Our Story

As Financial Advisors, The Petrizzo Skaf Group at Morgan Stanley offers a comprehensive array of wealth management solutions to help clients prepare for a successful financial future. Leveraging our vast resources—including the firm’s intellectual capital, our team’s 40+years of experience and dedicated personal service—we create tailored wealth strategies – to help translate their goals into reality. Working with our team, you’ll have access to some of the world’s most respected investment professionals, a premier trading and execution platform along with a full spectrum of investment choices.

Our team has a deep understanding of the unique challenges many successful corporate executives face. We help executives gain a greater understanding of their employer stock ownership in order to maximize equity compensation and incorporate corporate benefits into their overall wealth plan.
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Working With You

Together, we will:
  • Discover
    Our relationship begins with a thorough understanding of you – your needs, your lifestyle and family, and your goals for the future.
  • Create
    We work with you to develop a roadmap to help you achieve and protect the outcomes you envision.
  • Act
    Next, we can help you implement investment, retirement, trust services, cash management and insurance solutions suited to your needs.
  • Adjust
    Achieving your goals requires vigilance and flexibility. We help you monitor your progress and make adjustments as life evolves, markets and tax laws shift, and priorities change.

Location

522 5th Avenue
11th Floor
New York, NY 10036
US
Direct:
(212) 603-6160(212) 603-6160
Toll Free:
(800) 843-0211(800) 843-0211

Meet The Petrizzo Skaf Group

About Me

Mike comes to Morgan Stanley* with over 20 years of industry experience.  In his first year with the firm, he achieved a council membership which recognizes the firm’s top performing advisors.  As a senior member of The Petrizzo Skaf Group at Morgan Stanley*, Mike focuses on constructing portfolios for high net worth individuals.  Prior to joining Morgan Stanley*, he was a Managing Director at Wachovia Securities (Prudential Securities) where he was recognized as a Peak Performer of the firm.  Before joining Wachovia Securities (Prudential Securities) in 2001, Mike had been a Financial Advisor with Morgan Stanley for three years.  While at Morgan Stanley, Mike held the title of Senior Vice President.  Mike was a member of the President’s Club and was chosen to study at The Wharton School of Business at the University of Pennsylvania.  Before joining Morgan Stanley, Mike worked at Oppenheimer & Co., Inc.  He spent seven years there, starting as a trainee and leaving with Vice President status.  Mike graduated from North Carolina State University with a Bachelor of Arts degree in English.  During summer breaks from college, he worked on the floor of the NYSE.  Mike and his family live in Connecticut.  In his free time, Mike enjoys golf.
Securities Agent: AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, MA, MD, ME, MI, MO, MT, NC, NH, NJ, NY, OH, OR, PA, PR, RI, TN, TX, VA, WA; General Securities Representative
NMLS#: 1331975

About Me

Paul is a CERTIFIED FINANCIAL PLANNER™ who has spent the past 20+ years working as a Financial Advisor. Serving as one of the senior members of The Petrizzo Skaf Group at Morgan Stanley, Paul provides client advisory services based on balanced investment strategies. As a CFP® he focuses on working with individuals during the different financial stages of their lives. “A financial plan evolves; we need to develop, implement and monitor that plan as we progress.” Working at Wachovia Securities (formerly Prudential Securities) from January 2001 – January 2008, Paul was awarded the title of Managing Director. In the early stages of his career at Morgan Stanley Dean Witter, Paul received the National Sales Director Award. He has taken a multitude of specialty courses in financial planning, professional money management, 401(k) & retirement planning and estate planning. Additionally, he focuses on dealings related to corporate executives and their stock options, hedging, collaring and diversification. Paul is a graduate of SUNY Stonybrook, with a bachelor’s degree in multi-disciplinary studies. He lives with his wife Jody and two children Joseph and Sophia on the North Shore of Long Island, in Roslyn, New York. In his free time, Paul enjoys traveling, cooking and golf.
Securities Agent: AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, MA, MD, ME, MI, MO, MT, NC, NH, NJ, NY, OH, OR, PA, PR, RI, TN, TX, VA, WA; Investment Advisor Representative; General Securities Representative
NMLS#: 1339264

About Me

Priscilla is the Client Service Associate for the Petrizzo-Skaf Group.  Before joining the firm, Priscilla was an Assistant Store Manager for American Eagle Outfitters’ & Carter’s/ OshKosh B’Gosh where she managed, coached and developed associates on customer service skills. The organizational and strategic planning skills acquired from her previous role will aid in her success as a team member.  Priscilla’s responsibilities include, but are not limited to, handling client administrative needs, including opening new accounts and processing new account documents, customer wires, checks, journals, ACH transactions and client inquiries.  Priscilla earned her Bachelors of Business from Adelphi University in Garden City, NY. She is Series 7 registered. She resides in Freeport, Long Island with her parents and puppy, Buddy.  In her free time, Priscilla enjoys outdoor activities and crafting.

Strategic Partners

The Experience to Guide You
Our steadfast committment is to enhance the advice you receive. Working in partnership allows us the opportunity to provide a more holistic approach to help you manage and meet your wealth management goals head-on.
From Our Team

Global Investment Committee Weekly


Investment and Market Perspectives

On the Markets

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement Income Strategies
  • Retirement Plan Participants
  • Annuities
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

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
Five Smart Strategies to Use a Bonus or Raise

Five Smart Strategies to Use a Bonus or Raise

Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

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
Financial Transition: A Guide for Women

Financial Transition: A Guide for Women

Here's how to take control of your finances if a death or divorce leaves you holding the reins.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
A New Roadmap for Mission Alignment

A New Roadmap for Mission Alignment

Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

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Ready to start a conversation? Contact The Petrizzo Skaf Group today.
Market Information Delayed 20 Minutes
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