David Nelson, CFP®
Senior Vice President, Financial Advisor
Phone:
(732) 389-5196(732) 389-5196
The Ryan Group at Morgan Stanley
Direct:
(855) 825-1770(855) 825-1770
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Our Story and Services
Our goal is to understand your financial needs and then align the resources to help you meet or exceed them. We can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, and assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
1030 Broad Street
3rd Floor
Shrewsbury, NJ 07702
US
Direct:
(855) 825-1770(855) 825-1770
Meet The Ryan Group
James Gallagher
First Vice President, Financial Advisor
Phone:
(732) 389-5195(732) 389-5195
Phone:
(732) 389-5156(732) 389-5156
Tricia A. Gruber
Client Service Associate
Phone:
(732) 389-5174(732) 389-5174
Donna Nobile
Client Service Associate
Phone:
(732) 389-5183(732) 389-5183
About David Nelson
David is the lead portfolio manager for our equity and balanced income portfolios. He is also a CERTIFIED FINANCIAL PLANNER™ who advises on financial planning issues for clients. David has over 30 years of experience in the financial services industry.
David holds a B.S., degree in business administration from Georgian Court University. David and his wife Karyn reside in Brick, NJ along with their two daughters.
David holds a B.S., degree in business administration from Georgian Court University. David and his wife Karyn reside in Brick, NJ along with their two daughters.
Securities Agent: MO, MA, IL, CT, IN, ID, WY, SD, AZ, TN, RI, PA, MI, WA, OH, DE, DC, TX, SC, NJ, FL, NY, NC, CO, CA, AL, VT, NH, VA, MD, GA; General Securities Representative; Investment Advisor Representative
NMLS#: 1274583
NMLS#: 1274583
About James Gallagher
Jim oversees all daily operations for the Ryan Group. His responsibilities include, but are not limited to, actively trading equities, options, fixed income securities and setting up hedging strategies for concentrated stock positions.
His focus for clients is to tactically enhance income while preserving net worth.
He is a Senior Vice President of the Ryan Group, for which he has been a member for the past 20 years.
Jim earned his B.S. in business and economics from the University of Scranton. He is active in local community activities, coaching AAU basketball and serving as Athletic Director for St. Clements School in Matawan, NJ on a volunteer basis. Jim and his wife, Darlene and their two children reside in Aberdeen, NJ.
His focus for clients is to tactically enhance income while preserving net worth.
He is a Senior Vice President of the Ryan Group, for which he has been a member for the past 20 years.
Jim earned his B.S. in business and economics from the University of Scranton. He is active in local community activities, coaching AAU basketball and serving as Athletic Director for St. Clements School in Matawan, NJ on a volunteer basis. Jim and his wife, Darlene and their two children reside in Aberdeen, NJ.
Securities Agent: SD, CO, FL, TN, NC, AZ, MO, IL, WA, RI, OH, NH, WY, IN, DC, CT, TX, NY, VA, PA, ID, DE, CA, AL, SC, NJ, MA, MD, GA, MI, VT; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1262049
NMLS#: 1262049
About Christopher Parmer
Chris has over 20 years of experience in the financial services industry having worked 10 years for a national Private Bank before joining Morgan Stanley. His comprehensive wealth management experience provides clients with a financial partner who can understand their full financial makeup, develop a personalized strategy, and align resources to help meet their goals.
He is a 2003 graduate from Campbell University in Buies Creek, NC where he obtained a Bachelor of Business Administration and a MBA with a focus in Trust & Investment Management. Chris, his wife Jen, and their two daughters reside in Belmar, NJ. In his spare time Chris enjoys spending time outdoors with his family and golfing.
He is a 2003 graduate from Campbell University in Buies Creek, NC where he obtained a Bachelor of Business Administration and a MBA with a focus in Trust & Investment Management. Chris, his wife Jen, and their two daughters reside in Belmar, NJ. In his spare time Chris enjoys spending time outdoors with his family and golfing.
Securities Agent: DC, IL, ID, DE, AL, SD, NJ, NH, VT, RI, SC, WA, MI, CT, FL, CA, WY, GA, AZ, OH, NY, TX, PA, MO, MA, IN, CO, VA, TN, NC, MD; General Securities Representative; Investment Advisor Representative
NMLS#: 533847
CA Insurance License #: 4075863
NMLS#: 533847
CA Insurance License #: 4075863
Contact David Nelson
Contact James Gallagher
Contact Christopher Parmer
Wealth Management
Global Investment Office
Portfolio Insights
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
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
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
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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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
Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact The Ryan Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
CRC 6491812 (04/2024)
