Senior Vice President, Financial Advisor, Corporate Retirement Director, Senior Portfolio Manager
Phone:
(212) 883-8555(212) 883-8555
The Park Avenue - Palm Beach Group at Morgan Stanley
Direct:
(212) 883-8555(212) 883-8555
Our Mission Statement
Feeling secure about your financial well-being is the most personal decision you can make. That’s why we protect your wealth like you were our family.
Our Story and Services
Managing wealth involves more than overseeing investment portfolios. It demands a holistic, comprehensive understanding of who you are and the financial forces at work in your life. And that’s where our seasoned team can make a meaningful difference in your life.
The Park Avenue/Palm Beach Group at Morgan Stanley doesn’t just span the entire country geographically—our vast experiences covers a range of investing opportunities and resources. We’re lasered-focused on helping you build wealth, preserve assets, manage taxes and create a legacy that provides for your loved ones and the causes you believe in.
We also work with corporations to help them create retirement plans that attract and retain the best employees during this supercharged competitive landscape. In fact, our Corporate Retirement Director holds the rare distinction of being one of the few advisors in the industry to be certified as a Chartered Retirement Plan Specialist (CRPS®).
On paper, our experience is deep in terms of years, accreditations, and long-standing relationships. But it’s in person where we excel. Our passion for your success is unrivaled. We treat you as family, because in order to succeed in today’s environment, you’ll need an experienced team you can trust. The Park Avenue/Palm Beach Group has your back through every challenge you face—and every milestone you celebrate.
The Park Avenue/Palm Beach Group at Morgan Stanley doesn’t just span the entire country geographically—our vast experiences covers a range of investing opportunities and resources. We’re lasered-focused on helping you build wealth, preserve assets, manage taxes and create a legacy that provides for your loved ones and the causes you believe in.
We also work with corporations to help them create retirement plans that attract and retain the best employees during this supercharged competitive landscape. In fact, our Corporate Retirement Director holds the rare distinction of being one of the few advisors in the industry to be certified as a Chartered Retirement Plan Specialist (CRPS®).
On paper, our experience is deep in terms of years, accreditations, and long-standing relationships. But it’s in person where we excel. Our passion for your success is unrivaled. We treat you as family, because in order to succeed in today’s environment, you’ll need an experienced team you can trust. The Park Avenue/Palm Beach Group has your back through every challenge you face—and every milestone you celebrate.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Wealth Management Tools and Resources
Morgan Stanley's comprehensive suite of digital resources has carefully been designed to help enhance each aspect of your financial portfolio. Take some time to learn about some of the many Modern Wealth Management resources that we offer to our clients.
Morgan Stanley Online
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley mobile app! Access your finances and invest in an instant with the help of this hand resource that is available 24/7.
Learn more about Morgan Stanley Online
Total Wealth View
Complete your financial profile with Total Wealth View. By linking your external account information, you will benefit from more educated and holistic wealth planning, and convenient connectivity.
Learn more about Total Wealth View
MS Reserved
Reserved Living & Giving is a tiered complimentary loyalty program that rewards clients with over one million dollars in assets and liabilities invested at the firm. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
Learn more about MS Reserved
Portfolio Risk Platform
Morgan Stanley's Portfolio Risk Platform is powered by BlackRock's Aladdin risk engine, a state of the art, innovative risk engine used by several of the world's largest institutional asset managers, providing you with comprehensive risk analytics and a sophisticated view of the risk/ return dichotomy across your financial portfolios. This helpful tool can assist you in making educated investment decisions with increased confidence.
Learn more about the Portfolio Risk Platform
Digital Vault
Keeping important documents and financial records organized and readily available is one of the best gifts you can give those you love. In the event of catastrophe or serious illness, disability or death, your Family Records Organizer can immediately provide vital, timely information to both your family and professional advisors. The Digital Vault on Morgan Stanley Online and the Mobile App allows you and your clients to build a central, shared document library where all documents are stored using encryption.
Learn more about Digital Vault
Tony Silva
Tony Silva is a Private Banker serving Morgan Stanley’s Wealth Management offices in New York City. Tony began his career in financial services in 1995.He joined Morgan Stanley in 2015 as a Pipeline Manager in our Home Loans organization. In 2017, he was promoted to Project Manager on that team. Tony assumed his current position in 2018. Prior to his tenure at the firm, Tony held a number of roles at mortgage financing institutions.
Asher Kennedy
Asher is a CERTIFIED FINANCIAL PLANNER™ with a background in multi-generational financial planning. As a Financial Advisor at Morgan Stanley, Asher provides clients with advice and solutions to preserve and grow their wealth. He helps clients define their most valued goals and aspirations, then tailors and implements wealth strategies designed to ensure an impactful and lasting legacy.
Born and raised in Brooklyn, New York, Asher received a Bachelor’s of Science degree in Finance and Economics from the State University of New York in Plattsburgh, and began his career in Private Wealth Management at Ayco, a Goldman Sachs Company. Prior to joining Morgan Stanley, Asher also spent time with MUFG, Bank of Tokyo, as a Senior Specialist in the Data Assurance Department.
Born and raised in Brooklyn, New York, Asher received a Bachelor’s of Science degree in Finance and Economics from the State University of New York in Plattsburgh, and began his career in Private Wealth Management at Ayco, a Goldman Sachs Company. Prior to joining Morgan Stanley, Asher also spent time with MUFG, Bank of Tokyo, as a Senior Specialist in the Data Assurance Department.
Mary Beth Powers
Mary Beth Powers is a Vice President and Trust Specialist with Morgan Stanley. She has worked in the trust and estate services industry for 25 years, primarily as a trust new business officer. As a Trust Specialist, Mary Beth is responsible for presenting Morgan Stanley’s trust services platform to individual and institutional clients and prospects and assisting them with their trust planning needs. For individual clients, wealth accumulation, management and preservation are paramount, as is the efficient transfer of that wealth. Institutional clients require fiduciary solutions to help meet business needs.
Mary Beth’s role is to illustrate how employing the services of a corporate fiduciary, which provides fiduciary administrative and reporting continuity, can be coupled with the investment experience of Morgan Stanley. Mary Beth joined Smith Barney Private Trust Company in 1998, which merged with Citi Trust. Through the 2009 Smith Barney-Morgan Stanley merger, she transitioned to Morgan Stanley. Mary Beth received a B.S. from Seton Hall University.
Mary Beth’s role is to illustrate how employing the services of a corporate fiduciary, which provides fiduciary administrative and reporting continuity, can be coupled with the investment experience of Morgan Stanley. Mary Beth joined Smith Barney Private Trust Company in 1998, which merged with Citi Trust. Through the 2009 Smith Barney-Morgan Stanley merger, she transitioned to Morgan Stanley. Mary Beth received a B.S. from Seton Hall University.
Robert Palermo
Robert is an Insured Solutions Director responsible for covering the branches in the New York Metro region. In his role he is responsible for educating, training and supporting the sales process of annuities and insurance for the financial advisors in his territory.
Prior to joining Morgan Stanley in 2006, Robert was with Pershing where he was on the cash management team. Robert received his B.A from Lynn University in Boca Raton, FL and is FINRA licensed series 7, 63 and is life and health insurance licensed as well.
Prior to joining Morgan Stanley in 2006, Robert was with Pershing where he was on the cash management team. Robert received his B.A from Lynn University in Boca Raton, FL and is FINRA licensed series 7, 63 and is life and health insurance licensed as well.
Angelo Loumbas
Angelo J Loumbas is the Ultra-High Net Worth (“UHNW”) Planning Specialist for Family Office Resources. Angelo provides specialized expertise to UHNW clients and advisors across a broad range of family wealth management issues, including customized asset allocation and portfolio construction, strategic estate and financial planning, philanthropy management, family governance, wealth education, and lifestyle advisory. Angelo has over twenty years of experience advising wealthy families, business owners, and philanthropic organizations.
Originally from Chicago, Angelo practiced law for 15 years and represented UHNW clients, closely held businesses, and major philanthropic organizations. Angelo is admitted to the Society of Trust and Estate Practitioners and the Chicago Estate Planning Council. He has spoken on topics such as “Conditions Suggesting a Management Buyout” before the Chicago Bar Association Corporation and Business Law Committee, “Tax Consequences of Intra-Family Loans,” before the Chicago Bar Association Trust Law Committee, and “Conversations about Wealth and Philanthropy with Prospective Donors” before the Chicago Council on Planned Giving.
Prior to rejoining Morgan Stanley in his current position in 2018, Angelo advised UHNW clients in the financial services industry for 10 years, first as a Wealth Strategist with US Trust in Chicago, then a Wealth and Estate Planning Specialist in Morgan Stanley’s Chicago Wealth Planning Center, and finally as the Senior Wealth Planning Strategist for the Wells Fargo Private Bank in Greenwich, Connecticut. Angelo earned his B.A. from DePauw University, his M.B.A. from the University of Notre Dame, and his law degree from Indiana University at Bloomington. He is Series 7, 66 and 24 licensed.
Lifestyle Advisory Group - High Net Worth
Planning for the future is important. So is living for today. So we make it easier to enjoy your achievements through our Lifestyle Advisory Group. Our High-Net-Worth clients get to experience a range of concierge services reserved for a select few.
• Buying, leasing or sharing a jet
• College and admissions counseling
• Eldercare services
• Experiences, Travel and Luxury Vacations
• Tickets to Theater, Concerts and Sporting Events
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Family Office Resources - Ultra High Net Worth
Significant wealth raises a whole new level of complex challenges and multigenerational issues. That’s why we’re able to provide our Ultra-High-Net Worth clients access to Morgan Stanley’s Family Office Resources. This team includes:
• Experts in Generational Wealth Transfer
• Strategists that help minimize tax obligations
• Experts in philanthropic giving
The term “Family Office Resources” is being used as a term of art and not to imply that Morgan Stanley and/or its employees are acting as a family office pursuant to Investment Advisers Act of 1940. Although they may be admitted attorneys, planning directors and other wealth planning center personnel holding legal degrees are acting purely
Originally from Chicago, Angelo practiced law for 15 years and represented UHNW clients, closely held businesses, and major philanthropic organizations. Angelo is admitted to the Society of Trust and Estate Practitioners and the Chicago Estate Planning Council. He has spoken on topics such as “Conditions Suggesting a Management Buyout” before the Chicago Bar Association Corporation and Business Law Committee, “Tax Consequences of Intra-Family Loans,” before the Chicago Bar Association Trust Law Committee, and “Conversations about Wealth and Philanthropy with Prospective Donors” before the Chicago Council on Planned Giving.
Prior to rejoining Morgan Stanley in his current position in 2018, Angelo advised UHNW clients in the financial services industry for 10 years, first as a Wealth Strategist with US Trust in Chicago, then a Wealth and Estate Planning Specialist in Morgan Stanley’s Chicago Wealth Planning Center, and finally as the Senior Wealth Planning Strategist for the Wells Fargo Private Bank in Greenwich, Connecticut. Angelo earned his B.A. from DePauw University, his M.B.A. from the University of Notre Dame, and his law degree from Indiana University at Bloomington. He is Series 7, 66 and 24 licensed.
Lifestyle Advisory Group - High Net Worth
Planning for the future is important. So is living for today. So we make it easier to enjoy your achievements through our Lifestyle Advisory Group. Our High-Net-Worth clients get to experience a range of concierge services reserved for a select few.
• Buying, leasing or sharing a jet
• College and admissions counseling
• Eldercare services
• Experiences, Travel and Luxury Vacations
• Tickets to Theater, Concerts and Sporting Events
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Family Office Resources - Ultra High Net Worth
Significant wealth raises a whole new level of complex challenges and multigenerational issues. That’s why we’re able to provide our Ultra-High-Net Worth clients access to Morgan Stanley’s Family Office Resources. This team includes:
• Experts in Generational Wealth Transfer
• Strategists that help minimize tax obligations
• Experts in philanthropic giving
The term “Family Office Resources” is being used as a term of art and not to imply that Morgan Stanley and/or its employees are acting as a family office pursuant to Investment Advisers Act of 1940. Although they may be admitted attorneys, planning directors and other wealth planning center personnel holding legal degrees are acting purely
Attracting talent. Empowering employees.
Today’s competition for the best and the brightest talent is fierce. The right Corporate Retirement Plan can mean the difference between attracting and retaining the A-team—or making compromises.
The advantages of a certified Corporate Retirement Director
What makes us so unique is that we’re led by a Corporate Retirement Director. Jordan Brand holds a designation and knowledge reserved for less than 2% of all Financial Advisors at Morgan Stanley. We’re also able to tap into top industry professionals and thought leaders as part of our vast global network. In other words, we’re well positioned to help drive your business forward.
Assessing Plan Competitiveness & Matching Your Goals
Today’s competition for the best and the brightest talent is fierce. The right Corporate Retirement Plan can mean the difference between attracting and retaining the A-team—or making compromises.
The advantages of a certified Corporate Retirement Director
What makes us so unique is that we’re led by a Corporate Retirement Director. Jordan Brand holds a designation and knowledge reserved for less than 2% of all Financial Advisors at Morgan Stanley. We’re also able to tap into top industry professionals and thought leaders as part of our vast global network. In other words, we’re well positioned to help drive your business forward.
Assessing Plan Competitiveness & Matching Your Goals
Benchmark
• Evaluate plan fees and services
• Assess reasonableness of fees relative to
services received
• Support 408(b)(2) review of fees and services
• Assess reasonableness of fees relative to
services received
• Support 408(b)(2) review of fees and services
Plan Review
• Identify gaps in service offerings
• Understand plan goals
• Document prudent process
• Understand plan goals
• Document prudent process
Recommend
• Identify recordkeepers for your consideration
• Side-by-side analysis of recordkeepers to identify
solutions that meet your needs
• Side-by-side analysis of recordkeepers to identify
solutions that meet your needs
Transition
• Manage finalist presentations
• Assist in cost negotiations with service providers
• Assist with transition to new provider
• Provide ongoing support with your service provider
• Assist in cost negotiations with service providers
• Assist with transition to new provider
• Provide ongoing support with your service provider
Planning
1) Plan Evaluation: We start with a needs assessment, perform plan benchmarking analysis and run provider searches to ensure your plan and your goals are in sync.
2) Investment Management: We produce investment policy statements and establish frameworks for investment monitoring. We can serve as either a ERISA 3(21) Fiduciary or a ERISA 3(38) Investment Manager.
3) Plan Management: Your plan will stay in compliance through our easy-to-use, streamlined admin process.
4) Plan Participation: It’s critical that your employees not only understand their plan options—but are truly inspired. We’ve created educational materials, seminars and strategic planning resources to help engage them.
2) Investment Management: We produce investment policy statements and establish frameworks for investment monitoring. We can serve as either a ERISA 3(21) Fiduciary or a ERISA 3(38) Investment Manager.
3) Plan Management: Your plan will stay in compliance through our easy-to-use, streamlined admin process.
4) Plan Participation: It’s critical that your employees not only understand their plan options—but are truly inspired. We’ve created educational materials, seminars and strategic planning resources to help engage them.
Investing and lending are two sides of the same coin. Our team can help you maximize your growth opportunities by getting both sides of your balance sheet working harder together—and in harmony with overall goals.
Portfolio Management Custom Solutions
A firm credentialed Portfolio Manager is empowered to implement investment decisions on your behalf while leveraging the global resources of Morgan Stanley.
To Learn More Watch This VideoLocation
55 East 52nd Street 10th
28 FL
New York, NY 10055
US
Direct:
(212) 883-8555(212) 883-8555
3801 PGA Boulevard
Suite 700
Palm Beach Gardens, FL 33410
US
Meet The Park Avenue - Palm Beach Group
Phone:
(212) 883-8548(212) 883-8548
Senior Vice President, Financial Advisor, Senior Portfolio Manager, Portfolio Management Director
Phone:
(212) 883-8550(212) 883-8550
Sunny Krishnani, CRPC*
Business Development Director, Vice President
Phone:
(212) 649-8595(212) 649-8595
Olga Glazkova
Client Service Associate
About Me
For over 20 years Jordan has provided clients with a tailored approach to investing that aligns with their individual goals. He’s built strong relationships by choosing to work with a select group of clients and always being accessible and pro-active to their needs. Some of the areas where he specializes include strategic investing, tax mitigation, trust and estate analysis, tailored lending, retirement planning, educational planning, and financial planning strategies.
Jordan has carved out a special niche within the industry because he’s one of only 2% of Morgan Stanley Financial Advisors who are designated as a Chartered Retirement Plan Specialist (CRPS®). This enables him to assist in educating participants and providing fiduciaries with continuous guidance regarding investments and the latest compliance requirements. This unique skillset includes the formation, service, and maintenance of 401(k) plans for small and medium sized businesses. He can also create customized solutions for existing plans tailored to the individual needs of the business owner or unique needs of the business.
Jordan is currently FINRA-registered and hold Series 7, 66, and 31 securities licenses, as well as licenses for life and accident insurance, and variable annuities. He’s an alumnus of the University of Maryland with a Bachelor of Science degree in Economics and earned his Juris Doctorate degree from Pace University School of Law. Jordan practiced law as a Trial Attorney for eight years prior to joining the financial services industry. Before Morgan Stanley, Jordan worked at UBS and Merrill Lynch.
Jordan has carved out a special niche within the industry because he’s one of only 2% of Morgan Stanley Financial Advisors who are designated as a Chartered Retirement Plan Specialist (CRPS®). This enables him to assist in educating participants and providing fiduciaries with continuous guidance regarding investments and the latest compliance requirements. This unique skillset includes the formation, service, and maintenance of 401(k) plans for small and medium sized businesses. He can also create customized solutions for existing plans tailored to the individual needs of the business owner or unique needs of the business.
Jordan is currently FINRA-registered and hold Series 7, 66, and 31 securities licenses, as well as licenses for life and accident insurance, and variable annuities. He’s an alumnus of the University of Maryland with a Bachelor of Science degree in Economics and earned his Juris Doctorate degree from Pace University School of Law. Jordan practiced law as a Trial Attorney for eight years prior to joining the financial services industry. Before Morgan Stanley, Jordan worked at UBS and Merrill Lynch.
Securities Agent: OR, NH, MI, GA, WI, ME, MD, DC, FL, VT, VA, AR, TX, OH, NC, MN, NM, CO, RI, NJ, MA, DE, CA, AZ, NY, PA, IL, CT, WY, SC; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 2477911
NMLS#: 2477911
About John Marchak
John has been a Financial Advisor since January 1999, working exclusively with Morgan Stanley. For the past 13 years he’s served as a Senior Portfolio Manager, helping clients explore new ways to build wealth and sophisticated strategies to pursue their goals.
John is a knowledgeable Financial Advisor with vast experience providing efficient, professional and friendly service. His success at building deeper relationships starts by taking the time to get to know you as a client and pinpoint your specific goals. John then creates your financial strategy, addresses both your assets and liabilities, and provides advice that you and your family can count on while pursuing your needs for today—and your vision for the future.
John is committed to always putting the client first. He is a fierce advocate for your success and never has his own agenda. In an industry where you can’t control the markets, there is one thing that John does control—his ability to deliver first-class service and be extremely responsive to your needs.
John’s holds his Series 7, 66, 31, 9/10, as well as licenses for life insurance and annuities. He received his BA Political Science/International Relations from Syracuse University. John then went on to get his MBA Finance from Fairfield University, followed by an MA in Military History from Norwich University.
You can also find John volunteering at Fairfield University, where he serves as a Mentor for the Sophomore Residential College. John resides in Westport, CT with wife. He enjoys, travelling, nature and all things culinary.
John is a knowledgeable Financial Advisor with vast experience providing efficient, professional and friendly service. His success at building deeper relationships starts by taking the time to get to know you as a client and pinpoint your specific goals. John then creates your financial strategy, addresses both your assets and liabilities, and provides advice that you and your family can count on while pursuing your needs for today—and your vision for the future.
John is committed to always putting the client first. He is a fierce advocate for your success and never has his own agenda. In an industry where you can’t control the markets, there is one thing that John does control—his ability to deliver first-class service and be extremely responsive to your needs.
John’s holds his Series 7, 66, 31, 9/10, as well as licenses for life insurance and annuities. He received his BA Political Science/International Relations from Syracuse University. John then went on to get his MBA Finance from Fairfield University, followed by an MA in Military History from Norwich University.
You can also find John volunteering at Fairfield University, where he serves as a Mentor for the Sophomore Residential College. John resides in Westport, CT with wife. He enjoys, travelling, nature and all things culinary.
Securities Agent: MI, MN, FL, WY, PA, MD, AR, WI, MA, GA, DE, VT, OH, CT, TX, ME, CO, WA, VA, DC, CA, NH, AZ, SC, RI, NY, NM, NJ, NC; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1279646
NMLS#: 1279646
About James Kennedy
Jim has been a Financial Advisor for over 21 years, focusing on creating highly customized financial plans and investment solutions for high net worth clients. As a Senior Portfolio Manager, he’s able to tap into the firm’s global resources and deliver a boutique level of service and dedication to our clients.
Jim’s personalized approach to Wealth Management ensures that investments and advice are properly tailored to every individual’s specific needs and goals. Whether it’s strategic lending or retirement planning, he has a keen ability to finding solutions that can mitigate tax burdens and help clients feel more confident about the future.
One of the niche services that Jim provides is working with exonerees who have been wrongly incarcerated. Jim devotes a lot of his time outside the office to providing a financial education to this overlooked population, as well as helping them manage and preserve any compensation they receive.
After graduating the College of Charleston, Jim began his career at Merrill Lynch before joining UBS as a Senior Wealth Advisor. Jim lives in Ridgewood New Jersey with his wife Melissa and French Bulldog Raven. In his spare time he enjoys all things outdoors, including hiking, archery and fly fishing all over the country and abroad. In fact, Jim has not only hiked the entire Appalachian Trail, he and some friends discovered a plane crash off a path and as a result, saved the pilot’s life. Jim maintains his Series 7, 66, 31, Life and Health Insurance License.
Jim’s personalized approach to Wealth Management ensures that investments and advice are properly tailored to every individual’s specific needs and goals. Whether it’s strategic lending or retirement planning, he has a keen ability to finding solutions that can mitigate tax burdens and help clients feel more confident about the future.
One of the niche services that Jim provides is working with exonerees who have been wrongly incarcerated. Jim devotes a lot of his time outside the office to providing a financial education to this overlooked population, as well as helping them manage and preserve any compensation they receive.
After graduating the College of Charleston, Jim began his career at Merrill Lynch before joining UBS as a Senior Wealth Advisor. Jim lives in Ridgewood New Jersey with his wife Melissa and French Bulldog Raven. In his spare time he enjoys all things outdoors, including hiking, archery and fly fishing all over the country and abroad. In fact, Jim has not only hiked the entire Appalachian Trail, he and some friends discovered a plane crash off a path and as a result, saved the pilot’s life. Jim maintains his Series 7, 66, 31, Life and Health Insurance License.
Securities Agent: AZ, WY, RI, NJ, MT, VA, TX, PA, NH, MN, ME, SD, OH, DE, DC, CA, MD, CT, NC, MI, MA, FL, WI, TN, GA, CO, VT, SC, AR, NY, NM; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1944100
NMLS#: 1944100
About Sunny Krishnani
Sunny helps ensure that each client receives the best possible service. When clients have questions about their account or administrative matters, Sunny gets answers promptly. He makes sure that the appropriate member of our team responds to each query in a timely fashion. Thanks to Sunny, clients will have access to our high-quality equity managers, fixed income strategists, and alternative investment platforms.
Sunny was born in Queens and raised in Long Island NY. He attended Baruch College with majors in Finance and Investments where he graduated in the top 5% of the Macaulay Honors Program in 2010. Sunny has been with Morgan Stanley Wealth Management for over eleven years. He is also a Chartered Retirement Planning Counselor* and holds his Series 7, 66, 31, 3, Life and Health Insurance Licenses, and CRPC.* He lives in Long Island and enjoys hiking, traveling and sports.
*This role cannot solicit or provide investment advice
Sunny was born in Queens and raised in Long Island NY. He attended Baruch College with majors in Finance and Investments where he graduated in the top 5% of the Macaulay Honors Program in 2010. Sunny has been with Morgan Stanley Wealth Management for over eleven years. He is also a Chartered Retirement Planning Counselor* and holds his Series 7, 66, 31, 3, Life and Health Insurance Licenses, and CRPC.* He lives in Long Island and enjoys hiking, traveling and sports.
*This role cannot solicit or provide investment advice
About Olga Glazkova
Before joining Morgan Stanley in 2024, Olga spent 11 years at Nasdaq as the Director of Global Sales Operations & Contract Management. Olga has extensive experience in client and sales support, strategic operational planning, budgeting, analysis, and reporting.
Olga looks forward to building and maintaining strong relationships with each client, to understand their unique needs and deliver personalized, proactive service using the latest industry and firm knowledge. Olga is passionate about innovation, values integrity and excellence, and is committed to incorporating these principles in her work every day.
Olga holds a Master’s degree in Linguistics & Translation, as well as multiple Continuing Education Certificates from NYU, with a focus on business administration and communications. Olga is fluent in Russian and English, with a touch of German.
In 2023, Olga and her family relocated to Boca Raton, FL from New York City to enjoy the warm weather and beach-centric lifestyle.
Olga looks forward to building and maintaining strong relationships with each client, to understand their unique needs and deliver personalized, proactive service using the latest industry and firm knowledge. Olga is passionate about innovation, values integrity and excellence, and is committed to incorporating these principles in her work every day.
Olga holds a Master’s degree in Linguistics & Translation, as well as multiple Continuing Education Certificates from NYU, with a focus on business administration and communications. Olga is fluent in Russian and English, with a touch of German.
In 2023, Olga and her family relocated to Boca Raton, FL from New York City to enjoy the warm weather and beach-centric lifestyle.
Contact Jordan Brand
Contact John Marchak
Contact James Kennedy
Wealth Management
Global Investment Office
Portfolio Insights
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
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
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
- 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
Donor Advised Funds: A Smart Way to Manage Your Giving
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Retirement for Plan Sponsors
End-to-End Services, Made Simple:
We can provide the tools and guidance to help you manage a retirement plan.
We can provide the tools and guidance to help you manage a retirement plan.
- Plan Evaluation
- Investment Management
- Plan Management Support
- Plan Participant Education
State of the Workplace Study 2023
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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 Park Avenue - Palm Beach Group today.
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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.
3Morgan 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
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 Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
6Investors 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.
7Morgan 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.
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.
3Morgan 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
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 Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
6Investors 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.
7Morgan 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)
