Eric R. Stevens, CFP®, CIMA®
Executive Director, Wealth Management, Financial Advisor, Alternative Investments Director, Family Wealth Advisor, Lending Specialist
Phone:
(856) 489-2556(856) 489-2556
The Stevens Vellucci Group at Morgan Stanley
Direct:
(856) 489-2556(856) 489-2556
Toll-Free:
(866) 408-6984(866) 408-6984
Our Mission Statement
Helping physicians, business owners and high net worth families create predictable income in an unpredictable world.
Our Story
OUR STORY
What if your Financial Advisor
• Were focused on helping you generate reliable cash flow to maintain your lifestyle during your working years and throughout retirement?
• Worked with an intentionally select group of clients so each of them could receive the personalized attention they deserve?
• Provided you with guidance that included not just your investments, but went far beyond to cover lending, insurance, estate planning, risk management and virtually every dimension of your financial life?
These are the premises on which we’ve built our practice. The Stevens Vellucci Group is dedicated to helping a select number of clients work toward their goals of having as much money as they need for as long as they live.
OUR INVESTMENT PHILOSOPHY
We view investing much like managing a garden. When everything is ripe in the late summer and early fall, we are starting to harvest our bounty and storing food for winter. The reasoning is simple: Approximately how often does winter follow fall?
The answer? Every single time. And when winter comes and nothing seems to be able to grow, we are planting seeds for our clients in anticipation of the eventual spring.
While this approach makes sense on paper, it can feel counterintuitive during the optimism of a market rally or the pessimism of a market pullback. This is why it’s so critical to maintain perspective with long-term objectives in mind.
We take this one step further by focusing on what we can control. Investment returns comprise of two components: appreciation and income. While appreciation can lead to breathtaking wealth over time, it can also be fickle and fleeting during periods of market volatility. Income, on the other hand, tends to be far more predictable. It is this predictability of income that is at the core of our strategy for clients as they transition through the various stages of their personalized financial plans.
What if your Financial Advisor
• Were focused on helping you generate reliable cash flow to maintain your lifestyle during your working years and throughout retirement?
• Worked with an intentionally select group of clients so each of them could receive the personalized attention they deserve?
• Provided you with guidance that included not just your investments, but went far beyond to cover lending, insurance, estate planning, risk management and virtually every dimension of your financial life?
These are the premises on which we’ve built our practice. The Stevens Vellucci Group is dedicated to helping a select number of clients work toward their goals of having as much money as they need for as long as they live.
OUR INVESTMENT PHILOSOPHY
We view investing much like managing a garden. When everything is ripe in the late summer and early fall, we are starting to harvest our bounty and storing food for winter. The reasoning is simple: Approximately how often does winter follow fall?
The answer? Every single time. And when winter comes and nothing seems to be able to grow, we are planting seeds for our clients in anticipation of the eventual spring.
While this approach makes sense on paper, it can feel counterintuitive during the optimism of a market rally or the pessimism of a market pullback. This is why it’s so critical to maintain perspective with long-term objectives in mind.
We take this one step further by focusing on what we can control. Investment returns comprise of two components: appreciation and income. While appreciation can lead to breathtaking wealth over time, it can also be fickle and fleeting during periods of market volatility. Income, on the other hand, tends to be far more predictable. It is this predictability of income that is at the core of our strategy for clients as they transition through the various stages of their personalized financial plans.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
We Call Our Process DADA
Have you ever tried to assemble a puzzle without a picture to guide you? We’ve developed and refined a process that is designed to help you put all the pieces of the financial puzzle together for our clients as their life unfolds and their needs evolve DADA stands for:
(D)iagnose
Before we can advise you, our team must first understand who you are as a person, and as an investor. What are your goals, timeframe, and tolerance for risk? What values do you hope to pass on, and what do you want your wealth to accomplish? We will guide you through an extensive discovery process that will help us identify the pieces of your personal financial puzzle.
Financial Planning Questionnaire(A)nalyze
Your input drives the development of a personalized strategy designed to help you achieve the objectives we identified together. It may address such diverse issues as debt situations, retirement and education planning. Of course, it will include an investment strategy to pursue the income requirements we discussed. Once our analysis is complete, we will present it to you for your comments and approval.
LifeView Sample(D)istributions
We work closely with you to bring your strategy to life. That may involve consulting with your other professionals in such specialized areas as tax, trust and estate planning. We will also provide investment recommendations that may range from traditional investments such as stocks and bonds, to alternative and structured investments. Our objective is to have your income increase most years so that you’ll have as much money as you need for as long as you need it.
Personal Financial Organizer(A)djust & Fine Tune
As you would expect from an advisory team with a deliberately small client base, ongoing communication with you is a priority. We believe it is critical to keep abreast of changing life circumstances that may impact your strategy. As a result, we review your plan with you regularly to make sure it is still appropriate. We like to think our clients grow into their plans, never out of them.
Portfolio Risk PlatformOverview of Our Process
In this video we describe how we use the D.A.D.A. process with our clients.
Watch VideoOUR CORE VALUES
• We believe most issues can be avoided with effective communication.
• We have deep respect for the individual.
• We are committed to our communities.
• We seek to deliver the opposite of 800-number level service.
• We have deep respect for the individual.
• We are committed to our communities.
• We seek to deliver the opposite of 800-number level service.
OUR CORE PURPOSE
We strive to have our clients live their best lives by removing worry.
Our Clients
Income Generation is at the Core of our Clients' Needs
Investment returns are made up of two components, appreciation and income. While appreciation can lead to breathtaking wealth over time, it can also be fickle and fleeting during periods of market volatility. Income, on the other hand, tends to be far more predictable. Our plans are customized based on the different income needs of our clients.
High Net Worth Families
Some of our clients are high net worth families who seek to avoid taking risks with their finances. They look to us for help in generating income from the wealth they’ve already accumulated.
Physicians
Many clients are physicians who have seen their income decline in recent years due to lower Medicare and insurance payments. Many are already working longer hours to grow their practices and do not want to worry about year-to-year fluctuations in their income.
Business Owners
Still other clients are business owners who set growth targets for their companies each year but rely on investment income to supplement cash flow and make up for any shortfall.
High Net Worth Families
Some of our clients are high net worth families who seek to avoid taking risks with their finances. They look to us for help in generating income from the wealth they’ve already accumulated.
Physicians
Many clients are physicians who have seen their income decline in recent years due to lower Medicare and insurance payments. Many are already working longer hours to grow their practices and do not want to worry about year-to-year fluctuations in their income.
Business Owners
Still other clients are business owners who set growth targets for their companies each year but rely on investment income to supplement cash flow and make up for any shortfall.
We Believe it is Better to be All Things to Some People Rather Than Attempt to be All Things to All People
This is a major part of the philosophy that guides our practice which is why the first meeting we set up with a prospective client is a “fit meeting.” During this meeting, we take the time to learn about each other but no decisions are made. At the end of the meeting, we ask the prospective client to take time and think about whether we are good fit. Our team also meets to discuss the prospective client’s situation and compatibility. We then follow up with the prospective client to confirm there is a mutual fit.
All of our ideal clients share certain characteristics:
• They are fully engaged in our process without micromanaging.
• They understand the importance of focusing on two things, what matters to them and what we (our clients and us) can control.
• They don’t focus on short-term things like products, pricing & performance and instead concentrate on their long-term objectives.
• They are responsive and proactively communicate important changes in their lives that may affect their financial plan.
• They utilize our service to act as a sounding board, providing a second opinion for their family and friends.
We are not a good fit for everyone. Some characteristics of clients we are not best suited for include:
• Those who want to micromanage the investment process in pursuit of outperforming some short-term market benchmark.
• Those who are secretive about their assets outside of our care and thus not fully engaged in our process.
• Those who are unresponsive and unwilling to at least review their portfolios on a regular basis.
• Those who want to regularly revise their plan based on daily changing headlines.
All of our ideal clients share certain characteristics:
• They are fully engaged in our process without micromanaging.
• They understand the importance of focusing on two things, what matters to them and what we (our clients and us) can control.
• They don’t focus on short-term things like products, pricing & performance and instead concentrate on their long-term objectives.
• They are responsive and proactively communicate important changes in their lives that may affect their financial plan.
• They utilize our service to act as a sounding board, providing a second opinion for their family and friends.
We are not a good fit for everyone. Some characteristics of clients we are not best suited for include:
• Those who want to micromanage the investment process in pursuit of outperforming some short-term market benchmark.
• Those who are secretive about their assets outside of our care and thus not fully engaged in our process.
• Those who are unresponsive and unwilling to at least review their portfolios on a regular basis.
• Those who want to regularly revise their plan based on daily changing headlines.
We Are Welcoming New Clients
If you are thinking about your income needs and looking for a team that specializes in generating predictable income, please reach out to us to start a conversation.
One of the value added services we offer all of our clients is our Sounding Board service. If you have a friend or family member who is facing their financial future with apprehension instead of anticipation, we make ourselves available for a consultation where we offer feedback about the track they are currently on. Keep in mind, a friend or family member does not need to become a client to take advantage of this service.
The Stevens Vellucci Group Sounding Board serviceOne of the value added services we offer all of our clients is our Sounding Board service. If you have a friend or family member who is facing their financial future with apprehension instead of anticipation, we make ourselves available for a consultation where we offer feedback about the track they are currently on. Keep in mind, a friend or family member does not need to become a client to take advantage of this service.
Awards & Recognition
Throughout our careers, we have been honored to receive a number of prominent awards from both national and industry sources. We are proud of these achievements – not just for their own sake, but because we believe they show how committed we are to our clients in helping them achieve their financial goals.
The Stevens Vellucci Group Named to Forbes’ List of America's Best-in-State Wealth Management Teams 2025
The 2025 Forbes/SHOOK Best-in-State Wealth Management Teams list spotlights more than 5,300 teams, nominated by their firms - then researched, interviewed, and assigned a ranking by Shook Research.
Forbes Best-In-State Wealth Management Teams 2025
Source: Forbes.com (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period from 3/31/23–3/31/24. For criteria & methodology, go to https://www.morganstanley.com/disclosures/awards-disclosure.html.
Forbes Best-In-State Wealth Management Teams 2025
Source: Forbes.com (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period from 3/31/23–3/31/24. For criteria & methodology, go to https://www.morganstanley.com/disclosures/awards-disclosure.html.
Eric Stevens named the 2024 South Jersey Philanthropic Champion by the Food Bank of South jersey
The incredible work the Food Bank does to combat hunger and uplift families in South Jersey inspires our team every day. We're proud to support their mission and contribute in any way we can. This award is not just a reflection of Eric's individual efforts but of the collective impact we can make when we come together for a common cause.
The Stevens Vellucci Group Named to Forbes’ List of America's Best-in-State Wealth Management Teams 2024
The 2024 Forbes/SHOOK Best-in-State Wealth Management Teams list spotlights more than 4,100 teams, nominated by their firms - then researched, interviewed, and assigned a ranking by Shook Research.
Forbes Best-In-State Wealth Management Teams 2024
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22–3/31/23. For criteria & methodology, go to https://www.morganstanley.com/disclosures/awards-disclosure.html.
Forbes Best-In-State Wealth Management Teams 2024
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22–3/31/23. For criteria & methodology, go to https://www.morganstanley.com/disclosures/awards-disclosure.html.
Eric Stevens Named to Forbes’ List of America’s Best-in-State Wealth Advisors 2024
The 2024 Forbes/SHOOK Best-in-State Wealth Advisors list spotlights more than 7,000 advisors, nominated by their firms - then researched, interviewed, and assigned a ranking by Shook Research.
Forbes Best-In-State Wealth Advisors 2024
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23. For criteria & methodology, go to https://www.morganstanley.com/disclosures/awards-disclosure.html.
Forbes Best-In-State Wealth Advisors 2024
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23. For criteria & methodology, go to https://www.morganstanley.com/disclosures/awards-disclosure.html.
Eric Stevens Named to Forbes’ List of America’s Best-in-State Wealth Advisors 2023
The 2023 Forbes/SHOOK Best-in-State Wealth Advisors list spotlights more than 7,000 advisors, nominated by their firms - then researched, interviewed, and assigned a ranking by Shook Research.
Forbes Best-In-State Wealth Advisors 2023
Source: Forbes.com (Awarded Apr 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22. For criteria & methodology, go to https://www.morganstanley.com/disclosures/awards-disclosure.html.
Forbes Best-In-State Wealth Advisors 2023
Source: Forbes.com (Awarded Apr 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22. For criteria & methodology, go to https://www.morganstanley.com/disclosures/awards-disclosure.html.
Eric Stevens Named to Forbes' List of America's Best-in-State Wealth Advisors 2022
The 2022 Best-in-State Advisors List spotlights more than 6,500 advisors, nominated by their firms - then researched, interviewed, and assigned a ranking by Shook Research.
Forbes Best-In-State Wealth Advisors 2022
Source: Forbes.com (Awarded Apr 2022) Data compiled by SHOOK Research LLC based on time period from 6/30/20 - 6/30/21. For criteria & methodology, go to https://www.morganstanley.com/disclosures/awards-disclosure.html.
Forbes Best-In-State Wealth Advisors 2022
Source: Forbes.com (Awarded Apr 2022) Data compiled by SHOOK Research LLC based on time period from 6/30/20 - 6/30/21. For criteria & methodology, go to https://www.morganstanley.com/disclosures/awards-disclosure.html.
Upcoming Firm Events
We hope you will join us for this upcoming event.
AI Revolution: The Breakthrough, the Buzz and a Blueprint for the Future
We invite you to watch the replay from our thought-provoking conversation on artificial intelligence (AI) with James Dyett, OpenAI's Head of Enterprise & Strategic Sales, Keith Weiss, Morgan Stanley's Head of U.S. Software Research Jeff McMillan, Morgan Stanley's Head of Firmwide Artificial Intelligence, recorded on Monday, March 24.
CRC4303146 03/2025
Online
Additional Replays
Location
303 Lippincott Dr
Ste 300
Marlton, NJ 08053
US
Direct:
(856) 489-2556(856) 489-2556
Toll-Free:
(866) 408-6984(866) 408-6984
Meet The Stevens Vellucci Group
Frank J. Vellucci, CFP®, CPWA®
Associate Vice President, Financial Advisor, Financial Planning Specialist
Phone:
(856) 489-2401(856) 489-2401
Nina Carew
Client Service Associate
Phone:
(856) 489-2541(856) 489-2541
Chris Baldwin
Client Relationship Analyst
Phone:
(856) 489-2432(856) 489-2432
About Eric R. Stevens
I am the co-founder of the Stevens Vellucci Group and lead our strategic vision. I firmly believe that it is essential to develop a panoramic view of a client’s financial picture before I can offer meaningful and effective financial advice. It’s this belief that is the foundation on which The Stevens Group process, D.A.D.A., is built.
I bring more than 35 years of experience to every client I service. During that time, I’ve recognized the importance of setting long term goals, developing disciplined plans and avoiding impulsive reactions to short-term market volatility.
After graduating from Lehigh University with a B.S. in finance and management, I began my financial services career at E.F. Hutton, a Morgan Stanley predecessor firm. The extensive resources available through Morgan Stanley enable me to fulfill my passion for helping people make informed decisions and I take pride in the fact that many of the physicians and small-business owners I advise look at my teammates and me as their virtual Chief Financial Officer.
I have obtained a Certificate in Financial Planning from the College of Financial Planning in Denver and earned the CERTIFIED FINANCIAL PLANNER™ certification as well as the Certified Investment Manager Analyst (CIMA®) certificate from the Wharton School of Business. In 2022, 2023 and 2024, I was named to Forbes Magazine’s list of Best-in-State Wealth Advisors.
When not helping clients, I’ve spent years coaching lacrosse and soccer and giving back to the community through my involvement with the Food Bank of South Jersey and Habitat for Humanity. Over the years, I’ve been a Big Brother for more than a decade and sat on the boards of Jewish Family Children’s Services, the American Heart Association, the Cure Fragile X Foundation and the Cherry Hill Lacrosse Club. My wife Cindy and I live in Cherry Hill, New Jersey where we treasure the time we spend with our greatest assets, our children, Mason, Daryn and Devon and our dog, Rocky.
Forbes Best-In-State Wealth Advisors 2022, 2023 & 2024
Source: Forbes.com (Awarded April 2022, April 2023 & April 2024) Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award. For criteria & methodology, go to https://www.morganstanley.com/disclosures/awards-disclosure.html.
I bring more than 35 years of experience to every client I service. During that time, I’ve recognized the importance of setting long term goals, developing disciplined plans and avoiding impulsive reactions to short-term market volatility.
After graduating from Lehigh University with a B.S. in finance and management, I began my financial services career at E.F. Hutton, a Morgan Stanley predecessor firm. The extensive resources available through Morgan Stanley enable me to fulfill my passion for helping people make informed decisions and I take pride in the fact that many of the physicians and small-business owners I advise look at my teammates and me as their virtual Chief Financial Officer.
I have obtained a Certificate in Financial Planning from the College of Financial Planning in Denver and earned the CERTIFIED FINANCIAL PLANNER™ certification as well as the Certified Investment Manager Analyst (CIMA®) certificate from the Wharton School of Business. In 2022, 2023 and 2024, I was named to Forbes Magazine’s list of Best-in-State Wealth Advisors.
When not helping clients, I’ve spent years coaching lacrosse and soccer and giving back to the community through my involvement with the Food Bank of South Jersey and Habitat for Humanity. Over the years, I’ve been a Big Brother for more than a decade and sat on the boards of Jewish Family Children’s Services, the American Heart Association, the Cure Fragile X Foundation and the Cherry Hill Lacrosse Club. My wife Cindy and I live in Cherry Hill, New Jersey where we treasure the time we spend with our greatest assets, our children, Mason, Daryn and Devon and our dog, Rocky.
Forbes Best-In-State Wealth Advisors 2022, 2023 & 2024
Source: Forbes.com (Awarded April 2022, April 2023 & April 2024) Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award. For criteria & methodology, go to https://www.morganstanley.com/disclosures/awards-disclosure.html.
Securities Agent: ME, NV, MD, CO, TN, OH, MO, MI, CT, NY, NC, IL, DE, VA, GA, FL, PA, HI, CA, MN, AZ, WA, TX, SC, NJ; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1255508
NMLS#: 1255508
About Frank J. Vellucci
As co-founder of The Stevens Vellucci Group, I work with our clients to identify and assess personal financial goals, develop customized planning strategies and realize their vision for the future through our D.A.D.A. process.
I have been in the financial services industry for over a decade working in various management level positions. My desire to help clients safeguard their financial well-being and embrace the life they envision—whether that means reducing work hours, launching a business, or reclaiming control over their financial future, led me to become a Financial Advisor.
I have obtained a Certificate in Financial Planning from New York University, a Certificate in Wealth Management Theory & Practice from Yale School of Management, earned the CERTIFIED FINANCIAL PLANNER™ certification, and am a Certified Private Wealth Advisor (CPWA®) professional. In 2021, 2022, 2023, 2024, and 2025, I was named to Morgan Stanley's prestigious Pacesetter's Club, an elite group of financial advisors who early in their career, have demonstrated the highest professional standards.
In my spare time, you can find me playing the drums or on the golf course looking for my ball, but mostly, I enjoy being with my loving wife: Jackie, and our beautiful daughter Giovanna (Gigi).
I have been in the financial services industry for over a decade working in various management level positions. My desire to help clients safeguard their financial well-being and embrace the life they envision—whether that means reducing work hours, launching a business, or reclaiming control over their financial future, led me to become a Financial Advisor.
I have obtained a Certificate in Financial Planning from New York University, a Certificate in Wealth Management Theory & Practice from Yale School of Management, earned the CERTIFIED FINANCIAL PLANNER™ certification, and am a Certified Private Wealth Advisor (CPWA®) professional. In 2021, 2022, 2023, 2024, and 2025, I was named to Morgan Stanley's prestigious Pacesetter's Club, an elite group of financial advisors who early in their career, have demonstrated the highest professional standards.
In my spare time, you can find me playing the drums or on the golf course looking for my ball, but mostly, I enjoy being with my loving wife: Jackie, and our beautiful daughter Giovanna (Gigi).
Securities Agent: HI, MI, GA, VA, MN, ME, CO, CT, NV, DE, NJ, OH, WA, PA, TN, NY, NC, MS, MO, IL, FL, AZ, SC, MD, CA, TX; BM/Supervisor; General Securities Principal; General Securities Representative; Investment Advisor Representative
NMLS#: 2115024
NMLS#: 2115024
About Nina Carew
As a Registered Client Service Associate with The Stevens Vellucci Group, I try to ensure the D.A.D.A process progresses in the right direction for each client. I take pride in bringing everything together operationally to make sure nothing and no one is forgotten.
I graduated from the University of Washington with a Bachelor’s Degree in Business, and have worked in the financial industry for over 5 years. My prior experience includes working as a private banker at Wells Fargo, exclusively with high-net-worth families. I’ve, also, worked as a client service associate at UBS and Morgan Stanley. I hold my Series 7 and 66 licenses.
It is my varied experiences in the financial service industry and my knowledge of financial products and markets that enable me to better assist clients with inquiries and resolve issues. I am an advocate for every client. I strive to make sure all our services are not only satisfactory but outstanding, offered with a level of professionalism and personalization beyond expectations.
I grew up in Washington state and moved to New Jersey with my husband, Oray, four years ago. I enjoy exercising, watching soccer, reading thrillers and most of all spending time with my sons, Cristian and Gibril.
I graduated from the University of Washington with a Bachelor’s Degree in Business, and have worked in the financial industry for over 5 years. My prior experience includes working as a private banker at Wells Fargo, exclusively with high-net-worth families. I’ve, also, worked as a client service associate at UBS and Morgan Stanley. I hold my Series 7 and 66 licenses.
It is my varied experiences in the financial service industry and my knowledge of financial products and markets that enable me to better assist clients with inquiries and resolve issues. I am an advocate for every client. I strive to make sure all our services are not only satisfactory but outstanding, offered with a level of professionalism and personalization beyond expectations.
I grew up in Washington state and moved to New Jersey with my husband, Oray, four years ago. I enjoy exercising, watching soccer, reading thrillers and most of all spending time with my sons, Cristian and Gibril.
About Chris Baldwin
As a Client Relationship Analyst with The Stevens Vellucci Group, I assist with crafting and updating financial plans and support the review of portfolios to ensure our clients grow into their plans and never out of them. I also serve as the team’s subject matter expert on the various digital tools available through Morgan Stanley Online and the Morgan Stanley mobile app.
I graduated cum laude from The College of New Jersey in 2024 with a Bachelor’s Degree in Economics and minored in Finance and Psychology. I joined The Stevens Vellucci Group as an intern during my final semester of college and began full-time with the team in July of 2024. I hold my Series 7 and 66 licenses.
I was born and raised in Collingswood, NJ. In my spare time you can find me in the gym training for my next powerlifting competition, in the crowd at one of the dozens of concerts that I attend each year, or spending time with family and friends.
I graduated cum laude from The College of New Jersey in 2024 with a Bachelor’s Degree in Economics and minored in Finance and Psychology. I joined The Stevens Vellucci Group as an intern during my final semester of college and began full-time with the team in July of 2024. I hold my Series 7 and 66 licenses.
I was born and raised in Collingswood, NJ. In my spare time you can find me in the gym training for my next powerlifting competition, in the crowd at one of the dozens of concerts that I attend each year, or spending time with family and friends.
Contact Eric R. Stevens
Contact Frank J. Vellucci
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
Morgan Stanley Wealth Management Financial Advisers can conduct their business in several ways: individually, as a member of a team of Financial Advisors, or through the formation of a Strategic Partnership with another Financial Advisor or team of Financial Advisors. A Strategic Partnership is an arrangement between a Financial Advisor or a team of Financial Advisors with another Financial Advisor or team of Financial Advisors that has a unique focus or knowledge regarding a specific business concentration, product area, and/or client type. If your account is with an individual Financial Advisor, that Financial Advisor services all facets of your account. If your account is with a Financial Advisor who is a member of a team, any Financial Advisor on the team can service your account. If your Financial Advisor is part of a Strategic Partnership, his or her role in that Strategic Partnership may be limited to a specific business and/or product area and may not cover all facets of your account. The use of the terms “Partner” or “Strategic Partner” and/or “Partnership” or “Strategic Partnership” are used as terms of art and not used to imply or connote any legal relationship.
Wealth Management
From Our Team
Stevens Group Brochure
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
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5 Mistakes to Avoid in Retirement
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
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Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
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Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
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Financial Planning for Life After Selling a Business
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Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
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- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Mosaic
Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
A Change of Greenery
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Ready to start a conversation? Contact The Stevens Vellucci 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.
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 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.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
4When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
6Morgan 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 and other legal matters.
7Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
8Morgan 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
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
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 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.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
4When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
6Morgan 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 and other legal matters.
7Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
8Morgan 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
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), 3582895 (6/2024)
