William Levy
Executive Director, Financial Advisor
Phone:
(561) 620-5025(561) 620-5025
The Sutton Place Group at Morgan Stanley
Direct:
(212) 551-7218(212) 551-7218
Direct:
(561) 620-5025(561) 620-5025
Our Mission Statement
Understanding the unique needs of high-net-worth clients like you
Our Story
Founded in 2015, The Sutton Place Group is a client-centric solutions based team that works with some of the largest and most sophisticated families to help them meet their unique multi-generational goals and needs. Our mission is to help our clients address the challenges of managing significant wealth so they may enjoy the opportunities it affords. We employ a model that uses risk mitigation and tax efficient strategies to help our clients maintain their current lifestyle needs while planning for future goals.
Founding members Joseph Parisi and William Levy utilize their Institutional finance experience to deliver customized programs designed to help preserve and grow wealth, and simplify their clients’ lives. We have been on the front lines for over a combined 70 years, working with both institutions and ultra-high net worth clients to navigate risk and find unique investment opportunities. We pride ourselves on being hands on, bringing our own sharpened pencils to every decision we make for our clients.
The Sutton Place Group strives to build an enduring relationship that consistently meets its investors’ expectations. Transparency is a cornerstone of our practice. Since the team constructs portfolios, there is little delay in reporting performance and portfolios can be customized down to the security level. Wealth management plans are vigilantly monitored and progress meetings are readily held.
The team’s extensive Capital Markets experience combined with Morgan Stanley’s industry leading resources and product experts enable it to assist with almost every facet of financial services including investment management, retirement planning, insurance, cash management, legacy, philanthropy, and education planning. The Group is also able to source exclusive investment opportunities including alternative investments. We have hundreds of specialists and thought leaders supporting our group, We strongly believe there is no better platform to organize and manage all your family’s unique wealth needs.
Founding members Joseph Parisi and William Levy utilize their Institutional finance experience to deliver customized programs designed to help preserve and grow wealth, and simplify their clients’ lives. We have been on the front lines for over a combined 70 years, working with both institutions and ultra-high net worth clients to navigate risk and find unique investment opportunities. We pride ourselves on being hands on, bringing our own sharpened pencils to every decision we make for our clients.
The Sutton Place Group strives to build an enduring relationship that consistently meets its investors’ expectations. Transparency is a cornerstone of our practice. Since the team constructs portfolios, there is little delay in reporting performance and portfolios can be customized down to the security level. Wealth management plans are vigilantly monitored and progress meetings are readily held.
The team’s extensive Capital Markets experience combined with Morgan Stanley’s industry leading resources and product experts enable it to assist with almost every facet of financial services including investment management, retirement planning, insurance, cash management, legacy, philanthropy, and education planning. The Group is also able to source exclusive investment opportunities including alternative investments. We have hundreds of specialists and thought leaders supporting our group, We strongly believe there is no better platform to organize and manage all your family’s unique wealth needs.
Services Include
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Redefining Family Office
Your family is unlike any other that my team and I have served. We value the uniqueness of each client and dedicate time to building strong relationships in order to fully understand each family's unique needs. We also recognize that many families experience similar questions, challenges, and opportunities. Our combined 70+ years of experience aids us in guiding clients through the process of achieving their most important life goals, even those that may be beyond the traditional role of wealth managers.
Family Governance and Education
Too often, members of rising generations spend decades in silence. Developing a mechanism such as a family mission statement, a family constitution, or an investment policy statement can offer critical parameters and guidelines to make decisions as a collective. We work with you to define your own generation, with your own voice.
Fact SheetTrust and Estate Planning and Business Succession
The key to determining which trust, tax, and estate strategies to execute is to understand the interplay of personal and exogenous factors. Liquidity events such as an initial public offering or a merger or acquisition may provide income and estate planning opportunities. Liquidity events also magnify the need to put in place or update certain essential estate planning documents.
Pre-Liquidity Event Planning OverviewLifestyle Services
One of the most powerful benefits of a family office is the ability to help family members simplify their personal lives and enjoy their wealth. We provide bespoke solutions and access to knowledgeable, highly personal specialists to help meet your exceptional needs, from the everyday to the extraordinary, such as: travel and concierge services, health and security advisory, tangible asset management, personal enrichment, and financial administration.
Signature Access Lifestyle AdvisoryPhilanthropic Advisory
Believing that philanthropy must be more than checkbook writing, involved and engaged donors want to feel a connection and offer advice and input above and beyond money. Perhaps you want to use philanthropy to instill values in your children, or you want to apply your business acumen to philanthropy. Maybe it is the grassroots-type of organizations that inspire you. Holding philanthropic conversations with our team and your family to discuss values, motivations, visions and to develop a mission statement is an effective step towards achieving long term philanthropic engagement. Deciding on the level of visibility, the type of program to support, and length of involvement, are your matters that matter to us.
Charitable Giving OverviewArt Advisory
Whether you have inherited a valuable collection or built one of your own, the stewardship of fine art and collectibles presents an extensive range of formidable challenges. These unregulated markets can be confusing, fragmented, and inefficient. With experienced art advisors at your side, you have the guidance needed to avoid pitfalls and the expertise necessary to manage your collection as the significant asset it is.
Art Resources Team (ART)Tax-Efficient Investing and Planning
Our mission is to help you and your family manage risk and pay less in taxes so that you can contribute more money to future generations and philanthropic pursuits.
Tax-Efficient Investing Strategies
Some of the most advanced and sophisticated tax-efficient strategies across equities, fixed income, and alternatives.
Trust & Estate Planning Strategies
Comprehensive strategies and services that connect investing activities with estate planning.
Insurance Tax Strategies
Tailored solutions to help manage risk and mitigate succession tax liabilities.
Philanthropic Advising Solution
Donor-advised separately managed accounts and unique tax-efficient giving strategies tied to your investing plans.
Concentrated Stock Position Tax and Risk Mitigation Solutions
Alternatives and institutional-level hedging strategies.
Pre-IPO Planning
A full suite of tax solutions and planning prior to going public.
Business Succession Planning
Tax-efficient solutions to help minimize taxes upon your planned exit.
Cash Management & Lending
Holistic tax-efficient lending solutions.
Tax-Efficient Educational Investing
529 accounts that can help meet your specific goals.
Digital Tools
Morgan Stanley's suite of Modern Wealth Management Tools allows advisors to offer more customized and comprehensive advice than anywhere else. These tools' ease of use allows for a more in-depth view of a client's financial life to be taken, resulting in better service and more well-rounded advice.
Morgan Stanley Online & MSMobile
Morgan Stanley Online digital capabilities and the Morgan Stanley Mobile App provide clients with access to their account information, enriched reporting tools, several cash management solutions and robust market research. The Morgan Stanley Mobile App provides clients with access to their accounts in just a few taps. Enjoy features such as eAuthorizations, eDelivery and Total Wealth View.
Login to Morgan Stanley Online
Total Wealth View
The ability to view all of your assets together provides the opportunity to advise on your Morgan Stanley accounts with your entire financial picture in mind. Log into Morgan Stanley Online or download the Morgan Stanley Mobile App to link and add external accounts.
Total Wealth View
eDelivery
eDelivery provides you with the ability to view statements and other Firm documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online may enroll in eDelivery. Currently, documents available through eDelivery include statements, trade confirmations and prospectuses, general correspondence, selected Internal Revenue Service (IRS) approved tax documents, syndicate offerings, shareholder communications, and portfolio reports.
eDelivery
Digital Vault
Keeping important documents and financial records organized and readily available is one of the best gifts you can give those you love. In the event of catastrophe or serious illness, disability or death, your Family Records Organizer can immediately provide vital, timely information to both your family and professional advisors. The Digital Vault on Morgan Stanley Online and the Mobile App allows you and your clients to build a central, shared document library where all documents are stored using encryption.
Digital VaultLocation
1801 N.Military Tr
Ste 300
Boca Raton, FL 33431
US
Direct:
(212) 551-7218(212) 551-7218
1801 N. Military Trail
Suite 300
Boca Raton, FL 33431
US
Direct:
(561) 620-5025(561) 620-5025
Meet The Sutton Place Group
Phone:
(212) 551-7218(212) 551-7218
Ryan Gillin
Assistant Vice President, Business Development Director
Phone:
(212) 511-7220(212) 511-7220
Beth A. Golden
Phone:
(561) 620-5044(561) 620-5044
About William Levy
William started his career at Salomon Brothers working as an investment banker in the Financial Institutions Group as well as Mortgage Backed Trading. He has held various senior roles in Fixed Income and Equities. Most recently before joining Wealth at Barclays, William was a Managing Director of the Special Situations Desk covering some of the firms largest and most sophisticated accounts. He also acted as the relationship banker for the largest global Gaming and Lodging company as well as working with the related families. He had joined Lehman Brothers as the Global Head of Equity Derivatives and Program Trading. Prior to Lehman, William held senior management roles in Equity Derivatives at Morgan Stanley.
Securities Agent: FL, TX, NY, MA, ME, RI, VT, NH, DC, TN, LA, IA, AR, WA, MN, KY, AZ, SD, OH, DE, SC, CT, KS, IN, NC, MI, CA, MD, WV, WI, OK, VA, OR, NV, PA, NJ, CO, PR, IL, ID, GA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1418883
NMLS#: 1418883
About Joseph Parisi
Joe began his career in 1992 at Lehman Brothers within the Private Investment Management Group. After building one of the largest businesses in the group, covering family offices and nontraditional accounts, he was recruited to institutional equity sales. There he became one of the top producing institutional equities sales employees. For nearly 30 years Joe has dedicated his time towards helping both his institutional and individual clients manage risk across multiple asset classes.
Securities Agent: AK, PA, MD, DE, TN, MA, FL, OH, SC, KS, IL, SD, NY, MT, NJ, CT, TX, WY, CO, NC, CA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1420059
NMLS#: 1420059
About Ryan Gillin
Ryan began his career at Lehman Brothers with the firms largest short duration fixed income team. Later, he joined Barclays in their investment management division where he was the lead equity and derivatives trader for his group. In totality, Ryan has over 10 years of experience in the wealth management field, servicing high net worth families as well as middle market institutional accounts.
P: 212-551-7220
F: 212-692-2990
P: 212-551-7220
F: 212-692-2990
Contact William Levy
Contact Joseph Parisi
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact The Sutton Place Group today.
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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
3Alternative 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.
4The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
5Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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 and other legal matters.
6Morgan 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.
7Morgan 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.
8Morgan 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.
9Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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 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
3Alternative 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.
4The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
5Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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 and other legal matters.
6Morgan 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.
7Morgan 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.
8Morgan 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.
9Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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)
