Phone:
(609) 844-7901(609) 844-7901
The Princeton Lenox Group at Morgan Stanley
Direct:
(609) 844-7901(609) 844-7901
Our Mission Statement
Experience, intellectual capital, and dedicated personal service to help you meet your life goals.
Our Story and Services
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
1200 Lenox Dr.
Ste 300
Lawrenceville, NJ 08648
US
Direct:
(609) 844-7901(609) 844-7901
Meet The Princeton Lenox Group
Phone:
(609) 844-7908(609) 844-7908
Phone:
(609) 620-7124(609) 620-7124
Diana Luna
Phone:
(609) 844-7995(609) 844-7995
Jacob Aaronson
Phone:
(609) 844-7918(609) 844-7918
About Karl Falkenstein
Securities Agent: NJ, DC, MT, DE, FL, CO, AZ, OH, CT, WI, PR, MI, RI, NC, MN, KY, PA, MA, IA, NY, NV, WV, WA, VA, NH, MO, IL, GA, CA, TX, OK, NM, MD, TN, SC, OR, ME; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1288059
CA Insurance License #: OH23360
NMLS#: 1288059
CA Insurance License #: OH23360
About Jason Riccardo
Jason Riccardo is a Senior Vice President, Senior Portfolio Manager, and Financial Advisor at Morgan Stanley, with more than 25 years of experience in the financial services industry, including the past 15 years at the firm. He focuses on portfolio construction, investment strategy, and personalized wealth management, with a practice focused on delivering institutional-quality investment management to high-net-worth individuals and select institutional clients.
Working with his team, Jason takes a comprehensive, disciplined approach to clients’ financial lives—integrating financial, business, and retirement planning with asset and liability management to develop strategies aligned to each client’s unique circumstances and long-term objectives. His portfolio construction process blends technical analysis, fundamental research, and hands-on investment management to create customized solutions that reflect each client’s goals, risk tolerance, and overall financial vision.
Jason holds dual bachelor’s degrees in Finance and Computer Science from Rider University. A lifelong New Jersey resident, he lives in Hillsborough with his wife, Eileen, and their Cavapoo, Harlan. Outside the office, he enjoys golf, traveling, and cheering on his favorite New York sports teams.
Working with his team, Jason takes a comprehensive, disciplined approach to clients’ financial lives—integrating financial, business, and retirement planning with asset and liability management to develop strategies aligned to each client’s unique circumstances and long-term objectives. His portfolio construction process blends technical analysis, fundamental research, and hands-on investment management to create customized solutions that reflect each client’s goals, risk tolerance, and overall financial vision.
Jason holds dual bachelor’s degrees in Finance and Computer Science from Rider University. A lifelong New Jersey resident, he lives in Hillsborough with his wife, Eileen, and their Cavapoo, Harlan. Outside the office, he enjoys golf, traveling, and cheering on his favorite New York sports teams.
Securities Agent: WA, CO, TN, OH, NV, NC, MA, FL, CT, CA, AZ, TX, RI, MT, IL, IA, HI, PR, NY, WV, VT, SC, PA, MO, KY, WI, NH, ID, DE, DC, OR, NM, OK, ME, GA, VA, NJ, MN, MI, MD; General Securities Representative; Investment Advisor Representative
NMLS#: 1423937
CA Insurance License #: 4268610
NMLS#: 1423937
CA Insurance License #: 4268610
About David Woody
I graduated from The Catholic University of America with a B.A. in Philosophy in 2002 and began my first two careers in sales and education. I joined Morgan Stanley in February 2021, where I help clients preserve and grow their wealth and plan for their retirement. I enjoy music, literature, and sports and I live with my wife Dalla and my son Leonardo in Philadelphia.
Securities Agent: IL, DC, TN, RI, NY, ME, KY, WI, GA, IA, DE, CT, NM, NC, MO, MN, MA, SC, CO, OR, VA, OK, OH, NJ, FL, AZ, WV, PA, CA, WA, NH, MT, MI, TX, PR, MD; General Securities Representative; Investment Advisor Representative
NMLS#: 2147105
CA Insurance License #: 4175704
NMLS#: 2147105
CA Insurance License #: 4175704
Contact Karl Falkenstein
Contact Jason Riccardo
Contact David Woody
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact The Princeton Lenox Group today.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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)