Executive Director, Wealth Management, Financial Advisor, Financial Planning Specialist
Phone:
(732) 389-5184(732) 389-5184
The Shoreline Group at Morgan Stanley
Direct:
(732) 389-8605(732) 389-8605
Toll-Free:
(800) 631-2221(800) 631-2221
Our Mission Statement
The Shoreline Group provides comprehensive wealth planning strategies to fit your life and legacy goals
Welcome
At The Shoreline Group we believe that achieving financial success begins with a clear, customized wealth strategy. Our team takes a proactive approach to deliver tailored strategies and solutions designed to preserve and grow clients’ wealth over time. We start by getting to know what is most important to our clients in order to help determine their goals and create a comprehensive plan that aligns with their financial priorities. Whether they are focused on building wealth, investing for income, solidifying their retirement plan, or planning for the next generation, we guide them through every stage of the financial journey. Our experienced team is committed to building long-lasting relationships with clients and working closely with them to adapt their plan as their lives and goals evolve. At The Shoreline Group, we are dedicated to helping clients navigate their path to reach their financial goals with confidence.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
1030 Broad Street
3rd Floor
Shrewsbury, NJ 07702
US
Direct:
(732) 389-8605(732) 389-8605
Toll-Free:
(800) 631-2221(800) 631-2221
Meet The Shoreline Group
Senior Vice President, Wealth Management, Financial Advisor, Financial Planning Specialist
Phone:
(732) 389-8635(732) 389-8635
Vice President, Wealth Management, Financial Advisor, Financial Planning Specialist
Phone:
(732) 389-8632(732) 389-8632
Deidre Brignola
Client Service Associate
Phone:
(732) 389-8671(732) 389-8671
Christa Trust
Registered Client Service Associate
Phone:
(732) 389-5176(732) 389-5176
About John J Sweeney
John Sweeney started his career in the financial industry in 1987 with Donald & Company. He has been with Morgan Stanley and its predecessor firms since 1991. In 2000 John earned his Financial Planning Specialist designation. As a financial planner he prepares comprehensive financial plans as a foundation for investing. John focuses on creating individual investment strategies for both long and short term goals.
John is a graduate of Rider University, with a B.S. in Finance. John resides in West Long Branch with his four children.
John is a graduate of Rider University, with a B.S. in Finance. John resides in West Long Branch with his four children.
Securities Agent: OR, AZ, TN, ME, ID, DC, WA, OH, DE, MI, CA, VA, RI, MD, AK, NV, TX, SC, OK, MO, HI, GA, NH, MA, KY, FL, CT, PA, NY, NJ, NE, KS, IL, VT, UT, NC, MS, CO; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1261824
NMLS#: 1261824
About Jason M Weinstein
Jason Weinstein started his career in the financial industry in 1998 as the cashier for Salomon Smith Barney; a predecessor firm of Morgan Stanley. He joined The Mazza Group as an assistant in 1999, where he trained under John Sweeney. In 2002, he became a Financial Advisor where he assisted the team in growing their client base and deepened existing relationships.
Jason obtained the tile of Certified Financial Planner® in 2007. As A CFP® he is able to assist clients with their life plan, including but not limited to retirement, insurance, and education.
Jason graduated from Kean University in 1998 with a B.A. in Economics. He and his wife Edie reside in Monroe Township with their two children.
Jason obtained the tile of Certified Financial Planner® in 2007. As A CFP® he is able to assist clients with their life plan, including but not limited to retirement, insurance, and education.
Jason graduated from Kean University in 1998 with a B.A. in Economics. He and his wife Edie reside in Monroe Township with their two children.
Securities Agent: RI, ID, NC, KS, PA, OH, CA, HI, TX, OK, NY, NV, IL, CO, VT, MD, GA, NJ, NH, NE, MS, MO, ME, DE, AK, SC, FL, WA, VA, UT, TN, OR, MI, MA, DC, AZ, CT, KY; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1261930
NMLS#: 1261930
About Katharine M Williams
Katie joined The Mazza Group in 2000 as a Client Service Associate after obtaining her B.S. in Economics from Douglass College, Rutgers University. In 2004, Katie became Series 7 and Series 66 licensed, in addition to obtaining her Life and Health Insurance licenses. Currently, Katie serves as a Financial Advisor, and Vice President of The Shoreline Group. She provides individualized investment advice and wealth management solutions to achieve her clients’ financial goals such as generating income in retirement, funding a child’s education, or transferring wealth to younger generations. As a caring and trusting advisor, Katie creates an investment approach that helps her clients pursue the financial futures they envision, while supporting her clients through the various stages of their lives. Additionally, she assists the team with strategic business development and helps oversee the team’s separately managed accounts, mutual funds, and alternative investments. Out of the office, Katie is an active member of the community, supporting the local Cub Scout Pack and PTA. Katie and her husband, Paul, live in Ocean Township with their two children.
Securities Agent: MD, IL, RI, CA, AZ, MS, MO, HI, FL, AK, TX, ID, VA, PA, OH, NV, SC, NH, NE, MI, DC, CO, NY, NC, KY, WA, GA, CT, OK, MA, VT, TN, ME, KS, DE, UT, OR, NJ; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 2294422
NMLS#: 2294422
About Deidre Brignola
Deidre started in the financial industry in 1990 as a sales assistant at Sands Brothers Co, Ltd. In 1993, she was hired by Lehman Brothers as a treasury analyst. She joined The Mazza Group in 2011 as a Client Service Associate and is currently with The Shoreline Group as a Senior Client Service Associate. In this role, she assists the team with operational needs specializing in trusts and estates while providing excellent customer service to both new and existing clients. Deidre was a committee member for the American Cancer Society’s Cancer Ball from 2005 to 2011. She and her husband, Chris, live in Fair Haven with their three children.
About Christa Trust
Christa joined The Shoreline Group in 2021 as a Client Service Associate, after being a Morgan Stanley Wealth Advisor Associate for the Coastal New Jersey market. Prior to joining Morgan Stanley, Christa was the Financial Assistant for Couto De Franco, PA and was registered with Avantax Investment Services. She is Series 7 and Series 66 certified and holds a bachelor’s degree in mathematical sciences from Kean University. In her current role, Christa ensures efficient client service and account management, serving as a primary point of contact for clients. Christa and her husband, Alex, live in Toms River with their daughter and three dogs.
Contact John J Sweeney
Contact Jason M Weinstein
Contact Katharine M Williams
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Michael Ryan
Private Banker
Anthony Viskovic
Private Banker
About Michael Ryan
Michael Ryan is a Private Banker serving Morgan Stanley Wealth Management offices in New Jersey.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Michael began his career in financial services in 2010 and joined Morgan Stanley in 2017. Prior to joining the firm, he was a Citigold Relationship Manager for Citibank in Queens, NY. Michael was also a Private Client Banker with JP Morgan Chase Bank in New Jersey.
Michael is a graduate of Ramapo College where he received a Bachelor of Science with a concentration in Law and Society Studies. He lives at the Jersey Shore, with his family. Outside of the office, Michael donates his time to the Juvenile Diabetes Research Foundation. He enjoys playing golf, skiing, the beach, and spending time with his family.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Michael began his career in financial services in 2010 and joined Morgan Stanley in 2017. Prior to joining the firm, he was a Citigold Relationship Manager for Citibank in Queens, NY. Michael was also a Private Client Banker with JP Morgan Chase Bank in New Jersey.
Michael is a graduate of Ramapo College where he received a Bachelor of Science with a concentration in Law and Society Studies. He lives at the Jersey Shore, with his family. Outside of the office, Michael donates his time to the Juvenile Diabetes Research Foundation. He enjoys playing golf, skiing, the beach, and spending time with his family.
NMLS#: 600637
About Anthony Viskovic
Anthony Viskovic is a Private Banker serving Morgan Stanley Wealth Management offices in New Jersey.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Anthony began his career in financial services in 2004, and joined Morgan Stanley in 2010 as a Regional Lending Advisor. Prior to joining the firm, he was an Internal Banking Consultant at UBS Financial Services.
Anthony is a graduate of Rutgers University, where he received a Bachelor of Arts Degree in Economics. He lives in Ocean, New Jersey with his family. Outside of the office, Anthony enjoys being active, cooking, traveling and spending time with his family.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Anthony began his career in financial services in 2004, and joined Morgan Stanley in 2010 as a Regional Lending Advisor. Prior to joining the firm, he was an Internal Banking Consultant at UBS Financial Services.
Anthony is a graduate of Rutgers University, where he received a Bachelor of Arts Degree in Economics. He lives in Ocean, New Jersey with his family. Outside of the office, Anthony enjoys being active, cooking, traveling and spending time with his family.
NMLS#: 1427370
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
A Simple Six-Step Retirement Checkup
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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
529 Plans: A Powerful Tool to Save for Education
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Ready to start a conversation? Contact The Shoreline Group today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
3Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
3Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
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)
