support services that help to create an outstanding service experience for clients of the Group.
Nina began her career at Salomon Brothers, where she worked as a sales assistant on an equity sales and trading desk. She moved on to J.P. Morgan, where she spent the next 18 years in various capacities. These included positions as a sales assistant on a trading desk and a college recruiting assistant in the human resources department. Prior to joining Morgan Stanley Wealth Management, Nina spent the last five years of her career in J.P. Morgan's Private Wealth Management group as a client service representative working with high-net-worth clients and their families.
nina.hodges@morganstanley.com
973-236-3534
About Matthew J. Graziano
Matthew Graziano, CFP®*
Wealth Management Analyst
Financial Planning Specialist*
*This role cannot solicit or provide investment advice
Matt Graziano is a skilled financial professional with over five years of experience in the financial services industry. He began his career as an Insurance Agent and Field Underwriter, gaining hands-on experience in client advisory roles at Northwestern Mutual and Family First Life. In 2022, he joined Morgan Stanley, where he currently serves as a Wealth Management Analyst and Financial Planning Specialist, supporting clients in developing and implementing personalized financial strategies.
Matt holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and earned a Certificate in Financial Planning from Northwestern University. He is committed to helping individuals and families navigate the complexities of wealth management with clarity and confidence.
Matt earned his Bachelor of Science majoring in Business Management and minoring in Economics from the University of Delaware, where he completed his undergraduate studies after beginning his collegiate career at the University of Utah as a member of the school’s inaugural NCAA Division I Men’s Lacrosse team.
Originally from Mendham, New Jersey, Matt was raised in a large family alongside his five siblings. He now lives in Hoboken, NJ. Outside of the office, he enjoys staying active, golfing, and spending time with his family and friends.
Wealth Management Analyst
Financial Planning Specialist*
*This role cannot solicit or provide investment advice
Matt Graziano is a skilled financial professional with over five years of experience in the financial services industry. He began his career as an Insurance Agent and Field Underwriter, gaining hands-on experience in client advisory roles at Northwestern Mutual and Family First Life. In 2022, he joined Morgan Stanley, where he currently serves as a Wealth Management Analyst and Financial Planning Specialist, supporting clients in developing and implementing personalized financial strategies.
Matt holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and earned a Certificate in Financial Planning from Northwestern University. He is committed to helping individuals and families navigate the complexities of wealth management with clarity and confidence.
Matt earned his Bachelor of Science majoring in Business Management and minoring in Economics from the University of Delaware, where he completed his undergraduate studies after beginning his collegiate career at the University of Utah as a member of the school’s inaugural NCAA Division I Men’s Lacrosse team.
Originally from Mendham, New Jersey, Matt was raised in a large family alongside his five siblings. He now lives in Hoboken, NJ. Outside of the office, he enjoys staying active, golfing, and spending time with his family and friends.
About Ryleigh Flinn
Ryleigh Flinn is graduate of James Madison University where she earned her degree in Communications with a Minor in Human Resources Development. While attending James Madison University, she held a position on the Board of Relay for Life. Her primary responsibility was fund raising for the charity and events. During college she held an intern position at Atlantic Health System for the Employee Relations Department.
Ryleigh has joined The Oak Haven Group as a Client Service Associate and is dedicated to assisting our clients to provide an excellent service experience. Ryleigh was born and raised in Morristown and continues to reside there. Her interests are reading, volunteering, and spending time with her three siblings and parents.
Ryleigh has joined The Oak Haven Group as a Client Service Associate and is dedicated to assisting our clients to provide an excellent service experience. Ryleigh was born and raised in Morristown and continues to reside there. Her interests are reading, volunteering, and spending time with her three siblings and parents.
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Wealth Management
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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
Rational Investing in an Age of Uncertainty
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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
529 Plans: A Powerful Tool to Save for Education
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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
A Simple Six-Step Retirement Checkup
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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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 Oak Haven Group today.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) 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 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
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.
3Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan's investment options and the historical investment performance of these options, the Plan's flexibility and features, the reputation and expertise of the Plan's investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state's own Qualified Tuition Program. Investors should determine their home state's tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
4Morgan 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.
5Morgan 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.
6Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
1Morgan 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
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.
3Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan's investment options and the historical investment performance of these options, the Plan's flexibility and features, the reputation and expertise of the Plan's investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state's own Qualified Tuition Program. Investors should determine their home state's tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
4Morgan 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.
5Morgan 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.
6Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
CRC 4665150 (8/2025)
