Welcome

The Seminara Group at Morgan Stanley Private Wealth Management helps highly successful individuals, families, and institutions manage their finances. The group consists of nine financial professionals whose main purpose is to enhance and preserve the financial condition of an exceptional group of clients.

Our core competency is risk management and understanding the requirements of managing and preserving wealth. Our team is carefully constructed from a combined 60 plus years of financial experience with each member providing an area  concentration within our core competency.* Our experience, combined with the full backing of the vast resources of one of the world’s greatest global financial institutions, is what empowers our team to provide you, your business, and your family with the attentive and competent service you deserve.

It is our honor to serve a select group of extraordinarily interesting and dynamic people. I look forward to the day when you and your family are among them.

Sincerely,
Frank P. Seminara
Managing Director
Private Wealth Advisor 

*Footnote: Frank Seminara 1995 – Present, Robert Knorr 1991 – Present, Peter Seminara 1997 – Present
Capabilities
  • Lifestyle Advisory Services1
  • Family Governance & Wealth Education
  • Tax, Trust & Estate Advisory2
  • Securities Based Lending3
  • Cash Management & Lending4
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

About PWM

Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
  • Manage investments with an unwavering focus on your financial strategy and personal goals
  • Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
  • Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
  • Approximately 250 teams1  specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $330 billion in AUM2
  • Comprising 26% of the Barron’s Top 100 Financial Advisors list for 20173
  • Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December 31, 2017
2 Morgan Stanley Internal Compensable Revenue Report, December 31, 2017
3 Barron’s Top 100 Financial Advisors, April 2017

Approach

Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.

Clients

Our clients consist of leaders in various industries including real estate, finance, pharmaceuticals, medical and professional sports. We maintain private client and corporate relationships in 25 states and access Morgan Stanley offices in each of these locations.  

We are truly vested in our clients and their businesses. By understanding their industries' and interests we have made introductions within our practice, which have led to successful relationships.

Managing and growing relationships through prudent investment practices and an intimate “know your client” philosophy have been the key drivers of our success since 1996. While asset management is our core competency, we recognize it is only one component in the wealth management process. To that end, we have created a formidable team in the fields of retirement planning, trusts and estates, wealth succession planning, lifestyle advisory and charitable giving.

RELATIONSHIPS BY INDUSTRY

35%
Entrepreneurs/ Business Owners

20%
Real Estate Professionals

20%
Corporate Executives

15%
Medical/ Pharmaceutical

10%
Professional Athletes
 
RELATIONSHIPS BY SIZE

25% 
$10- 50 Million

25% 
$5-10 Million

20% 
$2-5 Million

15% 
$50-100 Million

10% 
$100 + Million

5% 
$2 Million and below

    Location

    300 Campus Dr
    4th Fl
    Florham Park, NJ 07932
    US
    Direct:
    (973) 236-3634(973) 236-3634
    Fax:
    (862) 703-3842(862) 703-3842

    Meet The Seminara Group

    About Me

    Frank is a Managing Director, Private Wealth Advisor at Morgan Stanley Private Wealth Management. For over 20 years, he has been providing investment advice to high net worth individuals as well as small- to medium-sized institutions. He has been ranked on the Barron’s Top 1200 Financial Advisor’s list in the State of New Jersey, with a ranking of 8 out of 48 in 2014, 10 out of 48 in 2015, 5 out of 48 in 2016 and 2017, 7 out of 48 in 2018 and 7 out of 48 in 2019. Frank has also been ranked 1 out of 93 in 2018 and 2019 on Forbes’ Best-In-State Wealth Advisors in the State of New Jersey.
    Frank has many roles within his team and throughout the firm. Within the Seminara Group, he works directly with Morgan Stanley Private Wealth Management and various external resources to create customized asset allocation strategies. Based on his experience in Hedge Funds and Private Equity transactions, he was recently named a Director of Alternative Investments. Working with professional athletes, has earned him a Directorship within the Firm’s Global Sports & Entertainment Division. Before his career in financial services, Frank spent nine years as a professional baseball player, which included three years at the Major League level with the San Diego Padres and the New York Mets.
    Frank started his career in 1996 at Salomon Smith Barney and later UBS in a similar capacity. A Brooklyn native, he received a BA in History from Columbia University in 1989 and graduated from Xaverian High School in 1985.

    Frank lives in Mendham, New Jersey with his three children, Luke, Eliana, and Benjamin. He is an active participant in coaching local youth sports and is a member of the Major League Baseball Alumni “Swing with the Legends” charitable golf circuit. He also enjoys traveling, reading, and spending his spare time with family and friends.

    CRC 2535543
    Securities Agent: TX, NJ, WI, WA, VA, TN, SC, RI, PR, PA, OR, OH, NY, NE, NC, MT, MS, MD, MA, IL, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
    NMLS#: 1282628

    About Me

    Robert F. Knorr is a Senior Vice President, Private Wealth Advisor and a Senior Portfolio Manager at Morgan Stanley. Robert works directly with Morgan Stanley equity research and various external partners to construct discretionary global equity portfolios consisting of exchange traded funds, individual stocks, and mutual funds. Robert also works closely with a Morgan Stanley private banker to provide access to lending solutions to both private and corporate clients. In this capacity, Robert helps build and manage customized values based portfolios for high net worth families, foundations, and corporations. His team works with wealthy families on multi-dimensional estate planning strategies including inter-generation wealth transfer and philanthropy with a focus on comprehensive financial planning.

    Prior to working with Morgan Stanley, Robert was a Senior Securities Compliance Examiner with the U.S. Securities and Exchange Commission.

    Robert Graduated magna cum laude from Montclair State University with a BS in Economics and Finance, and he holds his MBA in Finance from Rutgers University’s Graduate School of Management. He lives in Ringwood New Jersey with his wife, Kathleen, and three children, Morgan, Connor, and Ronan. He enjoys skiing, cycling, and spending his free time with family and friends.
    Securities Agent: TX, NJ, WI, WA, VA, TN, SC, RI, PR, PA, OR, OH, NY, NE, NC, MT, MS, MD, MA, IL, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
    NMLS#: 1253078

    About Me

    Peter Seminara is a Senior Vice President, Private Wealth Advisor and Senior Portfolio Manager at Morgan Stanley Private Wealth Management with 18 years of experience, focusing on developing customized fixed income strategies for high net worth individuals and institutions. He works directly with Morgan Stanley’s fixed income division and various external resources to construct and manage discretionary fixed income portfolios.  Peter is a CERTIFIED FINANCIAL PLANNER™ practitioner.  

    Before joining The Seminara Group at Morgan Stanley in 2005, Peter spent five years working on Morgan Stanley’s fixed income trading desk.  In that capacity, he was responsible for managing fixed income sales efforts to more than 1,500 financial advisors nationwide. He developed fixed income investment strategies and recommendations for high net worth individuals as well as small to medium sized institutional clients of the firm.

    Peter graduated from Ramapo College of New Jersey with a BA in Economics.  He currently lives in Basking Ridge, New Jersey, with his wife, Lauren, and their sons, Brian, Jonathan, and Matthew. He is a member of the Ramapo College of New Jersey Foundation Board of Governors. He volunteers his time helping students find workplace internships and actively assists Ramapo College in fundraising initiatives. In his free time, he enjoys skiing, golfing and traveling.
    Securities Agent: TX, NJ, WI, WA, VA, TN, SC, RI, PR, PA, OR, OH, NY, NE, NC, MT, MS, MD, MA, IL, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
    NMLS#: 1295539

    About Me

    Rebecca De Jesus, a Private Wealth Advisor, started her career with Morgan Stanley in 2000 and has been with the Seminara Group at Morgan Stanley since 2001. She gained extensive knowledge of the firm’s resources while previously running administration for the group. She provides clients access to cash management and lending solutions as well as overall lifestyle management. Rebecca has been dedicated to working closely with the team on portfolio construction and the implementation of customized investment strategies which has allowed her to evolve into an advisory role. Her areas of focus include financial planning and using her years of experience to provide custom tailored solutions for her clients.
    Rebecca lives with her family in Westfield, NJ. In her free time, she enjoys traveling and spending time with her large family and close friends.
    CRC 2537273 5/19
    Securities Agent: TX, NJ, WI, WA, VA, TN, SC, RI, PR, PA, OR, OH, NY, NE, NC, MT, MS, MD, MA, IL, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AL; General Securities Representative; Investment Advisor Representative
    NMLS#: 1764848

    About Me

    Mark C. Ciccarelli holds the position of Associate Vice President, Portfolio Manager and Financial Advisor at Morgan Stanley. Since joining Morgan Stanley in 2009, Mark has focused on relationship development and creating customized asset allocation solutions for select individuals, families and businesses. Mark is known for leveraging the core strengths of Morgan Stanley and spent the early portion of his career networking deeply within the firm to gain an expertise within all verticals of the company to best deliver a full breadth of financial solutions to his clientele.

    Mark has dedicated his career to working for clients who are game changers in their own professional endeavors. From notable entertainers and athletes to corporate professionals and entrepreneurs, his mission is to become a trusted part of their lives and quarterback their financial needs while deploying the expertise of the Seminara Group. As a millennial Advisor, Mark’s role is to attract young wealth and focus on multigenerational financial planning.

    Mark received his B.S. in Business & Communications from Ramapo College of New Jersey. Outside of the office Mark is active in the community involved in organizations such as Tomorrow’s Children Fund of New Jersey and the CLRC of Loyola Law School. He has participated in several motivational public speaking engagements in the New York region and has presented as a guest speaker for professional groups such as Life After Sports, Women In Music, AAWIC and the ABA Sports & Entertainment symposium of Miami FL. In his free time Mark enjoys traveling, music and spending time with his daughter, Olivia.
    Securities Agent: NJ, WV, WI, WA, VA, TX, TN, SC, RI, PR, PA, OR, OH, NY, NC, MT, MS, ME, MD, MA, IL, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AL; General Securities Representative; Investment Advisor Representative
    NMLS#: 1305162

    About Me

    James Julich is a Financial Advisor with Morgan Stanley. James provides comprehensive advisory and wealth management solutions to successful individuals, families and businesses through a needs based approach with each individual relationship.

    Before joining Morgan Stanley in 2015, James was part of the pilot program from 2007-2011 and the national launch in 2011 of JPMorgan Chase’s Chase Private Client platform, focusing on serving high net-worth individuals, families and businesses with the full suite of investment management, banking and lending.

    James graduated from Rowan University with a BS in business administration with dual degrees in Finance and Marketing; he also swam for four years and was captain of the swim team his junior and senior years, he is also a 3x Ironman finisher. He currently lives in Mendham, New Jersey with his wife, Amanda and his son Hunter. He enjoys cycling, triathlon, skiing, traveling and spending his free time with family and friends.
    Securities Agent: NJ, WI, WA, VA, TX, TN, SC, RI, PR, PA, OH, NY, NE, NC, MT, MD, MA, IL, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AL; General Securities Representative; Investment Advisor Representative
    NMLS#: 625338

    About Me

    Meredith Tierney, a Wealth Management Associate, started with the Seminara Group in 2015. Prior to joining the group, she held accounting positions at a logistics company, a construction company and a local CPA firm. Meredith earned her accounting degree from Lehigh University in 1998.

    Meredith runs administration for the group, overseeing all aspects of account maintenance for both institutional and private wealth clients. Her primary responsibility is providing a first-class service experience by managing and responding to client needs and requests. Her areas of focus include initiating and servicing our managed accounts on the consulting group platform. As a registered associate holding both Series 7 and 66 licenses, she is authorized to trade securities and analyze portfolios.

    She lives in Sparta, NJ with her husband, Patrick, and their two children, William and Madison. She enjoys reading, traveling, scuba diving, and spending time with family and friends.

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    5/19

    About Me

    Shea Murrell, a Client Service Associate, joined the Seminara Group in 2012 after briefly working in Morgan Stanleys Operations department. She works closely with high net worth clients and their families to cater to individual needs and create a custom experience. Shea is knowledgeable in many areas of the firms operations and utilizes this to complete day to day tasks and maintenance. Some of her primary areas of focus include alternative investment analysis and relations, portfolio reviews, and annuity and insurance administration.

    Shea is a graduate of Rutgers University where she was a member of the equestrian team. She lives in Denville, NJ and enjoys traveling, cooking, and remaining active, as well as spending time with family and friends.

    About Me

    Janine McCoy, a Client Service Associate, joined the Seminara Group in 2018.  She began her career with Morgan Stanley in 2015 as a Service Associate in the firms Operations department.  Prior to joining Morgan Stanley, Janine spent many years working as an Administrative Assistant for a Private Investigator. 

    Janines primary responsibility is providing first class service while managing client requests.    Janine also assists the group in day to day operations.

    Janine received her associate degree from County College of Morris.  She lives in Mine Hill, NJ with her husband, Kevin, and their five children, Brian, Erin, Luke, Jillian and Shane.  Janine enjoys spending time outdoors, being physically active, listening to music, and most anything that involves spending time with family and friends.
    Professional Insights

    Frank Seminara Named to Forbes Magazine's List of America's Best-in-State Wealth Advisors


    Economic and Market Perspectives

    On the Markets

    Managing Significant Wealth

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    Market Information Delayed 20 Minutes
    1Lifestyle Advisory Services: Morgan Stanley Smith Barney LLC (the “Firm”) and its affiliates do not currently offer the services provided by this Service Provider(s). The Service Provider(s) is not an affiliate of the Firm. Any review of the Service Provider(s) performed by the Firm was based on information from sources that we believe are reliable but we cannot guarantee its accuracy or completeness. This referral should in no way be considered to be a solicitation by the Firm for business on behalf of the Service Provider(s). The Firm makes no representations regarding the suitability or otherwise of the products or services provided by the Service Provider(s). There may be additional service providers for comparative purposes. If you choose to contact the Service Provider(s), do thorough due diligence, and make your own independent decision.
    The Firm will not receive a referral fee for referring you to the Service Provider(s). The Firm is a diversified financial services company with millions of clients in several countries around the world. The Firm routinely enters into a variety of business relationships for which either the Firm receives compensation or pays for services, and such business relationships may include the named Service Provider(s), its employees or agents, or companies affiliated with the Service Provider.

    2Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.

    3Securities based loans are provided by Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, National Association or Morgan Stanley Bank, N.A, as applicable.
    Important Risk Information for Securities Based Lending: You need to understand that: (1) Sufficient collateral must be maintained to support your loan(s) and to take future advances; (2) You may have to deposit additional cash or eligible securities on short notice; (3) Some or all of your securities may be sold without prior notice in order to maintain account equity at required maintenance levels. You will not be entitled to choose the securities that will be sold. These actions may interrupt your long-term investment strategy and may result in adverse tax consequences or in additional fees being assessed; (4) Morgan Stanley Bank, N.A., Morgan Stanley Private Bank, National Association or Morgan Stanley Smith Barney LLC (collectively referred to as “Morgan Stanley”) reserves the right not to fund any advance request due to insufficient collateral or for any other reason except for any portion of a securities based loan that is identified as a committed facility; (5) Morgan Stanley reserves the right to increase your collateral maintenance requirements at any time without notice; and (6) Morgan Stanley reserves the right to call securities based loans at any time and for any reason.
    With the exception of a margin loan, the proceeds from securities based loan products may not be used to purchase, trade, or carry margin stock (or securities, with respect to Express CreditLine); repay margin debt that was used to purchase, trade or carry margin stock (or securities, with respect to Express CreditLine); and cannot be deposited into a Morgan Stanley Smith Barney LLC or other brokerage account.
    To be eligible for a securities based loan, a client must have a brokerage account at Morgan Stanley Smith Barney LLC that contains eligible securities, which shall serve as collateral for the securities based loan.

    4Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
    Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

    The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.

    Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

    Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.

    See the Financial Advisors Biographies for Registration and Licensing information.

    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

    Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .

    Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

    Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

    Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.