The Roccki Group at Morgan Stanley

Victor brings a lifetime of experience to his role as a wealth management professional. A second generation Financial Advisor and founding partner of Roccki Group at Morgan Stanley, Victor is proud to be a vital member of Morgan Stanley’s history for more than 30 years. This tenure enables him to build longstanding relationships with the firm’s senior leaders, providing clients with immediate access to the full scope of Morgan Stanley’s intellect and global resources.

Victor grew up in a household dedicated to helping high net worth families achieve their financial goals. His father, a successful advisor for three decades, inspired Victor to pursue a career that combines his fascination for the markets with his inherent desire to help others.

After earning his B.S. degree at the University of California Berkeley and attending graduate school at California State University San Francisco, Victor joined Morgan Stanley in 1989. Today, he enjoys carrying on his father’s legacy, guiding clients in the achievement of their financial goals.

Throughout his career, Victor has remained committed to professional development, earning important certifications at Morgan Stanley, including Executive Financial Services Director and Senior Investment Management Consultant. These credentials demonstrate Victor’s commitment to a world-class client experience. He draws upon his deep knowledge to provide clients with tailored advice, with a specific focus on the management of corporate stock options and restricted stock.

Victor currently lives in Manalapan, NJ with his wife, Patricia, and is proud of their two grown children, Lindsay and Victor Josef. A firm believer in giving back, he served on the Board of the United Way of Ocean County and was President of the Ocean County chapter of American Heart Association. Outside of the office, he enjoys coaching youth soccer, is an avid music lover and guitarist, and loves being a “home chef,” pairing wine with good food.

A seasoned professional for nearly 35 years, Tom enjoys working with financially successful individuals and families, providing personalized advice through a disciplined wealth management approach. His diverse financial background enables him to help clients achieve their retirement and estate planning goals, while building a diversified investment portfolio. He also has extensive experience working with corporate executives, helping them optimize their employee stock options and equity compensation plans.

A graduate of Kean College where he earned his B.S. degree in Economics, Tom began his career at Midstate Securities Corporation in 1985. Six years later, he joined the Morgan Stanley family, where he soon met Victor Roccki. He became a member of The Roccki Group in 1998 and has been a valuable member of the team ever since.

Tom is committed to advanced learning for himself and his clients. Through the College of Financial Planning, he completed the rigorous coursework needed to attain both the Chartered Retirement Plans Specialist (CRPS^®) and Certified Financial PlannerTM (CFP^®) designations. These credentials provide Tom with special knowledge and skills in the areas of retirement and estate planning, wealth preservation strategies, risk management and executive benefits.

Tom’s desire to help others is equaled only by his dedication to his community and his family. Over the years, he has been active with many organizations, including the ALS Association of Greater Philadelphia, TOP (an outreach soccer program for disabled children), the Special Olympics and Kevin’s Kids Annual Christmas Toy Drive.

Tom and his wife, Carolyn, currently reside in Toms River and enjoy spending time with their three grown children and two grandchildren. One of Tom’s lifetime passions is the game of soccer. He attained his U.S. Soccer Federation National “D” coaching license and is a trainer at the Celtic Elite Soccer Academy. His credentials include coaching players for the Women’s and Men’s U.S. Olympic Developmental Program.

Drawing on more than 20 years of financial services experience, Nicole is often the first line of contact on a broad array of client services. A consummate professional, she is committed to providing each client with the highest level of personal service and integrity. Nicole has been an important member of The Roccki Group since joining the team in 2013 and a member of the firm since 1999.
From the largest task to the smallest request, Nicole works diligently to exceed client expectations. Her core responsibilities are essential to enabling the team to carry out its mission of helping financially successful individuals and families plan, invest and lead fulfilling lives. She coordinates various administrative and operational duties, including onboarding new clients, ensuring all client activities adhere to firm compliance procedures and industry regulations, and interfacing with various departments across the firm to ensure issues are resolved efficiently and effectively.
A native of Toms River, NJ, Nicole is the proud parent of four children, who are all very active in basketball and softball. Outside of the office, Nicole volunteers with the JBJ Soul Kitchen and enjoys cooking for her family and assisting her children with their various sports activities.

Registered Client Associate, Taylor Coolahan, has four years of financial services experience; yet, in the early stage of her career, Taylor has developed a strong skillset around managing all aspects of the private client management infrastructure.

Taylor brings a commitment to exceptional client servicing and facilitation of a wide range of clients’ daily needs. Her core responsibilities are to help seamlessly facilitate the client onboarding and account opening process. She has a responsibility to create a pleasant onboarding experience and has an aptitude to service any continued needs. By having great customer relations, Taylor intends to build long-standing relationships with clients and their families. Taylor prides herself on her ability to surpass client expectations, whatever they may be, with professionalism and efficiency.

Taylor graduated from The College of New Jersey’s School of Business with a Bachelor of Science in Finance. After graduation, Taylor worked at a wealth management firm based out of Princeton, NJ where she led the operations department.

A Red Bank local, Taylor enjoys going to the beach with her friends and family. In the colder months, Taylor can be found expressing her passion for fitness and cheering on the New York Giants.