The Ricca Group at Morgan Stanley

Mike joined the financial services industry in 1991 and founded The Ricca Group in 1997. He is highly experienced in financial planning and wealth management for individuals, multigenerational families and corporate clients. His technical knowledge covers a broad span of financial management and planning needs, including investment management, retirement analysis, life insurance, tax minimization strategies, charitable giving and estate plan coordination. Mike is committed to providing time-tested financial counsel and unparalleled client service. With over $6.8 BN in assets under management, he serves as strategist for The Ricca Group and is well regarded for his accessibility, depth of knowledge and collaboration with CPAs, attorneys, insurance specialists and estate planning experts. Mike has been recognized at the highest level of the firm as a Chairman’s Club member for the past 20 years (2006-2026).

Barron's has also named The Ricca Group as a "Top 250 Private Wealth Management Team" in 2025 and 2024 and one of “America's Top 100 Private Wealth Management Teams” in 2023, 2022 and 2021. Mike has also been recognized by Barron’s and Financial Times on several of their most prestigious rankings:

• Barron’s “Top 1,500 Financial Advisors” by state 2026
• Barron’s “Top 1,200 Financial Advisors” by state 2014-2025
• Barron’s “America's Top 100 Financial Advisors” 2022
• Barron’s “Top 1,000 Financial Advisors” 2009 – 2013
• Financial Times “Top 400 Financial Advisers” 2013-2020

Mike earned his M.B.A. in Finance from Seton Hall University and B.A. in English and Economics from Rutgers University. He became a CERTIFIED FINANCIAL PLANNER™ in 2001.

Mike and his wife, Susanne, raised their family in Mendham, New Jersey and now reside in Mantoloking, New Jersey. He is committed to his community and enjoys running, reading and cooking for his family and friends.



Barron's Top 250 Private Wealth Management Teams
​Source: Barrons.com (Awarded May 2024) Data compiled by Barron's for the period Jan 2023-Dec 2023.

2021, 2022, 2023 Barron's Top 100 Private Wealth Management Teams (formerly referred to as Barron's Top 50 Private Wealth Management Teams, Barron's Top 50 Private Wealth Advisory Teams)
Source: Barrons.com (Awarded April 2021-2023). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.

Barron's Top 100 Financial Advisors
Source: Barron's.com (Awarded Apr 2022) Data compiled by Barron's based on time period from Dec 2020 - Dec 2021.

2009 – 2026 Barron's Top 1,500 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,200 and Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2009 - 2026). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.

2013 - 2020 Financial Times 400 Top Financial Advisors
Source: ft.com. Data compiled by the Financial Times based the following time periods:
Awarded 2020; data 6/30/16 - 6/30/19
Awarded 2019; data 6/30/15 - 6/30/18
Awarded 2018; data 6/30/15 - 6/30/17
Awarded 2017; data 9/30/14 - 9/30/16
Awarded 2016; data 9/30/13 - 9/30/15
Awarded 2015; data 9/30/13 - 9/30/14
Awarded 2014; data 9/30/12 - 9/30/13
Awarded 2013; data as of 12/31/12

Mary is a Managing Partner with The Ricca Group at Morgan Stanley, bringing nearly two decades of experience delivering comprehensive wealth management and planning to multi-generational families and corporate executives, as well as business owners and other high-net-worth individuals. She is known for her diligence, grit, and client-first approach, taking time to understand each client’s goals and coordinating closely with her team to develop customized strategies that address high-complexity wealth management needs.

Mary focuses on guiding clients through sophisticated planning challenges, including wealth transfer, business succession planning, asset protection, investment management, and integrated financial planning designed to support long-term outcomes across generations. Her work is grounded in thoughtful analysis, proactive communication, and a commitment to aligning strategy with each client’s values, priorities, and evolving circumstances.

In addition to her private wealth management practice, Mary has played a key leadership role in building and advancing the Group’s Retirement Practice. As a Corporate Retirement Director, she partners with plan sponsors on plan design and features, participant education, investment oversight, and ongoing regulatory considerations—helping organizations strengthen outcomes for both their plans and participants.

Mary’s commitment to excellence and leadership has been recognized through her selection to Morgan Stanley’s Century Club (2020) and President’s Club (2022–2024). She has also been acknowledged through industry recognition from Barron’s and Forbes. In addition, she serves as co-chair of Morgan Stanley’s National Financial Advisor Advisory Council, collaborating with colleagues and senior leadership on strategic initiatives to enhance the firm’s capabilities and client experience.

Mary is a graduate of King’s College with a BS in Finance. She holds the CERTIFIED FINANCIAL PLANNER™ (CFP^®) designation, awarded in 2011, and the Corporate Retirement Planning Specialist designation, earned in 2015.

Mary lives in Summit, New Jersey, with her husband, Cameron. Outside of work, she enjoys time in Lavallette, New Jersey with friends and family and is passionate about giving back to her local and hometown communities.

As a Financial Advisor with the Ricca Group, Andrea works closely with high-net-worth individuals and their families to craft highly customized wealth management solutions. She believes the cornerstone of a successful wealth planning relationship is a thorough understanding of the personal and financial circumstances of her clients, and their objectives with their time and hard-earned wealth.

A second-generation advisor, Andrea was raised in the Wealth Management business. Her father, Mike, founded the Ricca Group with a predecessor firm of Morgan Stanley in 1997. Since then, the team has expanded to include Andrea along with 9 financial advisors and 12 support professionals.

Andrea graduated Magna Cum Laude from Boston College in 2019 with a Bachelor of Arts in English and Economics. Since then, she received her Chartered Retirement Planning Specialist (CRPS^®) designation in 2021 and her CERTIFIED FINANCIAL PLANNER™ designation in 2022. Andrea was also named a member of the firm’s prestigious Pacesetter’s Club in 2024, 2025 and 2026, a global recognition program for the Firm’s successful advisors.

Andrea lives in Hoboken, NJ with her husband JJ. Together they enjoy running, reading, and summers at the Jersey Shore and Cape Cod.

Stephen focuses on retirement planning, seeking to help his clients manage their expenses and cash flow in order to achieve a comfortable retirement lifestyle without depleting their savings. In addition, he is particularly experienced in working with corporate executives to navigate the intricacies of executive compensation. For all of his clients, Stephen is fully committed to a disciplined planning process—establishing a comprehensive and goal-oriented plan upfront and then selecting investments that support those objectives.

Stephen has been named to the Morgan Stanley Century Club from 2017 to 2020 and President's Club in 2022. He was also chosen as a Forbes “Best-in-State Wealth Advisor” from 2020 - 2025. He graduated from Rider University with a B.S. in marketing, and he obtained the CERTIFIED FINANCIAL PLANNER™ designation at Fairleigh Dickinson University and has earned the designation of Chartered Retirement Planning Counselor℠.

Stephen lives in Basking Ridge, New Jersey, with his wife and three daughters. Outside the office, he enjoys golf and family time on the Jersey shore.

Diana works with high-net-worth families and focuses on applying the firm’s broad investment management capabilities to their needs and making recommendations for clients’ professionally managed portfolios. She brings extensive knowledge and brings over 30 years of experience in investment analysis, asset allocation and portfolio construction to the team.

A veteran of Wall Street, Diana started in the financial industry during college working on the floor of the New York Stock Exchange. She grew her trading experience into a successful career as a portfolio manager, specializing in mutual funds and portfolios for high-net-worth individuals before joining the Ricca Group in 2004. Diana graduated from Bucknell University with a B.S. in management and later earned an M.B.A. in finance from New York University’s Stern School of Business.

Diana lives in Morristown, New Jersey, with her family. While her favorite pastime is watching her sons’ baseball games, she also loves reading, cooking and volunteering with the Leukemia and Lymphoma Society.

Bob focuses on making investment recommendations for ultra-high-net-worth individuals and family offices. He listens carefully to his clients’ goals and concerns, and uses this feedback to help them build diversified portfolios designed to achieve their financial objectives.

Bob has spent the last four decades working at Morgan Stanley and its predecessor firms. Every year since 1977, he has been cited as one of the firm’s top-producing advisors, and he is among a select few advisors recognized by Morgan Stanley with the designation of Family Wealth Director, a title that demonstrates his experience and knowledge in wealth planning and investment advice for the firm’s most affluent clients. He graduated from Fairleigh Dickinson University with a B.S. in management and finance.

Bob and his wife live in North Caldwell, New Jersey, and Boca Raton, Florida. In his free time, Bob enjoys golfing and collecting wine. He has served on the Board of Directors of the Tri-County Scholarship Fund, the Columbus Citizens Foundation in New York City and the Boys & Girls Club of Clifton.

Andy focuses primarily on comprehensive wealth planning for high-net-worth individuals and their families. His process includes rigorous financial planning, investment planning, life/disability/long-term-care insurance planning, liquidity solutions, and estate and tax planning strategies.

Andy has been with Morgan Stanley and a predecessor firm for over 19 years. Prior to joining the firm, he gained seven years of experience in management consulting at Ernst & Young/Cap Gemini Ernst & Young. Andy earned a B.A. from Cornell University and an M.B.A. in finance from Carnegie Mellon University, and he holds the CERTIFIED FINANCIAL PLANNER™ designation.

Andy lives in Mendham, New Jersey, with his wife, Melanie, and children, Caroline and Drew. Outside the office, he enjoys tennis and squash, and he is passionate about good food, wine and craft beer. In addition, he has served on the Cornell University Arts and Sciences Dean’s Advisory Council and is a former member of the Delbarton School Alumni Board of Directors. He continues to fundraise for the Delbarton School, most recently serving on the Abbey Campaign Committee.

Investments and services offered through Morgan Stanley Smith Barney LLC. Member SIPC.

Nicholas is driven by a belief that true wealth extends beyond finances to encompass peace of mind, aspirations, and lasting legacies. He brings well over a decade of expertise, a CERTIFIED FINANCIAL PLANNER™ designation, and a commitment to continuous learning to help high net worth families, business owners, corporate executives, and healthcare professionals.

With a disciplined approach and deep market insight, Nicholas crafts personalized financial strategies, retirement plans, and legacy solutions tailored to each client’s unique goals. Leveraging Morgan Stanley’s innovative tools, he delivers precise, thoughtful guidance, ensuring every decision aligns with his clients’ values and priorities. Known for his attentive service and trusted counsel, he views his role as a privilege, partnering with clients to navigate life’s complexities with confidence and clarity. His dedication to excellence makes him a steadfast advisor, helping clients build wealth that reflects their vision today and for generations to come.

Nicholas resides in Morristown, NJ, with his wife, Camryn. Outside of work, he enjoys golfing, traveling, and studying financial markets to stay at the forefront of industry trends.

Chris joined the Ricca Group in 2017 as a Wealth Advisor Associate focusing on financial planning and goal-based analysis. Over the years, he has grown into the role of Financial Advisor, where he combines a deep understanding of financial markets with a commitment to helping clients achieve long-term success. His strong technical proficiency, analytical skill set, and mastery of the firm’s investment platforms enable him to add value across both client advisory and portfolio management functions. Chris plays an integral role in designing and implementing professionally managed portfolios tailored to each client’s goals, objectives, and risk profile. By bridging the gap between financial planning and investment strategy, Chris ensures that each client’s broader financial picture is reflected in how their assets are managed, delivering thoughtful, personalized solutions.

Chris earned his Bachelor of Business Administration in Finance with a minor in Economics from Villanova University 2017 and obtained his CERTIFIED FINANCIAL PLANNER™ designation in 2019. Chris has been recognized as a member of the firm’s Pacesetter’s club, a global recognition program for the Firm’s successful advisors.

Chris currently lives in Basking Ridge, New Jersey with his wife, Lindsey. Outside of work, he enjoys traveling, summers at the Jersey Shore, and spending time with family and friends.

Shanon is responsible for The Ricca Group's commitment to superior client service. Highly detail oriented, she is dedicated to the administration of the team's high net worth relationships and managing a wide variety of complex client service issues. Shanon has spent her entire career at Morgan Stanley and is a cornerstone of The Ricca Group.

Shanon earned a BA in Finance from Fairleigh Dickinson University. She lives in Mendham, NJ with her husband, Chris, and their two young children. She is an avid sports and classic car enthusiast, and is a nationally certified instructor for the Porsche Club of America's Driver Education Program.

Lindsay oversees our Investment Management Operations and the Portfolio Management Program for The Ricca Group. Lindsay also manages our onboarding process for new relationships. Having been with Morgan Stanley for over two decades, Lindsay’s extensive knowledge, attention to detail and commitment to our clients makes her an invaluable part of our team.

Born and raised in South Africa, Lindsay moved to the United States in 1997. She earned a BS in Finance from Fairleigh Dickinson University and currently lives in Chester, NJ. Lindsay and her husband, Vincent, have two school age children. She is an avid yogi, certified yoga instructor and currently teaches in her spare time.

With over 19 years of experience, Cameron leverages his knowledge of Equity Capital Markets and Risk Management in his role as Investment Consultant. Cameron worked as a Jr. Sales Trader and Middle Office Operations Manager on the Equity Trading floor before moving to the Ricca Group as Group Director in 2019.

Cameron graduated from Fairleigh Dickinson University with a BS in Marketing and currently lives in Summit, NJ with his wife. Cameron is an avid automotive enthusiast and enjoys surfing, mountain biking, tennis and golf.

Lindsey Galanti joined Morgan Stanley in 2011, having worked in the financial services industry since 2009. Lindsey serves as The Ricca Group’s Group Director, helping shape the vision of client service and business management. Lindsey plays a key role in delivering exceptional service to clients, develops procedures for solving client concerns, and focuses strategically on client business development. Lindsey also focuses on the day-to-day management of the service team, developing and executing the business plan, as well as strengthening firm relationships and strategic business alliances.

Prior to joining Morgan Stanley, Lindsey was a Client Service Associate at UBS Financial Services, Inc. She worked collaboratively with the team’s financial advisors to provide superior levels of client service and account maintenance.

Lindsey holds a B.S. degree in Business Administration with a major in Marketing from the Smeal College of Business at The Pennsylvania State University—class of 2008. She is registered with FINRA and SEC with Series 7 and 66 registrations.

Lindsey was born and raised on Long Island and currently resides in Florham Park, NJ with her husband and young daughter.

Anthony joined The Ricca Group’s investment management team as a Consulting Group Analyst. Previously working as an internal analyst for Morgan Stanley, he has substantial knowledge of the firm’s wealth management technology platforms and research capabilities. He is experienced in manager analysis and structuring professionally managed client portfolios, and is very much looking forward to working with our clients.

Anthony graduated from Marist College with a B.S. in Business Administration with a major in Finance and a minor in Economics. A resident of Jersey City, New Jersey, he enjoys winter sports, fishing and an occasional round of golf.

Mike joined The Ricca Group as a Wealth Management Analyst. He came to our team from Wells Fargo Advisors where he gained a broad range of knowledge assisting clients with account management, trading and cash management needs. Mike’s experience, strong work ethic and excellent communication skills are a tremendous asset to The Ricca Group.

Mike graduated from the University of Scranton where he earned a BA in Finance in 2018. In his free time he likes to golf at his local course, snowboard/ski over the winter, and travel with friends.

Alfonso has extensive experience in the financial services industry. Having worked as a trader, loan officer and relationship specialist, Alfonso has a strong knowledge base to offer those working with The Ricca Group. He enjoys getting to know our clients and putting his financial knowledge and problem solving capabilities to work!

A 1990 graduate of the University of Illinois at Urbana-Champaign with a BA in Political Science, Alfonso also served our country as a Surface Warfare Officer in the U.S. Navy from 1990-1995. He lives in South Bound Brook, NJ with his family and spends his free time keeping up with the latest finance and geo-political issues, reading spy thrillers, biking and visiting great restaurants.

Siarra Siebel is a Wealth Management Analyst for The Ricca Group and is committed to delivering outstanding customer service. Along with her aptitude for logic and problem solving, her incredibly strong communication skills, work ethic and analytical nature are an asset to our team.

Siarra graduated from Boston College with a Bachelor of Arts in Mathematics and currently lives in Morristown, NJ. She enjoys yoga, traveling and spending time with her family and friends in Long Beach Island, NJ.

*Disclaimer: This role cannot solicit or provide investment advice

Matt is a Registered Client Relationship Analyst with The Ricca Group. He is committed to delivering excellent customer service. Matt’s willingness to learn, effective communication skills, and ability to problem solve make him a true resource for our team.

Matt graduated with a B.S. in Hospitality and Business Management and completed his MBA in Management in the Spring of 2024 from Fairleigh Dickinson University. A lifelong resident of Lyndhurst, New Jersey, he enjoys playing golf, watching sports, and spending time with friends and family.

*Disclaimer: This role cannot solicit or provide investment advice

Meredith D’Ovidio is a Registered Client Relationship Analyst for The Ricca Group. Meredith’s enthusiastic and collaborative approach to problem solving supports our team’s commitment to providing an excellent customer service experience. Meredith’s strong communication skills and work ethic are a tremendous asset to our team.

In May 2023, Meredith graduated Summa Cum Laude from Loyola University Maryland with a Bachelor of Science degree in Finance and a minor in Data Science. Meredith recently moved to Hoboken, NJ and enjoys spending time with her family and friends at the beach in Bay Head, NJ.

As a Client Service Associate with The Ricca Group, Sharin brings a great deal of experience with her having been in the finance industry for the last 34 years, the last 6 years at Morgan Stanley. Sharin’s strong organizational, interpersonal and communication skills will be an asset for our team.

Sharin graduated from Hudson County Community College and lives in East Hanover, NJ. She enjoys spending her summers fishing and boating on the Barnegat Bay in Lanoka Harbor with her husband. She has many hobbies and interests that include traveling, indoor cycling, country music, table-scaping and decorating.

While Susanne has always been an integral part of The Ricca Group, she recently joined the team on a more formal basis. Her broad understanding of financial planning and investment management, as well as her background in human resources and executive compensation, make her an ideal liaison between clients and financial specialists. She also uses her strong organizational capabilities to support the team’s operations and ensure we are always operating efficiently.

Susanne received her BA in Economics from Rutgers and her MBA from Seton Hall. She and Mike raised their family in Mendham, NJ and now split time between their homes in Mendham and Mantoloking, NJ. In addition to spending time with family, Susanne enjoys running, sailing, and cooking for family and friends.