My Value Proposition

The key to managing your wealth and achieving your vision of the future is balancing everything that’s important to you—your family, your career or business, and your legacy. With so many responsibilities and competing priorities, you need a plan and an advisor who has the knowledge, resources and relationships to help you bring that plan to life.

As your Financial Advisor, I leverage my professional and personal experience—along with the capabilities and insights of one of the world’s leading financial firms—to help architect the future you envision for yourself and your family. My goal is to assist you in developing a roadmap that encompasses lifestyle planning, risk management, liability management and portfolio management in a comprehensive long-term plan that incorporates and anticipates life’s events, both the expected and the unforeseen.

Having lived and, ultimately, thrived through some of life’s most challenging chapters—caring for a chronically ill family member, the loss of a spouse, single motherhood and widowhood—I understand how to solve problems while maintaining a positive outlook. Whether it’s navigating choppy waters in the markets or helping you cope with a difficult transition, I strive to bring calm to your life and clarity to your financial future.

Whatever your goals are—growing your business, paying for a child’s education, preparing for a comfortable retirement, planning your legacy—I am here to help educate, empower and execute the strategies and solutions necessary to realize them.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Experience

A member of the Private Wealth Management group of Morgan Stanley for over 16 years, I am a CERTIFIED FINANCIAL PLANNER™, a designation that reflects my commitment to upholding a fiduciary standard of excellence. My passion and positivity help me build deep, personal connections with my clients, who rely on me for guidance on all aspects of their financial lives.

Prior to joining Morgan Stanley in 2000, I worked as a financial adviser in the bankruptcy and corporate restructuring group of law firm Lowenstein Sandler, P.C., where I gained extensive knowledge of fixed income and liability management.

I graduated with honors from Lafayette College in 1999 and have done post graduate work at the Wharton School of the University of Pennsylvania for Certified Financial Planning. I currently reside in Chatham, New Jersey with my husband and three children, William, Jack and Julia.

    Location

    522 5th Avenue
    11th Floor
    New York, NY 10036
    US
    Direct:
    (212) 230-3671(212) 230-3671
    Toll-Free:
    (800) 843-0211(800) 843-0211

    Meet The Priolo Group

    About Me

    A member of the Private Wealth Management group of Morgan Stanley for over 16 years, Annamarie Priolo McGannon is a CERTIFIED FINANCIAL PLANNER™, a designation that reflects her commitment to upholding a fiduciary standard of excellence. Annamarie’s passion and positivity help her build deep, personal connections with her clients, who rely on her for guidance on all aspects of their financial lives. 

    Together with her team, Annamarie focuses on comprehensive financial planning, business strategy and financing, retirement consulting, education planning, tax and estate planning strategies, charitable planning, lending services, insurance consultation and customized portfolio management. She also works with clients and their tax and legal advisors in areas such as special needs planning, matrimonial planning, next generation planning and transition planning for widows and widowers. 

    Prior to joining Morgan Stanley in 2000, Annamarie worked as a financial adviser in the bankruptcy and corporate restructuring group of law firm Lowenstein Sandler, P.C., where she gained extensive knowledge of fixed income and liability management. 

    Annamarie graduated with honors from Lafayette College in 1999 and has done post graduate work at the Wharton School of the University of Pennsylvania for Certified Financial Planning.  Annamarie currently resides in Chatham, New Jersey with her husband and three children, William, Jack and Julia.
    Securities Agent: TX, SC, PA, NY, NV, NM, NJ, NC, MD, MA, LA, IN, GA, FL, CT, CO, CA; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
    NMLS#: 1288136

    About Me

    Robert Priolo lends over 40 years of experience to the holistic practice of wealth management  of developing a road map for each client that encompasses lifestyle planning, risk management, liability management and portfolio management in a long-term plan that incorporates life’s events— expected and unexpected.  Having started his career in 1969 with the firm of Hirsch & Company, Bob has lived through 9 mergers with the firm that is now Morgan Stanley, where he has been in the Director’s Council,  through most of his esteemed career.  While with Shearson Lehman, Robert was instrumental in building the Credit Derivative Swap desk since he specialized in institutions seeking to enhance portfolio returns using an option overlay strategy aimed at hedging interest rate movements.  After several decades in that area of practice, in 2004, Bob joined Annamarie’s team as the need grew for experience in hedging and monetization, options and commodities strategies and custom portfolio management.   A member of the firm’s Portfolio Management Group, Bob plays an instrumental role in researching and trading in the team’s 3 customized portfolios: the growth fund, the Dividend and Income fund and the Deep Discount fund.  Bob serves on the financial advisory committees to organizations close to him, Mount Saint Dominic Academy where his three daughters attended high school,  the Cerebral Palsy Center in Clifton, NJ and the Felician School for Exceptional Children where his son was an attendee.  Bob was a Third Class Petty Officer Electronic Technician with the US Navy serving in the Vietnam War, a winner of the Scholastic Key for Excellence in Political Science and a graduate of St. Johns University with a B.S. in Political Science.  Bob resides with his wife, Tina, of 39 years in Clifton, NJ.
    Securities Agent: TX, WA, VT, SC, PA, OH, NY, NV, NM, NJ, NC, MT, MN, MD, MA, LA, IN, FL, CT, CO, CA; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
    NMLS#: 1255510
    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
    Investing in Artificial Intelligence and Automation

    Investing in Artificial Intelligence and Automation

    AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

    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
    From Clueless to Clued In: Teaching Teens About Money

    From Clueless to Clued In: Teaching Teens About Money

    As your children grow into young adults, you can help them learn how to manage their own finances. Here’s how to go about it.

    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
    Facing Financial Stress? Your Employer May Be Able to Help

    Facing Financial Stress? Your Employer May Be Able to Help

    Many of us face money worries. You may be able to get advice and education from an unexpected source.

    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
    Choosing an Environmental Charity

    Choosing an Environmental Charity

    There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

    More from Morgan Stanley

    OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE

    OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE

    “You may feel like a 1,000 point move in the Dow in a single day is unprecedented, but the reality is that it’s a 2 or 3% move down.” - Lisa Shalett, Chief Investment Officer, Wealth Management
    Learn more about OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE
    Morgan Stanley Pathway Solutions

    Morgan Stanley Pathway Solutions

    Morgan Stanley Pathway Solutions are style-driven mutual fund portfolios that put your financial goals at the center of the investment process.
    Learn more about Morgan Stanley Pathway Solutions
    Morgan Stanley and Justin Rose: A Winning Team

    Morgan Stanley and Justin Rose: A Winning Team

    Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
    Learn more about Morgan Stanley and Justin Rose: A Winning Team
    Sign Up for eDelivery

    Sign Up for eDelivery

    With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
    Learn more about Sign Up for eDelivery
    Reserved | Living & Giving

    Reserved | Living & Giving

    Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
    Learn more about Reserved | Living & Giving
    Your Financial World. On the Go.

    Your Financial World. On the Go.

    With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
    Learn more about Your Financial World. On the Go.
    Access Morgan Stanley Online

    Access Morgan Stanley Online

    Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
    Learn more about Access Morgan Stanley Online
    Ready to start a conversation? Contact The Priolo Group today.
    Market Information Delayed 20 Minutes
    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 suitable 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”) 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.


    CRC 2019752 10/2018